Opkit Newsletter - July Edition

Welcome to the July edition of the Opkit newsletter!

If you’re new here, allow us to introduce ourselves: Opkit is a generative AI call center for the healthcare industry. Our HIPAA-compliant, AI-powered software platform automates annoying back office phone calls for medical clinics. For example:

  • Calls to insurance companies for verification of benefits

  • Calls to pharmacies for medication management

  • Calls to providers for collecting medical records

With that, let’s jump into some product and company updates!

In this Issue

Product Improvements: A quick rundown of the best product enhancements we’ve shipped recently, including:

  • Scheduled Tasks: You can now schedule tasks to be completed at a particular date and time in the future.

  • Bulk Actions on Tasks: You can now perform certain task actions in bulk from the task list view.

  • Usage Page Improvements: The “Usage” page has been significantly improved. It now shows aggregate values for key metrics such as “Tasks Created” during the currently selected period.

  • Add Target within Create Task Flow: You can now add new custom targets directly from the Create Task flow.

  • Back Buttons in Create Task Flow: We added back buttons to the Create Task and Bulk Create Task flows, allowing you to easily re-visit previous steps in these modal flows.

  • Simpler POST /tasks Endpoint: We have dramatically simplified the most important endpoint on our developer API.

Coming Soon: Get a sneak peek into Opkit’s near-term roadmap.

In Case You Missed It: Catch up on important developments in the healthcare and AI spheres.

Product Improvements

Scheduled Tasks

Opkit now supports the ability to schedule tasks for a particular date and time in the future.

Scheduled tasks are useful for contacting targets that aren’t available 24-7. For example, businesses that are only open between the hours of 9am and 5pm on weekdays.

In the past, if you created a task for one such target outside of business hours, it would essentially fail (the call would be sent to voicemail). Today, you can use a scheduled task to make sure Opkit contacts the target when it is open - and therefore most likely to pick up.

Bulk Actions on Tasks

You can now perform certain task actions in bulk by selecting individual rows in the tasks table.

The following bulk actions are currently supported:

  • Mark Reviewed

  • Mark Not Reviewed

  • Cancel

  • Flag

  • Unflag

We will be adding additional bulk actions in the near future, including “Create Copy” and “Export”.

Usage Page Improvements

Since launching the “Usage” page in last month’s newsletter, we’ve already upgraded it in two major ways…

First, we added aggregate values for important metrics such as “Tasks Created”, “Tasks Canceled”, and “Average Task Duration”. This makes it dead-simple to understand overall account usage and performance during the currently selected period.

Second, we added “top lists” showing your most frequently used targets for both calls and tasks.

Add Target within Create Task Flow

You can now add new targets from within the Create Task flow.

This replaces an older, less streamlined workflow where users were forced to leave the Create Task flow whenever they needed to add a new target. As a result, it makes creating tasks with new targets significantly easier - a change that especially benefits customers who use Opkit to contact pharmacies, provider offices, and other high-cardinality target types.

Note that this improvement extends to the Bulk Create Task flow. When you attempt to create tasks from a CSV file, any unrecognized phone numbers within the file will automatically be added to your account as new custom targets.

Back Buttons in Create Task Flow

We added back buttons to both the Create Task and Bulk Create Task flows, allowing you to move forward and backwards through these multi-step flows without losing progress.

Simpler POST /tasks Endpoint

We’ve dramatically simplified the POST /tasks endpoint on our public-facing developer API.

Most importantly, we removed the “objectives” field, so you no longer have to provide a list of objectives for every new task you create. Objectives are now “inferred” (copied) from the associated template.

This change significantly reduces the size of the request payload. It also reduces the likelihood of encountering a template validation error.

Coming Soon

We’ll be landing a full suite of amazing product features over the next month. Here are some of the highlights:

  • Exports: Soon you will be able to conveniently export data from the dashboard, including task results, call recordings, call transcripts, and more.

  • Define Result Checks on Templates: We’re adding the ability for users to define custom result checks on templates, a change that should make it easier for more users to take advantage of this powerful new feature.

  • Bug Fix for Transcripts of Long Calls: Our team identified a bug that occasionally distorts the transcripts of long calls, i.e. those with a duration of 30 minutes or more. A fix is on its way!

  • Visual Polish: We’re introducing a suite of minor visual improvements that will collectively make the dashboard feel much cleaner and easier to use.

In Case You Missed It

That’s all for this edition! Thanks for reading.

Disclaimer: Images, GIFs, and videos in this email do not contain real customer data or PHI. Opkit is committed to maintaining HIPAA compliance, data privacy, and data security. To learn more, visit our Trust Center.