When should you choose Assort Health?

Your practices schedule by specialty, with provider rules and visit types the agent must follow. Appointments should be booked from live availability in Epic, athenahealth, NextGen, eClinicalWorks or another of more than 20 EHR and practice management systems. Cancellations, care gaps, open referrals and balances should trigger outreach by phone, text and email without staff starting it. Your SOPs, decision trees and recorded calls should become the protocols the agents follow. Graded by Agentic Index against the same capability axes from each vendor's own published materials. No vendor pays for placement.

When should you choose PolyAI?

One contact center serves healthcare and other lines of business, and you want one voice platform for all of it. Your team wants to choose the model and extend agents through APIs, SDKs and an Agent Development Kit. Knowledge should change by adding a topic or a source with no retraining, and A/B tests should compare variants on live traffic. Per minute pricing, with around the clock support and a 99.9 percent uptime SLA included, fits how you budget. Graded by Agentic Index against the same capability axes from each vendor's own published materials. No vendor pays for placement.

How much do Assort Health and PolyAI cost?

Assort Health: Contact sales; no pricing published. PolyAI: Contact for a quote. Use is billed per minute.. Graded by Agentic Index against the same capability axes from each vendor's own published materials. No vendor pays for placement.

Agentic Index

Assort Health vs PolyAI (2026)

Q: Is Assort Health or PolyAI better?

Both put voice agents on busy inbound lines. Assort Health is built only for patient access, and PolyAI for contact centers in every industry. Assort trains its agents on more than 250 million patient interactions across more than 23 specialties. They book from live EHR availability under each provider's rules and handle refills, intake, referrals, eligibility and payments. When the EHR shows a cancellation or a care gap, they reach out on their own. PolyAI brings its voice platform to healthcare alongside banking, retail and hospitality. Customers choose the model, agents remember each caller, and answers come from a knowledge base with citations in the transcript. Simulation tests run in CI, and engineers can extend the platform through published APIs and SDKs. Choose Assort for specialty scheduling that already knows healthcare, and PolyAI for a voice platform your own team can shape. Graded by Agentic Index against the same capability axes from each vendor's own published materials. No vendor pays for placement.

Both put voice agents on busy inbound lines. That verdict is the Agentic Index coverage score, graded from each vendor's own published materials.

Assort Health is built only for patient access, and PolyAI for contact centers in every industry. Assort trains its agents on more than 250 million patient interactions across more than 23 specialties. They book from live EHR availability under each provider's rules and handle refills, intake, referrals, eligibility and payments. When the EHR shows a cancellation or a care gap, they reach out on their own. PolyAI brings its voice platform to healthcare alongside banking, retail and hospitality. Customers choose the model, agents remember each caller, and answers come from a knowledge base with citations in the transcript. Simulation tests run in CI, and engineers can extend the platform through published APIs and SDKs. Choose Assort for specialty scheduling that already knows healthcare, and PolyAI for a voice platform your own team can shape.

This comparison is published by Agentic Index, an independent agentic AI vendor research platform. Assort Health and PolyAI are each graded against the same 14 capability Agentic Index taxonomy, from the vendor's own public materials under the Agentic Index verification standard, alongside 955 researched vendors. No vendor pays for placement and no vendor has reviewed this page. How this evidence is graded

At a glance

Assort Health

Category: Healthcare agent
Entry price: Contact sales; no pricing published
Free or trial: None public
Pricing confidence: contact only

PolyAI

Category: Voice agent
Entry price: Contact for a quote. Use is billed per minute.
Free or trial: No free plan or trial published
Pricing confidence: contact only

Keep exploring

Choose Assort Health if

Your practices schedule by specialty, with provider rules and visit types the agent must follow.
Appointments should be booked from live availability in Epic, athenahealth, NextGen, eClinicalWorks or another of more than 20 EHR and practice management systems.
Cancellations, care gaps, open referrals and balances should trigger outreach by phone, text and email without staff starting it.
Your SOPs, decision trees and recorded calls should become the protocols the agents follow.

Choose PolyAI if

One contact center serves healthcare and other lines of business, and you want one voice platform for all of it.
Your team wants to choose the model and extend agents through APIs, SDKs and an Agent Development Kit.
Knowledge should change by adding a topic or a source with no retraining, and A/B tests should compare variants on live traffic.
Per minute pricing, with around the clock support and a 99.9 percent uptime SLA included, fits how you budget.

