Review the ClearConnect Headless experience

Status: Review draft | Last reviewed: 2026-10-13

Open the ClearConnect review. It contains the visual direction and draft script before the full Scene is made. Examples are fictional, and buttons produce preview outcomes.

Explore the workspace

Select In the workspace and switch among:

Try Help me with this, expand See the supporting information, then select Delegate provider outreach. Reset view restores the starting example. The composer recognizes the suggested review prompts; it is an authored preview, not an open-ended assistant.

See the original enrollment document

From Morning briefing or Ashley's AI welcome, select View source document on Ashley's intake, already read. The Show Ashley's enrollment form suggestion opens the same reader.

Use the arrows to inspect all three pages, Enlarge to read the handwriting, or Original PDF to download the supplied form. Close source document or Escape returns to the workspace. What was read from the form? expands the field summary without opening the reader.

The form's member ID is blank. The story explains that a later coverage lookup resolved it and consent was captured separately. Those updates do not rewrite the original paper. Processing happened before the scene; opening this source does not run OCR. The review shows authored outcomes and the original demo PDF. Renee's missing supporting note remains a different, outstanding document.

Delegate and supervise the AI

In AI provider outreach, Maya's task and the provider call are already in progress. Read the current transcript, expand Give the AI direction, type an instruction and select Send direction. The preview acknowledges the instruction.

Select Take over call to see the connection pending state, followed by Maya on call. The AI retains the call until Maya's connection is confirmed. These are authored states: this review places no call and connects no audio. In the component library, AI Outreach also has an Awaiting document variant. A promise to send the note leaves the task open.

AI resolves a chat and Ashley's AI welcome let you Inspect conversation without joining it. Routine work is already handled. A call needs Maya shows what triggered the escalation and what the AI has already done.

Inspect the components and branding

Component library shows all fifteen components separately, including Document Insight, AI Service Update and AI Outreach. Switch the conversation handoff between Chat and Phone, and inspect Confirmed, Pending and Needs attention outcomes. Check neutral theme demonstrates that component colors respond to the host's branding.

Brand direction shows the forest/sage palette, the existing Clear Connect logo and the Figtree/Poppins typography. Download the specification from that page if needed.

The same catalogue and branding have draft entries in Studio: ClearConnect · Conversational workspace and ClearConnect · Headless review. The standalone review shows the complete proposed appearance over the Headless base.

Review the script

Review the script contains six chapters with dialogue, speaker roles, screen directions, expected outcomes and timing. Use Download script for the Markdown copy.

The draft follows Maya as she delegates provider outreach and supervises AI-led patient chat, an incoming call and Ashley's scheduled welcome. Pacey assists on screen; the patient-facing ClearConnect AI speaks with patients. Maya joins when requested or needed. The full story is approximately seven minutes, using time jumps through a fictional workday.

The opening requires no question from Maya. Document inspection and provider-call takeover are optional beats, adding about 20–30 seconds together. Skip document inspection to imply earlier OCR through the intake summary.

Review the brand name, cast, use cases, narration and length before Scene production. No customer is contacted and no live case is changed from this page.