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Delfa

Also known as: delfa.ai

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AI agents and a patient relationship management system for clinical trial recruitment. Agents prescreen, take medical histories, schedule and remind patients by voice, chat, SMS or email, and update the site's CTMS and CRM. AICPA certification with GDPR and HIPAA compliance.

Delfa builds AI agents and an AI native patient relationship management system for clinical research sites. Its agents reach patients by voice, chat, SMS or email in several languages, prescreen them for a trial, take full medical histories on calls that regularly run 20 minutes, schedule visits and send reminders, and update the site's CTMS and CRM, with integrations named for Realtime Recruitment, Advarra, Zoho, CRIO and HubSpot. Recruitment teams see calls, notes and updates in real time and stay in control of the patient experience, and Agent Operating Procedures set guardrails on each workflow.

Agents are custom built for each site by Delfa's doctors and engineers and tested before release on synthetic patient profiles and human written cases, including difficult ones such as confused or distressed patients and adverse events. After release Delfa monitors calls, runs continuous evaluations on agent outputs and keeps interactions under QA. Delfa states AICPA certification with GDPR and HIPAA compliance. Customer stories describe sites running migraine, cardiovascular and weight management studies. Pricing is not published.

Vendor details

Canonical URL

https://www.delfa.ai

Category

Healthcare agent

Funding status

$3.8M raised from Air Street Capital (led by Nathan Benaich); London-based, founder Farrand; already speeds patient enrollment for 50+ live clinical trials; deployed production AI for J&J, Medtronic, and Exscientia; works with top site networks including Flourish, Elevate, and Re:Cognition

Company status

independent

Use cases & customers

Primary use cases

clinical trial patient prescreening and eligibilitymedical history collectiontrial visit scheduling and remindersmultilingual patient outreach and engagementrecruitment data write-back to CRM/CTMS

Target customers

clinical research sitessite networks (Flourish, Elevate, Re:Cognition)pharmaceutical sponsorsCROs

Deployment options

cloud platform writing into a site's CRM or CTMSnative HubSpot monitoring of recruitment progress

Integrations

Delfa's agents update the site's CTMS and CRM automatically, with integrations named for Realtime Recruitment, Advarra, Zoho, CRIO and HubSpot. Support runs through shared Teams or Slack channels.

In practice

Your coordinators spend their days chasing study leads by phone. Delfa's agents call each lead, run the prescreen, take a full medical history and book the qualified ones for a visit, updating the CTMS as they go.

A participant mentions a possible side effect during a reminder call. The agent hands the conversation to site staff right away, and the call, notes and update sit in the shared view for the coordinator to follow up.

A new study opens and your Spanish speaking patients are hard to reach. The agents prescreen in Spanish or English by voice, chat or text, and the site can be live on the new study within a day.

Agentic Index coverage score

5.5 / 14 capabilities · 39%

Integrations & Tool Calling Full

Agents update the site's CTMS and CRM the way a member of staff would, with integrations named for Realtime Recruitment, Advarra, Zoho, CRIO and HubSpot. A unified inbox gathers participant conversations from every messaging channel in one place.

SourceDelfa, delfa.ai/product and delfa.airead 2026-10-06

Workflow Orchestration Partial

Agents prescreen, take medical histories, schedule and remind patients, handling the repetitive calls, workflows and data entry, within Agent Operating Procedures that set guardrails for every workflow and reduce the risk of unsupported outputs. Delfa's team builds each agent. Delfa names no workflow builder, branching or multi agent execution that the site configures.

SourceDelfa, delfa.ai/product and delfa.airead 2026-10-06

Knowledge Grounding & RAG Partial

Agents prescreen patients for each trial and take full medical histories, and Delfa's doctors and engineers build and test them. Delfa does not say how protocol and eligibility knowledge reaches the agent, whether through a maintained store or setup for each trial. Sites can also query their own participant database to find matches for a study, but Delfa does not say the agents draw on it.

SourceDelfa, delfa.ai and /customers/migraineread 2026-10-06

Human Oversight & Guardrails Partial

Agent Operating Procedures set guardrails for every workflow, clinical teams review interactions, and the recruitment team stays in control of the patient experience. Participants hear at the start that the call is automated and always have a route to a person, and a clinical question, a possible adverse event or a sign of distress hands the conversation to site staff. Delfa names no step where a person approves an agent action before it commits.

SourceDelfa, delfa.ai/product and /news/how-to-validate-ai-in-clinical-researchread 2026-10-06

Security, Identity & Governance Partial

Badges show AICPA certification, GDPR compliance and HIPAA compliance, but Delfa names no SOC 2 report or its type. It names no roles, SSO or other controls over who at the site can direct the agents.

