Voice brief
0:00
Tap the mic and describe the project. Tap again to stop. Voice is simulated in this prototype.
Prefilled from your project brief (example). Review and approve.
Start a project
Tell the agent what you need, by voice or by typing. It hears the brief, then proposes the plan. You approve each step.
Transcript
ExampleGrok Bot heard this Example
1. Project summary
- Client
- Treatment center client (example)
- Topic
- Family involvement in recovery
- Target search term
- how to support a loved one in addiction recovery
- Content piece
- One long guide, about 1,800 words, with 5 to 8 named clinician quotes
- Clinicians
- Addiction medicine, family therapists (LMFT), LCSW counselors
- Timing
- First draft in about 3 weeks
No patient data anywhere. Every question set says so up front.
2. Suggested next steps
- Topic Setup: lock topic, search term, and questions needs your OK
- Style Library: add 3 to 5 sample articles for the client site needs your OK
- Contacts: upload your list, then fill gaps from public directories needs your OK
- Outreach: approve the email and the daily cap needs your OK
- Clinician Answers: answers come in by text or voice automatic
- Quote Library: clinicians approve their own quotes automatic
- Article Drafts: sections fill as answers arrive needs your OK
- Daily Digest: one morning email with what needs you automatic
Nothing sends or publishes without an Approve.
3. Draft anchor questions (6)
edit freely- What is the single most helpful thing a family member can do in the first month of recovery?
- Where is the line between support and enabling?
- What should families expect from family sessions or family programs at a treatment center?
- How can a family member take care of their own health during a loved one's recovery?
- What do you wish families stopped saying or doing?
- If a relapse happens, how should the family respond?
4. Outreach strategy
- Who
- Family therapists (LMFT), LCSW and LPC counselors, addiction medicine doctors in FL and SC
- List size
- About 120 contacts to land 6 to 8 usable answer sets
- Volume
- 10 per day week 1, 25 per day after warmup
- Sending domain
- A secondary domain Agency Engine owns, e.g. answers.example-southswell.com
- Follow up
- Nudge on day 4, last note on day 9, then stop
- Ask
- 6 questions, about 5 minutes, type or record
Style Library
Add 3 to 5 sample articles per client site. The agent learns the house style, you approve it, and drafts are written to match.
Client site
Example- What to expect in detox (example URL)
- Is outpatient right for you (example URL)
- Talking to your teen about vaping (example file)
- MAT myths (example file)
Use only articles the client owns. The agent learns patterns, it does not reuse sentences.
Style profile: Harbor Recovery
needs your OK- Reading level
- Grade 7 to 8
- Tone
- Warm, direct, second person, hopeful without promises
- Headings
- H2 as reader questions, 5 to 7 per piece, short FAQ at the end
- Average length
- About 1,600 words
- Quote usage
- 2 to 4 named clinician quotes, credential after the name
- CTA pattern
- Soft CTA mid piece, call or verify insurance at the end
- Compliance
- Clinical reviewer byline with credential and review date, sources listed, crisis line in footer
1. Topic Setup
Pick a topic and a target search term. Review the suggested questions, edit, approve.
Walk: Start a project → Topic Setup → Contacts → Outreach → Clinician Answers → Quote Library → Article Drafts (press "Simulate answer arriving") → Daily Digest.
Addiction medicinePsychiatryLCSW / counseling
Suggested questions (4)
needs your OK- In plain words, what is medication for opioid use disorder?
- What happens in the first week of treatment?
- What myth do you hear most from families?
- What should someone ask a program before choosing it?
Every question set opens with: please do not share any patient details or identifiable patient stories.
Search check (research)
2. Contacts
Three ways in: upload your list, search by specialty, or find public practice emails.
Contact list uploader
ExampleDrop in any messy list (conference registrations, CRM export, spreadsheet). The agent maps the columns, cleans it, and shows you what is ready. Nothing imports until you approve.
