SmartState

Automating research protocol management

Enforcing study protocols and ensuring participant compliance is vital but often requires costly software or manual effort. To address these challenges, CAAI offers SmartState, an automated protocol adherence platform that improves compliance. Virtual agents are used to guide participants through protocols, send email/text reminders, and document progress.  SmartState was designed to improve the efficiency, quality, and impact of research studies involving human participants . It consists of four main components: a messaging service, a state machine, a conversational AI, and a web-based platform.

citation

A paper detailing the development and usage of this tool can be found here:

SmartState: An Automated Research Protocol Adherence System

Please be sure to appropriately cite usage of LLM Factory in your research.


Key Features of SmartState

Automated participant management reduces researcher workload with tools to track interactions, collect data, and prevent protocol deviations.

AI-powered communication enables natural language interactions to simplify participant engagement and data extraction.

Real-time updates send timely prompts and record responses to ensure compliance.

Web-based administration provides researchers with seamless access to logs, reports, and messaging utilities.

Scalability supports large studies with detailed audit trails to resolve disputes and enhance accountability.

Samuel Armstrong presented SmartState: An Automated Research Protocol Adherence System  at the March 2025 AMIA Informatics Summit in Pittsburgh, PA. 

Projects Supported by SmartState

Check out these research studies

Intermittent Fasting & Sleep Protocol Management (implementation of SmartState) Based on SmartState, the Intermittent Fasting […]
Optimal CT The Optimal CT project is a collaboration with the Cardiothoracic surgery department at […]
SmartState: An Automated Research Protocol Adherence System Enforcing study protocols and ensuring participant compliance is […]