Good morning, Sales Team
Web scanning is always active. Connect Definitive Healthcare to add live hospital database intelligence.
Active sources
Web + press scanning
AI enrichment (LinkedIn signals)
Definitive Healthcare — not connected
Last scan: never
Orgs scanned
0
Flagged leads
0
Hot signals
0
Pushed to Salesforce
0
Recent flagged leads
No leads yet — run a scan.
Activity feed
Web scanning always active — run a scan to begin.
AI Agent
Lead Scanner
Last scan: never
Idle
Orgs scanned
0
Flagged leads
0
Hot signals
0
New today
0
Flagged opportunities
🔍
No leads yet
Hit "Run scan" — web scanning is always active
Sources
Web + press mining
Virtual nursing RFPs, grants, nursing shortage news — always on
● Always on
AI enrichment
LinkedIn signals, leadership context
Definitive Healthcare
Live hospital database
Not connected
Auto-scan (every 6h)
Runs in background
—
Fit score
—
Signals detected
Why VitalChat fits
AI Agent · Stage 01
Hospital Intelligence
Know before you call
🌐
Web + Press
Always active
🤖
AI Enrichment
LinkedIn signals
🏥
Definitive
Optional
Health system
Agent running
📋
No brief yet
Enter a health system and run discovery
Overview
Sales Pipeline
01
Discovery + Initial Contact
AI Agent
02
Problem Deep Dive
Human-led
03
Solution Alignment
Human-led
04
Demo Presentation
Human-led
05
Objection Handling
Human-led
06
Proposal + Business Case
Human-led
07
Negotiation and Terms
Human-led
08
Close
Human-led
09
Handoff + Retain
Human-led
Stage guide
Stage 01 — AI does the work
Web scanning, AI enrichment, and Definitive data compiled into a ready-to-use contact brief — before the first call.
Stages 02–09 — Humans build the deal
Problem definition, solution alignment, demo, objections, proposal, negotiation, close, and handoff.
Configuration
Settings
Integrations
Alerts & notifications
Scoring weights
Team
Integrations
Web + press scanning
Virtual nursing RFPs, workforce grants, expansion news — always on
● Always active
Claude AI (Anthropic)
Powers all AI intelligence, enrichment, and brief generation
✓ Connected
Definitive Healthcare
Optional — adds live hospital database to all scans
Not connected
Salesforce CRM
Push flagged leads and contact briefs directly to Salesforce
Not connected
Microsoft Teams alerts
Hot signal notifications posted to a Teams channel via webhook
Outlook email digest
Daily summary of new leads sent via Outlook
Alerts & notifications
Alerts are sent via Microsoft Teams webhook and/or Outlook email digest. Configure both in the Integrations tab.
Hot signal alert
Immediate Teams message when a Hot lead is flagged
Daily lead digest
Morning Outlook email summarising new leads
Grant / funding alert
Immediate notification on grant signals
RFP detected alert
Immediate alert on virtual nursing / telehealth RFPs
Leadership change alert
New CMO / CNO / CIO detected at a tracked system
Salesforce sync
Auto-push Hot leads to Salesforce on flag
Scoring weights
Team
Invite reps — each gets their own login after deploying to Vercel + Supabase Auth.