The Overview tab is the central hub for configuring your AI Receptionist. It contains the core settings that determine how your AI identifies itself, responds to patients, and handles incoming calls and text conversations.

You can access the Overview tab by navigating to: New Settings → AI → AI Receptionist → Overview

Best Practice: Configure each section of the Overview tab before completing the remaining AI Receptionist setup. The Opportunities section will help identify any missing configuration that could impact the AI's performance.

The Agent Identity section controls how your AI Receptionist is identified and the voice patients hear during phone conversations.

The Agent Name is the internal name assigned to your AI Receptionist. While this name is primarily used within the platform, it may also be referenced in dynamic welcome messages if you use the {bot_name} placeholder.

Best Practices

Select the voice your AI Receptionist will use during phone conversations.

Tip: Test different voices before enabling the Voice Bot to find the option that feels most natural for your patients.

The LLM Model displays the AI model powering your AI Receptionist. This field is read-only and is configured at the organization level.

The Opportunities section is your built-in setup checklist.

Rather than searching through each tab individually, this section identifies the configurations to complete to improve your AI Receptionist's effectiveness.

Examples include:

Each recommendation includes:

At the top of this section, you'll see a Setup Strength indicator. As the recommended configuration is completed, your Setup Strength improves, providing a quick way to monitor your implementation progress.

Select Run Check at any time to refresh the Opportunities list and identify any remaining recommendations.

Recommendation: Complete all Critical and High-priority opportunities before enabling your AI Receptionist for patients.

The Connected Practice card displays the practice associated with the AI Receptionist.

Review this section to verify:

An active connection allows the AI Receptionist to communicate with your Practice Management System and use practice-specific scheduling information.

If the practice is not connected or the status is not Active, resolve the connection issue before proceeding with setup.

The Bot Response Settings section controls how the AI communicates with patients through SMS.

These settings only affect text conversations and do not change how the AI answers voice calls.

Reply Mode determines when the AI responds to incoming text messages.

Depending on your practice's workflow, available options may include:

Choose the option that best complements your team's availability.

When a conversation is escalated to a staff member, the AI temporarily stops responding to avoid interrupting the conversation.

The Default Snooze Time determines how long that pause lasts before the AI can resume communication.

Common options include:

Choose a duration that gives your team enough time to respond while minimizing unnecessary delays for patients.

If a patient stops responding during a text conversation, the AI can automatically send follow-up messages.

This setting determines how many follow-up messages will be sent before the conversation ends.

Practices that prefer a less persistent communication style may choose a lower number.

This setting determines how long the AI waits before sending each follow-up message.

Shorter delays keep conversations moving, while longer delays provide patients with additional time to respond.

The Inbound Phone Number determines which phone number routes incoming calls to your AI Receptionist.

Select the phone number you want patients to call.

You can also purchase a new phone number if needed.

The Voice Bot toggle determines whether your AI Receptionist answers incoming phone calls.

When enabled, the AI Receptionist answers incoming calls using the assigned phone number and can:

When disabled, incoming calls follow your practice's existing phone routing. SMS functionality is controlled separately through the Reply Mode setting.

After making updates to any section of the Overview tab, select Save Changes to apply your configuration.

We recommend reviewing the Opportunities section again after saving to confirm there are no remaining high-priority setup items.

Once the Overview tab has been configured, continue with the remaining setup in the following order:

Completing each of these areas helps ensure your AI Receptionist can provide accurate information, schedule appointments correctly, and deliver a seamless patient experience.