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Platform Layer: Modular toolkit active conversational

SmartState

SmartState runs protocol-driven messaging: a state-based system that acts as a personal agent for each participant, continuously managing and tracking their interactions. Its deterministic finite state machines keep each protocol on its path, and every step is logged.

From 2021 to 2024 it ran research protocols for 163 participants with a 92 percent average success rate, sending 11,148 messages with no staff involvement.

Key features

  • Automated management of interactions, communications, and data collection
  • Finite state machines that track progress and keep to the protocol; paths are fixed and cannot be deviated from
  • A large language model, called through tools, for natural-language interaction
  • A web platform with participant logs, reports, and messaging utilities
  • Detailed auditing of each participant’s exact path
  • Data encrypted in transit and at rest; state saved to stable storage every 15 minutes

Part of the Kentucky Open Science platform: it runs over the Cresco mesh, with versioned storage for datasets, models, and code in GaiaKeep. See the full stack.