SourceDelfa, delfa.ai/product and delfa.airead 2026-10-06

Observability & Auditability Partial

Every conversation is logged, and Delfa centralizes every call, note and update in a view the whole team shares in real time. After release Delfa monitors calls and outcomes, keeps interactions under QA and analyzes agent executions against defined quality and safety checks. Delfa does not say whether the site can open a record of the actions the agent took on each call.

SourceDelfa, delfa.ai/product and /news/how-to-validate-ai-in-clinical-researchread 2026-10-06

Memory & State Persistence Not documented

Patient records live in Delfa's patient relationship management system, its unified inbox and the site's CTMS, which hold the business record. Delfa names no memory that the agent keeps for itself.

SourceDelfa, delfa.ai/product and delfa.airead 2026-10-06

Deployment & Data Residency Not documented

Delfa runs as a hosted service. No hosting region is published, and Delfa names no region choice, private deployment or customer environment option.

SourceDelfa, delfa.ai/product and delfa.airead 2026-10-06

Prebuilt Agents, Templates & Packs Partial

Agents are custom built for each site and trial by Delfa's doctors and engineers, not adopted from a catalog. Prescreening, histories and scheduling are jobs of one agent. At Elevate Clinical Research the agent was live within a week, prescreened 106 participants for a complex migraine study in its first week on calls that regularly ran 20 minutes, supported Spanish speaking patients bilingually, and can now be set up for a new study within 24 hours. Customer stories also cover weight loss, weight management and type II diabetes, and cardiovascular studies.

SourceDelfa, delfa.ai, /customers and /customers/migraineread 2026-10-06

Triggers & Channel Coverage Partial

Agents reach patients by voice, chat, SMS or email in several languages, capturing leads with online chat, prescreening with a call and reminding over SMS. Delfa does not say what starts outreach, such as a new lead, a referral or a schedule.

SourceDelfa, delfa.ai and /customers/migraineread 2026-10-06

Model Flexibility & Routing Not documented

No model or provider is published, and Delfa names no customer choice of model.

SourceDelfa, delfa.ai/product, delfa.ai and /news/how-to-validate-ai-in-clinical-researchread 2026-10-06

APIs, SDKs & MCP Extensibility Not documented

No API, SDK or developer documentation for Delfa's platform is published. Delfa connects to a site's own systems itself, and Elevate Clinical Research says it was integrated into their systems within a week.

SourceDelfa, delfa.ai/product and /customers/migraine; delfa.ai/sitemap.xmlread 2026-10-06

Testing, Debugging & Optimization Full

Agents are tested before release on synthetic patient profiles and cases written by people, routine and difficult ones such as a participant confused about a medication, a possible adverse event, distress or a noisy line. The tests check that the agent stays within the approved conversation, avoids prohibited actions and hands over to site staff when required.

After release Delfa runs continuous evaluations on agent outputs, with a named point of contact for any issue. Delfa's own published customer results include more than 150 prescreens a week at ALSA Research, 36,600 patient interactions and $42,000 in labor savings at a weight management network, and 20 hours a week saved per recruiter at a migraine site.

SourceDelfa, delfa.ai/news/how-to-validate-ai-in-clinical-research and /customersread 2026-10-06

Browser & Computer Use Not documented

Agents work by voice, chat, SMS and email and update systems through integrations, working inside the site's CRIO and HubSpot rather than through a separate portal. Delfa names no browser, desktop or computer control.

SourceDelfa, delfa.ai/product and /customers/migraineread 2026-10-06

The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded

Pricing

Contact sales

Not published

What is public

Nothing about price is public on delfa.ai.

Variable cost rationale

No billing model published; per-trial or per-enrollment economics are plausible for clinical recruitment but not documented for Delfa.

Sales call required

Yes, required for paid access

Free / trial

Not published

Agentic Index verified 2026-09-28

Alternatives to Delfa

The closest documented capability profiles to Delfa among healthcare agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.

  • Charta Health7.5 / 14Fuller documented coverage on Workflow Orchestration and Human Oversight & Guardrails
  • CodaMetrix6.5 / 14Fuller documented coverage on Workflow Orchestration and Knowledge Grounding & RAG
  • Hippocratic AI7.5 / 14Adds documented Memory & State Persistence
  • Nym7.5 / 14Fuller documented coverage on Workflow Orchestration and Knowledge Grounding & RAG
  • Tennr6.5 / 14Fuller documented coverage on Workflow Orchestration and Knowledge Grounding & RAG
  • AKASA7.0 / 14Adds documented Browser & Computer Use

Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded

Head to head

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