Government & Public Sector

Benefits Enrollment Outreach

Proactively contact eligible residents to assist with benefits enrollment, reduce gaps in coverage, and improve program uptake rates.

Why this matters

Reach constituents at scale for benefits enrollment, permit follow-ups, public health outreach, and emergency notifications. This example shows you how to automate benefits enrollment outreach calls end-to-end with Guava's SDK — no telephony plumbing, no prompt engineering, just Python.

How to set persona & task
Working with Fields and Say items
Handling callbacks
Running the agent
Step 01

Installation

Install from Guava's private PyPI index. A public package is coming soon — the install command will simplify to pip install guava.

terminal
# Step 1: Install Guava
pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com

# Public PyPI package coming soon — the install command will simplify to:
# pip install guava

# Step 2: Set your credentials
export GUAVA_API_KEY="..."
export GUAVA_AGENT_NUMBER="..."
Step 02

How it's built

Every Guava agent is a Python class. Walk through the key sections below, then grab the complete file at the end.

01

Imports

Import the Guava SDK and any helpers you need. guava.CallController is the base class for every voice agent.

example.py
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import os
02

Agent setup

set_persona() defines how the agent presents itself. set_task() gives it its mission in plain English. The checklist drives the conversation — Guava works through it top-to-bottom, collecting Field values and speaking Say items as it goes.

example.py
class BenefitsEnrollmentBot(guava.CallController):
    def __init__(self, resident_name: str, program_name: str, agency: str, deadline: str):
        super().__init__()
        self.set_persona(
            organization_name=agency,
            agent_name="Alex",
        )
        self.set_task(
            objective=f"Help {resident_name} enroll in {program_name} before the {deadline} deadline",
            checklist=[
                f"Identify yourself as calling from {agency} regarding {program_name} enrollment.",
                guava.Say(f"Records indicate {resident_name} may be eligible. Enrollment deadline is {deadline}."),
                guava.Field(
                    key="wants_information",
                    field_type="bool",
                    description="Would they like to learn more about the program benefits?",
                ),
                guava.Field(
                    key="currently_enrolled",
                    field_type="bool",
                    description="Are they already enrolled in this or a similar program?",
                ),
                guava.Field(
                    key="wants_to_apply",
                    field_type="bool",
                    description="Would they like to begin the application now?",
                ),
                guava.Field(
                    key="preferred_application_method",
                    field_type="choice",
                    description="Preferred way to complete the application",
                    choices=["phone now", "online portal", "in-person office visit", "mail-in form"],
                ),
                guava.Field(
                    key="language_preference",
                    field_type="choice",
                    description="Preferred language for application materials",
                    choices=["English", "Spanish", "Chinese", "Vietnamese", "other"],
                ),
                "Provide application link or transfer to enrollment specialist.",
            ],
            on_complete=lambda fields: print(f"Benefits outreach complete: {resident_name} — {fields}"),
        )

guava.dial(
    controller=BenefitsEnrollmentBot,
    controller_args={"resident_name": "Maria Gonzalez", "program_name": "CalFresh Food Assistance",
                     "agency": "County Department of Social Services",
                     "deadline": "December 31"},
    to=os.environ["RESIDENT_PHONE"],
    agent_number=os.environ["GUAVA_AGENT_NUMBER"],
    api_key=os.environ["GUAVA_API_KEY"],
)

Platform performance

<1s

Response time

99.99%

Uptime SLA

13+

Industries served

Step 03

Full example

The complete file — copy it, save it as example.py, and run it.

example.py
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import os

class BenefitsEnrollmentBot(guava.CallController):
    def __init__(self, resident_name: str, program_name: str, agency: str, deadline: str):
        super().__init__()
        self.set_persona(
            organization_name=agency,
            agent_name="Alex",
        )
        self.set_task(
            objective=f"Help {resident_name} enroll in {program_name} before the {deadline} deadline",
            checklist=[
                f"Identify yourself as calling from {agency} regarding {program_name} enrollment.",
                guava.Say(f"Records indicate {resident_name} may be eligible. Enrollment deadline is {deadline}."),
                guava.Field(
                    key="wants_information",
                    field_type="bool",
                    description="Would they like to learn more about the program benefits?",
                ),
                guava.Field(
                    key="currently_enrolled",
                    field_type="bool",
                    description="Are they already enrolled in this or a similar program?",
                ),
                guava.Field(
                    key="wants_to_apply",
                    field_type="bool",
                    description="Would they like to begin the application now?",
                ),
                guava.Field(
                    key="preferred_application_method",
                    field_type="choice",
                    description="Preferred way to complete the application",
                    choices=["phone now", "online portal", "in-person office visit", "mail-in form"],
                ),
                guava.Field(
                    key="language_preference",
                    field_type="choice",
                    description="Preferred language for application materials",
                    choices=["English", "Spanish", "Chinese", "Vietnamese", "other"],
                ),
                "Provide application link or transfer to enrollment specialist.",
            ],
            on_complete=lambda fields: print(f"Benefits outreach complete: {resident_name} — {fields}"),
        )

guava.dial(
    controller=BenefitsEnrollmentBot,
    controller_args={"resident_name": "Maria Gonzalez", "program_name": "CalFresh Food Assistance",
                     "agency": "County Department of Social Services",
                     "deadline": "December 31"},
    to=os.environ["RESIDENT_PHONE"],
    agent_number=os.environ["GUAVA_AGENT_NUMBER"],
    api_key=os.environ["GUAVA_API_KEY"],
)
Step 04

Run it

Start the agent. It will connect to Guava's infrastructure and begin accepting calls on your assigned number.

terminal
python example.py
Get Started