Built for behavioral health · HIPAA & 42 CFR Part 2

Every call answered like a trained team of humans — 24 hours a day.

Sherpa is a multi-agent AI voice system that replaces your front desk phone tree with a team of named specialists who answer questions, capture admissions leads, and warm-transfer callers — exactly like a well-staffed treatment center would.

The problem

Your front desk decides who gets help — and it can't keep up.

Recovery centers handle crisis calls, admissions inquiries, attorney requests, and transport coordination through a single understaffed phone line. Missed calls don't just mean lost revenue. They mean lost people.

24/7

Coverage without more headcount

Hire, train, and retain two or three FTEs to staff a 24/7 front desk — or hand the calls to a team that never takes a lunch break. Sherpa costs a fraction of one FTE.

Every call becomes a lead

Admissions opportunities are identified in any call type — even "I'm just asking for my brother." Leads are qualified, pre-screened, and routed before the next business day.

Compliance baked in, not bolted on

HIPAA and 42 CFR Part 2 are enforced at the agent behavior level. Attorneys and third parties never get enrollment confirmations. Every call logged for audit.

Not a phone tree — a team

Meet the team that answers your calls.

Callers talk to named specialists, not "press 1 for admissions." Each agent has a distinct voice, personality, and area of expertise — and they coordinate through real warm transfers with full context.

O

Operator

Front Door · Triage
  • Warmly greets every caller
  • Captures name and callback number
  • Triages intent and routes the call
  • Detects crisis and escalates immediately
  • Handles after-hours with the right tone
A

Admissions

Intake & Qualification
  • Qualifies every admissions inquiry
  • Runs the detox pre-screen (up to 33 fields)
  • Answers insurance, cost, and bed availability
  • Transfers to intake when the caller is ready
  • Sends after-hours admission alerts
C

Client Services

Documentation & Records
  • Bed letters, ROIs, attendance letters
  • Completion certificates
  • Attorney and probation officer calls
  • HIPAA-strict third-party handling
  • Full documentation request logging
T

Transport

Scheduling & Dispatch
  • Transport scheduling and pickup confirmations
  • Medical, dental, and vision ride coordination
  • GED testing and external appointments
  • Dispatcher relay
  • Activity logging for every trip

Every deployment adds or swaps agents based on how your organization actually operates.

How it works

Warm transfers, not cold drops.

The handoff is the hardest part of a call — and it's exactly where IVRs and single-agent AIs break. Sherpa's multi-agent architecture passes callers between specialists without making them repeat themselves.

1

Caller reaches Operator

Every call hits the Operator first. Greets warmly, captures the callback number, and answers the opening question.

2

Operator reads intent

Intent detection maps the caller's need to the right specialist or the right human department.

3

Warm transfer with context

Operator hands off to Admissions, Client Services, or Transport — passing the caller's info and topic.

4

Specialist picks up

The receiving agent greets the caller by name and continues the conversation. No repeats. No "please hold."

5

Everything logged

Caller info, topic, outcome, and resolution land in your audit log automatically. Admissions leads emailed in real time.

Why Sherpa

How we compare.

Capability Sherpa Traditional IVR Single-agent AI Live answering service
Named specialist agentsYesNoNoSometimes
Warm transfer with contextYesNoN/ASometimes
Answers from your own content (RAG)YesNoSometimesNo
HIPAA / 42 CFR Part 2 complianceBuilt-inN/AVariesVaries
Automated lead captureYesNoSometimesManual
Full audit trailAutomaticLimitedVariesManual
24/7 with after-hours protocolsYesYesYesExpensive
Per-call costLowLowMediumHigh
Caller experienceConversationalFrustratingBasicGood
Results in the field

Live at a multi-campus recovery nonprofit.

3 Campuses served — Men's, Women's, and a third residential location
11 Knowledge bases covering admissions, insurance, programs, transportation, and compliance
24 / 7 Always-on coverage — detox inquiries never get a voicemail
"We don't want callers in crisis to hit a phone tree. Sherpa sounds like a real person, captures every admissions lead, and lets our staff focus on the humans in front of them."
— Operations Director, Kentucky-based recovery nonprofit · 3 campuses · deployment anonymized at the client's request

Compliance posture

H
HIPAA compliant

Agents never confirm or deny enrollment to third parties — attorneys, family, or otherwise.

42
42 CFR Part 2

Substance use disorder records are protected by the strictest federal standard.

🔒
No sensitive data stored

No full SSN, no credit cards, no medical or legal advice. Ever.

📑
Full audit trail

Every call is logged with caller info, topic, outcome, and resolution — ready for review.

🚨
Crisis escalation

Suicidal ideation, overdose, or self-harm signals trigger immediate escalation to a human team.

⚖️
Complaint routing

Complaints are routed directly to your compliance officer — not an agent queue.

Automations

Five workflows that pay for themselves.

Every Sherpa deployment ships with a baseline of automated workflows. Custom workflows are a deployment detail — not a platform change.

Message alert

Routes caller messages to the right staff member's inbox when a transfer fails or the caller prefers to leave a note.

After-hours admission

Sends a detailed notification email the moment an after-hours admissions inquiry comes in.

Documentation request

Logs and routes every bed letter, ROI, and compliance document request.

Detox pre-screen

Collects up to 33 intake fields by phone and emails them to admissions staff before the client arrives.

Call activity logger

Logs every call with caller info, topic, outcome, and resolution — for compliance and analytics.

FAQ

Questions we hear most often.

Will my callers know they're talking to an AI?

Sherpa's agents identify themselves as part of your team. They sound warm and human, answer naturally, and won't pretend to be something they aren't. Most callers never ask — and if they do, the agent handles it gracefully.

How is this different from an IVR or a basic chatbot?

IVRs are decision trees — "press 1, press 2." Chatbots are single-surface Q&A. Sherpa is a coordinated team of specialized voice agents that perform real warm transfers with context. Callers never repeat themselves. It feels like being handled by a well-staffed front desk because that's exactly what it's modeled on.

What happens on a crisis call?

Crisis detection is built into the Operator. Signals like suicidal ideation, overdose, or active self-harm trigger immediate escalation — to your Crisis Intervention Team, detox staff, or whoever you designate. No queues. No delay.

How accurate are the answers?

Every answer is sourced from your own knowledge bases via RAG (retrieval-augmented generation). Agents don't hallucinate from generic training data — they quote from the content you approved.

What does onboarding look like?

A typical deployment takes 4–8 weeks: discovery, knowledge base build, agent training, workflow configuration, and go-live. You keep your existing phone system — Sherpa plugs into your NetSapiens PBX or integrates with your current provider.

How is Sherpa priced?

Sherpa pricing is structured around the number of agents, call volume, and custom workflows. We scope every deployment individually. Book a discovery call and we'll walk you through pricing in context of your operation.

See Sherpa answer a real call.

Book a 30-minute discovery call. We'll listen to your current front-desk setup, show you the Operator handing a caller off to Admissions, and quote you a pilot scoped to your operation.

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