# SimboConnect - AI Phone Copilot

# Reset your password
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/reset-your-password

### Phone Copilot: Forgot and Reset Password

This article explains how users can recover access to phone Copilot when they forget their password, and how they can set a new password safely.

### What this feature does

- Lets a user request a password reset link by entering the email that is linked to the account.
- Sends a one time link to that email so the user can create a new password.
- Protects privacy by not saying if an email exists in our system.

### Forgot Password

1. Go to <span class="s1">**Forgot Password**</span> from the sign in screen.
2. Enter your email address and select <span class="s1">**Send reset link**</span>.
3. If that email is in our system, you will receive an email with a reset link.
4. <span class="s1">The page will show: </span>**If the address is in our system, we have sent a reset link.**

**Notes**

- The reset link expires after a short time. The default is 15 to 60 minutes.
- If you try many times, you may see a rate limit message. Please try again later.
- Check spam or junk folders if you do not see the email.

### Reset Password

1. Open the email on a trusted device and select the <span class="s1">**Reset password**</span> link.
2. A secure page will open in your browser.
3. Enter a new password and confirm it.
4. Select <span class="s1">**Reset password**</span> to finish.
5. You will see <span class="s1">**Your password has been updated**</span> and a link to sign in.

**Password tips**

- Use at least 8 to 12 characters.
- Include a mix of letters and numbers.
- Avoid names, common words, or old passwords.

### If the link does not work

- <span class="s1">If the page says </span>**This link is invalid or has expired**<span class="s1">, request a new link from </span>**Forgot Password**<span class="s1">.</span>
- If you cannot access the email account, contact Support so we can help verify your identity.

### Security and privacy

- For safety, we do not confirm whether an email exists in phone Copilot.
- The reset link can be used one time only and then becomes invalid.
- After a successful reset, recent sessions may be signed out for your security.

### I did not request a reset

- If you receive a reset email that you did not request, you can ignore it. Your password will not change unless someone uses the link.
- For extra safety, sign in and change your password, and turn on multi factor authentication if your account supports it.

### Getting help

If you need help at any point, contact <span class="s2">**Phone Copilot Support**</span> at support-connect@simbo.ai or from the Help menu inside the app.

---

*Last updated: 16 September 2025*
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/reset-your-password

# How to open Organization Settings - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/how-to-open-organization-settings-admin-panel

<span class="s1">**What this covers:**</span> Getting to the correct page and understanding the layout.

### Steps

1. Sign in to **P**<span class="s1">**hone Copilot**</span>.
2. In the top navigation, select <span class="s1">**Admin**</span>.
3. <span class="s1">In the left sidebar, under </span>**Organization Settings**<span class="s1">, click </span>**Organization Settings**<span class="s1">.</span>
4. You will see two main areas on this page:
    
    
    - **Organization Information**<span class="s1"> at the top.</span>
        
        This is where you set your organization name, spoken labels, address, country, timezone, and security.
    - **Specify working hours of the organization**<span class="s1"> below.</span>
        
        This is where you set business days, common start and end times, and custom time slots for each day.

### What you will see on this page

- A selector at the very top called <span class="s1">**Select Organization**</span>.
- <span class="s1">Fields such as </span>**Organization Name**<span class="s1">, </span>**Organization Short Label**<span class="s1">, </span>**Organization Long Label (Spoken)**<span class="s1">, </span>**Address**<span class="s1">, </span>**City**<span class="s1">, </span>**State**<span class="s1">, </span>**Zipcode**<span class="s1">, </span>**Country**<span class="s1">, </span>**Timezone**<span class="s1">, and </span>**Fax number**<span class="s1">.</span>
- <span class="s1">A checkbox to </span>**Enable Two Factor Authentication**<span class="s1">.</span>
- <span class="s1">Two text boxes named </span>**Office Address (Spoken)**<span class="s1"> and </span>**Office Hours (Spoken)**<span class="s1"> with a </span>**Write with AI**<span class="s1"> button.</span>
- <span class="s1">A </span>**Specify working hours of the organization**<span class="s1"> section with:</span>
    
    
    - **Common Start Time**<span class="s1"> and </span>**Common End Time**<span class="s1">.</span>
    - Day checkboxes for <span class="s1">**Monday**</span> to <span class="s1">**Sunday**</span>.
    - <span class="s1">Per-day rows labeled </span>**Monday Custom Times**<span class="s1">, </span>**Tuesday Custom Times**<span class="s1">, and so on. Each row has </span>**Start Time**<span class="s1">, </span>**End Time**<span class="s1">, </span>**Remove**<span class="s1">, and </span>**+ Add Custom Time Slot**<span class="s1">.</span>

<span class="s1">**Tip:**</span> If you see an <span class="s1">**Edit**</span> button at the bottom, click it to switch into edit mode before making changes. After you finish, click <span class="s1">**Save**</span> if it appears.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/how-to-open-organization-settings-admin-panel

# How to update Organization Information
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/how-to-update-organization-information

<span class="s1">**What this covers:**</span> Profile details, spoken labels, address, timezone, and security.

### Steps

1. <span class="s1">Go to </span>**Admin → Organization Settings**<span class="s1">.</span>
2. If needed, click <span class="s1">**Edit**</span>.
3. In <span class="s1">**Organization Information**</span>, complete or update these fields:
    
    
    - <span class="s1">**Organization Short Label**</span>. A short code or label that appears in parts of the product. Example: <span class="s1">**IHC**</span>.
    - <span class="s1">**Organization Long Label (Spoken)**</span>. A clear name used by the voice agent when speaking to callers. Example: <span class="s1">**Ideal Health Center**</span>.
    - <span class="s1">**Fax number**</span>. Fill this if your office uses fax.
    - Note: The following fields are non-editable and cannot be updated here: 
        - Organization Name, Address, City, State, Zipcode, Country, Timezone
4. (Optional) Turn on security:
    
    
    - Check <span class="s1">**Enable Two Factor Authentication**</span> if you want users to sign in with a second step for better security.
5. In <span class="s1">**Office Address (Spoken)**</span>, enter a simple, caller-friendly address. Example:
    
    Simbo INC, 31 Street, Boston, US
6. Click <span class="s1">**Save**</span> if the button is shown.

### Tips and good practice

- Keep the <span class="s1">**Long Label (Spoken)**</span> easy to pronounce. This improves call clarity.
- Match the <span class="s1">**Timezone**</span> to your actual office hours to avoid after-hours call routing mistakes.
- Use standard postal formatting for <span class="s1">**Address**</span> and <span class="s1">**Zipcode**</span> to help downstream integrations.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/how-to-update-organization-information

# How to set business hours and spoken office hours
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/how-to-set-business-hours-and-spoken-office-hours

<span class="s1">**What this covers:**</span> Working days, common hours, custom time slots, and the spoken message read to callers.

### Steps to set your working hours

1. <span class="s1">Go to </span>**Admin → Organization Settings**<span class="s1"> and scroll to </span>**Specify working hours of the organization** and click **→** **edit**<span class="s1">.</span>
2. <span class="s1">Choose your </span>**Common Start Time**<span class="s1"> and </span>**Common End Time**<span class="s1">.</span>
    
    
    - Example: <span class="s1">**9:00 AM**</span> to <span class="s1">**5:00 PM**</span>.
    - If you are open 24 hours, set <span class="s1">**12:00 AM**</span> to <span class="s1">**11:59 PM**</span>.
3. Select your <span class="s1">**working days**</span> by checking the boxes for <span class="s1">**Monday**</span> through <span class="s1">**Sunday**</span> as needed.
4. If a specific day has different hours, use <span class="s1">**Custom Times**</span>:
    
    
    - Find the day row, for example <span class="s1">**Monday Custom Times**</span>.
    - <span class="s1">Click </span>**+ Add Custom Time Slot**<span class="s1">.</span>
    - Enter <span class="s1">**Start Time**</span> and <span class="s1">**End Time**</span> for that slot.
    - Repeat to add more slots for lunch breaks or split shifts.
        
        <span class="s1">Example: </span>8:00 AM–12:00 PM<span class="s1"> and </span>1:00 PM–5:00 PM<span class="s1">.</span>
    - Use <span class="s1">**Remove**</span> to delete a slot.
5. When all days look correct, click <span class="s1">**Save**</span> if the button is shown.

### Steps to write your spoken office hours

1. <span class="s1">In </span>**Organization Information**<span class="s1">, find </span>**Office Hours (Spoken)**<span class="s1">.</span>
2. Type a friendly sentence that matches the hours you set.
    
    <span class="s1">Example: </span>We are open Monday to Friday from 8:00 AM to 5:00 PM. On Saturday we are open from 9:00 AM to 1:00 PM.
3. You can click <span class="s1">**Write with AI**</span> to generate a draft, then edit the text to match your policy.
4. Click <span class="s1">**Save**</span> if the button is shown.

### Examples

- **Single schedule, weekdays only**
    
    
    - Working days: Monday to Friday
    - Common hours: 9:00 AM–5:00 PM
    - <span class="s1">Spoken text: </span>We are open Monday to Friday from 9:00 AM to 5:00 PM.
- **Split shift on Tuesday**
    
    
    - Common hours: 8:00 AM–5:00 PM
    - <span class="s1">Tuesday Custom Times: </span>8:00 AM–12:00 PM<span class="s1"> and </span>1:00 PM–5:00 PM
    - <span class="s1">Spoken text: </span>We are open Monday to Friday from 8:00 AM to 5:00 PM. On Tuesday we are closed from 12:00 PM to 1:00 PM.

### Troubleshooting

- If callers hear the wrong time, check that the <span class="s1">**Timezone**</span> is correct.
- If a day should be closed, either uncheck that day.
- Avoid overlapping custom slots on the same day. Overlaps can cause routing confusion.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/how-to-set-business-hours-and-spoken-office-hours

# Get to know the Inbound dashboard
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/get-to-know-the-inbound-dashboard

**Purpose:** Understand what you’re seeing and how calls are organized.

**Where:** Top navigation → **Inbound**.

### What you see

- **Toolbar (top‑right):**
    
    
    - **Search** box
    - **Filter** (blue circle with sliders)
    - **Collapse Call Logs** / **Refresh Call Logs**
    - **Items per page** picker
- **Tabs/shortcuts (top‑left):** **ALL**, **All‑ES**, **Appointments**, **Refill**, **Veronica** (preset filters).
- **Call table columns:**
    
    
    - **Phone No.** — the caller’s number; rows are **grouped by phone number** so related calls stay together.
    - **Copilot** — which AI/line handled the call (e.g., *DEMO Line Integrated*).
    - **Primary Reason** — AI‑detected intent (e.g., *Request – Need Appointment*, *Need Refill*).
    - **Interaction Time** — when the call happened.
    - **Duration (MM:SS)** — call length.
    - **Assigned To** — owner(s) (if any). If an owner’s name appears in green, it indicates that that owner is actively working on the item.
    - **Status** — *Open* or *In‑progress*.
- **Type &amp; language icons (far‑left):** phone or message icon + language badge (e.g., **EN**).
- **Floating actions (bottom‑right):** blue **phone** (dialer) and blue **chat** (HIPAA‑compliant messaging).

### Tips

- Rows within the same phone number block are related; work them as a thread.
- Use **Refresh Call Logs** to load recent activity without leaving the page.

