Today
Care navigators context-switch across Compass, Zendesk, Salesforce, and payments when a member case lands. Each tool requires a separate login and manual stitching of the picture. Niels demoed the pattern in the May 14 onsite via Claude Desktop pulling sales-account 360 — the same orchestration applies to member and provider context.
How the workflow helps
Tray exposes a single tool — invoked from Slack — that pulls Compass, Zendesk, Salesforce, and payments context in one shot. Merlin Guardian masks PHI before the LLM sees it; the navigator gets a curated answer in the channel they already work in.
Value inputs to capture
- How many member or provider cases land per navigator per day?
- How long does cross-tool context-gathering take per case today?
- What share of cases require lookups across 3+ systems?
Add volume, time saved, and loaded cost to create a draft estimate. Until then, no impact number is shown.