A2V2

One platform for your entire patient relationship

A2V2 gives you AI agents, a built-in patient CRM, intelligent intake, and scheduling — all inside HIPAA-compliant infrastructure. Everything your clinic needs to engage patients, in one place.

A2V2
2
Priya Sharma
Priya Sharma
Age 54 · Female · Program 4/9
Good morning,
07 Jun 2026
Body SystemsPhenotypic Age 49
General Health
Good standing•Body Age 49
0.9%
Metabolic Health
Needs focus•Metabolic Age 58
7.2%
BMI27.4 kg/m²
UnderHealthy 18.5–25Over
Fasting Glucose104 mg/dL
70Normal <100140
Hemoglobin A1c5.8 %
4.0Normal <5.77.0
Brain Health
Stable•Brain Age 52
3.1%
Heart Health
Watch•Heart Age 61
9.4%
Immune Health
Strong•Immune Age 47
2.0%
Care Assistant
Online
Ask a question

AI agents, tuned to your clinic

Build and customize AI agents that speak in your clinic's voice, powered by leading models and grounded in your own knowledge.

Custom agents
Create agents with their own instructions, knowledge, and behavior.
Multiple AI models
Choose from leading models like GPT and Claude for each agent.
Playground & sandbox
Test configurations side by side and preview before going live.
Agent Configuration
Model
Claude Sonnet 4.6
Temperature
0.35
Instructions
You are a health coach for Vitality Clinic. Speak warmly, use first name, stay within your knowledge base, and always recommend booking a consult for medical questions.
Knowledge
Protocol Guide 2026
Patient FAQ.pdf
Live preview
Hi — I want to learn about your weight management program.
Hi! I'd love to share more. Our program focuses on sustainable results through personalized nutrition coaching. Would you like to book a free consult with our team?
Knowledge Base
Search sources…
SourceTypeStatus
Protocol Guide 2026FileCompleted
FAQ — Longevity ProgramTextCompleted
Clinic IntroductionYouTubeCompleted
Patient Q&A LibraryQ&ACompleted
Supplement ResourcesLinksCompleted

Grounded in your knowledge

Feed your agent your clinic's content so every answer reflects your protocols and philosophy.

Multi-source knowledge
Add text, files, YouTube, Q&A, and links.
Advanced retrieval
Agents are designed to pull accurate answers from your content.
Organized & searchable
Manage sources with status tracking and filters.

A patient CRM built in

Every conversation becomes a patient record, with the history, forms, and health details your team needs in one place.

Contact records
Track patients from Lead to Customer with full detail.
Health parameters
Configure metrics and track trends over time with insights.
Notes, forms & prescriptions
Keep intake forms, notes, medications, and prescriptions on each record.
Contact — Sarah Mitchell
SM
Sarah Mitchell
CustomerActive
General
Health
Notes
Prescriptions
Health Parameters
Body Weight
225 lb
↓ 15 lb since intake
Blood Pressure
118/76
Normal range
Resting HR
64 bpm
↓ 4 bpm this month
New Patient Intake
Form fields
Full Name
Date of Birth
Gender
Primary Goal
Height
Weight
Add field
Short text
Long text
Dropdown
Date
Number
File upload

Intake that fills itself in

Build custom forms and let AI extract patient data from uploaded documents automatically.

Drag-and-drop form builder
Create custom intake and assessment forms.
AI file extraction
Upload a document and auto-populate a form.
Encrypted at rest
Toggle per-form encryption for sensitive data.

Scheduling and meetings, handled

Book patients directly, sync your calendar, and let AI capture what happened.

Calendar sync
Connect Calendly and Google Calendar across agents.
Book meetings
Schedule slots that generate a Google Meet link and invite.
AI notetaker
An AI notetaker is designed to record and transcribe booked meetings.
Meetings
Sarah MitchellCompleted
Jul 8 · 10:00 AM · Initial Consult
AI Transcript Summary
Patient progressing well. Discussed nutrition adjustments and lab follow-up. Next check-in in 3 weeks.
James OkaforScheduled
Jul 10 · 2:30 PM · Follow-up

Enterprise-ready and HIPAA-compliant

Teams & roles
Fine-grained permissions for every team member.
Audit logs
Full history of actions across your workspace.
Scoped API keys
IP allow-listing and per-key permissions.
Usage & billing
Track consumption and manage your subscription.
HIPAA
HIPAA Compliant
Built for healthcare from day one. BAA provided on every plan, with full audit trails.
AES-256
AES-256 Encryption
All data encrypted at rest and in transit using industry-standard AES-256 and TLS 1.3.
BAA
Secured LLM Access
AI runs under a Business Associate Agreement. Your data is never used to train models.
U.S.
U.S. Data Centers
All patient data is stored in U.S.-based data centers with complete access controls.
Learn more about our security →

See the platform in action

Book a demo and we'll walk you through everything A2V2 is designed to do for your clinic.