<div id="bkmrk-" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/get-to-know-the-inbound-dashboard

# Create your own persistent dashboards (Favorites)
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/create-your-own-persistent-dashboards-favorites

**Purpose:** Save any filter combination so you can return to it with one click.

### Steps

1. Open the **Filter** panel (blue circle with sliders) .[![filter_ss.png](https://api1.simboconnect.com/helpb/uploads/images/gallery/2025-09/scaled-1680-/filter-ss.png)](https://api1.simboconnect.com/helpb/uploads/images/gallery/2025-09/filter-ss.png)
2. Configure your criteria (Type, Language, Status, Copilot, Intent).
3. In the **Favorites** section of the panel, choose **Add**/**Save current filters** (wording may show as *Save*, *+*, or *Add to Favorites*).
4. Name your favorite (e.g., “**Appointments – EN – Open**”).
5. Save. Your new favorite appears in the **Favorites** list (alongside examples like **All‑es**, **Appointments**, **Refill**, **Veronica**).
6. To use it later, open the Filter panel and tick the favorite’s checkbox.
7. To remove a favorite, click the red **delete** icon next to it.

### Tips and good practices

Teams often make favorites for each queue they work (e.g., *Refill – In‑progress*, *Order Status – Spanish*).
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/create-your-own-persistent-dashboards-favorites

# Use shortcut dashboards (preset filters)
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/use-shortcut-dashboards-preset-filters

**Purpose:** Jump to common call categories with one click.

### Steps

1. On the Inbound page, click a shortcut: Like **All**, **All‑ES**, **Appointments**, **Refill**, or **Orders**.
2. The table updates to show only matching calls. For example, **Appointments** shows calls with “appointment” intents.
3. Use **Items per page** to adjust how many calls you see at once.

> These shortcuts are just filters saved by the user only for quick access. You can also make your own (see [Create Your Own Persistent Dashboard Favorites](https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/create-your-own-persistent-dashboards-favorites "Create Your Own Persistent Dashboard Favorites")).

<div id="bkmrk-" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/use-shortcut-dashboards-preset-filters

# Search calls Or SMS interactions
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/search-calls-or-sms-interactions

**Purpose:** Find a specific caller or reason fast.

### Steps

1. Click into **Search** (top‑right).
2. Type any of the following:
    
    
    - **Phone number** (full or partial): e.g. `617-334-2317`
    - **Primary reason keyword:** `refill`, `appointment`, `billing`
    - **Assignee name** (if your org uses assignment)
3. Press **Enter**. Combine with filters for best results (see [Create your own filters](https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/filter-calls-type-language-status-copilot-intent "Create your own filters")).
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/search-calls-or-sms-interactions

# Filter calls (Type, Language, Status, Copilot, Intent)
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/filter-calls-type-language-status-copilot-intent

**Purpose:** Narrow the list to exactly what you need.

### Steps

1. Click the **Filter** button (blue circle with sliders) near the Search box.
2. In the Filter panel, set any of the following:
    
    
    - **Type:** *Call* or *Msg*
    - **Language:** *English*, *Spanish*
    - **Status:** *Open*, *In‑progress*
    - **Copilot:** choose one or more lines (e.g., *DEMO Line Integrated*, *AI Routing*)
    - **IVR Selection → Intent:** check one or more intents (e.g., *New Appointment*, *Refill*, *Message for Office*, *Order Status*, *Urgent*, *STAT*, etc.)
3. Apply the filter (the table updates). Use **Reset** in the panel to clear selections.

### Tips and good practices

Combine **Language = Spanish** with the **Intent** you care about to staff bilingual agents efficiently.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/filter-calls-type-language-status-copilot-intent

# Work with grouped call threads (by phone number)
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/work-with-grouped-call-threads-by-phone-number

**Purpose:** Handle multiple interactions from the same person as a single workflow.

### Steps

- Calls are **grouped by the caller’s phone number** in the table. All entries inside a group typically belong to the same patient or task.
- Start with the **oldest unresolved row** in a group and work upward.
- Use **Primary Reason** and **Duration** to triage; brief failed attempts (e.g., `00:04`) may indicate a callback is needed.

### Tip and good practice

When you complete a task for a group, move/assign the open item to the right owner and update disposition (per your clinic process).
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/work-with-grouped-call-threads-by-phone-number

# Place an outbound call from the dialer (HIPAA‑compliant)
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/place-an-outbound-call-from-the-dialer-hipaacompliant

**Purpose:** Call a patient or a third party directly from SimboConnect.

### Steps

1. Click the floating **phone** button (bottom‑right).
2. The **dial pad** opens.
3. Type or paste a number, or click the keypad.
4. Press the **green call** button to start the call.
5. When finished, end the call. The interaction is logged on the dashboard.

### Notes

- Calls placed from SimboConnect are **HIPAA‑compliant**.
- Use the notes/message field in the dialer (above the keypad) when your workflow requires a quick annotation.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/place-an-outbound-call-from-the-dialer-hipaacompliant

# Send a HIPAA‑compliant chat message from the calls worklist dashboard (home screen)
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/send-a-hipaacompliant-chat-message-from-the-calls-worklist-dashboard-home-screen

**Purpose:** Coordinate with your team without leaving the dashboard.

### Steps

1. Click the floating **chat** button (bottom‑right).
2. Select the recipient or channel per your clinic setup.
3. Send your message. Chat runs in a secure, HIPAA‑compliant channel.

### Tip and good practices

Use chat to hand off a call thread or to request an internal callback.

<div id="bkmrk-" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/send-a-hipaacompliant-chat-message-from-the-calls-worklist-dashboard-home-screen

# Refresh, collapse, and paginate on Inbound calls worklist
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/refresh-collapse-and-paginate-on-inbound-calls-worklist

**Purpose:** Control how much you see and keep the list fresh.

- **Refresh Call Logs:** pulls in the latest items without navigating away.
- **Collapse Call Logs:** temporarily hides expanded details so you can scan quickly.
- **Items per page:** choose how many rows you want to view at once (e.g., 30).
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/refresh-collapse-and-paginate-on-inbound-calls-worklist

# Column quick reference for calls worklist dashboard
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/column-quick-reference-for-calls-worklist-dashboard

- **Phone No.** — Caller’s number. Groups indicate related interactions.
- **Copilot** — AI line or integration that answered/handled the call.
- **Primary Reason** — Detected intent (e.g., *Need Appointment*, *Need Refill*, *Order Status*).
- **Interaction Time** — Local time of the call.
- **Duration (MM:SS)** — Call length.
- **Assigned To** — Owner of the follow‑up (if used by your clinic). If an owner’s name appears in green, it indicates that that owner is actively working on the item
- **Status** — *Open* or *In‑progress*.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/column-quick-reference-for-calls-worklist-dashboard

# Icon guide on main home screen (call worklist dashboard)
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/icon-guide-on-main-home-screen-call-worklist-dashboard

- **☎︎ / phone icon** — Voice call entry.
- **💬 / message icon** — Message entry.
- **EN / ES** badge — Language detected/selected.
- **Blue phone (bottom‑right)** — Open the dialer (outbound call).
- **Blue chat bubble (bottom‑right)** — Open secure chat.
- **Blue sliders (near Search)** — Open the Filter panel.

### Best practices

- Save the views you use daily as **Favorites** (one per agent role).
- Pair **Intent** with **Language** to create clean work queues.
- Refresh often during peak hours; unresolved calls with short durations are strong callback candidates.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/icon-guide-on-main-home-screen-call-worklist-dashboard

# SimboConnect — Home Screen All Calls Worklist Dashboard
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/simboconnect-home-screen-all-calls-worklist-dashboard

> This guide turns your video walkthrough into structured help content your customers can use. It covers how to open the **All Calls** dashboard, understand what you see, filter/search, create persistent dashboards, manage tasks, and take actions on calls.

<div id="bkmrk-" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 1) Overview: What the All Calls dashboard shows

The **All Calls** dashboard is your real‑time work queue. It:

- Lists **all inbound and outbound calls**, grouped by **phone number** so related calls stay together.
- Surfaces the **primary reason** for each call (e.g., *Appointments*, *Refill*) alongside other metadata like **status** and **language**.
- Lets you **search** and **filter** the list, then **save** those filters as **persistent dashboards** (shown as top shortcut chips such as *Appointments*, *Refill*, or a teammate’s name like *Veronica*).
- Enables **inline actions**: open the call, update status, create/complete tasks, assign, and more.

> **Why grouping matters:** Multiple calls from the same number are often related to the same person and task. Grouping helps you work the full context without losing history.

<div id="bkmrk--1" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 2) Open the All Calls dashboard from the main screen

Follow the same entry path shown at the start of the video:

1. From the **Phone Copilot** home screen, open the left navigation.
2. Select **Calls** (or **Dashboard**, depending on your layout).
3. Choose **All Calls** to land on this screen.

> **Tip:** If your account uses custom wording, your entry may read *Calls → All Calls* or *Dashboard → Calls*. The video’s intro demonstrates this exact click path.

<div id="bkmrk--2" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 3) Anatomy of a call group (grouped by phone number)

Each entry represents a **call group** (all calls from the same number):

- **Header row:** Caller name/number, last activity time, and quick status pill.
- **Primary reason chip:** e.g., *Appointments*, *Refill*, etc.
- **Language tag:** The call’s detected/selected language.
- **Counts/indicators:** Number of calls in the thread, unread/attention indicators.
- **Actions (hover or ⋯):** Open details, update status, assign, create task, etc.
- **Expand/collapse:** Click the row to expand the thread and see all related calls.

<div id="bkmrk--3" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 4) Primary reason, status, language &amp; other metadata

- **Primary Reason:** The top‑level categorization SimboConnect assigns (or your team sets) to describe why the caller reached out.
- **Status:** Where this call thread stands in your workflow (e.g., *New*, *In Progress*, *Waiting*, *Done*). Click the **status pill** to update.
- **Language:** Indicates the language of the call. Filterable for routing multilingual workloads.
- **Other fields:** Time received, assignee, tags/labels, and counts may appear depending on your configuration.

<div id="bkmrk--4" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 5) Search the calls list

Use the **Search** box at the top right:

1. Click the **Search** field.
2. Type a name, number, reason, note keyword, or status.
3. Press **Enter** to run the search.
4. Clear the query to return to the full list.

> **Tip:** Combine Search with Filters to narrow to a very specific working set.

<div id="bkmrk--5" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 6) Filter the calls list

Open **Filter** (top right) to include/exclude by common fields:

1. Click **Filter**.
2. Choose conditions (e.g., *Primary reason = Appointments*, *Status = New*, *Language = Spanish*).
3. Apply to update the list.
4. (Optional) Click **Save as dashboard** to store this filter permanently (see next section).

> **Note:** The video shows creating these persistent views directly from the Filter panel.

<div id="bkmrk--6" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 7) Create &amp; use persistent dashboards (shortcut chips)

**Persistent dashboards** are saved filters that appear as **shortcut chips** at the top (e.g., *Appointments*, *Refill*, *Veronica*):

1. Set your filters (and search, if needed).
2. Click **Save as dashboard**.
3. Name it clearly (e.g., *Appointments*, *Refill*, or a teammate’s name).
4. Your new dashboard appears as a **chip**. Click the chip anytime to re‑apply the view.
5. Re‑order or remove chips from the chip overflow/menu.

> **Team tip:** Create common dashboards for roles (Front Desk, Refill team) so everyone lands on a focused queue with one click.

