Hoja · the operator inside Arbol
Ask in plain English.
Get the work, not a dashboard.
Hoja reads your practice's own data, builds the list with the evidence behind every name, drafts the rule that keeps it running — and waits for your yes before anything happens.
Nothing runs until a person signs it
“Who told us they have trouble getting here, and hasn't been seen in three months?”
R. Alvarez
“my mother handles the appointments, she's the one who forgets”
T. Whitfield
“my husband is the one who drives me and he's working nights now”
J. Okafor
“I look after my dad, it's hard to bring him in the morning”
4 people · evidence attached to each · nothing sent yet
One question, four sheets, a rule that keeps running
This is a whole session with Hoja. It takes about four minutes, and the thing you are left with is not an insight — it is work that runs every Tuesday without you.
Sheet 02 · the evidence
It never says “trust me”
Every name arrives with the sentence that put it there, the channel and the moment. If the reason is wrong, you can see it is wrong before anybody gets called.
| Person | Why they are on the list | Source |
|---|---|---|
| R. Alvarez | “my mother handles the appointments, she's the one who forgets” | Tue 14:06 · call |
| T. Whitfield | “my husband is the one who drives me and he's working nights now” | Wed 09:41 · text |
| J. Okafor | “I look after my dad, it's hard to bring him in the morning” | Wed 17:22 · call |
| M. Duarte | “my daughter usually calls for me, she's out of the country” | Thu 11:08 · call |
Sheet 03 · the rule
A list is a one-time favor. A rule is an operation.
So Hoja writes the recurring version: who it looks for, when it runs, what it does, and — the part that matters — where it stops.
Draft: caregiver recall, Tuesdays
Unsigned- Runs
- Every Tuesday, 9:00 AM, practice time zone
- Who
- People with a caregiver mentioned and no confirmed visit in 90 days
- Does
- Outbound call offering afternoon slots, then a text if unanswered
- Stops at
- Two attempts, one contact per quarter, consent checked per person
- Never
- Contacts anyone who asked to stop, on any channel
- Reports
- Booked, no answer, needs a human — as tasks with owners
Sheet 04 · the signature
Nothing happens until a person says yes
Approval is the product, not a safety blanket. The signature is recorded with the name, the moment and the exact version that was approved — and one click pauses it forever.
- 01Hoja proposes. The draft is inert — it has no schedule and no audience until it is signed.
- 02A manager reads the four sheets and edits the limits: one contact per quarter, afternoons only.
- 03They approve. The version approved is stored as approved — later edits start a new draft.
- 04It runs Tuesday at 9:00. Every call it produces carries the rule that caused it.
Signed · Dana R. · Tue 08:19 · v1
RunningIllustrative session. The names and sentences are made up; the flow — cohort, evidence, draft, signature, schedule — is exactly how Hoja works.
What it picks up, so nobody else has to
READ
It has read your whole operation
People, conversations, transcripts, tasks, agents and their configuration — through the same interface your dashboard uses, with the same permissions. No export, no separate warehouse.
STUDY
It writes code to answer the question
When counting is not enough, Hoja writes and runs code against your own data — so an answer about your no-show pattern is computed, not guessed by a language model.
COHORT
It turns a sentence into a list
“Everyone who mentioned trouble with a family member.” Hoja looks for the field first, then the transcripts — and shows you the line that put each person on the list.
DRAFT
It writes the rule, not just the answer
The output of a good question is usually recurring work. Hoja drafts it as an automation with a schedule, an audience, limits and an owner — and leaves it unsigned.
SCHEDULE
It keeps its own calendar
One-off, delayed or recurring, its scheduled work is visible on one screen: what runs, when it last ran, and what it produced.
LEARN
It keeps what your practice teaches it
“Prenatal checks are booked Tuesdays and Thursdays.” Said once, kept as a rule of the house, applied by every agent from then on.
The four things it will not do
An operator with access to your patient data is only useful if its limits are boring, written down and enforced by the platform rather than by a prompt.
How the record worksIt does not act without a signature
Reading is free. Writing — a rule, a campaign, a change to an agent — waits for a human yes, and the yes is recorded with who gave it.
It does not give clinical advice
Not in a chat, not through an agent it configures. The boundary is in the platform, not in a prompt someone can edit.
It does not invent numbers
Every figure it reports comes from a query you can re-run. When the data does not support an answer, it says so instead of producing a plausible one.
It does not leak sensitive fields
Fields marked sensitive never enter a prompt that leaves their conversation — including the calls it schedules to third parties.
Straight answers
Prefer email? Write tosupport@getarbol.com — a person answers.
01Is Hoja a chatbot for our staff?
It is closer to an operations analyst that never sleeps. You can chat with it, but the output that matters is work: a list, a rule, a scheduled job, a task with an owner.
02Who can talk to it, and what can it see?
Your team, inside your organization. It sees exactly what that organization's data allows — the same boundary the dashboard enforces. One practice's data never reaches another's.
03What if it proposes something wrong?
You do not sign it. Nothing it drafts takes effect until a person approves, and every approval, edit and rejection is recorded. A rule that turns out to be wrong is paused in one click.
04Does it replace our front desk or our manager?
No. It removes the work nobody has time for — combing transcripts, chasing who was never called back, keeping a rule running every Tuesday. The decisions stay with your team.
05Why is it called Hoja?
Hoja is Spanish for sheet — as in a sheet of paper. It does the work and hands you the sheet. You are the one who signs it.
Last sheet
Bring us the question nobody has time to answer
The one that starts with “I wish I knew how many of our patients…”. Thirty minutes, your own data, and you leave with the list and the rule — signed or not, your call.
Hoja is Spanish for sheet · it does the work, you sign it