careCycle Guides
Find the right guide for your role, whether you run the agency, work the phones, or build integrations.
careCycle is a voice AI and softphone platform for Medicare and ACA agencies. These guides are organized by what you are trying to do. Pick your starting point below.
New to careCycle?
Follow this path and you will go from a blank account to a live campaign:
How careCycle Fits Together
The one page to read first: how campaigns, Pulse, automations, and your team combine across the life of a member.
Set Up Your Agency
The step-by-step setup checklist, from choosing your Receptionist's number to importing your book of business.
Launch Your First Campaign
Put it all to work with a Welcome Call campaign for newly enrolled members.
For owners and managers
Answer Every Call
Business hours, inquiries, callbacks, and automated appointment handling.
Keep the Members You Have
Retention campaigns and keeping your policy data current.
Convert More Leads
Sales campaigns and revenue campaigns.
Run Your Team
Agent-first dialer campaigns, roles, and team operations.
Know Your Numbers
Dashboards, the wallboard, exports, and troubleshooting outreach.
Sources
Track where calls and leads come from, and connect your call vendors with ping-post.
Stay Compliant
SMS registration, TCPA calling rules, and SOC 2 and HIPAA.
Campaign Toolkit
The shared building blocks every campaign uses: transfer destinations, appointment settings, and Pulse workflows.