<div id="bkmrk--7" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 8) Work a call: open details, review notes/transcript, and navigate the call thread

1. Click a **call group** row to open the **Call Details** (drawer or page, depending on layout).
2. Review the **AI/agent notes**, **summary**, and any **transcript/recording** linked to the call.
3. Move through the **thread** (older/newer calls) to understand context.
4. Add a **note** or attach a **task** (see next section) as needed.
5. Update the **status** before closing the call details.

> **Goal:** Each time you open a call, either complete it or push it forward (assign, task, schedule, or request info) and reflect that in the status.

<div id="bkmrk--8" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 9) Manage tasks from the dashboard

Tasks let you track follow‑ups tied to a call/thread.

- **Create a task:** From the call row or details (via **Add Task** or **⋯**), enter a title, due date, and (optionally) assignee.
- **Complete a task:** Check it off from the call details or the row’s quick actions.
- **View task status:** Task indicators show whether a thread has open items.
- **Linking:** Tasks stay attached to the call group so future calls from the same number show relevant to‑dos.

> **Tip:** Use concise task names (e.g., *Confirm 10/12 appt window*) so they read well in the row.

<div id="bkmrk--9" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 10) Update call status (single &amp; bulk)

- **Single:** Click the **status pill** on a row or in the details view and choose the next status.
- **Bulk:** Use **Select** (checkboxes) to pick multiple rows, then choose a **bulk action** (e.g., *Mark In Progress*, *Mark Done*).

> **Best practice:** Keep statuses truthful. If a task remains, avoid *Done*; choose *Waiting*/*In Progress* instead.

<div id="bkmrk--10" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 11) Assign, mention teammates, and hand off work

- **Assign:** From the row (⋯) or details, choose **Assign** and pick a teammate or team queue.
- **Mentions:** In notes, type **@Name** to notify a teammate and add context.
- **Handoffs:** Combine *Assign* with a clear note and a task/due date when you need another person to take over.

<div id="bkmrk--11" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 12) Quick actions from the row (⋯ menu)

The **⋯ menu** on each call row provides shortcuts such as:

- **Open details**
- **Update status**
- **Assign**
- **Add note**
- **Create task**
- **Archive/resolve** (if enabled)

> Exact options vary by role and configuration. The video demonstrates clicking through these to work a call without leaving the list.

<div id="bkmrk--12" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 13) Bulk select and bulk actions

1. Hover the list and **check** the rows you want to include.
2. Use the **bulk bar** at the top/bottom to apply actions (e.g., *Status*, *Assign*, *Archive*).
3. Confirm to apply changes to all selected threads.

<div id="bkmrk--13" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 14) Sort and time range controls

- **Sort:** Choose newest first, oldest first, or by status/priority (depending on configuration).
- **Time range:** Narrow the view to today, last 7 days, or a custom date range to focus work.

<div id="bkmrk--14" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 15) Filter by language and reason (operations views)

To route specific workloads:

- **Language routing:** Filter **Language = \[Your target\]** to staff bilingual agents.
- **Reason routing:** Filter **Primary reason** (e.g., *Appointments*, *Refill*) for specialized teams.

Save each as a persistent dashboard for one‑click access.

<div id="bkmrk--15" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 16) Create an “Appointments” view (example)

1. Click **Filter**.
2. Set **Primary reason = Appointments**.
3. (Optional) Add **Status = New** and a **Time range**.
4. Apply, then **Save as dashboard** and name it **Appointments**.
5. Use the **Appointments** chip to work these calls quickly.

<div id="bkmrk--16" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 17) Create a “Refill” view (example)

1. Click **Filter**.
2. Set **Primary reason = Refill**.
3. (Optional) Add **Language** or **Assignee**.
4. Apply, then **Save as dashboard** and name it **Refill**.

<div id="bkmrk--17" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 18) Create a teammate-specific view (example: Veronica)

1. Click **Filter**.
2. Set **Assignee = Veronica** (or filter by *Created by*/*Team* as needed).
3. Apply, then **Save as dashboard** and name it **Veronica**.
4. Click the **Veronica** chip anytime to review just that teammate’s workload.

<div id="bkmrk--18" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>### 19) Save, rename, and share a persistent dashboard

- **Save:** From the Filter panel, choose **Save as dashboard**.
- **Rename:** Open the chip’s menu (⋯) → **Rename**.
- **Share:** Toggle **Share with team** (if available) so others see the chip.
- **Reorder/Pin:** Drag to reorder chips or pin favorites to the visible row.

<div id="bkmrk--19" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;">---

</div>
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/simboconnect-home-screen-all-calls-worklist-dashboard

# Call Details screen overview (single-page guide)
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-screen-overview-single-page-guide

**Purpose:** Explain every part of the Call Details screen shown in the two snapshots and how staff can use it in one workflow.

### Steps

1. **Open the call**
    
    
    - Click a call from your queue to open the Call Details screen.
2. **Use the header bar**
    
    
    - Select <span class="s1">**More info**</span> to view internal details such as Call ID, Copilot line, call time, duration, language, and call reason.
    - Use <span class="s1">**Block**</span> to block this number if it is spam. An admin can later unblock it.
    - Click <span class="s1">**I am Working on it**</span> to show ownership to your team.
    - Click <span class="s1">**Mark as Resolved**</span> when the work is complete, or use the <span class="s1">**Status**</span> menu to set Open, In-progress, Resolved, or Resolved No Response.
    - Use <span class="s1">**Assign To**</span> to send the call to a teammate. Click <span class="s1">**Submit**</span> to notify them by email.
    - Use the <span class="s1">**thumbs up**</span> or <span class="s1">**thumbs down**</span> icons to give quick AI feedback.
3. **Review caller history on the left**
    
    
    - Scroll the <span class="s1">**left panel**</span> to see all past calls and SMS from this phone number with time and status badges (Open, Resolved, and others).
    - Click any entry if you need to open a past interaction.
4. **Read the transcript in the center**
    
    
    - The <span class="s1">**center panel**</span> shows the full conversation between the Copilot and the caller.
    - Click the <span class="s1">**play**</span> icon next to any bubble to hear that exact part of the audio.
    - Use the <span class="s1">**copy**</span> icon on a bubble if you need the exact text.
5. **Listen to the full recording**
    
    
    - At the very bottom of the center panel, use the <span class="s1">**audio player**</span> to play the entire call recording.
6. **Scan the AI summary and requests on the right**
    
    
    - At the top of the <span class="s1">**right panel**</span>, confirm <span class="s1">**Patient Info**</span> such as DOB, patient ID, insurance ID, email, and phone. Use copy icons to copy values.
    - Read the <span class="s1">**Summary**</span> card to understand the call outcome in seconds. The example shows a three and a half minute call that the Copilot resolved.
    - Open <span class="s1">**PII Data**</span> to check key identity details captured in the call.
    - Review <span class="s1">**Open message for office**</span> if the patient left questions or messages.
    - Open <span class="s1">**Request – Need Appointment**</span> to see structured details such as reason (for example, Regular check-up) and provider (for example, Dr. John Foster).
    - Open <span class="s1">**Request – Confirm Appointment**</span> to see if a confirmation is needed or already done.
    - Use the <span class="s1">**Audit Trail**</span> button to view any automated actions or messages sent by the Copilot.
7. **Add Staff Comments**
    
    
    - At the lower part of the screen, type your note in <span class="s1">**Staff Comments**</span> and click <span class="s1">**Save**</span>. Examples: updates, call outcomes, or instructions for a teammate.
8. **Optional quick actions**
    
    
    - Use the <span class="s1">**phone**</span> button to call the patient back from this screen.
    - Use the <span class="s1">**message**</span> button to open SMS chat with the patient. You can send messages, receive replies, and download images the patient sends.

### What you will see on this page

- <span class="s1">**Header bar**</span> with More info, Block, I am Working on it, Mark as Resolved, feedback icons, Status menu, Assign To, and caller details.
- <span class="s1">**Left panel**</span> with a timeline of this caller’s past calls and SMS, grouped by date, each with a status tag.
- <span class="s1">**Center panel**</span> with the transcript bubbles, per-line <span class="s1">**play**</span> controls, and a <span class="s1">**full recording**</span> player at the bottom.
- <span class="s1">**Right panel**</span> with Patient Info, Summary, PII Data, Open message for office, Request cards for appointments, and an <span class="s1">**Audit Trail**</span> button.
- <span class="s1">**Staff Comments**</span> input and <span class="s1">**Save**</span> button.
- **Floating phone and message icons**<span class="s1"> for quick call back and SMS.</span>

### Tips and good practice

- Read the <span class="s1">**Summary**</span> first. It gives you the outcome in seconds and often removes the need to play the full call.
- Use <span class="s1">**per-line play**</span> only when you must verify wording such as names, dates, or instructions.
- Set <span class="s1">**Status**</span> and <span class="s1">**Assign To**</span> before you leave the page so teammates know the next step.
- Use <span class="s1">**copy icons**</span> for Patient Info to paste clean data into your EHR.
- Check the <span class="s1">**Audit Trail**</span> before sending a new SMS to avoid duplicate messages.
- Add a short <span class="s1">**Staff Comment**</span> when you hand off a call so the next person has context.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-screen-overview-single-page-guide

# Navigate the Call Details screen
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/navigate-the-call-details-screen

**Purpose:** Help staff understand the three-panel Call Details screen and where to find common actions.

### Steps

1. Open a call in Phone Copilot.
2. Look at the three columns on the screen.
    
    
    - Left: history for this caller.
    - Middle: full call transcript with play buttons.
    - Right: AI summary, requests, and patient info.
3. Use the top bar to see Caller ID and quick actions like Block, I am Working on it, and Mark as Resolved.

### What you will see on this page

- A vertical list of calls and SMS for this phone number on the left.
- Transcript bubbles in the center with small play icons on each line.
- An audio player for the full recording at the bottom.
- A summary panel on the right with sections such as PII Data, Open Message for Office, Request blocks, and Patient Info.

### Tips and good practice

- Use the summary on the right first to understand the call in seconds.
- Use the center panel only if you need exact wording or to verify a detail.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/navigate-the-call-details-screen

# View caller history and past SMS
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/view-caller-history-and-past-sms

**Purpose:** See previous calls and text conversations from the same phone number.

### Steps

1. Open a call.
2. In the left panel, scroll through the list to see time, status, and reason for each past interaction.
3. Select any item to open it.
4. Items labeled Open or Resolved show call records. Items labeled with a chat icon show SMS threads.

### What you will see on this page

- Timestamps with badges like Open, Resolved, Need Refill, Need Appointment.
- Both calls and text messages for the same caller.

### Tips and good practice

- Use the history to avoid asking the patient to repeat information.
- Check if a similar request was already resolved before creating a new task.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/view-caller-history-and-past-sms

# Play a specific audio part of the call
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/play-a-specific-audio-part-of-the-call

**Purpose:** Listen to the exact audio segment that matches a transcript line.

### Steps

1. In the middle transcript, find the line you want to verify.
2. Click the small play button on that line.
3. The player will jump to that exact spot and play only that segment.

### Tips and good practice

- Use this when you doubt a transcription or need to confirm a date, name, or instruction.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/play-a-specific-audio-part-of-the-call

# Listen to the full call recording
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/listen-to-the-full-call-recording

**Purpose:** Review the entire call in one go.

### Steps

1. Scroll to the bottom of the middle panel.
2. Use the full audio player to play, pause, or scrub through the recording.

