Create AI Agent
Configure a new AI agent for your channel
Start from
Details
Internal name for your team — not shown to patients.
Each channel can only have one agent.
Persona
How the AI introduces itself to patients.
How the agent introduces itself to patients.
Used in greetings and messages patients see.
Languages the agent may respond in. Select All languages to support every language automatically.
When on, the agent sends a consent message before responding to patients. Turn off if your workspace already collects consent elsewhere.
{agentName} {hospitalName}Knowledge Base
Subscribe this agent to one or more knowledge base sets. The agent will use these to answer patient questions. Manage Knowledge Base →
Scheduling
Subscribe to scheduling rules for calendar and appointment types. Manage Scheduling Rules →
Recommendations
Recommendation logic for agent to suggest to patient. Manage Recommendations →
Handover to Human Agent
You can set up message templates in Messaging Templates module.
You can set up message templates in Messaging Templates module.
If the patient sends another message while waiting for a human agent, send this response.
Conversation Resolution
Send a follow-up message if the patient has not responded.
Mark a conversation as resolved if the patient does not respond within a set time. If the patient messages again after it has been resolved, a new conversation will open.
Customer Satisfaction Rating
When a conversation is resolved, send a rating prompt to the patient.