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Digital Workers

A continuing role in your organization.

Create a Digital Worker with a defined role, a persistent identity, and memory that builds over time. It carries responsibility across cases, systems, and conversations, as part of your team.

The role persists. The experience accumulates.

A Digital Worker takes on a defined organizational role, not a one-off request. Its identity, local knowledge, and operating history remain with it as cases close, new work arrives, and the underlying AI or tools change.

Your team works with the same managed worker over time: a named supervisor, clear authority, and a maintained record of decisions, corrections, and outcomes. Approved lessons inform future work rather than disappearing when a conversation ends.

Read the distinction
What stays with your Digital Worker
01

Identity & role

Continuing responsibilities, a supervisor, and defined authority.

02

Context & case continuity

Your approved knowledge, open cases, and the next steps.

03

Memory & operating history

Decisions, outcomes, coaching, and lessons retained over time.

Models and tools can change. The worker’s record continues.

A Digital Worker in practice

A digital colleague. Working through your systems.

The AI works in the background, while its responsibilities and activity remain visible. You work with it as you would with a remote colleague: assign work, ask for an update, review a decision, or explain a better way.

Your teamYour Digital Worker
A human colleague and a translucent Digital Worker perform different work at two separate computer stations in one office. The human uses an EHR; the Digital Worker operates a payer-portal authorization form using its own keyboard. Input panels around the Digital Worker show chart documents, payer policy, local procedures, scheduling, and authorized source access.
Separate computer workspaces. Parallel work. Shared organizational context and operating rules.

A familiar point of contact for complex work.

A Digital Worker can operate a computer workspace with its own credentials, using approved integrations or supported software screens. It can also draw on tools, APIs, and MCP connections, bringing relevant information across systems into one view of the work. Access follows its role, permissions, and approved sources.

It keeps track of the work between conversations. Your team can ask about progress and receive a grounded answer, with the underlying records available for review.

Working with your Digital WorkerExample
Operations leader

How is it going today?

Clinic Operations Coordinator

The routine follow-ups are progressing. One referral is waiting for documentation; another needs your decision. I have kept both open and prepared the details.

Review the queue, source records, and next responsible person.

Bounded access

Dedicated credentials and permissions matched to its role.

Human direction

A named supervisor can review, correct, redirect, or pause activity.

Auditable work

Actions, sources, and approvals connect to the worker’s maintained record.

People, Digital Workers, and the systems they use form one coordinated operation. The human team is part of that system, not an oversight layer outside it.

Growing capabilities

The same worker grows with your organization.

Begin with referral tracking. Add documentation preparation and handoff follow-through to the same worker, with each change approved by your team.

One Digital Worker over time

Clinic Operations Coordinator

Keep the worker.
Build on what it knows.

  1. Begin with a defined role

    Track referrals

    Referral tracking

    Maintains referral status, identifies missing information, and routes stalled cases to the right person as new work arrives.

  2. Add a related capability

    Prepare documentation

    Documentation preparation
    Referral tracking

    Keeps tracking referrals and adds document gathering and packet preparation, using case history and the local procedures your team has taught it.

  3. Extend the contribution

    Follow handoffs

    Handoff follow-through
    Documentation preparation
    Referral tracking

    Keeps tracking and preparation, follows pending handoffs, and summarizes unresolved work for the supervisor. Earlier corrections and approved lessons continue to inform its work.

Human direction stays in place.

Your coordinator leads decisions and conversations that need a person. Your team approves added responsibilities, capabilities, access, and review requirements. Preparing a packet does not authorize sending it.

One continuing record.

Role, identity, local knowledge, memory, and operating history carry forward.

Define the result that matters: a current referral, an arranged appointment, or a confirmed visit.

AI-guided creation

The people who know the work can create the worker.

You bring the knowledge of your operation. The Digital Operations Advisor brings maintained healthcare-process knowledge, embedded Task maps, and control requirements. It knows which questions to ask, what may be missing, and what each choice changes.

Your in-house Digital Worker factoryAssembled by DOpS. Shaped by your team.

Embedded Task knowledge

Operating Maps, Steps, and completion rules.

Reusable capabilities

Skills, Tool use, and approved connections.

Your operating context

Local procedures, permissions, and Controls.

One continuing role

Your Digital Worker

Defined identityLocal knowledgeBounded authorityAccumulating memory

Your team reviews, authorizes, supervises, and coaches.

Describe the work in conversation.Reuse the foundation as the workforce grows.
See how the Advisor shapes the worker+
You describe the need

“Our referrals stall when the receiving office needs more documentation.”

The Advisor knows what to ask next

“Which records does that office require? Where is the current checklist? Should the worker only prepare the packet, or also send it after approval?”

Review the creation steps+

Explain your operation.

Describe the continuing responsibility and share the procedures you already use. The Advisor asks about the sources, exceptions, handoffs, and completion rules specific to that work.

Resolve the design together.

The Creator loads the relevant Tasks, Steps, Skills, Tool use, and Controls. The Advisor flags gaps and risks, identifies credentials and permissions, and captures your local variations.

Review, authorize, and coach.

Review the worker design and test it in your setting. Authorized owners approve access and actions. Your team then supervises and improves the same worker through conversation.

Deep operational knowledge becomes the starting qualification, not coding expertise. DOpS guides the design and keeps the requirements explicit; your team retains approval of access, scope, and consequential decisions.

Follow the guided creation exampleSee the embedded knowledge foundation

More functions. The same managed worker.

A worker can combine related responsibilities rather than remain limited to a single workflow title. Its identity, context, memory, and operating history persist as capabilities change. When responsibilities require unrelated supervision or authority, a separate worker may be the clearer design.

Your organization stays in charge of how the worker’s responsibilities and permissions evolve.

See the system that supports it
The worker continues. The work evolves.

Define

Purpose, knowledge, and responsibilities.

Supervise

Progress, decisions, and exceptions.

Improve

Reviewed changes and retained learning.

One identity. One continuing record.

Risk & insurability

A clearer operation. A clearer basis for insurance.

A persistent worker gives risk managers and insurers something stable to assess: its role, authority, work volume, controls, and history. The question becomes how the operation is run, not simply which AI model it uses.

Without a shared operating structure

Policy and execution can remain disconnected.

With Digital Operations

The role and the record stay connected.

AI tools, agents, and conventional automations may each have permissions and logs, yet no common record connects them to the work, its supervisor, or its consequences.

A governance policy defines what should happen. On its own, it does not establish what happened in operation.

The persistent role brings work volume, consequential actions, safeguards, and outcomes into a shared operating record, including dependencies across workers.

Agentmatics continuously connects these signals to the worker’s operating record.

What Agentmatics connects
Role
Identity, responsibility, supervisor, and current authority.
Exposure
Work volume, consequential actions, and shared dependencies.
Controls
Permissions, approval checks, and evidence that safeguards operated.
Behavior
Outcomes, exceptions, corrections, and incident history.

Make risk assessable as the work evolves.

Unclear exposure can lead to conservative pricing, restricted cover, or AI exclusions. DOpS supplies evidence for assessing the managed operation across workers, people, and tools. Your broker and insurer use that evidence to evaluate coverage and price.

Read Insurable Digital LaborHow Agentmatics supports the record

What could your team do with more capacity?

Start with the work you want to improve. We will help you identify a useful next step.

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