### Tips and good practice

- The full audio is in the original language spoken by the caller and the Copilot.
- The dashboard panels remain in English for consistent review.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/listen-to-the-full-call-recording

# Read the AI Summary and request blocks
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/read-the-ai-summary-and-request-blocks

**Purpose:** Understand the call quickly and see what Phone Copilot already handled.

### Steps

1. Look at the right panel.
2. At the top, review Patient Info such as DOB, insurance ID, patient ID, email, and phone.
3. Read the Summary card to learn the purpose and outcome of the call.
4. Expand Request cards such as Need Appointment or Confirm Appointment to see the structured details.
5. Use the copy icons to copy any line if needed.

### What you will see on this page

- A short description of the call length and outcome.
- Structured fields like reason, provider, and resolution.

### Tips and good practice

- Start here before you listen to audio. It saves time.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/read-the-ai-summary-and-request-blocks

# Send and receive SMS text chat
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/send-and-receive-sms-text-chat

**Purpose:** Chat with patients by SMS from inside the call record.

### Steps

1. Open the call and locate the chat box on the right side of the screen.
2. Type your message in the “Type your message” field.
3. Click the send icon to send an SMS.
4. When the patient replies, messages appear live in the same thread.
5. Click any image in the thread to view or download it.

### What you will see on this page

- Message bubbles with timestamps.
- Buttons for Write with AI and Templates.

### Tips and good practice

- Patients can send pictures such as insurance cards. Phone Copilot can parse common IDs to help with data entry.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/send-and-receive-sms-text-chat

# Use Write with AI and Templates in SMS
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/use-write-with-ai-and-templates-in-sms

**Purpose:** Reply faster with suggested text and pre-built responses.

### Steps

1. In the SMS composer, click Write with AI to get a draft reply based on the call summary.
2. Review and edit the suggestion if needed.
3. Click Templates to choose a pre-filled message for common situations.
4. Send your message.

### Tips and good practice

- Keep personal details accurate when using suggestions.
- Save your clinic’s common phrases as templates for speed and consistency.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/use-write-with-ai-and-templates-in-sms

# Call back a patient from the dashboard
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-back-a-patient-from-the-dashboard

**Purpose:** Place a return call without leaving the Call Details screen.

### Steps

1. Open the call.
2. Click the call icon near the Caller ID or within the action area.
3. Confirm the number and start the call.

### Tips and good practice

- SimboConnect can also receive inbound calls, so you can manage the conversation in one place.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-back-a-patient-from-the-dashboard

# Block a spam or bot caller
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/block-a-spam-or-bot-caller

**Purpose:** Stop the Phone Copilot from answering future calls from a spam number.

### Steps

1. Open the call from the unwanted number.
2. Click Block at the top of the screen.
3. Confirm the action.

### Tips and good practice

- If you block a number by mistake, an admin can review the blocked list in the Admin dashboard and unblock it.
- The audit trail shows who blocked the number and when.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/block-a-spam-or-bot-caller

# Assign a call to a teammate and notify them
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/assign-a-call-to-a-teammate-and-notify-them

**Purpose:** Route work to the right person and create accountability.

### Steps

1. Open the call.
2. Use the Assign To dropdown near the top right.
3. Choose the staff member.
4. Click Submit.
5. The assignee receives an email notification that the call has been assigned.

### Tips and good practice

- Add a Staff Comment to give context when you assign a call.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/assign-a-call-to-a-teammate-and-notify-them

# Set the call status
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/set-the-call-status

**Purpose:** Show progress and keep the queue clean.

### Steps

1. Open the call.
2. Use the Status dropdown and choose one of these options:
    
    
    - Open
    - In-progress
    - Resolve
    - Resolved No Response
    - Delete
3. Click Mark as Resolved when the task is complete.
4. Use I am Working on it to broadcast that you have taken ownership.

### Tips and good practice

- Use Resolved No Response when you tried to reach the patient but did not connect.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/set-the-call-status

# Leave Staff Comments for your team
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/leave-staff-comments-for-your-team

**Purpose:** Document follow-ups and decisions for later review.

### Steps

1. Open the call and scroll to the Staff Comments box.
2. Type your note, for example, “Spoke with patient. Needs to discuss prescription with provider.”
3. Click Save.

### What you will see on this page

- A list of saved comments with timestamps.

### Tips and good practice

- Keep comments short and action-oriented.
- Mention names or dates that others will search for later.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/leave-staff-comments-for-your-team

# Copy patient data with one click into your EHR
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/copy-patient-data-with-one-click-into-your-ehr

**Purpose:** Copy phone numbers, IDs, and structured fields into your EHR without retyping.

### Steps

1. In the right panel, find the field you need to copy
2. Click the copy icon next to the value.
3. Paste into your EHR.

### Tips and good practice

- Configure your preferred formats first so copied values match your EHR exactly.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/copy-patient-data-with-one-click-into-your-ehr

# Set Phone Number and Date of Birth Formats for EHR Copy Paste
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/set-phone-number-and-date-of-birth-formats-for-ehr-copy-paste

**Purpose:** Make copied data paste directly into your EHR without edits.

### Steps

1. Open any call.
2. In the right panel, locate the settings for Phone Number Format and Date of Birth Format.
3. Choose the format your EHR expects.
    
    
    - Phone example formats: (617) 800-9983, 617-800-9983, 6178009983.
    - DOB example formats: 12-03-1994, 12/03/1994, 1994-12-03.
4. Save your selection.
5. The display and copy action will now use your saved formats for all calls.

### Tips and good practice

- These settings are persistent. Set them once per workspace.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/set-phone-number-and-date-of-birth-formats-for-ehr-copy-paste

# View the Audit Trail
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/view-the-audit-trail

**Purpose:** See automated actions performed by the Copilot and outbound messages sent to the patient.

### Steps

1. Open the call.
2. Click Audit Trail near the top right.
3. Review the list of automated actions such as SMS messages and system updates.

### Tips and good practice

- Use the Audit Trail to confirm what the AI already sent before you send anything new.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/view-the-audit-trail

# Give quick feedback on the AI
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/give-quick-feedback-on-the-ai

**Purpose:** Help improve the Copilot and flag issues.

### Steps

1. Open the call.
2. Use the thumbs up or thumbs down control near the top.
3. If a comment box appears, add a short note and submit.

### Tips and good practice

- Tell us what went well or what needs correction. Specific examples help the most.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/give-quick-feedback-on-the-ai

# Use More Info for call metadata
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/use-more-info-for-call-metadata

**Purpose:** Find the internal Call ID and related technical details for support.

### Steps

1. Open the call.
2. Click More Info near the Caller ID.
3. Note the Call ID, Copilot line, call time, duration, language, and reason.

### Tips and good practice

- Share the Call ID with Simbo AI support when you report an issue.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/use-more-info-for-call-metadata

# Verify patient identity and details
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/verify-patient-identity-and-details

**Purpose:** Confirm who called and match the record to your EHR.

### Steps

1. Open the call.
2. In the right panel, check Patient Info such as name, DOB, patient ID, insurance ID, email, and phone.
3. Use the copy icons to move any values into your EHR.

### Tips and good practice

- If the caller supplied photos of IDs in SMS, review them and download for the chart if your policy allows.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/verify-patient-identity-and-details

# Confirm what Copilot already resolved
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/confirm-what-copilot-already-resolved

**Purpose:** Avoid double work by checking outcomes first.

### Steps

1. Open the call.
2. In the Summary and Request sections on the right, look for items marked "RESOLVED".
3. If everything is complete, update the status to Resolved.

### Tips and good practice

- The summary also shows call length. Use it as a quick quality check.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/confirm-what-copilot-already-resolved

# Download and use patient images from SMS
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/download-and-use-patient-images-from-sms

**Purpose:** Capture photos that patients send and extract important details.

### Steps

1. Open the SMS thread for the call.
2. Click on any image to open it.
3. Download if you need to attach it to the chart.
4. Use the parsed text that SimboConnect shows for common cards to copy values into your EHR.

### Tips and good practice

- Check that the image is clear before you rely on the extracted text.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/download-and-use-patient-images-from-sms

# Take ownership with “I am Working on it”
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/take-ownership-with-i-am-working-on-it

**Purpose:** Signal to your team that you are actively handling this call.

### Steps

1. Open the call.
2. Click I am Working on it at the top.
3. Proceed with your actions such as SMS, assignment, or status updates.

### Tips and good practice

- This helps others avoid duplicate work while you are in progress.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/take-ownership-with-i-am-working-on-it

# Copy from transcript and share exact wording
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/copy-from-transcript-and-share-exact-wording

**Purpose:** Capture exact phrases from the call when wording matters.

### Steps

1. Anywhere in the screen identify the text you want.
2. Locate a copy icon and click on it to copy the content
3. Paste it into your note or SMS.
4. If needed, click the play icon to confirm the audio for that line.

### Steps to change DOB and phone format for direct copy

1. Locate the patient info on the right panel where phone and DOB appear.
2. Hover over them to see setting icon, click on it.
3. Choose a phone format such as:
    
    
    - (123) 456-7890
    - 123-456-7890
    - 1234567890
4. Choose a DOB format such as:
    
    
    - MM/DD/YYYY
    - DD/MM/YYYY
    - DD-MM-YYYY

### Tips and good practice

- Use this for medication names, dates, and quoted instructions.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/copy-from-transcript-and-share-exact-wording

# Language handling in SimboConnect
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/language-handling-in-simboconnect

**Purpose:** Know how languages work in the call review.

### Steps

1. Listen to audio in the original language using the center or bottom players.
2. Read the dashboard content in English in the right panel.

### Tips and good practice

- This setup helps bilingual teams review calls even when the caller’s language is not English.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/language-handling-in-simboconnect

# Manage SMS Text Chat With Patients in SimboConnect
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/manage-sms-text-chat-with-patients-in-simboconnect

**Purpose:** This guide explains how to use SimboConnect to send and receive SMS text messages with patients. It covers live chat, pictures, AI extraction from IDs and insurance cards, quick replies with Write with AI and Templates, and basic task management.

### What you can do

- Send SMS messages to a patient directly from SimboConnect.
- Receive live SMS replies from the patient in the same chat panel.
- Receive pictures the patient sends by SMS, view them in the chat, and download them.
- Let AI read pictures of IDs and insurance cards and surface key details for easy copy and paste into your EHR.
- Draft fast, consistent replies with Write with AI or Templates.
- Assign or hand off the conversation as a task, and track its status.

### Open the patient chat

1. Open the patient call, text interaction from the main home screen.
2. Go to the <span class="s1">**SMS Chat**</span> icon on top-left side on panel next to "More Info". You will see the message history, patient phone number, and controls such as <span class="s1">**Write with AI**</span>, <span class="s1">**Templates**</span>, the message text box, and the <span class="s1">**Send**</span> button.

> Tip: The chat updates in real time. New patient messages will appear as they arrive.

### Send a text message

1. <span class="s1">Click in </span>**Type your message…**<span class="s1">.</span>
2. Write your message in simple, clear language.
3. Click <span class="s1">**Send**</span>.

The patient will receive the message as a normal SMS on their phone. Their reply will appear in the same thread.

### Receive and manage replies

- New messages appear at the bottom of the thread with a time stamp.
- Use short follow-ups to confirm understanding, availability, or next steps.
- If the topic turns into work for a teammate, use <span class="s1">**Assign To**</span> to hand it off and set the <span class="s1">**Status**</span> such as Open or Resolved as your workflow requires.

### Handle pictures from patients

Patients can attach pictures in their SMS reply. Examples include a photo of a driver license, an insurance card, a referral, or a wound image.

- <span class="s1">**View**</span>: Images appear inline in the chat.
- <span class="s1">**Download**</span>: Click the image preview to download the file for your records. Save it based on your clinic policy.

