Features
What Mesa does for your site
Conversational outreach at scale
Mesa reaches thousands of patients simultaneously via SMS, email, and voice — each conversation personalized to the patient's situation and your study's protocol.
Patients respond to conversations, not blasts.
Workflows
The right approach for every workflow
1
SMS pre-screening
Mesa conducts natural text conversations to pre-screen patients before booking. Patients answer eligibility questions on their own time — no pressure, no hold music.
Designed for high-volume outreach
2
Warm transfer calls
For complex medical histories, Mesa pre-screens by voice and live-transfers qualified patients directly to your coordinator. They pick up the phone to a ready patient.
Designed for complex protocols
3
Voice AI screening
Fully automated voice pre-screening with intelligent booking. Mesa asks the right questions, checks eligibility, and schedules qualified patients — all in one call.
Designed for end-to-end automation
About Mesa
From protocol to enrolled patient
SMS
Two-way text conversations
Voice
AI and warm-transfer calls
Personalized outreach at scale
HIPAA
Compliant from day one
Pre-screen
Automated eligibility checks
Scheduling
Direct calendar booking
Mesa is purpose-built for clinical research recruitment. We handle the repetitive outreach, pre-screening, and scheduling that consumes your coordinators' time — so they can focus on patient care and the work that actually requires clinical judgment.
Get your site up and running with Mesa in days, not months. We handle the technical setup so your team can focus on patients.
“
AI handles the volume. Your team handles the judgment.
Platform
Built for clinical operations
CTMS
EHR
Calendar
SMS
Voice
Email
Database
Analytics
Pre-screen patientBook visitSend reminderCheck eligibility
Unified patient view
Every patient interaction — SMS, voice, email — in one place. See the full conversation history, eligibility status, and next steps without switching between tools.
Organized follow-ups
Mesa tracks who needs a callback, who missed a screening, and who's ready to schedule. Your coordinators start each day with a clear, prioritized task list.
Real-time visibility
Dashboard with response rates, conversion funnels, and per-study performance. Know exactly where each study stands without pulling reports.
CTMS integration
Mesa connects to major CTMS platforms via API. Enrollment and visit data syncs bidirectionally, so coordinators never double-enter information.