Unified Data Architecture

One Schema, Any Agent,
Conditional Workflows

A standardized data payload that enables intelligent behavior. Pass the data you have, and the agent automatically enables the right workflows while maintaining HIPAA compliance and avoiding pronunciation pitfalls.

32
Total Fields
6
Data Categories
6
Conditional Workflows
3
HIPAA Levels

Unified Data Schema

Every field the agent can consume. Pass what you have—the agent adapts its behavior accordingly.

Patient Identity
6 fields
Field NameTypeRequiredHIPAAPronunciationEnablesStatus
arg_caller_phonestringRequiredlownone
patient_lookupcallback
Current
arg_patient_idstringOptionalmediumnone
appointment_lookupbalance_check
Current
arg_caller_first_namestringOptionallowhigh
personalized_greeting
Gap P2
arg_caller_last_namestringOptionalmediumhigh
identity_verification
Gap P2
arg_preferred_namestringOptionallowmedium
personalized_greeting
Gap P2
arg_dobdateOptionalhighnone
identity_verification
Current
Business Context
6 fields
Field NameTypeRequiredHIPAAPronunciationEnablesStatus
arg_business_namestringRequirednonelow
greetingall
Current
arg_is_business_openbooleanRequirednonenone
hours_routingvoicemail
Gap P1
arg_business_hoursstringOptionalnonenone
hours_info
Gap P1
arg_next_open_datetimedatetimeOptionalnonenone
after_hours_message
Gap P1
arg_current_timetimeOptionalnonenone
time_aware_greeting
Current
arg_day_of_weekstringOptionalnonenone
scheduling
Current
Appointment Data
6 fields
Field NameTypeRequiredHIPAAPronunciationEnablesStatus
arg_next_appointmentobjectOptionalhighmedium
appointment_reminderreschedule
Current
arg_appointment_countdown_hoursnumberOptionalmediumnone
appointment_context
Gap P2
arg_appointment_proximity_minutesnumberOptionalnonenone
proximity_intentrunning_late
Gap P2
arg_preferred_providerstringOptionallowhigh
smart_scheduling
Gap P2
arg_preferred_daystringOptionalnonenone
smart_scheduling
Gap P2
arg_preferred_timestringOptionalnonenone
smart_scheduling
Gap P2
Financial Data
4 fields
Field NameTypeRequiredHIPAAPronunciationEnablesStatus
arg_outstanding_balancenumberOptionalhighnone
balance_inquirypayment_reminder
Gap P2
arg_payment_due_datedateOptionalmediumnone
payment_reminder
Gap P2
arg_insurance_statusstringOptionalmediumnone
insurance_check
Current
arg_copay_amountnumberOptionalmediumnone
copay_reminder
Gap P2
Intelligence Data
4 fields
Field NameTypeRequiredHIPAAPronunciationEnablesStatus
arg_churn_risk_scorenumberOptionalnonenone
retention_routingvip_handling
Gap P3
arg_sentiment_scorenumberOptionalnonenone
adaptive_toneescalation
Gap P3
arg_predicted_intentstringOptionalnonenone
intent_routingproactive_help
Gap P3
arg_recent_activityarrayOptionalmediumnone
context_awareness
Gap P3
Outbound Campaign
6 fields
Field NameTypeRequiredHIPAAPronunciationEnablesStatus
arg_is_outbound_callbooleanOptionalnonenone
outbound_greetingcampaign_tracking
Gap P2
arg_call_campaign_idstringOptionalnonenone
campaign_trackinganalytics
Gap P4
arg_call_attempt_numbernumberOptionalnonenone
attempt_messaging
Gap P4
arg_best_time_to_callstringOptionalnonenone
call_scheduling
Gap P4
arg_voicemail_leftbooleanOptionalnonenone
voicemail_tracking
Gap P4
arg_sms_fallbackbooleanOptionalnonenone
sms_fallback
Gap P4
Sample JSON Payload
Example of a complete data payload passed to the agent
{
  // Identity
  "arg_caller_phone": "+15551234567",
  "arg_patient_id": "PAT-12345",
  "arg_caller_first_name": "Sarah",  // Simple name - safe to pronounce
  "arg_preferred_name": null,
  
  // Context
  "arg_business_name": "Jefferson Family Medicine",
  "arg_is_business_open": true,
  "arg_business_hours": "Monday-Friday 8am-5pm",
  "arg_current_time": "14:30",
  "arg_day_of_week": "Tuesday",
  
  // Appointments
  "arg_next_appointment": {
    "date": "2024-01-20",
    "time": "10:00",
    "provider": "Dr. Smith"
  },
  "arg_appointment_countdown_hours": 48,
  "arg_preferred_provider": "Dr. Smith",
  
  // Financial (verified patient only)
  "arg_outstanding_balance": 150.00,
  "arg_payment_due_date": "2024-02-01",
  
  // Intelligence
  "arg_churn_risk_score": 25,  // Low risk
  "arg_predicted_intent": "appointment_inquiry",
  
  // Outbound (null for inbound calls)
  "arg_is_outbound_call": false,
  "arg_call_campaign_id": null
}

One Schema, Infinite Possibilities

Pass the data you have. The agent does the rest—intelligently, compliantly, and professionally.