### AI extraction from IDs and insurance cards

When the picture looks like an ID or an insurance card, SimboConnect AI will parse key fields and show them in the chat panel. Examples include:

- Member name
- Policy or member ID
- Group number
- Plan name
- Payer phone number

You can <span class="s2">**copy and paste**</span> these details into your EHR or intake forms. Always verify the text against the image before saving.

### Reply faster with Write with AI

<span class="s2">**Write with AI**</span> creates a suggested response based on the call or chat context and the patient summary on the screen.

1. <span class="s1">Click </span>**Write with AI**<span class="s1">.</span>
2. Review the suggested reply.
3. Edit the text for tone and accuracy.
4. Click <span class="s1">**Send**</span>.

> Good uses: acknowledging receipt of a document, sharing next steps, confirming a scheduled time, or giving simple instructions.

### Reply faster with Templates

<span class="s2">**Templates**</span> are pre-written messages for common situations.

1. <span class="s1">Click </span>**Templates**<span class="s1">.</span>
2. Choose a template that fits the situation, for example appointment confirmation, document request, or prescription refill instructions.
3. Personalize the placeholders if needed.
4. Click <span class="s1">**Send**</span>.

> Tip: Keep templates short and action oriented. Add a direct question if you need the patient to confirm or provide something.

### Assign, track, and resolve

SMS conversations can create tasks. You can manage them in the same panel.

- <span class="s1">**Assign To**</span>: Route the conversation to a specific teammate or queue.
- <span class="s1">**Status**</span>: Mark the thread <span class="s1">**Open**</span> while work is in progress. Mark it <span class="s1">**Resolved**</span> when finished.
- <span class="s1">**Audit Trail**</span>: Use the audit trail to see who sent which message and when.

This keeps ownership clear and helps your team respond on time.

### Best practices

- Keep messages short. Use one message per question or action.
- Confirm identity before sharing sensitive information, following your clinic policy.
- Verify AI-extracted fields against the image before updating the EHR.
- Use Write with AI for speed, then edit for accuracy.
- Use Templates for consistency across the team.
- Close the loop. Mark the conversation <span class="s1">**Resolved**</span> when the patient has what they need.

### Troubleshooting

- **Patient did not receive the SMS**
    
    
    - Confirm the patient phone number in the patient info panel.
    - Send a short test message such as “Testing your clinic message service. Please reply YES if you received this.”
- **Picture is blurry or unreadable**
    
    
    - Ask the patient to retake the photo in good light and fill the frame with the card.
    - Ask for front and back if it is an insurance card.
- **AI did not extract fields**
    
    
    - Copy the details manually from the image this time.
    - Ask for a clearer picture. AI extraction works best with sharp, well-lit images.

### Summary

With SimboConnect, your front office can handle SMS conversations in one place. You can send and receive texts in real time, accept and download patient pictures, use AI to extract key fields from IDs and insurance cards, respond quickly with Write with AI and Templates, and assign or resolve the work as a task. This keeps your patient messaging fast, accurate, and easy to manage.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/manage-sms-text-chat-with-patients-in-simboconnect

# View Resolved Calls in SimboConnect
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/view-resolved-calls-in-simboconnect

**Purpose:** This article explains how to open the Resolved calls screen and how to read everything on it. Use this screen to review calls that were completed either by the Simbo AI Copilot or by your staff.

### Who can use this

Front office agents, supervisors, and admins who manage inbound or outbound phone activity in Phone Copilot.

### Open the Resolved calls screen

1. Sign in to the Phone Copilot dashboard.
2. In the top navigation, select <span class="s1">**Resolved calls**</span>.
3. The Resolved calls page opens and shows the most recent resolved calls.

### Screen overview

The page has two main areas:

1. **Filters and actions bar**<span class="s1"> at the top</span>
    
    
    - <span class="s1">**Select Copilot**</span>. Choose a phone line or Copilot to limit results.
    - <span class="s1">**Caller Number**</span>. Type a full or partial phone number to search.
    - <span class="s1">**Enter a Date Range**</span>. Pick start and end dates to see calls from a specific period.
    - <span class="s1">**Fetch History**</span>. Apply your filters and refresh the list.
    - <span class="s1">**Clear**</span>. Reset all filters.
2. **Resolved calls table**
    
    A list of calls with one row per call. You can click any row to open more details.

### Table columns explained

- **Phone No.**
    
    The caller’s phone number. A small language tag such as <span class="s1">**EN**</span> may appear next to it.
- **Copilot**
    
    The SimboConnect Copilot or phone line that handled the call, for example <span class="s1">**DEMO Line Integrated**</span>.
- **Primary Reason**
    
    <span class="s1">The reason detected for the call, such as </span>**Request - Need Refill, Need Records**<span class="s1"> or </span>**Request - Need Appointment**<span class="s1">.</span>
- **Interaction Time**
    
    The time when the call interaction occurred.
- **Duration (MM:SS)**
    
    The call length in minutes and seconds.
- **Resolved at**
    
    The time when the call was marked as resolved.
- **Resolved by**
    
    Who resolved the call. This can be the <span class="s1">**Copilot**</span> when it resolved the request automatically or the <span class="s1">**name of a user**</span> when a person completed it.
- **Assigned To**
    
    The staff member responsible for follow up, if any.

### Paging and list size

- The header shows <span class="s1">**Showing 50 entries**</span>.
- Use <span class="s1">**Prev 50**</span> and <span class="s1">**Next 50**</span> to move through older or newer pages of results.

### View more details for a call

1. Click any row in the table.
2. The call details page opens where you can review the full information for that call.

### Tips and good practices

- Start with a <span class="s1">**Date Range**</span> when you are hunting for calls from a specific day or week.
- Use <span class="s1">**Caller Number**</span> search to quickly find all calls from the same person.
- If your team manages multiple lines, select the right <span class="s1">**Copilot**</span> before you click <span class="s1">**Fetch History**</span>.
- Click <span class="s1">**Clear**</span> when results look unexpected to remove old filters.
- Use <span class="s1">**Resolved by**</span> to separate calls completed by the Copilot from those handled by staff for reporting or coaching.
- Check the <span class="s1">**Assigned To**</span> column to confirm ownership and avoid duplicate follow up.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/view-resolved-calls-in-simboconnect

# Custom AI Agents in SimboConnect: Overview and Use Cases
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/custom-ai-agents-in-simboconnect-overview-and-use-cases

**Purpose:** Explain what custom AI agents are, why they are useful for front office teams, and how to open them from the Phone Copilot app.

### What are custom AI agents

Custom AI agents in Phone Copilot automate repetitive front office tasks. They are designed for HIPAA compliance inside your Simbo AI environment. From the top bar, open **HIPAA Compliant AI Agents** to see available tools such as language translation, SimboGPT, and custom letter creation.

### Why this helps your practice

- Reduce time on routine work such as letters and translations.
- Improve patient experience with quick language help at the desk or on calls.
- Keep Protected Health Information inside SimboConnect, which is designed for HIPAA compliance.

### Where to find the agents

1. Sign in to Phone Copilot.
2. Look at the top bar and select **HIPAA Compliant AI Agents**.
3. Choose an agent from the dropdown. e.g. **AI Language Translator**, **SimboGPT**, and many more.

### Common examples

- Use **AI Language Translator** to speak with a walk‑in patient who speaks another language.
- Use **SimboGPT** to ask HIPAA compliant questions, draft short messages, or generate simple checklists.
- Use **Custom Letters** to dictate a letter on your practice letterhead in a few seconds.
- Use **Translator on a Call** to bridge two people who speak different languages during a phone call.

### Access and roles

- Access to agents may depend on your practice settings. If you do not see an agent, ask your administrator.

### Tips and good practices

- Start with small tasks while your team learns the tools.
- Keep your prompts short and clear. Include patient ID or appointment details only when needed.
- Review the output before you share or print it.
- Use the built‑in tools instead of public AI sites to keep data inside Phone Copilot.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/custom-ai-agents-in-simboconnect-overview-and-use-cases

# Create Custom Letters with Voice
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/create-custom-letters-with-voice

**Purpose:** Show how to create a draft letter on your practice letterhead using voice. Your menu may show **Custom Letters** or another name.

### What you can do

- Dictate a request and get a letter draft on your practice letterhead.
- Use plain speech. The agent turns it into a formatted letter.

### Steps

1. Open the top menu **HIPAA Compliant AI Agents**.
2. Select **Custom Letters** (may appear as **Low Vision Letter** in samples).
3. Click the **mic** button.
4. Speak your request. Example: “Create a letter for patient ID 12345. The letter states that the patient needs a follow‑up eye exam within two weeks. Address it to City Vision Clinic.”
5. Stop recording. The draft letter appears.
6. Review the text. Edit names, dates, and clinical statements if needed.
7. Save or print using your practice workflow.

### Example voice prompts

- “Create a letter for patient ID 56789 to excuse absence for today with follow‑up on Friday.”
- “Draft a referral letter to Dr. Anita Shah for patient ID 24680 for physical therapy evaluation next week.”

### Troubleshooting

- If the draft is missing details, speak the request again with more specifics such as dates and recipient.
- If the mic does not start, check your browser permission for microphone access.

### Tips and good practices

- State patient ID, recipient, and purpose in your first sentence.
- Spell uncommon names slowly.
- Review every letter before printing or sending.
- Keep voice notes in a quiet space for best accuracy.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/create-custom-letters-with-voice

# Work with SimboGPT (HIPAA Compliant AI Chat)
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/work-with-simbogpt-hipaa-compliant-ai-chat

**Purpose:** Explain how to use SimboGPT to get help from an AI chat that is designed for HIPAA compliance.

### What you can do

- Ask questions and get quick answers inside SimboConnect.
- Draft short messages, call scripts, or checklists.
- Rephrase text into clear and simple language.

### Steps

1. Open **HIPAA Compliant AI Agents** on the top bar.
2. Select **SimboGPT**.
3. Type or paste your question. You can also click the mic if available and speak.
4. Read the answer. Ask follow‑up questions if you need more detail.
5. Copy the result into your message, letter, or note as needed.

### Sample prompts

- “Write a short reminder message about tomorrow’s appointment at 10 AM for patient ID 12345.”
- “List three check‑in questions to confirm insurance and contact information.”
- “Rewrite this sentence in plain english: ‘Please bring your most recent medication list.’”

### Safety notes

- Use SimboGPT for work tasks inside SimboConnect. Do not paste PHI into public AI websites.
- Always review the answer for accuracy and policy compliance before sharing.

### Tips and good practices

- Give context in one or two lines. Example: specialty, purpose, and audience.
- Ask for a specific format. Example: “3 bullet points,” or “one paragraph.”
- Keep prompts short. One task per prompt works best.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/work-with-simbogpt-hipaa-compliant-ai-chat

# AI Language Translator at the Front Desk
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/ai-language-translator-at-the-front-desk

**Purpose**

Help staff translate a live conversation with a walk‑in patient using the microphone. This tool supports more than 50 languages.

### What you can do

- Listen to the patient and see or hear a translation in your language.
- Speak back and have your response translated for the patient.

### Steps

1. Open **HIPAA Compliant AI Agents**.
2. Select **AI Language Translator**.
3. Choose the patient language and your language.
4. Click the **mic** to start listening.
5. Let the patient speak. The agent shows or plays the translation.
6. Click **reply** or press the mic to speak your response. The agent translates it back.
7. End the session when the conversation is complete.

