NAVIGATOR
AI agent voice, chat, and text to navigate care
Connect all the touchpoints in the patient journey and reduce call center burden with a voice, chat, and SMS AI assistant that ties to a patient’s scheduling, prep, payments, care gaps, and more.
Navigator helps our agents spend more time with the patients who need us most.”
Diana Velez
VP of Contact Center, Sun River Health
4.5 FTEs’
worth of call center time added at Sun River Health.
-70%
inbound chat triage with Navigator chat at Banner Health.
350+ hours
saved monthly by eliminating after-hours staffing at Planned Parenthood Mar Monte.
AI for any patient need
Navigator taps into the full Luma platform and all your workflows to get patients to the next step.
Appointment management
Care gaps
FAQs
Intake
Lab results
No-show follow-up
Password reset
Payments
Portal enrollment
Post-care follow-up
Pre-visit prep
Referrals
Reminders
Rx management
Scheduling
Remember where the patient left off
Navigator remembers each patient across calls, texts, and chats, and can carry one conversation from a phone call to a text conversation and back again.
It remembers communication preferences and watches for missed follow-ups, flagged results, and refills coming due, then raises them at the next touchpoint.
Just as we’ve done for 11 years, Navigator brings its memory from past interactions, the EHR, and the whole Luma platform, for deeper context and more naturally helpful conversations.
MORE THAN ENGAGEMENT
AI that understands the full patient
Navigator is powered by Luma’s full platform, 11+ years of healthcare experience, and industry-leading EHR integration. It builds on your workflows and patient context to guide patients to care and follow up afterward.
Integrated with the EHR
With bi-directional EHR integration, conversations with Navigator are informed by the full patient record (e.g., scheduled appointments, due care).
Uses the full patient context
A patient usually has more than one need. Navigator can handle them in one call, from “can I also refill my prescription?” to letting the patient know that they need to book a follow-up visit.
Handles sensitive situations
Navigator verifies patients for complex scenarios like a parent calling to make appointments for themselves and their child, or a patient accessing information about abortion services while non-patient callers are limited to hours and directions.
Hear it in action
Spanish
Scheduling a new patient appointment
English
Managing a family’s appointments
Spanish
Following up on a no-show
English
Closing a care gap
Use cases
AI assistance across all communication platforms, for any patient need.
Handle calls after-hours
Navigator provides 24/7 multilingual support when staff time is more limited.
Support multilingual patients
English and Spanish, plus bi-directional translation for chats or call transcripts.
Call recovery
When a hold runs long, Navigator offers to switch the patient to text or follow up after they hang up.
Centralize call routing
Navigator can route all calls to reduce staff burden and encourage self-service.
Let patients call or text
Patients can start a conversation from phone or text, and switch modes as needed.
Reach patients with outbound
Proactively text patients who need to reschedule or book an appointment for due care.
See it in action
We’d love to show you how Navigator can free up your workforce, bring in your patients, and improve your efficiency. Get in touch to book your personalized walkthrough.
Featured workflows
Multilingual
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Sun River Health’s heavily Spanish-speaking population didn’t have call center agents who spoke their language after hours. Navigator provides Spanish-language support when bilingual staff aren’t available.
Inbound patient chat
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Banner Health’s imaging patients sent questions like “where should I park?” to staff via chat. But they could wait hours for an answer. Navigator handles straightforward questions and triages more complex ones, getting patients an answer 6 hours sooner.
Call routing

Ryan Health had more calls than their staff could handle, even with an agency to help. Navigator serves as the routing layer across Ryan Health’s entire phone tree, reducing calls that staff need to handle by 70%.
Staff capacity

Planned Parenthood Mar Monte was busiest during the week. But staff was spread thin providing live call center support every day of the week. Navigator takes on weekend calls, so staff can be dedicated to weekday support.
How it works
Navigator runs on Luma's platform and your EHR to help patients do more from one conversation. It talks to patients, takes the action, brings in staff as needed, and gives you visibility.
Inbound or outbound conversations
Navigator answers the calls and messages coming in and helps patients self-serve. It also places calls and texts going out, for care gaps, no-shows, and more.
Actions connected to the EHR
Navigator reads the patient's record before it talks, then writes back. Context that the patient provides, like “I’m most available after 5PM,” informs future calls.
Staff pick up where AI leaves off
Navigator brings in a person when the situation calls for it, and passes along the transcript and patient answers so the patient doesn’t need to answer the same thing multiple times.
Detailed reporting and transcripts
See what patients asked for, what Navigator completed, and where it handed off. Your team can find the gaps and adjust as needed.
Agentic inbound and outbound for your custom use case
Navigator powers outreach for:
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Deterministic workflows via Workflow Builder (e.g., “send parents outbound texts when their child is eligible for the HPV vaccine”)
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Long-running, agentic workflows via SparkOS (e.g., “Get patients ready for their upcoming colonoscopies”)
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MCP workflows (e.g., “reach out to everyone due for a visit on my population health system’s diabetic patients list”)
Security and trust
Patients’ healthcare is personal, and we take seriously the responsibility to protect that data. We’re committed to the gold standard in healthcare information security, including the latest AI certifications, and patient information is never shared or sold.
HIPAA-compliant
Zero-retention AI
ISO 27001:2022
HITRUST CSF r2
HITRUST ai2
SOC 2 Type II
US-EU Privacy Framework
GDPR
TX-RAMP Level 2
See how it works
Let’s discuss your workflows and how Navigator can connect to them to take inbound and outbound calls off of your staff.