Practice by Numbers

AI Receptionist: Initial Setup Guide

Completing the Overview Setup for your AI Receptionist

Setting Up Visit Types for Your AI Receptionist

Building Your AI Receptionist Knowledge Base

AI Receptionist Notifications

Customizing AI Receptionist Settings

Managing Snoozed Numbers for Your AI Receptionist

AI Receptionist Analytics Dashboard

How to Use the AI Receptionist Monitoring Page

How to Manage the SMS AI Receptionist in the Message Center & Snooze List

How to Copy an AI Receptionist Knowledge Base Between Practices

How to Share Important Appointment Information During AI Receptionist Booking

Alyssa Elso

How to use an AI agent for practice efficiency.

AI Receptionist

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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