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Conversational hormone intake with baseline-lab gate

A man ready to start testosterone therapy answers a few questions in chat, then hits the one step that quietly ends most of these journeys: the baseline blood panel he never gets around to booking.

Close the loopGet aheadBehavioral triggerTime-based triggerChatIn-appEmailSMSGLP-1 & PeptidesHealth & TelehealthSubscription

What it does

Hormone and longevity programs cannot prescribe testosterone, estrogen, or a peptide protocol until a baseline panel is in — and that requirement is exactly where the funnel leaks. A prospect arrives motivated, faces a long symptom-and-history questionnaire, and then learns a blood draw stands between them and treatment, so they put it off and never return. The agent runs the whole intake as a conversation instead: it gathers the symptom picture and medical history one question at a time, flags contraindications for the clinician, and then owns the step that kills these funnels by helping the prospect book a phlebotomist, ship a home kit, or collect a lab requisition, and chasing the panel until it is complete.

How it works

  1. 1
    Trigger. a prospect opens the hormone or longevity intake, or an intake stalls at the baseline-panel step with the questionnaire done but no draw booked.
  2. 2
    Decision. the agent sequences the symptom and history questions, skips branches the answers have ruled out, surfaces any contraindication for the clinician rather than clearing the prospect itself, and reads exactly where the lab step is stuck — not booked, booked but not drawn, or drawn but results not back.
  3. 3
    Action. it carries the prospect through the conversation, then turns the lab gate into a concrete next move on their channel — find a nearby draw site and hold a slot, ship a home collection kit, or hand over the requisition — explaining in plain terms why the panel protects them.
  4. 4
    Follow-through. a completed intake and panel write back as a structured packet for the clinician's prescribing review; reminders stop the moment results land; the agent never interprets a marker and never clears the candidate, both of which stay clinician-side.
Example
AgentThat's your history captured. The last thing before a clinician can review you is a baseline blood panel — it checks testosterone, your blood count, and a few markers that keep treatment safe. Want me to find a draw site near you?
CustomerI keep meaning to. There's a lab by my office, I think.
AgentFound it — I've held the 8am Tuesday slot so you can go before work. The moment your results are back I'll pass everything to your clinician so nothing waits on you.

Configuration

How the agent is wired for this use case.

Triggera hormone or longevity intake is opened, or an intake sits at the baseline-panel step past its expected window — an intake_started / labs_incomplete signal from the clinical and lab systems.
Tools & actions
  • Messaging channel · run the symptom-and-history intake as a question-by-question dialogue and answer mid-flow doubts in place.
  • Knowledge base · sequence questions from the validated intake logic, skip ruled-out branches, and flag contraindications for the clinician.
  • Scheduling system · find a nearby draw site and book a slot, or trigger a home collection kit, for the baseline panel.
  • Lab system · read which ordered markers are outstanding and detect when results land.
  • Clinical/EHR system · write the completed intake and panel back as a structured packet and route the prospect on toward the prescribing review.
Autonomysequencing, booking help, and the lab chase run unattended, judge-gated on every outbound message and frequency-capped; under a detect-and-escalate clinical policy the agent flags contraindications but never clears the candidate, and never interprets a lab marker — both stay with the clinician; reminders cancel the moment results arrive.
Channelschat · in-app · email · sms
Escalationa flagged contraindication, a marker the prospect asks about, or a panel that cannot be completed hands off to the care team; the prescribing decision is always the clinician's.

What you need

The inputs this use case runs on. Your channels stay yours; the agent supplies the judgment.

Signals

intake_started and per-answer events, baseline-panel ordered / draw-completed / results-received events, stalled-panel detection.

Data

the validated intake question logic and contraindication rules, which markers the program requires and their status, the prospect's location for nearby-lab lookup, contact details and channel consent, anything already known about the prospect.

Guardrails

detect-and-escalate clinical policy — contraindications flagged not cleared, no marker interpretation, no prescribing decision; judge review on every outbound message; frequency caps per prospect; the required-panel and intake logic are clinician-owned; stale-outreach cancellation when results land; every step logged for audit.

Metrics it moves

  • intake-completionup, because a conversation that carries the prospect through history and then books the draw loses far fewer than a static form fronting a blood-test requirement.
  • conversion-rateup, by moving an eligible prospect from "interested" to "panel complete and in prescribing review" while the intent is still warm.
  • time-to-resolutiondown, by closing the book-the-draw gap that otherwise leaves a hormone intake stalled for weeks.

Related use cases

Onboard / Activate

Baseline-labs chase before first injection

the GLP-1 sibling chase, on a different funnel and panel

Onboard / Activate

Conversational intake and eligibility check

the general conversational-intake pattern this specializes for hormone therapy

Convert

Perimenopause symptom-screen to eligibility

the symptom-recognition screen that feeds prospects into this intake

See it on your own customer journey

Bring one drop-off, one churn cliff, or one silent segment. We will show you what a proactive agent with memory and judgment does with it.

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