Saratoga
{{ channelIcon }} {{ channelLabel }}
DEMO — SIMULATED DATA, NOTHING IS SENT
OPERATOR DASHBOARD

{{ dashTitle }}

{{ dashSub }}

🔒 BILLING DATA ONLY — NO CLINICAL INFORMATION (POPIA)
{{ countAuto }}
Auto-handled by the digital worker
{{ countHuman }}
Waiting on a human
{{ recordCount }}
{{ recordCountLabel }}
TRIAGE INBOX

Needs a human

The agent stopped and asked, instead of acting
Nothing waiting. Sensitive or ambiguous replies land here — try “{{ escalateHint }}” in the phone pane.
⚑ {{ item.statusLabel }} {{ item.customer }} {{ item.ref }} {{ item.time }}

“{{ item.text }}”

Inbound from customer · {{ item.rule }}
SUGGESTED REPLY — NOT SENT

{{ item.draft }}
CONTEXT THE AGENT USED
— {{ line }}
CONVERSATION ACTIVITY

Inbound and how it was handled

Every reply is labelled with an icon and words, so status never rests on colour.

{{ row.icon }} {{ row.statusLabel }} {{ row.customer }} {{ row.ref }} {{ row.time }}

“{{ row.text }}”

{{ row.replyPrefix }}{{ row.reply }}
— {{ line }}
CREW CHANNEL — INTERNAL

{{ crewLabel }}

Site manager · {{ crewForeman }} + 3 crew

Instructions out in the morning, an update and site photos back at the end of the day. The coordinator turns the crew’s update into something the customer can read.

▸ SITE MANAGER ◂ CREW {{ c.name }} {{ c.role }} {{ c.time }}

{{ c.text }}

▣ {{ ph }}
Uploaded from site · placeholders in this demo
{{ crewForeman }} is writing up the day…
APPOINTMENT DIARY

Bookings the clerk confirms and moves

Names and times only — no reason for the visit
ACCOUNT HOLDER
SLOT
STATUS
{{ a.name }}
{{ a.when }}
{{ a.icon }} {{ a.status }}
The clerk may confirm, remind and reschedule against open diary slots on its own. Cancellations inside 24 hours, and anything a patient sounds upset about, go to the practice manager.
{{ recordsEyebrow }}

{{ recordsTitle }}

{{ h }}
{{ r.name }}
{{ r.ref }}
{{ r.amount }}
{{ r.statusIcon }} {{ r.status }}
SEND A SCRIPTED UPDATE (OUTBOUND, PHASE 1)
ON THE PHONE
{{ channelLabel }}
9:41 ▮▮▮◗82%
‹
{{ bizInitials }}
{{ bizName }}
{{ bizPresence }}
📹📞
Messages are simulated for this demo. Nothing is sent.
{{ m.text }}
{{ m.time }}
{{ m.badge }} {{ m.sender }}
{{ m.text }}
{{ m.time }} ✓✓ {{ m.tick }}
TAP A REPLY TO SEND IT AS THE CUSTOMER
Message
➤
16:47 ▮▮▮◗64%
‹
JC
JC-2231 Site Crew
Site manager, Sipho, Andile, Riaan, Kagiso
📎⋮
Foreman’s phone. Simulated for this demo.
Site manager
{{ k.text }}
{{ k.time }}
{{ k.name }} · {{ k.role }}
▣ {{ kp }}
{{ k.text }}
{{ k.time }} ✓✓
TAP A REPLY TO SEND IT AS THE FOREMAN
Message
📷
LIBRARY OF ROLES

Personas & settings

Editable-looking only. Nothing here saves in the demo.

{{ p.name }}

{{ p.domain }} {{ p.activeIcon }} {{ p.activeLabel }}
ONBOARDING PROMPT
CHANNEL
TOOLS
▪{{ t }}
ESCALATION RULES
▪{{ r }}
A third role — Debtors Clerk — is sketched but not wired up. The point of the library is that a new role is configuration, not a new build.