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Expanded Call AI, Enhanced Faxing & Smarter Phone Management

Written by Alyssa Elso

This release introduces several improvements across PbN Voice to help practices better manage calls, faxes, and phone system settings.

With these updates, practices can now use Call AI with eligible Marketing IQ call-tracking calls, send more file types as faxes, control fax quality before sending, and more easily manage unused phone extensions. These enhancements are designed to make day-to-day communication workflows easier, more flexible, and more reliable for your team.


Expanded Call AI Coverage

Call AI for Marketing IQ Calls

Call AI can now analyze eligible Marketing IQ call-tracking calls, in addition to PbN Voice calls.

Previously, Call AI analysis was limited to calls generated through PbN Voice. With this enhancement, practices using Marketing IQ call tracking can also take advantage of Call AI insights when call recordings are available.

What’s New?

Call AI can now analyze:

  • PbN Voice calls

  • Marketing IQ call-tracking calls

  • Eligible calls from connected systems when a call recording is available

This gives practices more opportunities to review call performance, understand patient conversations, and identify trends across a broader range of calls.

How to Enable Call AI for Marketing IQ Calls

To enable Call AI processing for non-PbN Voice calls:

  1. Go to Call AI.

  2. Select AI Settings.

  3. Open the Processing Limits tab.

  4. Turn on the Process Non-PbN Voice Calls toggle.

  5. Save your changes.

This setting is turned off by default. Once enabled, eligible Marketing IQ calls with available recordings can begin being processed by Call AI.

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Important Notes

  • A call recording must be available for Call AI to analyze the call.

  • This setting must be enabled before eligible non-PbN Voice calls can be processed.

  • Practices using Marketing IQ without PbN Voice may now be able to benefit from Call AI insights.

Why This Matters

This update helps practices get more value from Call AI by expanding where call analysis can be used. Instead of limiting insights to only PbN Voice calls, practices can now review more patient conversations connected to marketing and call-tracking efforts.

This can help teams:

  • Better understand the quality of incoming calls.

  • Review how marketing leads are handled.

  • Identify missed opportunities.

  • Improve patient communication.

  • Gain more visibility into calls generated from marketing campaigns.


Enhanced Fax Support

PbN Fax now supports more flexible fax-sending options, including additional file types and fax quality controls.

These updates make it easier for practices to send documents without having to manually convert files before faxing.

Send Images and Text Files as Faxes

Practices can now send more than PDF files through PbN Fax.

What’s New?

PbN Fax now supports:

  • PDF files

  • Image files

  • Plain text files

When supported image or text files are added to a fax, the system automatically converts them to PDF before sending.

Where This Can Be Used

These additional file types can be used when sending faxes from:

  • The PbN web application

  • The PbN desktop application

  • Email-to-fax workflows

How It Works

When sending a fax, attach the supported file type as you normally would. PbN will automatically prepare the file for faxing.

If a file cannot be converted successfully, the system will display an error message so your team knows that the fax could not be sent with that attachment.

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Why This Matters

This update saves time by reducing the need to manually convert files before sending a fax.

For example, your team may now be able to fax:

  • Scanned images

  • Photos of documents

  • Text-based files

  • Documents received in non-PDF formats

This helps make faxing more flexible and easier for everyday office workflows.

Control Fax Quality Before Sending

Practices can now choose the fax quality before sending a fax from the PbN web or desktop application.

What’s New?

A fax quality option is now available near the Send Fax button.

Available quality options include:

  • Normal

  • High

  • Very High

  • Ultra Light

  • Ultra Dark

The default setting is High.

How to Use Fax Quality Controls

When sending a fax:

  1. Prepare the fax as usual.

  2. Attach the necessary documents.

  3. Select the desired fax quality option near the Send Fax button.

  4. Send the fax.

Recommended Usage

Use High for most standard text-based documents.

Use Very High when sending scanned documents, images, or documents where additional clarity may be helpful.

Use Ultra Light or Ultra Dark if the document needs adjustment for readability before being received by the recipient.

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Why This Matters

Fax quality can make a difference when sending documents that include images, scans, or lighter text.

This update gives practices more control over how a fax appears upon receipt, improving readability and reducing the need to resend documents due to poor quality.


Smarter Phone Management

This release also includes improvements that make it easier to manage phone settings and keep call routing workflows accurate.

Delete Unused Extensions

Administrators can now delete user extensions that are no longer needed.

This helps practices keep their phone system organized and remove extensions that are no longer in use.

How to Delete an Extension

  1. Go to Phone Admin.

  2. Select Extensions.

  3. Locate the extension you want to remove.

  4. Click the Delete icon.

  5. Confirm the deletion when prompted.

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If the extension can be deleted successfully, the system will display a confirmation message.

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When an Extension Cannot Be Deleted

An extension may not be deleted if it is still being used in another part of the phone system.

For example, deletion may be prevented if the extension is connected to:

  • A device

  • A call routing workflow

  • Another extension

  • A phone menu or routing setup

If the extension is still in use, the system will notify you so the connected settings can be reviewed first.

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Why This Matters

This makes it easier for administrators to maintain a clean and accurate phone setup.

Practices can remove old or unused extensions while helping prevent accidental changes that could disrupt call routing.


Improved Call Routing and Scheduling

Several improvements have been made to help call routing and scheduled phone workflows behave more consistently.

Automatic Call Routing Updates

When a phone number is assigned to an existing call routing setup, PbN Voice now automatically keeps the routing settings in sync.

Why This Matters

Previously, practices may have needed to resave or manually refresh certain phone settings after assigning a new number to a routing workflow.

With this improvement, PbN Voice helps reduce extra setup steps and keeps call routing more consistent.

This helps ensure that:

  • Newly assigned numbers follow the correct routing setup.

  • Call workflows stay aligned after updates.

  • Practices spend less time manually adjusting phone settings.

Improved Scheduled Call Routing

Scheduled call routes have also been improved to help calls follow the correct path more consistently.

Why This Matters

This is especially helpful when practices have more advanced phone configurations, number porting scenarios, or schedule-based routing.

These improvements help ensure calls follow the intended routing path based on the practice’s schedule and setup.

This can help reduce instances in which a call skips an expected step or does not follow the intended workflow.

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