Raw file (first rows, example)
| Attendee Name | Org | Title | E-mail Address | Badge Type |
|---|---|---|---|---|
| MAYA EXAMPLE | harbor recovery (example) | md, addiction med | Maya.Example@Example.org | Speaker |
| maya example | Harbor Recovery | MD | maya.example@example.org | Attendee |
| Jordan Example | Coastal Family Therapy | lmft | Attendee | |
| Riley Example | Bayview Counseling | LPC | riley.example@example | Attendee |
| Sam Example, DO | Gulf Psychiatry | Psychiatrist | sam@example.com | Exhibitor |
Column mapping (detected)
| Your column | Maps to | Confidence |
|---|---|---|
| Attendee Name | First name + Last name (split) | high |
| E-mail Address | Email (lowercased) | high |
| Org | Organization (title case) | high |
| Title | Credential / role (MD, DO, LMFT, LPC, LCSW) | check |
| Badge Type | Ignored (kept as a tag) | info |
162rows read
14duplicates merged
11missing email
6invalid email
9flagged (not clinicians)
122ready to send
Flagged rows
| Row | Issue | Agent action |
|---|---|---|
| maya example | same person as row 2, different case | merged |
| Jordan Example | no email | find public email? |
| Riley Example | email has no domain ending | excluded |
| Sam Example, DO | Badge Exhibitor, may be a vendor | review |
Ready to send (first 4 of 122)
| First | Last | Organization | Credential | |
|---|---|---|---|---|
| Maya | Example | maya.example@example.org | Harbor Recovery | MD, addiction medicine |
| Sam | Example | sam@example.com | Gulf Psychiatry | DO, psychiatry |
| Alex | Example | alex.example@example.net | Coastal Family Therapy | LMFT |
| Casey | Example | casey@example.org | Bayview Counseling | LCSW |
Upload CSV or CRM export
Field mapping
| Your column | Maps to |
|---|---|
| Full Name | |
| Email Address | |
| Title | |
| Org |
Dedupe preview
214rows (example)
17duplicates merged
9missing email
188ready
| Row | Match | Action |
|---|---|---|
| Dr. Maya ExampleExample | same email as row 88 | merge |
| Jordan Example, LCSWExample | name match, new email | review |
Search contacts
| Name | Credential | Source |
|---|---|---|
| Dr. Maya ExampleExample | MD, addiction medicine | Your list |
| Dr. Sam ExampleExample | DO, psychiatry | Practice website |
| Jordan ExampleExample | LCSW | Association directory |
| Riley ExampleExample | LPC | Practice website |
Public sources
Practice websitesAssociation directoriesYour client treatment center staff pages
Public emails are checked before use. Anyone who unsubscribes is suppressed everywhere.
3. Outreach
Sends from a secondary domain, throttled, and only after you approve.
Sending mode
ExampleYou can connect your own Gmail, so emails go out from your account (or a Agency Engine secondary domain on Google Workspace). Then pick how they go: on an automatic schedule, or one by one with your OK on each. You can switch any time.
not connectedDr. Example,
We are building a plain-language guide on medication for opioid use disorder and want real clinician voices in it. Four short questions, type or record your answers, about 5 minutes.
You approve your quotes before anything is published. Please do not include any patient details.
Devin
Agency Engine
Send settings
Warmup schedule: 10/day week 1, 25/day week 2, then hold.
- Recipients
- 40 (example)
- Domain health
- Warming
- Follow up
- 1 nudge after 4 days
4. Clinician Answers
What Dr. Maya Example sees. Type or record. Release checkbox before submit.
MOUD guide: 4 questions
1. In plain words, what is medication for opioid use disorder?
2. What happens in the first week of treatment?
3. What myth do you hear most from families?
4. What should someone ask a program before choosing it?
5. Quote Library (dictionary)
Every quote verbatim, tagged by clinician, topic, claim type, and search term.
AllMOUDDefinitionMythNeeds source
| Quote | Clinician | Tags | Status | |
|---|---|---|---|---|
| "It is treatment, not a substitute addiction." | Dr. Maya ExampleExample | definition · what is medication assisted treatment | approved | |
| "Most families ask how long, not what kind." | Jordan Example, LCSWExample | family · myth | awaiting clinician | |
| "Relapse rates drop sharply on medication." | Dr. Sam ExampleExample | outcome claim | needs source | |
| "Ask whether they offer MOUD on site." | Riley Example, LPCExample | choosing a program | awaiting clinician |
6. Article Drafts
Sections fill as answers arrive. Writer edits from here.
What Is Medication Assisted Treatment? Clinicians Explain
Intro filled
Draft intro written around the target term. Writer to edit.
What it is waiting
The first week waiting
How to choose a program waiting
7. Daily Digest
One morning email. Approvals on top, then the Morning Brief: what changed overnight.
Needs your OK (3)
- Campaign "MOUD wave 2", 25 recipients Review
- Question set for "Choosing a detox program" Review
- 1 claim needs a source in Draft 1 Review
Yesterday
Morning Brief: what changed overnight
1. Topic demand
| Question people are asking now | Why now | Source |
|---|---|---|
| "Can pregnant or postpartum patients start Suboxone by telehealth?" | RAND posted (12 Oct) a JAMA Internal Medicine viewpoint arguing audio-only buprenorphine and 12-month postpartum Medicaid could close the perinatal MOUD gap, but guidelines and state policy still lag | RAND, 12 Oct · Psychiatric Times |
| "Why do hospitals flag thousands for buprenorphine and almost nobody starts?" | New Addiction Science & Clinical Practice brief (8 Oct): 9,140 EHR flags, 434 potentially eligible, 23 started (about 5%), with stigma and patient concerns as the steep drop | Springer · Scienmag, 8 Oct |
| "What is the difference between MAT and MOUD?" | Everwell Recovery guide covered 13 Oct: MAT is the older combo term; MOUD is the precise opioid medication label (methadone, buprenorphine, naltrexone) | Narcotics.com, 13 Oct |
| "What changes for telehealth prescriptions after December 31, 2026?" | Temporary controlled-substance telemedicine flexibilities still end Dec 31; the permanent buprenorphine rule (six-month telemedicine cap, PDMP check) stays | White Glove · ASP-RCM |
2. Competitor content
- Everwell Recovery (via Narcotics.com), "California Rehab Adds Medications for Opioid Use Disorder" (13 Oct). Source. Opening: plain-language MAT vs MOUD explainer families are searching right now.
