Integrations

AI Agents must fit into your existing systems.

Puppeteer AI integrates with your EHR or CRM through secure, API-based connections, so your workflows stay intact, your team stays focused, and your AI agents start delivering value from day one.

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Integrated into your EHR

Why Integrations Matter in Healthcare AI

Disconnected systems slow things down. In healthcare, that can mean missed details or delayed care. That’s why Puppeteer agents are designed to plug into your existing tools and workflows—no overhauls, no headaches. Just secure, seamless integration that works the way your team already does.

How we integrate into your daily workflow

Seamless Integration by Design

A streamlined process to bring intelligent, patient-ready automation into your clinical workflow. Frictionless, fully supported, and custom-built by a world-class team.

01

EHR Integrations

RESTful, FHIR, or custom API support
Sync patient records, appointments, intakes, clinical notes
Automate data entry into SOAP note fields or custom forms
Trigger follow-ups based on chart flags or visit history

02

CRM Integrations

Sync leads, contact activity, and lifecycle stage
Apply tags or trigger campaigns based on agent interaction
Real-time webhook support for sales/marketing automation

03

Calendars

Read/write integration with scheduling platforms
Agents can book, reschedule, or cancel appointments directly
Automatically sync with your availability rules

Built on trust. Backed by transparency.

Learn how Puppeteer AI keeps your data secure, your systems compliant, and your operations running reliably

Frequently Asked Questions

How secure is Puppeteer’s solution?

Puppeteer is compliant with HIPAA and PIPEDA standards, ensuring patient data remains secure and confidential.

Is there a dashboard to track metrics?

Absolutely! Puppeteer includes a dashboard with real-time metrics, allowing you to track patient engagement, monitor flagged cases, view data from connected medical devices, and generate custom reports for operational insights.

Can Puppeteer’s solution integrate with my clinic’s workflow?

Yes. Puppeteer adapts to your clinic’s specialties and workflows, whether you operate a telehealth platform, in-person clinic, or hybrid model.

Can I monitor the agent’s interactions with patients?

Yes, Puppeteer provides a detailed interface where you can review all agent-patient interactions. This ensures transparency and allows you to track communication quality and effectiveness.

How does Puppeteer handle urgent cases?

If the platform detects critical issues—such as abnormal readings from medical devices or concerning patient-reported symptoms—it automatically triggers workflows. This includes notifying care teams, initiating telehealth sessions, or scheduling urgent follow-ups to address the problem promptly.

Still have questions?

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