### Help the patient feel comfortable

- Start with a friendly line: “We will use a translator to help us.”
- Speak slowly and use short sentences.

### Tips and good practices

- Confirm key details like dates, times, and names by repeating them.
- For sensitive topics, move to a private area.
- If the room is noisy, use a headset mic.
- Document important decisions in the chart using your normal workflow.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/ai-language-translator-at-the-front-desk

# AI Agent Translator on a Phone Call
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/ai-agent-translator-on-a-phone-call

**Purpose:** Explain how to set up a two‑party phone call where the AI translates between both callers in turn, similar to a human translator.

### What you can do

- Connect two phone numbers that speak different languages.
- Let the AI translate each side in turn during the call.

### Steps

1. Open **HIPAA Compliant AI Agents**.
2. Select **AI Translator on a Call**.
3. Enter the two phone numbers. Example: patient and specialist office.
4. Set the preferred language for each party.
5. Start the call. The AI will speak to each person in turn and translate what was said to the other party.
6. When finished, end the call.

### Best use cases

- Scheduling with a patient who prefers another language.
- Coordinating with a family member or interpreter substitute when a live human is not available.

### Tips and good practices

- Tell both parties that an AI translator is on the line.
- Pause after each sentence to allow accurate translation.
- Confirm critical details such as dates, times, addresses, and medication names.
- If the person changes phones during the call, restart and re‑enter the new number.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/ai-agent-translator-on-a-phone-call

# Enable or Create a Custom AI Agent
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/enable-or-create-a-custom-ai-agent

**Purpose:** Explain how your practice can request, scope, and enable a new custom AI agent in SimboConnect.

### Who can request this

- Your practice administrator or front office lead.
- Any staff member may start the request and include the administrator.

### How to request

1. Prepare a short description of the task you want to automate.
2. Contact your account manager **or** send an email to **support-connect@simbo.ai**
3. In your message include:
    
    
    - The task to automate. Examples: emails, phone calls, letters, language translation, faxes.
    - Whether you want the agent to integrate with your EHR and any other tools.
    - The steps the agent should follow and any rules to follow.
    - Sample inputs and the expected output. If a letter is needed, share the letterhead template.
    - Language needs, if any.
    - Any compliance or privacy notes specific to your practice.

### What happens next

1. The Simbo AI team reviews your request and confirms scope.
2. You receive an estimate, a proposed timeline, and any access needs.
3. If integrations are required, you may be asked to provide test access or vendor contacts for your EHR or other systems.
4. The team builds the agent, tests it with sample data, and shares a preview for your approval.
5. After approval, the agent is enabled in your SimboConnect account and your staff receives a quick walkthrough.

### Timelines

- Simple, single step agents such as **Custom Letters** are usually completed in a few days.
- Multi step automation such as sending emails and follow up calls will take longer because they include several actions and checks.
- Any agent that requires integration with an **EHR** or other external tools may take more time. The timeline depends on the external vendor and how long it takes to complete the integration work.

### Who can use these custom AI Agents in your practice

1. The Simbo AI team can enable these custom AI agents individually to be available for specific users or specific locations or complete organization.
2. Reach out to your account manager and provide details to enable/disable access to the custom AI agents.

### After go live

- Share feedback to fine tune prompts, steps, and output formats.
- Ask your account manager if you want the agent added to the **HIPAA Compliant AI Agents** menu for selected roles only.

### Tips and good practices

- Describe the desired result first, then list the steps.
- Keep the first version simple. Add advanced steps after the team has used the agent for a week or two.
- Provide real examples, redacted if needed, so the team can test accurately.
- If the agent touches PHI, confirm user roles and audit needs during scoping.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/enable-or-create-a-custom-ai-agent

# Manage Dashboard Logins: Page Overview and Quick Actions - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/manage-dashboard-logins-page-overview-and-quick-actions-admin-panel

### Purpose

Help an admin understand the Dashboard Logins list and use the quick action icons for each user.

### Where to find this

**Admin** tab → **Dashboard Logins**.

### What you see

- **Dashboard User List** table with columns: No., User Type, Name, Email, Organization, Mobile.
- **Select Organization** dropdown at the top to view users for one organization.
- **Search** field labeled **Enter to search** to filter the list.
- **Add New** button on the top right to create a user.
- For each user row, three action icons:
    
    
    - **Green pencil**: Edit user details.
    - **Blue lock**: Reset user password.
    - **Red cross**: Delete user.

### Steps: Use quick actions

1. Locate the user in the list. Use **Select Organization** or the **search** field if needed.
2. Click one of the icons in the user row:
    
    
    - Green pencil to open **Edit Dashboard User**.
    - Blue lock to open **Reset Password**.
    - Red cross to open **Confirm Delete User**.

### Result

You are taken to the action screen for the selected user.

### Tips and Good practices

- Use the **Select Organization** filter before you search to reduce noise.
- Confirm you selected the correct user by checking both **Name** and **Email**.
- Prefer least‑privilege access. Assign **Admin** only when required.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/manage-dashboard-logins-page-overview-and-quick-actions-admin-panel

# Add a New Dashboard User - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/add-a-new-dashboard-user-admin-panel

### Purpose

Create a new SimboConnect dashboard login, and optionally add the user as an On Call Provider.

### Where to find this

**Admin** tab → **Dashboard Logins** → **Add New**.

### Prerequisites

- You must have Admin permissions in Phone Copilot.
- You must know the user’s email address. Mobile number is optional.

### Steps

1. In **User Type**, choose the role for this user, for example **Admin**, **Frontdesk User**, or **Staff**.
2. In **Select Organization**, pick the organization this user belongs to.
3. Enter the user **Email**.
4. (Optional) Check **Also add as an On Call Provider** if you want this user added to On Call Providers.
5. Enter **Mobile** if you have it. The example format is **+1‑XXX‑XXX‑XXXX**.
6. Click **Submit** to create the user.

### Result

The new user appears in the **Dashboard User List** for the chosen organization.

### Tips and Good practices

- Use real, unique email addresses to avoid login conflicts.
- Choose the correct **User Type** based on job function. Upgrade later only if needed.
- Add the mobile number to support notifications and password help.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/add-a-new-dashboard-user-admin-panel

# Edit an Existing Dashboard User - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/edit-an-existing-dashboard-user-admin-panel

### Purpose

Update a user’s organization, name, and role information.

### Where to find this

**Admin** tab → **Dashboard Logins** → in the user row, click the **green pencil** icon.

### Steps

1. Review the **Email** at the top to confirm you are editing the right user.
2. Update **User Type** if you need to change permissions.
3. Update **Select Organization** if the user has moved teams.
4. Update **Firstname**, **Middlename** if used, and **Lastname**.
5. Add or update **Mobile**. You can follow **+1‑XXX‑XXX‑XXXX** as a guide.
6. Click **Submit** to save changes.

### Result

The user record updates in the Dashboard User List.

### Tips and Good practices

- Keep names consistent with HR or directory records.
- Review access after role changes and remove unused high‑privilege roles.
- When moving a user between organizations, verify call routing and on‑call assignments.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/edit-an-existing-dashboard-user-admin-panel

# Reset a User Password - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/reset-a-user-password-admin-panel

### Purpose

Create a new password for a user who cannot log in or needs a security reset.

### Where to find this

**Admin** tab → **Dashboard Logins** → in the user row, click the **blue lock** icon.

### Steps

1. Confirm the **User Type** and **Email** shown on the page match the intended user.
2. Enter a **New Password**.
3. Re‑enter the same value in **Confirm New Password**.
4. Click **Submit**.

### Result

The user password is updated. The user can sign in with the new password.

### Tips and Good practices

- Use a strong password with a mix of letters, numbers, and symbols.
- Do not reuse old or shared passwords.
- Ask the user to change the password after first login if your policy requires this.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/reset-a-user-password-admin-panel

# Delete a Dashboard User - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/delete-a-dashboard-user-admin-panel

### Purpose

Remove a user’s access to the SimboConnect dashboard.

### Where to find this

**Admin** tab → **Dashboard Logins** → in the user row, click the **red cross** icon.

### Steps

1. Click the **red cross** in the user’s row.
2. In the **Confirm Delete User** dialog, review the **email** and **user type**.
3. Click **Confirm** to complete the deletion. Click **Cancel** if you do not want to proceed.

### Result

The user is removed from the Dashboard User List and can no longer log in.

### Tips and Good practices

- Delete accounts that are no longer needed to reduce risk.
- Before deletion, check hand‑offs for on‑call or front desk responsibilities.
- If you only want to block access temporarily, consider a role change or a password reset instead of deletion.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/delete-a-dashboard-user-admin-panel

# Search and Filter Dashboard Users - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/search-and-filter-dashboard-users-admin-panel

### Purpose

Quickly find users in large organizations.

### Where to find this

**Admin** tab → **Dashboard Logins**.

### Steps

1. Use **Select Organization** at the top to narrow the list to one organization. This will be visible only if you have access to multiple organizations or locations.
2. In **Enter to search**, type part of a name, email, or role to filter results.

### Result

The table shows only the rows that match your filter.

### Tips and Good practices

- Combine the organization filter with a short search term for best results.
- Clear the search box to return to the full list.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/search-and-filter-dashboard-users-admin-panel

# Access and understand the On Call Providers page - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/access-and-understand-the-on-call-providers-page-admin-panel

**Purpose:** Help you reach the On Call Providers screen and understand what is on it.

### Where to find this

1. Sign in to the **Phone Copilot** Admin.
2. <span class="s1">In the left menu, under </span>**Organization Settings**<span class="s1">, select </span>**On Call Providers**<span class="s1">.</span>

### What you see

- A table with columns for <span class="s1">**No.**</span>, <span class="s1">**Name**</span>, <span class="s1">**Email**</span>, and <span class="s1">**Mobile**</span>.
- A <span class="s1">**Search**</span> box at the top of the table to quickly find a provider.
- A <span class="s1">**Select Organization**</span> dropdown to switch the organization context.
- An <span class="s1">**Add New**</span> button on the top right to create a provider.
- For each row, two action icons on the right:
    
    
    - A <span class="s1">**green Edit**</span> icon to update a provider.
    - A <span class="s1">**red Delete**</span> icon to remove a provider.

### Result

You are ready to add, edit, delete, or search for on-call providers.

### Tips / Good practices

- Confirm you are on the correct organization using <span class="s1">**Select Organization**</span> before making changes.
- Use the <span class="s1">**Search**</span> box to avoid editing the wrong person.
- Review the list after any change to confirm the update is visible.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/access-and-understand-the-on-call-providers-page-admin-panel

# Add a new On Call Provider - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/add-a-new-on-call-provider-admin-panel

**Purpose:** Guide you to create a new on-call provider record.

### Steps

1. Go to <span class="s1">**On Call Providers**</span> in the left menu.
2. Click <span class="s1">**Add New**</span> on the top right.
3. On the <span class="s1">**Add On Call User**</span> page, fill in:
    
    
    - **Firstname**
    - **Lastname**
    - **Email**
    - <span class="s1">**Mobile**</span> in the format shown on screen (example pattern: <span class="s2">+1-XXX-XXX-XXXX</span>)
4. Click <span class="s1">**Submit**</span> to save.
5. Use <span class="s1">**Reset**</span> if you want to clear the form before submitting.
6. Click <span class="s1">**Back**</span> at the top if you want to return without saving.

### Result

The new provider appears in the <span class="s2">**On Call Providers**</span> list.

