Set the agent’s voice, tone, and script once. After that, every new lead gets called, screened, and logged without anyone touching a phone.
HOW IT WORKS
AI Handles the Call
1
1
Step 1 of 3
New Lead Arrives
A lead enters Calendax and becomes available to call immediately.
2
2
Step 2 of 3
Call Goes Out
The agent dials automatically as per user-defined configurations.
3
3
Step 3 of 3
Outcome Saves Instantly
Every response gets checked against eligibility criteria and saved to the profile.
THE PROBLEM
What Manual Screening
Actually Costs You
Each of these bottlenecks only exists because a coordinator has to manually call and screen every lead. Calendax solves every one of them.
01
Calling every lead takes hours
Coordinators have to manually dial every new lead one at a time and repeat the same screening questions on every single call.
02
Lead volume outpaces your team
As more leads come in, manual calling can’t keep up, and qualified candidates end up waiting longer for their first conversation.
03
Documentation falls behind the calls
Recording responses and comparing them against eligibility criteria by hand takes time away from actually reaching the next new patient.
THE SOLUTION
Your Study Keeps Moving Forward
Removing manual calling doesn’t just save time somewhere in the background. It changes what a coordinator’s actual day looks like, starting the moment a lead comes in.
No More Waiting Around
The AI agent screens every new lead automatically the moment it arrives, so no lead sits around waiting for a callback.
Scale Doesn't Create Delays
A sudden spike in new leads doesn’t create a backlog. Every lead gets contacted according to your configured calling rules, no matter the volume.
Outcomes Get Logged Instantly
Every response and outcome saves the moment a call ends, so your records stay current instead of trailing behind the actual conversations.
WHAT'S INSIDE
Screening That
Adapts to You
- Hands-Free ScreeningAI agent automatically calls and screens leads.
- Custom Agent PersonaSet the agent's tone, gender, and script.
- Time Zone PrecisionCalls follow each lead's own local time.
- Real-Time Eligibility ChecksResponses get evaluated against eligibility criteria automatically.
Start Today
Want to Experience What a Real
Screening Call Sounds Like?
Every new lead deserves a fast first call, not a wait for a coordinator to free up and make the call. See how quickly this runs for your own studies, with your own protocol.
- See it run on your own real protocol.
- No script, no sample data, your actual study.
- Watch a real lead get screened live.
- Takes just a few minutes to set up.
Contact Us
Better Together
See the Full Screening Workflow Here
Protocol Questionnaire
The approved questionnaire this agent uses comes directly from your uploaded protocol, reviewed and approved by your team before a single call goes out.
Call Recording & Transcripts
Every call this agent makes gets recorded and transcribed automatically, linked directly to the patient’s profile for later review.
AI Call Intelligence
Once a call ends, that same conversation gets analyzed automatically, turning into a status update and summary your team can act on.
FAQs
Still Got Questions?
These are the questions coordinators and research leads ask most before deciding to let an AI agent make the first call.
View RecordingsContact Us
How quickly does the agent contact a new lead?
As soon as a new lead enters Calendax, the agent can reach out automatically as per configuration, without a coordinator having to start the call.
Is the AI agent available outside business hours?
Calling windows, including days and hours, are fully configurable in dynamic workflow, so you control exactly when the agent is allowed to call.
What happens after the agent finishes the screening call?
The response gets evaluated against your eligibility criteria, and the outcome, along with an AI-generated summary, saves automatically to the lead’s profile.
Can the agent handle more than one study at a time?
Yes. Each study has its own protocol-approved questionnaire and agent configuration, so the agent screens correctly no matter how many studies are active.
Does every lead get screened the same way?
Every lead is screened against the same protocol-approved criteria, using the exact voice, tone, and script your team configured.
What happens if a lead doesn't qualify?
The lead gets marked as not qualified or flagged for further review, so your team can decide the next step without missing anything.
Ready to Make Recruitment More Efficient?
See how Calendax can help your team turn more opportunities into qualified, engaged patients.