Feature	A Assort Health	P PolyAI
Action & orchestration
Integrations & Tool Calling Ability to connect agents to real systems through native integrations, OAuth-authenticated actions, custom tools, APIs, webhooks, or MCP-compatible tools.
Assort HealthIntegrations & Tool Calling The platform integrates bidirectionally with 20+ EHR and PM systems, including Epic, athenahealth, Oracle Health, Allscripts, NextGen, ModMed, Veradigm and eClinicalWorks, plus Genesys, Five9, Cisco and NiCE contact centers. Concierge reads live availability and writes confirmed appointments and tasks back into the record. Concierge also captures insurance coverage, demographics and patient history on the call, and Activate writes rebooked appointments into the EHR with notes for each. SourceAssort Health, assorthealth.com/health-systems, /concierge and /activateread 2026-10-05
PolyAIIntegrations & Tool Calling Agents call customer written tools, which are functions with state variables, return values and a conversation API client, and API integrations during a call. Integrations include Salesforce, Zendesk ticketing, Epic EHR, Stripe, PCI Pal, OpenTable, Tripleseat, HotSOS, Gladly and Google Sheets, with contact center handoff to Genesys, NICE CXone, Five9, Amazon Connect and others. SourcePolyAI, docs.poly.ai (Tools introduction, Integrations overview)read 2026-09-28
Workflow Orchestration Ability to sequence, branch, retry, route, and combine deterministic workflow nodes with autonomous agent steps.
Assort HealthWorkflow Orchestration Separate agents share one patient journey. Concierge handles inbound calls, chat and scheduling, Activate runs outbound outreach on EHR events and writes outcomes back, and Orchestrate runs automated workflows, with specialty scheduling logic and provider rules the practice sets applied on each case. Orchestrate covers every touchpoint from intake to referrals to follow up with no manual handoffs, and a cancellation sets off two workflows in parallel. SourceAssort Health, assorthealth.com/platform and /activateread 2026-10-05
PolyAIWorkflow Orchestration Flows are built in a no code builder or the ADK from steps, entities with validation, transition functions and advanced steps. They are triggered from topics or functions and versioned through branches, diffs and staged environments, and the recipes include a retry counter that escalates after failures. SourcePolyAI, docs.poly.ai (Flows introduction, Triggering flows, Transition functions, Environments)read 2026-09-28
Triggers & Channel Coverage How agents wake up and where they work: schedules, webhooks, message events, CRM events, inbox events, chat, email, voice, and collaboration tools.
Assort HealthTriggers & Channel Coverage Concierge answers every inbound call, chat and scheduling request 24/7, and Activate starts outreach on EHR events such as a last-minute cancellation detected in real time. Activate also reaches out from pending items in the EHR, open referrals, care gaps and outstanding balances, by phone, text and email. SourceAssort Health, assorthealth.com/activate and /conciergeread 2026-10-05
PolyAITriggers & Channel Coverage Agents answer inbound calls on PolyAI numbers or through SIP and contact center integrations, and an API triggers outbound calls. Inbound SMS, RCS, email and web chat reach the agent, and external events post results into running conversations. SourcePolyAI, docs.poly.ai (Outbound calling setup, Trigger outbound call API, SMS deployment, Email integration)read 2026-09-28
Knowledge & context
Knowledge Grounding & RAG Ability to ground agent behavior in company data through document ingestion, retrieval, external knowledge APIs, semantic search, or RAG layers.
Assort HealthKnowledge Grounding & RAG Synapse ingests the practice's own EHR history, SOPs, decision trees and call recordings into the protocols the agents follow, beside a vendor base of 62K+ care protocols and 1.6M+ decision pathways. It combines that material with Assort's own dataset to build workflows specific to the practice from day one, in place of manual configuration. SourceAssort Health, assorthealth.com/platformread 2026-10-05
PolyAIKnowledge Grounding & RAG Knowledge base topics are created, updated and deleted in Agent Studio or through the Knowledge Base API, and RAG retrieves from them and from connected external knowledge sources. Transcripts can show the topic citations behind each answer, and new knowledge enters by adding a topic or source, not by retraining. SourcePolyAI, docs.poly.ai (RAG, External knowledge sources, Knowledge Base API, Studio transcripts)read 2026-09-28
Memory & State Persistence Ability to persist context across a run, conversation, workflow, user, team, or longer-term memory layer.
Assort HealthMemory & State Persistence Patient Journey Memory carries each patient's language preference, visit history, tone, open tasks and sentiment across channels and interactions, kept for each patient separately. Every interaction builds on the last, across channels, across time and across each step of care. Assort does not say how long the memory lasts, how it is retained or how it is deleted. SourceAssort Health, assorthealth.com/platformread 2026-10-05
