Outreachhub.ai

Phone System

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Outreachhub.ai

Outreachhub.ai Phone System

Call Volume

Inbound, outbound, and missed calls by hour

Service Level

Weekly SLA adherence

Team Floor

Agent status and workload

Executive Snapshot

Daily demand, service risk, revenue operations, and patient/customer experience

Channel Mix

Voice, text, email, reviews, surveys, and forms

Work Queue

Open workload by operating area

Product Menu

Separate product areas; dashboard stays focused on operations

Verified Feature Backlog

Locations

Multi-site routing, hours, lines, and live capacity

Live Call Workbench

Operational queue with caller pop-up actions
0 calls

Queue Health

Live workload and bottlenecks

Agent Availability

Staffing snapshot

Call Volume

Current operational mix

Texting Automation

Missed Call Text, Missed Text Auto-Reply, two-way inbox foundation

Unified Conversations

Voice, text, transcript, patient link

Bulk Texting

Segmented outbound messaging

Agent Softphone

Embedded browser dialer with SIP/WebRTC migration path

Call Pop

Patient context, history, balance, tasks, notes

Phone Management

Hours, groups, queues, trees, overrides

Softphone Options

Free/open candidates for external agent endpoints

Voicemail

Transcription, tagging, forwarding

Appointment Reminders

Text/phone/email reminder workflow foundation

Recall / Reactivation

Segmented patient reactivation messaging

Waitlist

Opening notifications and rescheduling

Online Scheduling

Public requests, slot holds, booking confirmation, reschedule, and PMS writeback queue

Digital Forms

Intake, consent, completion reminders, review, and writeback-ready packet state

Review Requests

Send after appointments

Review Monitoring

AI response assistant with human review

Survey Builder

Create reusable conversational surveys and launch campaigns

Surveys

Conversational builder, campaigns, media, response analytics

Distribution

Hosted survey, website embed, email link, and source tracking

Survey Studio

One-question-at-a-time respondent experience with rich media

Marketing Command Center

Lifecycle, attribution, channel mix, and next-best actions

Campaign Performance

Email, SMS, review, survey, bookings, spend, and owner accountability

Payments

Text-to-pay, reminders, ledger, refunds, reconciliation

Insurance Verification

Eligibility check and patient update workflow

Profile Settings

Client business profile, billing contact, and verification status

Account Billing

Plan, seats, Stripe readiness, and subscription IDs

Invoices

Draft and synced invoice records before Stripe go-live

Payment Methods

Stripe Setup Intent readiness; no live charge without keys

Support Tickets

Queue, assignment, SLA, response, resolution, and client request lifecycle

Softphone

Browser and mobile calling capabilities

Fax

Directory, cover sheets, outbound queue, archive

Team Chat

Practice coordination and mobile handoff

Numbers

Assigned voice and messaging lines

Routing Targets

Workflow, queue, and AI destinations

Provider Readiness

Data agreements, routing, deployment compatibility

Voice Test Bench

Connection readiness and safe outbound testing 

        


        

          

            

              
AI Voice Readiness

              Voice synthesis and approval posture
            

            

              
              
            

          

          

          

        


        

          

            

              
API Orchestration

              Client-owned provider connections and adapter routing
            

            

              
              
              
              
            

          

          

            
            
            
            
            

            
          

          

          

        


        

          

            

              
Adapter Test Runs

              Persisted backend execution evidence for client-owned APIs
            

          

          

        


        

          

            

              
Runtime Gates

              Tenant connection, approval, policy, and data-class execution
            

          

          

        


        

          

            

              
Data Approval Gate

              Production provider readiness check
            

          

          
          
          

        

      


      

        

          

            

              
Policy Stack

              Retention, consent, routing
            

          

          

        


        

          

            

              
Blocker Queue

              Queued instead of pausing development
            

          

          

        

      


      

        

          

            
Audit Ledger

            Recent system and governance events
          

          

            
            
          

        

        

      


      

        

          

            
Accessibility and Accommodations

            ADA effective communication, WCAG readiness, Section 1557, auxiliary aids, and accommodation tracking