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Bond Trials Docs

Prescreening calls

From clicking Call to a recorded, transcribed conversation

Once you've selected a phone number and an agent preset, you can place a prescreening call from any candidate's detail panel. The AI agent conducts the conversation using the trial's script, and the full recording and transcript are available as soon as the call ends.

Interactive
M

Maria Gonzalez

+1 (617) 555-0142 · Standard agent

Simulate:
Click Call to start a simulated run — pick an outcome to see Done / Voicemail / Failed states.

Call states

  • Initiating — the call is being placed.
  • In progress — the patient is connected and the agent is speaking.
  • Voicemail — voicemail was detected; the agent left a message.
  • Completed — the call finished; transcript and recording are ready.
  • Failed — the call could not connect.
Initiating
In progress
Completed
Voicemail
Failed
The full state machine — every outbound call ends in Completed, Voicemail, or Failed.

After the call

Completed calls show a structured outcome — qualified, not qualified, or callback requested — along with a full transcript and playable recording. You can mark a patient as qualified directly from the call summary. The Bulk enrollaction in the trial view sweeps all qualified candidates at once.

Interactive
Call summary · Maria GonzalezQUALIFIED

1m 47s · agent: Standard · Mar 12 · 2:13 PM

0:34 / 1:47
Hi, this is Bond Trials calling about the atrial fibrillation study. Is this Maria?
M
Yes, that's me.
Great — I have a few quick eligibility questions. First, are you currently on metoprolol or another rate-control medication?
M
Yes, metoprolol, started in January.
Perfect. Last one — have you had a kidney function test in the last six months?
M
I'm not sure, but I can ask my doctor.
Transcript + audio playback for a completed call. Click play to see the scrubber animate.