PolyAIMemory & State Persistence Agent memory is a key value store keyed to the caller's phone number. It is read at the start of each turn and written at the end of a conversation for declared state keys, holding data such as preferences and booking history between conversations, and it expires at the end of the contracted retention period. No manual per caller delete path is described. SourcePolyAI, docs.poly.ai (Agent memory persistence)read 2026-09-28
Control & trust
Human Oversight & Guardrails Approval steps, consent checkpoints, escalation rules, structured guardrails, policy constraints, and pause/resume controls.
Assort HealthHuman Oversight & Guardrails Warm handoffs route conversations to staff, provider rules bound what the agents book, and staff sign off on test call results before launch. Agents book appointments and submit tasks without staff intervention, and no review or approval step comes before an action goes through. Some requests become a task in the EHR for the provider to review and act on, and 79% of referrals are scheduled without staff help. SourceAssort Health, assorthealth.com/concierge, /health-systems and the implementation timeline postread 2026-10-05
PolyAIHuman Oversight & Guardrails Five platform guardrails block jailbreaks, hold the agent to its knowledge base, filter unsafe content and escalate at once on emergencies, and handoff actions pass callers to live agents with state. No action waits for a person's sign off before it commits. SourcePolyAI, docs.poly.ai (Safety guardrails, Handoff actions)read 2026-09-28
Security, Identity & Governance RBAC, SSO, auditability, encryption, least-privilege tool access, compliance posture, and data handling policy.
Assort HealthSecurity, Identity & Governance Assort claims SOC 2 Type II certification and HIPAA handling of PHI. Customers request the SOC 2 report through Assort's trust center, hosted on Vanta. An independent audit verified both the design and the effectiveness of Assort's security controls. Customers get no SSO, roles or other access model. SourceAssort Health, assorthealth.com/health-systemsread 2026-10-05
PolyAISecurity, Identity & Governance Access control runs on Admin and Member roles, with each member set to None, Read or Edit per area, such as Analytics, Behavior, Knowledge, Flows, Tools, Testing and Deployments, plus a secrets vault with its own access control. No SSO is described. Compliance standards cover ISO/IEC 27001, SOC 2 Type II, PCI DSS, HIPAA where applicable, GDPR and Cyber Essentials Plus, with no dates given. SourcePolyAI, docs.poly.ai (Role permissions reference, Compliance standards) and poly.ai/securityread 2026-09-28
Observability & Auditability Traces, logs, execution histories, metrics, audit events, and debugging detail for production agent behavior.
Assort HealthObservability & Auditability Practices can review call transcripts and flag disagreements, and analytics on patient interactions track scheduling accuracy and protocol adherence. Every action syncs back to the EHR in real time with notes on each appointment, and Empower gives staff performance insight. There is no record per call of the actions or EHR writes the agent made. SourceAssort Health, assorthealth.com implementation timeline post, /concierge, /activate and /platformread 2026-10-05
PolyAIObservability & Auditability Studio transcripts carry timestamped turns and audio, with toggles for tool calls, topic citations, flows and steps, and variables. Structured logging from functions, diagnostic layers in conversation review, alert rules, the Conversations API and S3 export sit beside them. SourcePolyAI, docs.poly.ai (Studio transcripts, Conversation review, Alerts API)read 2026-09-28
Deployment & Data Residency Deployment modes and options, including SaaS, dedicated cloud, VPC, on-prem, hybrid, local runtime, and self-hosting.
Assort HealthDeployment & Data Residency Assort names no hosting region. Customers cannot choose a region, and there is no option to run in a customer environment or on premises. Implementation takes weeks once Assort has EHR access and a test environment, and the full rollout runs 30 to 45 days from discovery to launch. SourceAssort Health, assorthealth.com/health-systems and the implementation timeline postread 2026-10-05
PolyAIDeployment & Data Residency The platform is hosted on AWS, with no deployment or region choice. The compliance standards name no data residency region, and the privacy policy's transfers between the United States, the EEA and the UK rest on contractual clauses and adequacy. Staged environments are release stages, and S3 export copies call data out. SourcePolyAI, poly.ai/security, docs.poly.ai (Compliance standards) and poly.ai/privacy-policyread 2026-09-28
Solution readiness
Prebuilt Agents, Templates & Packs Ready-made workflows, packaged employees, templates, blueprints, industry solutions, and role-specific agents that reduce time-to-value.
Assort HealthPrebuilt Agents, Templates & Packs Concierge handles inbound access and Activate handles outbound outreach, and both ship out of the box with protocols for 17 named specialties and a base of 62K+ care protocols. Activate comes with campaigns for referrals, rescheduling, preventive care, patient reactivation, waitlists and outstanding balances, and Empower adds AI tools that give staff live context, guidance and performance insight. SourceAssort Health, assorthealth.com/platform and /activateread 2026-10-05
