Product · AI Email Agent

Automated email follow-up that runs the intake script your team approved.

Most treatment centers send generic email drip campaigns. DIAL3D's email agent runs personalized, conversation-aware follow-up — referencing the caller's specific intake, payor, level of care interest, and crisis history. Re-engages missed-connection callers, schedules callbacks, captures responses back into your CRM.

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Capabilities

What this product does in production.

Conversation-aware follow-up

Each email references the caller's specific intake. No generic 'sorry we missed you' templates.

Missed-connection re-engagement

Auto-drafted emails to callers who didn't complete intake. Personalized to where they dropped off.

CRM-native delivery

Sent from your domain, logged in Kipu/Salesforce, threaded with the original conversation.

Alumni 90-day outreach

Automated check-ins post-discharge with response capture for re-admit conversations.

TCPA + CAN-SPAM compliant

Opt-out captured, unsubscribe handling automated, consent record audit-ready.

Voice handoff in one click

Inline 'call us back' link in every email routes to the same voice agent for warm transfer.

HIPAA-aligned and 42 CFR Part 2 capable.

BAA included on every plan, including the free Trial. Read the trust center →

FAQ

Questions about AI Email Agent, answered straight.

If we don't have an answer, we'll tell you who does.

Email our admit-line team

How is this different from a marketing email tool?

Marketing email is broadcast. DIAL3D email agent is conversational — each email references the recipient's specific prior interactions and accepts responses that come back into the CRM thread.

Does it integrate with our existing email domain?

Yes — emails send from your domain (admissions@yourfacility.com) via authenticated SPF/DKIM/DMARC. We don't relay through a third-party shared sender.

Is it HIPAA-compliant?

Yes — BAA included. Email content is templated to avoid PHI in subject lines; specifics surface only after the recipient authenticates.

What's the volume cap?

Professional plan includes 1 outbound campaign. Enterprise unlimited. Email volume is unlimited within rate-limit thresholds set by major mailbox providers.

Can it handle alumni events?

Yes — alumni campaigns are a common use case. 90-day check-ins, anniversary outreach, alumni community invitations all template natively.

Does it cannibalize our marketing emails?

No — DIAL3D email agent is admit-line operational follow-up, not marketing. Most operators run both: marketing for top-of-funnel, DIAL3D for prospect-specific intake follow-up.

How is opt-out handled?

Standard CAN-SPAM unsubscribe link + opt-out recorded in the CRM contact record. Subsequent outreach respects opt-out across channels (voice, chat, SMS, email).

Is sending from our domain risky to deliverability?

We handle SPF/DKIM/DMARC setup during onboarding. Once configured, deliverability is equivalent to standard transactional email.

Automated email follow-up that runs the intake script your team approved.

What this product does in production.

HIPAA-aligned and 42 CFR Part 2 capable.

Questions about AI Email Agent, answered straight.

The rest of the platform.

Voice Agent

SMS Agent

Chat Agent

See email re-engagement on your actual missed-call list.