Vocalis

Your people, already caught up

A full call center for human staff sits inside the same product as the agents. Queue, routing, dial pad, assist, wrap-up, tickets, QA and a supervisor view. When a call moves from an agent to a person, nothing about it starts over.

Call center · Member services12 waiting96% answered
CallerReasonWaitingHandled by
R. AlvarezClaim status0:42AI
T. NguyenNew enrollment1:06AI
J. OkaforAppeal · escalated2:10Sam D.
M. HaddadPrior auth2:55Queued
L. WhitfieldBilling question4:55Ana P.
Incoming transfer
J. Okafor
Member since 2019 · Meridian PPO
What happened so far
  • Claim 4821 denied, code CO-197.
  • Agent confirmed the appeal window is open.
  • Promised a specialist would explain the code.

One queue, agents and people in it together

The queue does not separate calls an agent is handling from calls a person is handling. A supervisor watching it sees the whole line: who is waiting, why they rang, how long it has been, and who has them. Which is the only way to answer the question that actually matters, which is whether the line is coping.

Routing

A call reaches the right person because of what was decided before it rang, not because someone picked it out of a list.

Skills
A call can require a skill, and only staff who hold it are offered it. Appeals, Spanish, pharmacy.
Priority
Set in the flow before the call queues, so an escalation does not wait behind routine traffic.
Agent groups
Who staffs which line, and who overflow reaches when the first group is full.
SLA profiles
The answer target per line, tracked live rather than reported on next month.
Escalation rules
What happens when a call breaches, or when a member asks for a supervisor.
Schedules
Opening hours per line, with an emergency closure that takes over when one is declared.
Queue callback
Offer a call back instead of hold, and keep the caller's place.

The desk

Staff work one screen. The live transcript runs beside the call as it happens, so nobody is reconstructing what was said thirty seconds ago. Caller history is one panel over: previous calls, previous tickets, what was promised last time.

Dial pad
Outbound from the same screen, against the same contact record.
Live transcript
The call as text while it is happening, searchable mid-call.
Caller history
Previous calls, notes and tickets for this member, without leaving the call.
Notes and templates
Structured notes with templates per line, so wrap-up is not a blank box.
Canned responses
Approved wording for the things that have to be said a particular way.
Conference and transfer notes
Bring a third party on, or pass written context with a transfer.
Audio devices
Headset selection and test, because the first minute of a shift is not the time to find out.
Available
+1 (555) 014-2200
123456789*0#
Call

Assist while the call is live

Staff get the same grounded answers the agents use, in a panel beside the conversation, cited to the section of the plan document it came from. It is the plan knowledge your newest hire does not have yet, available without putting the member on hold.

Suggestions are prompts, not scripts. Nobody is reading them aloud. They are there so the answer is in front of someone who then says it in their own words.

Live · +1 (555) 014-220002:18
Caller

“I need to know if the MRI needs prior authorization.”

Assist

Prior auth required for advanced imaging on this plan. Turnaround is 3 business days.

Meridian PPO 2026 · §4.3

Warm transfer carries the call

When an agent hands to a person, the transfer is not a phone number. The staff member accepting it gets the claim in question, what was already checked, and anything the agent committed to. They open on the member’s actual problem rather than on an introduction.

That is the difference between an AI that deflects calls and one that clears the routine so your people spend the day on appeals, hardship and the calls that need judgment.

Wrap-up, and what it feeds

Dispositions are configured per call center rather than fixed, so the list matches how your team actually categorises work. Notes can start from a template. A ticket can be created or linked from the wrap-up itself, which is what stops follow-up work from living in someone’s head.

Wrap-up · CALL-88520:42 left
Disposition
ResolvedCallback bookedEscalatedNo answer
Notes
Template
Confirmed claim 4821 cleared. Explained cost share. Booked appeals callback for Thursday 2 PM.
TicketTCK-2291Linked
Wrap-up has a clock. Not to rush anyone, but because a queue where nobody ever leaves wrap-up looks identical to a queue that is understaffed, and a supervisor needs to be able to tell those apart.

Tickets

Some calls end with work left to do. A ticket carries it: a queue, a priority, an assignee, a due date, and links back to the call, the claim and the member. Ticket queues have their own routing, so the appeals backlog is not a shared inbox.

TCK-2291 · Appeal follow-upOpen
Queue
Appeals
Priority
High
Assignee
Sam D.
Due
Thu 2:00 PM
Linked
CALL-8852Claim 4821Member record

What a supervisor sees

Live metrics across the top: in queue, longest wait, answered, within SLA, abandoned, staffed. Then the floor itself, who is on a call and who is in wrap-up and who is on break, with how long they have been there.

The same view runs as a wallboard for a screen on the floor, read-only and stripped to the numbers worth looking up at.

Supervisor · Member servicesLive
12
In queue
2:55
Longest wait
96%
Answered
91%
Within SLA
1.4%
Abandoned
18
Staffed
Ana P.
On call · 3:12
Sam D.
Wrap-up · 0:38
Jo K.
Available · 1:05
Rae M.
Break · 6:20

Quality, without a listening rota

Scorecards are built per line from your own criteria, and a call can be scored from the same screen it is reviewed in, with session replay to see what the member and the agent were doing. Because every call is analyzed automatically, the calls a reviewer opens are the ones worth opening rather than a random sample.

QA scorecard17 / 20
Verified identity5/5
Answered from the record4/5
Set expectations5/5
Closed the loop3/5

Callbacks, missed calls and surveys

Calls that abandoned and calls that came in after hours are a list, not a gap in a report. Callbacks scheduled during a call appear as work with a time attached. A survey at the end of the call feeds the same reporting as everything else.

It slots into the contact center you already run

Most health plans are not replacing their telephony to try this. Vocalis connects natively to the platforms already carrying your calls, so numbers, transfers and call data keep flowing through the stack your team knows.

GenesysAmazon ConnectTwilioFive9NICECiscoAvayaand more

Make the front door intelligent