CRM AI Assistant Chat

The interface displays a 'Hospice Sales CRM' application, featuring a left-hand navigation sidebar and a primary content area dedicated to an AI Assistant chat. The sidebar, topped with the CRM logo and name, presents a list of modules including Dashboard, Patients, Referrals, Volunteers, Care Team, Service Areas, Providers, Sales Activities, Territories, Analytics, AI Intake, Commissions, Workflow Automation, CRM Assistant (currently active and highlighted in blue), and Reports. The main content panel is titled 'CRM Assistant,' with a subtitle prompting, 'Ask me anything about your CRM data,' and includes a 'Reset Chat' button. The chat transcript showcases a series of interactions between a user and the CRM assistant, starting with a system greeting and the user inquiring about referral status from 'Dr. Sarah Martinez at Westside Medical.' The assistant responds by identifying 3 active referrals, specifying 2 pending intake calls (for Maria Rodriguez with CHF and James Thompson with COPD) and 1 scheduled for admission, then offers to schedule intake calls. The user requests intake calls for both pending referrals and Maria's insurance verification status. The assistant confirms scheduled intake calls for Maria Rodriguez (Today 2:00 PM with RN Kelly) and James Thompson (Tomorrow 10:00 AM with RN Michael), also detailing Maria's insurance as 'Medicare Part A verified' and 'Supplemental insurance confirmed (AARP),' with 'Prior authorization pending' and an 'estimated benefit period: 180 days remaining.' Further interaction shows the user requesting territory performance metrics comparing Q4 to Q3. The assistant provides a detailed comparison for Q4 2024 versus Q3 2024, listing Referrals: 47 (+18% from Q3's 42), Admissions: 38 (+23% from Q3's 31), Conversion Rate: 80.9% (+3.2%), Revenue Impact: $285K (+31%), and Top Referral Sources: Westside Medical (12), Central Cardiology (8), Valley Physicians (7), noting the user is 'currently #2 in the region.' At the bottom, a text input field labeled 'Ask me about patients, referrals, providers, analytics...' is present with a send icon, indicating interactive chat functionality. A small disclaimer beneath the input field states, 'Demo chatbot - responses are simulated for demonstration purposes,' clarifying the context of the displayed conversation. The top right corner includes 'Demo Version' and a settings gear icon.