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Study Kit Onboarding

Follow a new participant through guided study kit setup — unboxing, device pairing, and first-use confirmation with AI support.

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Agent Context

Agent Name:

Study Kit Onboarding

Description:

This AI agent performs the task of onboarding a new trial participant, walking them through the process step by step.

LLM:

Anthropic - Claude 3 Haiku

Study Protocol:

CGM Diabetes Management Protocol

Lexicon Set(s):

  • Ethnic & Racial Bias in Medicine

Longitudinal Memory:

  • Subject Name & Context
  • Medication Adherence Tracker

Questions:

#1Hello, I'm Alex, the Continuous Glucose Monitoring study's virtual assistant. I have been notified that your onboarding kit has arrived. If you have a few moments, I'd like to assist you getting started. Is this a good time?
Buttons:
YesNot Now
#2Great, what is your name and birthdate so i can verify your account?
Prompt:Identification
#3Great to hear you're ready to use your Dexcom Kit! Please take the device out and carefully remove the backing paper. Once you've done that, apply it just below your bicep on the upper arm. Let me know when you’re finished by clicking the complete button.
Prompt:Guide User in a Task
Intervention Agent:
End Session 1Suicidal Ideation
Buttons:
Complete
#4When you're ready to start the test so we can gather important information, please click the button below.
Prompt:Device Success or Failure
Buttons:
Test Device
#5Test complete. If no data, trigger intervention onboarding device testing. If data, go to next question.
Prompt:Device Success or Failure 2
Intervention Agent:
Onboarding Device Testing (success)Onboarding Device Testing (fail)
Buttons:
End Session
Chat Interface
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Test Drive Study Kit Onboarding AI Agent

Click Start to begin a conversation with the Study Kit Onboarding agent. The AI will use the protocol collection, lexicon sets, and longitudinal memory configured for this agent.