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AI Agent for Therapists: Automate Client Intake and Scheduling

Answer therapy questions and explain treatment approaches. Book sessions and qualify prospects by insurance using an AI agent.

Deploy your Therapist Double

AI Agent for Therapists

Trusted by professionals across the world

Automate every client interaction without losing the personal touch

At the exact moment a client's interest in therapy peaks, your AI agent lands a personalized response. The entire client engagement workflow fires before anyone waits long enough to reconsider, with your Therapist expertise showcased through interactive presentations and real-time conversations.

Therapist workflow showing AI agent qualifying clients and booking sessions

Streamline Patient Intake

Every client gets a personalized treatment plan and booking link within seconds.

Fill Your Schedule

Qualified clients book sessions directly while you focus on current patients.

What your Therapist Double Agent can do

From live conversations to system-level actions, your Double covers the full spectrum of therapist interactions.

Live Client Conversations

Engages clients in real-time, answers questions about treatment options, and handles intake conversations.

  • Real-time Q&A about treatment approaches
  • Client goal and readiness discovery
  • Insurance compatibility check
Live Client Conversations

Client Qualification

Assesses client needs, checks insurance, and routes qualified clients to your calendar.

  • Structured intake questions
  • Insurance verification
  • Client routing and scheduling
Client Qualification

Treatment Option Presentations

Presents treatment plans, pricing, and insurance options during conversations.

  • Treatment plan explanations
  • Pricing and package walkthroughs
  • Insurance and billing explanations
Treatment Option Presentations

System Updates

Updates your practice management system, sends booking confirmations, and triggers workflow actions.

  • Practice management system updates
  • Booking confirmations
  • Workflow triggers
System Updates

Automated Follow-ups

Sends session reminders, progress check-ins, and re-engagement messages automatically.

  • Post-session follow-ups
  • Session reminders
  • Re-engagement sequences
Automated Follow-ups

Automate Intake and Focus on Patient Care

Every client is worth thousands in recurring revenue. Your Double fills your schedule with qualified clients, so you can focus on what matters.

Qualify Clients Before Your First Session

Your Double checks insurance, assesses client needs, and books sessions, so every client is pre-qualified.

Reduce No-Shows and Increase Revenue

Automated reminders and confirmations ensure clients show up, and your Double fills open slots with new bookings.

Enhance Patient Experience

Personalized communication and timely follow-ups improve patient satisfaction and retention.

Reduce Administrative Time

Your Double handles intake, scheduling, and follow-ups, freeing up hours for patient care.

Get started in minutes

How it works

Deploy your therapist agent in minutes. Upload your treatment plans, connect your practice management system, and let your Double start qualifying clients.

  1. Create your Therapist agent

    Sign up and build your AI agent from scratch or import your profile to generate it instantly.

  2. Set your therapist voice and style

    Choose the voice your Double speaks in and set the tone, personality, and conversational style.

  3. Add treatment plans and set up workflows

    Upload your treatment plans, pricing, and insurance options. Configure intake questions, qualification rules, and booking flows.

  4. Go live and share

    Your agent is live and ready. Share the link, embed it on your site, or send it directly to clients.

    • Email Signatures
    • Short URL for Socials
    • Meeting Backgrounds
    • Branded QR Codes

Therapist Agent Features

Everything you need to build, train, and scale your AI twin in one platform.

Identity-driven conversations

Your Double reflects your voice, positioning, and expertise in every interaction.

Knowledge base training

Train your Double using treatment plans, insurance options, and practice policies.

Interactive presentations

Run treatment plan walkthroughs and insurance explanations during conversations.

Agentic system actions

Trigger practice management system updates, email confirmations, and workflow actions.

Conversation memory

Your Double remembers client goals, preferences, and previous conversations.

Workflow automation

Chain intake to qualification to booking to follow-up in one automated flow.

Lead capture workflows

Capture client details, goals, and qualification signals automatically.

Booking automation

Qualified clients book sessions without manual scheduling.

Connects to your practice management tools

Your Double works with the tools you already use, syncing data and triggering actions.

  • Gmail
  • Google Sheets
  • Calender
  • Hubspot
  • Calendly
  • Salesforce
  • Zoho CRM

View all integrations

Pre-Built AI Agent Templates for Therapists

Start with a ready-made agent template and customize it to your practice.

Browse agent templates

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Individuals and Teams love us alike

From solo creators to leading brands, users are turning their bio link into a powerful hub with Double.

Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.

Carlos Rossi

Marketing Manager

My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.

Javi Rojas

Digital Creator

My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.

Chloe Dubois

Growth Strategist & Coach

Frequently asked questions

Common questions therapists ask before deploying their Double.
How does the Double learn about my treatment plans?
You feed it everything a client would ask about: treatment options, pricing, insurance, and your practice policies. It uses that material to hold informed conversations.
Can it present my treatment plans to clients?
Yes. Your Double walks clients through treatment plans, pricing, and insurance options during conversations.
What tools does it connect with?
Double connects with practice management, scheduling, and communication tools, updating records and sending confirmations.
Is it hard to set up?
Setup is fast. Most therapists add their treatment plans, connect their practice management system, and have their Double live the same day.
Can I control what it says about treatment options?
Governance controls let you define boundaries around treatment plans and insurance options.
Will it sound like me?
You shape the tone, language, and personality. Your Double communicates in your voice and style.

Launch your Therapist Double today

Automate client intake, fill your schedule with qualified clients, and focus on patient care.

Get started