### Tips and good practices

- Enter the mobile number in the exact format shown to prevent validation errors.
- Use a monitored email address because SimboConnect may send alerts to it.
- Add the provider to the appropriate on-call schedules after creation.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/add-a-new-on-call-provider-admin-panel

# Edit an existing On Call Provider - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/edit-an-existing-on-call-provider-admin-panel

**Purpose:** Show you how to update a provider’s details.

### Steps

1. <span class="s1">Open </span>**On Call Providers**<span class="s1">.</span>
2. Find the provider using the <span class="s1">**Search**</span> box if needed.
3. Click the <span class="s1">**green Edit**</span> icon on that row.
4. On the <span class="s1">**Edit On Call User**</span> page, update any of the following:
    
    
    - **Firstname**
    - **Lastname**
    - **Email**
    - <span class="s1">**Mobile**</span> (follow the on-screen format)
5. Click <span class="s1">**Submit**</span> to save the changes.
6. Click <span class="s1">**cancel**</span> to discard changes and go back.

### Result

The list updates with the new details for that provider.

### Tips and good practices

- Verify spelling of names to keep caller prompts accurate.
- If you change a mobile number or email, inform your team so they know the new contact.
- Review upcoming schedules to make sure notifications go to the updated contact.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/edit-an-existing-on-call-provider-admin-panel

# Delete an On Call Provider safely - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/delete-an-on-call-provider-safely-admin-panel

**Purpose:** Explain how to remove a provider and avoid schedule issues.

### Important check before deletion

If the provider is part of any <span class="s2">**On Call schedule**</span> or <span class="s2">**Vacation Override**</span> in the future, remove or replace the provider in those items first. This prevents broken escalation paths and missed coverage.

### Steps

1. <span class="s1">Open </span>**On Call Providers**<span class="s1">.</span>
2. Find the provider and click the <span class="s1">**red Delete**</span> icon.
3. A confirmation window opens showing the provider’s details and a reminder to check schedules.
4. Click <span class="s1">**Back**</span> to cancel. Click <span class="s1">**Confirm**</span> to delete.

### Result

The provider is removed from the list. If the user was still on a future schedule, update those schedules immediately to maintain coverage.

### Tips and good practices

- Always review <span class="s1">**On Call Schedule**</span> and <span class="s1">**Vacation/Temporary Changes**</span> in the left menu before confirming a deletion.
- Export or note any information you may need later because deletion removes the record from this list.
- If you only need a temporary removal, consider updating the schedule instead of deleting the provider.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/delete-an-on-call-provider-safely-admin-panel

# Search, filter, and switch organizations on the On Call Providers page - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/search-filter-and-switch-organizations-on-the-on-call-providers-page-admin-panel

**Purpose:** Help you quickly find the right provider and operate in the correct organization.

### Steps

#### A) Search for a provider

1. <span class="s1">Open </span>**On Call Providers**<span class="s1">.</span>
2. In <span class="s1">**Enter to search**</span>, type part of the name, email, or phone.
3. The table narrows to matching rows.

#### B) Switch organization

1. Use the <span class="s1">**Select Organization**</span> dropdown above the table.
2. Choose the target organization.
3. The list refreshes to show providers for that organization.

### Result

You see only the providers you need, in the right organization context.

### Tips and good practices

- Use short, unique parts of a name or email to speed up search.
- Always confirm the selected organization before adding or editing a provider.
- After switching organizations, glance at the table header to ensure the context is correct.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/search-filter-and-switch-organizations-on-the-on-call-providers-page-admin-panel

# Copilot Settings page in SimboConnect
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/copilot-settings-page-in-simboconnect

**Purpose:** This article explains what you see on the Copilot Settings page in the Phone Copilot admin panel and what each field or button does.

### Where to find this

1. Sign in to the Phone Copilot admin panel.
2. Select <span class="s1">**Admin**</span> on the top bar.
3. In the left menu, open <span class="s1">**Copilot Settings**</span>.

### What you see

- <span class="s1">**Select Organization**</span>. Choose the organization you want to manage.
- <span class="s1">**Copilot Number**</span>. Read only. This is the phone number used by your Copilot.
- <span class="s1">**Label**</span>. Editable. A friendly name that helps your team recognize this Copilot.
- <span class="s1">**Language**</span>. Read only. The current language configured for this Copilot.
- <span class="s1">**Default Greeting**</span>. Editable. The message callers hear when there is no temporary override in effect.
- <span class="s1">**Edit**</span>. Enables editing of the editable fields in this section.
- <span class="s1">**Add Holiday or Temporary Greeting Override**</span>. Opens a form to create a time bound greeting that takes priority over the default greeting during the selected window.
- **Holiday or Temporary Greeting Override panel**<span class="s1">. Contains:</span>
    
    
    - <span class="s1">**From**</span> date and time.
    - <span class="s1">**To**</span> date and time.
    - <span class="s1">**Greeting**</span> text area.
    - **Cancel**<span class="s1"> and </span>**Save**<span class="s1">.</span>

### How it works

- <span class="s1">The </span>**Default Greeting**<span class="s1"> plays for all calls unless a </span>**Holiday or Temporary Greeting Override**<span class="s1"> is active.</span>
- When an override is active between the <span class="s1">**From**</span> and <span class="s1">**To**</span> times, callers hear the override greeting first.
- When the override window ends, the system returns to the <span class="s1">**Default Greeting**</span> automatically.

### Tips and good practices

- Keep the <span class="s1">**Label**</span> short and meaningful, for example “Main Clinic Line”.
- Review the <span class="s1">**Language**</span> and <span class="s1">**Copilot Number**</span> before you start, so you edit the correct Copilot.
- Keep messages clear and under 20 to 30 seconds so callers stay engaged.
- Test after every change by placing a quick test call.
- Record change dates in your internal notes so your whole team stays aligned.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/copilot-settings-page-in-simboconnect

# Change the Copilot label
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/change-the-copilot-label

**Purpose:** This article shows how to rename the Copilot label that your internal team sees.

### Steps

1. <span class="s1">Go to </span>**Admin**<span class="s1"> → </span>**Copilot Settings**<span class="s1">.</span>
2. Make sure the correct <span class="s1">**Select Organization**</span> is chosen.
3. Click <span class="s1">**Edit**</span>.
4. In <span class="s1">**Label**</span>, type the new name.
5. Click <span class="s1">**Save**</span> if a save button is shown for the section, or move focus to store the change if saving is automatic.
6. Verify the new label appears at the top of the page.

### Notes

- <span class="s1">**Copilot Number**</span> and <span class="s1">**Language**</span> are read only. You cannot change them here.
- Labels help filter and find the right Copilot in reports and other screens.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/change-the-copilot-label

# Set or update the Default Greeting - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/set-or-update-the-default-greeting-admin-panel

**Purpose:** This article explains how to create or edit the message that callers hear by default before AI takes over.

### Steps

1. <span class="s1">Go to </span>**Admin**<span class="s1"> → </span>**Copilot Settings**<span class="s1">.</span>
2. Click <span class="s1">**Edit**</span>.
3. <span class="s1">Find </span>**Default Greeting**<span class="s1">.</span>
4. Enter the greeting text you want callers to hear.
5. Click <span class="s1">**Save**</span>.
6. Place a test call to confirm the new greeting is spoken.

### What callers will hear

- The default greeting plays for all calls when there is no active temporary override.
- When an override exists, callers hear the override greeting during its time window. After the window ends, the default greeting returns automatically.

### Tips and good practices

- Start with a friendly welcome and your organization name.
- State the main options or next step in simple language.
- Avoid long pauses and complex sentences.
- If you support multiple languages on other lines, mention the correct path briefly.
- Review the message every quarter to keep it current.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/set-or-update-the-default-greeting-admin-panel

# Add a Holiday or Temporary Greeting Override - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/add-a-holiday-or-temporary-greeting-override-admin-panel

**Purpose:** This article shows how to create a time bound greeting for holidays, office closures, or special events.

### Steps

1. <span class="s1">Go to </span>**Admin**<span class="s1"> → </span>**Copilot Settings**<span class="s1">.</span>
2. <span class="s1">Click </span>**Add Holiday or Temporary Greeting Override**<span class="s1">.</span>
3. In the panel that opens:
    
    
    1. Set the <span class="s1">**From**</span> date and time when the override should start.
    2. Set the <span class="s1">**To**</span> date and time when the override should end.
    3. Type the <span class="s1">**Greeting**</span> that callers should hear during this period.
4. Click <span class="s1">**Save**</span>.

### What happens next

- During the <span class="s1">**From**</span> to <span class="s1">**To**</span> window, callers hear the temporary greeting first.
- After the <span class="s1">**To**</span> time passes, the system resumes the <span class="s1">**Default Greeting**</span> without any extra action.

### Tips and good practices

- Add the reason for the change, for example “office closed for maintenance” or “reduced hours”.
- Include the date and time when normal service resumes.
- Create the override at least one day in advance to avoid last minute errors.
- Double check time zone settings for the dates you enter.
- Place a test call at the start time to confirm the override is active.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/add-a-holiday-or-temporary-greeting-override-admin-panel

# How greeting priority works - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/how-greeting-priority-works-admin-panel

**Purpose:** This article clarifies which message the caller hears and when.

### Priority rules

1. If a <span class="s1">**Holiday or Temporary Greeting Override**</span> is active within its <span class="s1">**From**</span> and <span class="s1">**To**</span> window, the caller hears the temporary greeting.
2. If no override is active, the caller hears the <span class="s1">**Default Greeting**</span>.
3. When the override window ends, the system returns to the default greeting by itself.

### Visual cues in the UI

- The override panel shows the <span class="s1">**From**</span> and <span class="s1">**To**</span> window and the <span class="s1">**Greeting**</span> text that will play.
- The default greeting field shows the message that will play outside the override window.

### Tips and good practices

- Before a holiday, confirm the override window and the default message are both correct.
- After the holiday, confirm that calls again play the default greeting.
- Keep a shared calendar reminder for upcoming closures so you set overrides on time.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/how-greeting-priority-works-admin-panel

# Input Forms Label Reference for Copilot Settings - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/input-forms-label-reference-for-copilot-settings-admin-panel

**Purpose:** This article lists each field and button on the page with a short description.

### Input Forms Label Reference

- <span class="s1">**Select Organization**</span>. Choose which organization’s Copilot you are editing.
- <span class="s1">**Copilot Number**</span>. Read only. The phone number associated with this Copilot.
- <span class="s1">**Label**</span>. Editable. Internal name for the Copilot.
- <span class="s1">**Language**</span>. Read only. The current language of the Copilot.
- <span class="s1">**Default Greeting**</span>. Editable. The standard message for inbound callers.
- <span class="s1">**Edit**</span>. Enables editing of the fields in the Copilot section.
- **Add Holiday or Temporary Greeting Override**<span class="s1">. Opens the override panel.</span>
- <span class="s1">**From**</span>. Start date and time for the override to become active.
- <span class="s1">**To**</span>. End date and time for the override to stop being active.
- <span class="s1">**Greeting**</span>. The message that will play during the override window.
- <span class="s1">**Cancel**</span>. Discards changes in the override panel.
- <span class="s1">**Save**</span>. Saves changes in the override panel.

