Case Study · Founder & AI Orchestrator

The Meridian

An AI agent that meets successful-but-empty professionals where they are, runs a clinically-informed discovery conversation, and helps them name the patterns driving their discontent — safely.

TL;DR

Millions of high-functioning professionals look successful by every external metric and feel empty underneath — but they haven't decided they need therapy or religion, so they fall through the cracks between both. The Meridian is a deployed AI agent ("Dr. Lauren") that holds a warm, clinically-informed conversation, surfaces which of four identity-level "false positives" a person is running on, and gently points toward a durable foundation — with deterministic safety guardrails that route anyone in crisis to human help. Validated with four synthetic personas and six human testers: 4/4 patterns classified correctly, 0 false negatives on crisis signals.

Context note: built as the capstone project for INTC 6033 (Researching AI Strategies), an MBA course. The project doubled as a real venture and the academic deliverable.

01 Context

This started personally. My wife is a licensed clinical psychologist; I work in payments and build with AI. Over and over we saw the same person from two different professional angles: the high earner who has "made it" and is quietly running on empty. The clinical world calls them one thing; the faith world calls them another. Neither world reaches them early, because reaching out means first accepting a label — "patient" or "believer" — that they haven't accepted yet.

The market around this person is crowded but missed: faith-aligned therapy marketplaces (still therapy), meditation and devotional apps (no clinical depth), AI therapy chatbots (no spiritual dimension), and faith chatbots (no clinical framework). Six layers of competitors, and a clean gap down the middle: nobody was building an AI that meets you where you are, runs a genuinely clinical discovery process, and only then — with consent — points at a deeper foundation.

02 Problem

High-functioning professionals who are successful on paper but empty underneath have no low-stakes front door to clarity. Therapy asks them to self-identify as needing help; religion asks them to self-identify as believers. Most won't do either yet — so they self-medicate with the next win, the next drink, the next status marker, and the underlying pattern never gets named.

The reframe that made it an AI problem. The world hands these people positive signals — money, status, attention — that read as "I'm okay." They're false positives: the test says success while the interior runs empty. Naming which false positive someone is living on requires a patient, adaptive, judgment-free conversation that scales to anyone, anytime. That is precisely what a well-orchestrated AI agent can do — and a static app, quiz, or content library cannot.

03 Approach & Process

The project advanced through a deliberate research sequence — each milestone made the next decision sharper:

Task analysis artifact — BPMN. The discovery flow modeled across four organizational roles (User, AI Platform, Content Ops, Clinical Team), with the clinical red-line safety check as an error-boundary event and three distinct end states. Interactive — scroll within the frame.
User-flow logic. The same journey as a standard flowchart, showing the two re-entry loops when a pattern hasn't surfaced or content doesn't resonate.

04 AI Integration

The product is the AI. "Dr. Lauren" is a Claude-powered agent whose system prompt encodes the full clinical framework: a Stage-0 rapport pass, a four-layer "lead domino" sequence that gently moves from safe surface topics toward identity-level beliefs, a confidence-tracked classification of the four false positives, and a consent-gated moment where a spiritual foundation can enter — never as doctrine up front. Around that brain sit voice input/output, authentication, and persistence.

The architecture follows a clean agent loop: sensors (user input) → policy layer (the clinical framework) → tools (the relational mirror, scripture, classification) → quality gates (safety screening, confidence thresholds) → learning signals (engagement, progression).

The Meridian landing screen — Identify Your False Positives, A Guide to Inner Clarity
The front door: a calm, low-stakes invitation — no clinical or religious language.
Onboarding — A candid conversation with Dr. Lauren
Onboarding sets scope: a candid conversation with a clinician, "you lead the pace."
The Dr. Lauren discovery chat with the visible journey meter
The discovery chat. The six-step journey meter makes the agent's progress legible without exposing clinical labels.

05 Iteration

The solution-thinking changed more than the solution. Three pivots mattered most:

DecisionOptions weighedCall & rationale
Agent brainClaude vs. a real-time voice model as the reasonerClaude owns reasoning. Conversation quality and a stable system prompt mattered more than latency.
Voice providerOpenAI TTS vs. Cartesia vs. ElevenLabsCartesia for natural voice and a clean path to cloning; isolated behind one endpoint so it's swappable.
Memory modelFull transcript every turn vs. merged structured stateMerged state. Cheaper context and a reliable record of what the agent had learned.

06 Evaluation

I validated the prototype on three fronts before widening access:

Assumption mapping artifact. Seven testable assumptions in Strategizer test-card format — three core-path and four drop-off — so testing targeted the riskiest beliefs (e.g. "will users tolerate the conversation going deeper?") rather than the comfortable ones.

Risks I identified and addressed:

RiskMitigation
False negative on a crisis signal (the critical failure mode)Deterministic, sticky-and-escalating safety state; the moment a signal fires, the session cannot route to a "result" and surfaces human crisis resources. Bar: 0% false negatives.
Category confusion / "bait-and-switch"Honest about the category up front, consent-led on the spiritual reveal; clinical rigor preserved so it never collapses into "another faith app."
Scope-of-practice / liabilityPositioned as guided reflection and literacy, not therapy; clinical handoff is a first-class end state, not an afterthought.
Automation bias (trusting the model's reveal blindly)Human-in-the-loop SME review of content; a deterministic server-side reveal gate independent of the model's own claim.

07 Aspirational Impact & KPIs

As a pre-launch prototype, impact is framed as the KPIs I'd own at scale, tied directly to the friction point:

≥80%
of target users self-identify with a surfaced pattern within the first session (classification coverage)
0%
false negatives on crisis signals — the non-negotiable safety bar
≥50%
voluntary continuation past the first "surface relief" stage (depth of engagement)

Supporting metrics I instrumented for: turns-to-reveal, time-to-reveal, drop-off stage, % reaching the pattern reveal, % of returning users, and a qualitative "this resonates" rate from exit reflections.

08 Key Learnings & Stewardship

If I scaled this beyond the prototype: harden the human-in-the-loop clinical escalation into a staffed pathway, add per-user memory so the agent remembers across sessions, and stand up continuous evaluation to catch drift — because in a mental-health-adjacent product, a silent regression is the most expensive failure there is.