- Addiction Center, "Medication-Assisted Treatment (MAT)" (updated 8 Oct). Source. Opening: clinician-authored MOUD primer that separates methadone, buprenorphine/Suboxone, and naltrexone, including telehealth notes.
- RECO Institute, "Top 10 Questions About Suboxone Maintenance and MAT" (7 Oct). Source. Opening: FAQ voice on how long maintenance lasts, fentanyl starts, and whether Suboxone is "trading one drug for another."
- Addiction Treatment Services, "Addiction Treatment Services Explains MAT with Suboxone" (4 Oct). Source. Opening: named clinician byline answering the first-week Suboxone questions with ASAM-level-of-care framing.
3. Clinician leads
| Clinician | Role | Why now | Source | Contact |
|---|---|---|---|---|
| Mishka Terplan, MD, MPH | Addiction medicine; Friends Research Institute | Coauthor, JAMA Internal Medicine viewpoint on telehealth buprenorphine for pregnant and postpartum women; RAND posted 12 Oct | RAND | Contact via permitted source |
| Rachel K. Landis, PhD, MPP | RAND Corporation | Lead author on the perinatal telehealth buprenorphine viewpoint | RAND · Psychiatric Times | Contact via permitted source |
| Aaron D. Fox, MD | Addiction medicine, Albert Einstein College of Medicine / Montefiore | Corresponding author, 8 Oct hospital buprenorphine screening brief (9,140 flags to 23 starts) | Addiction Science & Clinical Practice | Contact via permitted source |
Contact rule: contacts come only from lists you are allowed to use, such as conference registrations, or addresses clinicians publish themselves. We never scrape emails. Every send is approved by you first.
4. Pipeline SIMULATED
- Outreach sent
- 25 yesterday (simulated)
- Replies
- 4 (simulated)
- Drafts awaiting approval
- 2 Open
- Ranking pieces
- "What Is MAT?" up 7 places (simulated)
Today's 3 moves
- Add "telehealth Suboxone in pregnancy and postpartum" as a topic, using the 12 Oct RAND/JAMA call for guidelines as the news hook.
- Build a question set on why hospitalized patients decline buprenorphine, based on the 8 Oct Haber/Fox screening funnel.
- Find a permitted contact route for Dr. Terplan and Dr. Fox, then approve outreach.
Dealership Morning Brief: what changed overnight
The point: nearly 3 in 10 new-car trade-ins are underwater, and shoppers ask AI how to handle it. Only the dealer's own sales and finance people can say how it works at that store. Capture that first.
1. Topic demand
| Question shoppers ask | Why now | Source |
|---|---|---|
| "Can I trade in a car I still owe money on?" | 29.6% of trade-ins toward new vehicles were underwater in Q2 2026, average $6,884, a Q2 record | Edmunds, 16 Jul |
| "What will my payment be if I roll my old loan in?" | Average payment with negative equity hit $944 a month vs $777 overall; projected interest $16,270 vs $9,811 | Edmunds, 16 Jul |
| "Should I take an 84-month loan?" | A record 23.9% of borrowers took 84 months or longer in Q2 | Detroit Free Press |
| "What rate can I get with my credit?" | September average new loan rate 10.17%, used 14.43% (mid-tier credit); approvals up to 73.9% | Cox snapshot · Cox credit, Sept |
| "Are there deals now, or should I wait?" | September average new price $50,562, $52 under the record; incentives $3,359, down 8.8% year over year | Kelley Blue Book, 13 Oct |
| "Lease or buy?" · "Is certified pre-owned worth it?" | Cox forecasts 2026 leases down 7% to 3.0 million and CPO sales of 2.6 million | Cox Q3 review, 7 Oct |
2. How shoppers use AI for cars
- 30% of in-market shoppers used generative AI to research; 68.4% of them used ChatGPT. Ekho study
- 44% opted to use AI car search tools; after an AI answer, 41% go next to a cited dealer or maker site. Cars.com survey
- Shoppers use AI to find nearby dealers, compare dealer pricing, and summarize reviews. C-4 Analytics
3. Who to interview Placeholder
| Client | Role | Topic |
|---|---|---|
| Dealer client 1 | Finance manager | Trading in with negative equity |
| Dealer client 2 | Sales manager | Lease vs buy this quarter |
| Dealer client 3 | Service or CPO manager | What certified pre-owned covers |
Contact rule: names come only from contacts your dealer clients give you. Every send is approved first. Finance answers get a compliance read before publish.
4. Pipeline SIMULATED
- Question pages sent
- 0 (not started)
- Answers received
- 0
Today's 3 moves
- Ask each dealer client for one sales or finance manager willing to answer 5 questions by voice.
- Lock the first topic: "Trading in a car you still owe money on at Dealer client 1."
- Approve the question set in Topic Setup.