Dylan, Customer Relations Specialist
Your retention agent. Dylan drafts and sends surveys, recovery check-ins, and holiday notes to completed care orders, on your approval.
Agent #05
Dylan, on duty
Keeps relationships warm after discharge. Every message is drafted for your approval before send.
Tip: use {{first}} to insert the client's first name.
Preview as the client will see it
Subject: How did we do, Jessica?
Hi Jessica, it was a privilege caring for you during recovery. Could you take two minutes to share how we did? Your feedback goes straight to Kat and helps our RN team keep raising the bar.
Outputs land in Customer Feedback once the client responds.
Dylan's recent sends
Most recent client outreach.
- Marcus T. Completedmarcus.t@example.com , 2026-06-20