PolyAIPrebuilt Agents, Templates & Packs The Recipes collection offers copy and paste patterns such as SMS confirmation, retry with handoff, caller ID validation and intent based routing, presented as a starting point. ADK tutorials walk through building agents such as a restaurant booking agent, and no catalog of prebuilt agents ready to adopt is published. SourcePolyAI, docs.poly.ai (Recipes, ADK tutorials)read 2026-09-28
Platform extensibility
Model Flexibility & Routing Ability to work across multiple foundation models, route tasks to different models, or let buyers bring their own providers and keys.
Assort HealthModel Flexibility & Routing The agents run on Assort's own AI, trained on 250M+ patient interactions across 23+ specialties. Assort names no model provider, and customers cannot choose a model. A self reinforcing model learns from the agents' work to improve their performance over time. SourceAssort Health, assorthealth.com/platform and /conciergeread 2026-10-05
PolyAIModel Flexibility & Routing Customers choose the model for voice and chat from PolyAI's own Raven family, OpenAI models (GPT-5.2, GPT-5 mini and nano, GPT-4.1, GPT-4o) and Amazon Bedrock models (Claude Opus, Sonnet and Haiku, Nova Micro). Bring Your Own Model connects any endpoint on the OpenAI chat completions schema with an API key or bearer token. SourcePolyAI, docs.poly.ai (LLM model selection, Bring your own model)read 2026-09-28
APIs, SDKs & MCP Extensibility Composability layer: stable APIs, SDKs, MCP tool consumption/serving, custom tools, and integration into internal systems.
Assort HealthAPIs, SDKs & MCP Extensibility The Assort platform has no API, SDK or MCP server. Customers connect through the built in EHR, practice management and contact center integrations instead. SourceAssort Health, assorthealth.com/platform and /health-systemsread 2026-10-05
PolyAIAPIs, SDKs & MCP Extensibility The Agents API creates and duplicates agents and manages branches, behavior rules, knowledge topics, variants, deployments, numbers, secrets and voices. Conversations, Chat, Messaging, Outbound, Webhooks and Alerts APIs sit beside it, along with iOS and Android SDKs, the ADK CLI, and authenticated Builder and Data MCP servers for PolyAI's own platform. SourcePolyAI, docs.poly.ai (API reference introduction, MCP overview)read 2026-09-28
Testing, Debugging & Optimization Testing, debugging, scoring, retries, fallbacks, quality gates, and optimization loops for improving agent workflows before and after deployment.
Assort HealthTesting, Debugging & Optimization Before launch, the agent runs test calls against the organization's own data to validate accuracy and warm handoff logic, and staff sign off on the results. After launch, live calls run under monitoring with tuning as staff flag new scenarios. Automated QA detects and resolves issues as they appear, and each implementation phase has a checkpoint approval before the next one starts. SourceAssort Health, assorthealth.com implementation timeline post and /platformread 2026-10-05
PolyAITesting, Debugging & Optimization Simulation tests describe a caller scenario, generate the caller's turns and mark each assertion passed or failed, including system actions that check the backend operations the agent triggered. Tests run before publishing and in CI through the API, and A/B testing compares variants on live traffic. SourcePolyAI, docs.poly.ai (Simulation tests, CI automation, A/B testing)read 2026-09-28
Specialist automation
Browser & Computer Use Browser, desktop, or remote/local computer control for workflows that cannot be handled through stable APIs alone.
Assort HealthBrowser & Computer Use The agents act through voice, chat, text, email and EHR integrations, along with a website chatbot and online scheduling. They do not control a browser, desktop or computer. SourceAssort Health, assorthealth.com/concierge and /activateread 2026-10-05
PolyAIBrowser & Computer Use PolyAI agents work over voice, SMS, RCS, email, web chat and mobile SDKs and act through tools and APIs, with no browser, desktop or computer control. DTMF input collection reads a caller's keypad, not an interface the agent operates. SourcePolyAI, docs.poly.ai (llms.txt, DTMF input collection)read 2026-09-28

Pricing snapshot

Sourced from the Index pricing dataset · open each vendor's profile for full detail.

Pricing	A Assort Health	P PolyAI
Entry price Lowest public entry point	Contact sales; no pricing published	Contact for a quote. Use is billed per minute.
Pricing confidence How public the numbers are	Contact only	Contact only
Billing Primary billing axis	Not published.	Per minute of voice agent use.
Variable cost Workload / overage exposure	High variable cost	Medium variable cost
Free tier / trial Try before you buy	No free tier	No free tier
Buying motion Self-serve vs sales call	Sales call	Sales call

Neither publishes a rate. PolyAI bills per minute and sets the price after a demo. Assort sells through a demo and puts its rollout at 30 to 45 days.

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