AI Assistant Management
Configure your voice AI agent’s behavior for both production and test environments.Basic Configuration
- Assistant Name: How your AI introduces itself to callers
- First Message: Greeting patients hear when they call
- Practice Name: Override default practice name if needed
- Provider Information: Doctor names, hours, specialties
Environment Management
- Production Line: Live phone number for patients
- Test Line: Safe environment for testing changes
- Permission Controls: Admin vs. user access levels
- Change Management: Test before deploying to production
Email Routing & Communication
Routing Buckets
Calls are automatically routed to the right team members based on type:| Bucket | Handles |
|---|---|
| Urgent Clinical | Medical emergencies and urgent patient concerns |
| Prescription Refills | Medication refill requests and pharmacy calls |
| Appointment Requests | Scheduling and appointment changes |
| Administrative | Billing, insurance, and general inquiries |
Email Features
- Auto Call Summaries: Detailed transcripts and summaries
- BCC Configuration: Copy admin on all emails
- Fallback Addresses: Backup email routing
- SMS Alerts: Text notifications for urgent calls
- Email Templates: Consistent formatting and branding
- Test Functionality: Verify routing before going live
Schedule Management
Configure on-call schedules to ensure the right providers receive urgent notifications at the right times.Schedule Features
- Doctor assignment to time slots
- Conflict detection and prevention
- Calendar and list views
- Timezone-aware scheduling
- Drag-and-drop interface
Notification Routing
- Automatic routing to on-call provider
- SMS alerts for urgent clinical calls
- Email notifications with call details
- Backup routing when no one is scheduled
Practice Information
Basic Settings
- Practice name and display settings
- Default email addresses
- Email domain configuration
- Timezone settings
Provider Management
- Doctor contact information
- Phone numbers and extensions
- Email addresses for routing
- Schedule availability