### Tips and good practices

- Treat <span class="s1">**Copilot Number**</span> and <span class="s1">**Language**</span> as fixed settings on this page.
- Use <span class="s1">**Edit**</span> before changing any editable field.
- Save often when working near busy times so changes are not lost.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/input-forms-label-reference-for-copilot-settings-admin-panel

# Troubleshooting greeting changes - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/troubleshooting-greeting-changes-admin-panel

**Purpose:** This article helps you resolve common issues after editing greetings.

### Checklist

1. **I changed the Default Greeting but callers still hear the old message**
    
    
    - Check if a <span class="s1">**Temporary Greeting Override**</span> is active. If yes, callers will hear the override until the <span class="s1">**To**</span> time.
2. **My temporary greeting did not play at the planned time**
    
    
    - Confirm the <span class="s1">**From**</span> and <span class="s1">**To**</span> times and the correct time zone.
    - Verify that you clicked <span class="s1">**Save**</span> in the override panel.
3. **The default greeting did not return after the holiday**
    
    
    - Confirm the <span class="s1">**To**</span> time has passed.
    - Refresh the page and review the override panel for any future dates.
4. **I edited the label but the name did not update for other users**
    
    
    - Ask teammates to refresh their browser.
    - Confirm you edited the correct organization.

### Tips and good practices

- Always test with a real call after a change.
- Keep a short internal log of who changed what and when.
- When in doubt, copy your greeting text to a document before editing so you can restore it quickly.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/troubleshooting-greeting-changes-admin-panel

# Message Templates in SimboConnect: Overview - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/message-templates-in-simboconnect-overview-admin-panel

**Purpose:** Explain what Message Templates are and where to find them in Phone Copilot.

### What are Message Templates

Message Templates are reusable SMS messages for your front office team. You can save common replies and send them quickly during patient chats. Templates saved in the Admin panel are available to all users in your organization.

### Where to find Message Templates

1. Open Phone Copilot and sign in.
2. Select <span class="s1">**Admin**</span> on the top navigation.
3. In the left sidebar, open <span class="s1">**Copilot Settings**</span>.
4. <span class="s1">Click </span>**Message Templates**<span class="s1">.</span>

### What you see on the list page

- <span class="s1">**Search**</span> field to find a template.
- <span class="s1">**Select Organization**</span> dropdown at the top center.
- A table with columns for <span class="s1">**No.**</span>, <span class="s1">**Template Heading**</span>, and <span class="s1">**Template**</span>.
- Action icons on each row to <span class="s1">**Edit**</span> or <span class="s1">**Delete**</span> a template.
- An <span class="s1">**Add New**</span> button on the top right to create a new template.

### Result

You understand the purpose of templates, where they live, and how the list page is organized.

### Tips and good practices

- Keep template headings short and clear so users can find the right message quickly.
- Use the Search box before creating a new template to avoid duplicates.
- Remember that templates created here are shared with everyone in your organization.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/message-templates-in-simboconnect-overview-admin-panel

# Viewing and Searching Message Templates - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/viewing-and-searching-message-templates-admin-panel

**Purpose:** Show how to browse and search the existing templates.

### Steps

1. <span class="s1">Go to </span>**Admin &gt; Copilot Settings &gt; Message Templates**<span class="s1">.</span>
2. If you manage more than one organization, pick the correct one from <span class="s1">**Select Organization**</span>.
3. Use the <span class="s1">**Search**</span> box above the table to filter by words from the heading or the message text.
4. Scroll through the table to review results. The <span class="s1">**Template**</span> column shows the message content.

### Result

You can quickly find the template you need without opening each row.

### Tips and good practices

- Try common keywords such as “appointment,” “reschedule,” or “payment.”
- If you cannot find a match, consider creating a new template with a unique heading.
- Review the list every few months and remove unused items to keep search results clean.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/viewing-and-searching-message-templates-admin-panel

# Creating a New Message Template - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/creating-a-new-message-template-admin-panel

**Purpose:** Guide an administrator through adding a new template that is shared with all users.

### Steps

1. <span class="s1">Open </span>**Admin &gt; Copilot Settings &gt; Message Templates**<span class="s1">.</span>
2. Confirm <span class="s1">**Select Organization**</span> is set to the right organization.
3. Click <span class="s1">**Add New**</span>.
4. <span class="s1">On the </span>**Create New Template**<span class="s1"> screen:</span>
    
    
    - Enter a <span class="s1">**Template Heading**</span>. Example: “Appointment Confirmation”.
    - Enter the <span class="s1">**Template Text**</span>. Example: “Based on your request with Simbo, your appointment is scheduled on &lt;appt\_time&gt;. Reply Y to confirm. Reply C to change.”
5. Click <span class="s1">**Save**</span> to publish the template for your organization.
6. Click <span class="s1">**Cancel**</span> if you do not want to save your changes.

### Result

The new template appears in the list and is available to all users during SMS chats.

### Tips and good practices

- Write in clear, patient-friendly language.
- Keep messages short. Long texts may be split across multiple SMS messages by carriers.
- Use placeholders such as <span class="s1">**&lt;appt\_time&gt;**</span> only if your workflow supports them. Test before broad use.
- Do not include protected health information that is not required for the purpose of the message.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/creating-a-new-message-template-admin-panel

# Editing an Existing Message Template - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/editing-an-existing-message-template-admin-panel

**Purpose:** Show how to update the heading or text of a template.

### Steps

1. <span class="s1">Go to </span>**Admin &gt; Copilot Settings &gt; Message Templates**<span class="s1">.</span>
2. Use <span class="s1">**Search**</span> to find the template you want to change.
3. On the row, click the <span class="s1">**Edit**</span> icon (pencil).
4. On the edit screen, update the <span class="s1">**Template Heading**</span> and <span class="s1">**Message Text**</span> as needed.
5. Click <span class="s1">**Save**</span>.

### Result

Your changes are saved and the updated template is immediately available to all users.

### Tips and good practices

- Notify your team if you change the meaning of a commonly used template.
- Keep the heading stable when possible so users recognize the item.
- Review placeholder spelling after edits so variables such as<span class="Apple-converted-space"> </span>continue to work.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/editing-an-existing-message-template-admin-panel

# Deleting a Message Template - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/deleting-a-message-template-admin-panel

**Purpose:** Explain how to safely remove a template that is no longer needed.

### Steps

1. <span class="s1">Open </span>**Admin &gt; Copilot Settings &gt; Message Templates**<span class="s1">.</span>
2. Find the template you want to remove.
3. Click the <span class="s1">**Delete**</span> icon (trash).
4. In the confirmation dialog <span class="s1">**Are you sure you want to delete?**</span>, click <span class="s1">**Submit**</span> to confirm or <span class="s1">**Cancel**</span> to keep the template.

### Result

The template is removed from the list and is no longer available to users.

### Tips and good practices

- Delete only templates that are unused or outdated.
- If a message needs temporary removal, consider adding “Do Not Use” to the heading first, then delete after team review.
- Export or copy the message text to a safe place before deletion if you might need it later.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/deleting-a-message-template-admin-panel

# Using Placeholders in Message Templates - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/using-placeholders-in-message-templates-admin-panel

**Purpose:** Describe how to work with placeholder fields inside template text.

### What are placeholders

Placeholders are tags inside angle brackets that your team can replace with real values at send time. For example: <span class="s2">**&lt;appt\_time&gt;**</span> used in "Based on your request with Simbo, your appointment is scheduled on &lt;aptt\_time&gt;. Reply Y to confirm. Reply C to change".

### How to add placeholders

1. In the <span class="s1">**Template Text**</span> box, type the placeholder exactly as configured in your workflow.
2. Save the template.

### Tips and good practices

- Use only placeholders that your organization supports. If unsure, check with your Phone Copilot administrator.
- Keep placeholders readable and consistent across templates.
- Always send a test message to a test contact before wide use.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/using-placeholders-in-message-templates-admin-panel

# Selecting Specific Organization Settings across the Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/selecting-specific-organization-settings-across-the-admin-panel

**Purpose:** Explain how the Select Organization control works across all Admin sub-menus in Phone Copilot, who can see it, and what an organization means in this context.

### What an “Organization” Means

In Phone Copilot, an organization can be any of the following, depending on how your account is set up:

- A different legal organization
- A different location or site
- A different department or service line

Admins can use the same Admin screens to view or change settings separately for each organization, site, or department.

### Who Sees Select Organization

- The Select Organization control is available only to users who have access to more than one organization, location, site, or department.
- If you have access to only one, the control may not appear.

### Where You Will See It

The Select Organization control appears near the top of Admin pages across sub-menus, for example:

- Organization Settings
- Copilot Settings, including Message Templates
- On-call Schedule Management sections

### What It Does

Changing the selection changes the context of the page. You will view and modify settings for the chosen organization only. Items like templates, schedules, and other Admin settings are specific to that selection.

### How To Use It

1. Sign in to Phone Copilot.
2. Open <span class="s1">**Admin**</span> from the top navigation.
3. Locate <span class="s1">**Select Organization**</span> near the top of the page.
4. Open the dropdown and choose the organization, site, or department you want to manage.
5. Review or update settings in the current sub-menu.
6. Repeat the selection steps when you need to switch to a different organization.

### How To Enable Multiple Locations/Org Access

If you have an admin in your team who has access to all orgs, please ask them to edit your user access with that. If not, please contact your account manager or send email to [support-connect@simbo.ai.](mailto:support-connect@simbo.ai)

### Result

You manage each organization, site, or department independently from the same Admin screens, with changes applied only to the selected context.

### Tips and good practices

- Confirm the selected organization before creating, editing, or deleting any item.
- Save your changes before switching organizations to avoid losing unsaved work.
- Use consistent naming across organizations. For example, prefix template headings with a short site or department code to make search easier.
- If you cannot find an item, switch the organization and search again.
- Limit access to only the organizations a user needs. This reduces errors and keeps lists shorter.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/selecting-specific-organization-settings-across-the-admin-panel

# Unblock Callers - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/unblock-callers-admin-panel

**Purpose:** Use this page to restore calling access for phone numbers that were previously blocked in Phone Copilot. Admins can search for blocked caller IDs, review who blocked them and when, and unblock a number if it was blocked by mistake.

### How to get here

1. Go to <span class="s1">**Admin**</span>.
2. In the left menu, select <span class="s1">**Unblock Caller**</span>.

### Page overview

- <span class="s1">**Search**</span>: Find a blocked caller by entering a full or partial phone number.
- <span class="s1">**Select Organization**</span>: Choose the organization to view or manage its blocked callers. This is important if your account manages multiple organizations.
- <span class="s1">**Blocked callers list**</span>: Shows each caller ID with the following details:
    
    
    - **Caller ID**
    - **Blocked By**
    - **Blocked On**
- <span class="s1">**Actions**</span>: Each row includes an action to <span class="s1">**Unblock**</span> that caller.

If there are no entries, it means there are no blocked caller IDs for the selected organization.

### Unblock a caller

1. Select the correct <span class="s1">**Organization**</span>.
2. Use <span class="s1">**Search**</span> to locate the caller ID, or scroll the list.
3. Review <span class="s1">**Blocked By**</span> and <span class="s1">**Blocked On**</span> to confirm the entry is correct.
4. Click <span class="s1">**Unblock**</span> for that caller.
5. Confirm the action if prompted.

After unblocking, the number is removed from the blocked list and can call your Phone Copilot lines again.

### Find a specific caller quickly

- Type the full phone number if you have it.
- If you only know part of the number, type the digits you know to narrow the list.
- Make sure the correct <span class="s1">**Organization**</span> is selected before you search.

### Troubleshooting

- <span class="s1">**I do not see any entries**</span>: There are no blocked callers for the selected organization, or you may need to change the organization.
- <span class="s1">**I cannot click Unblock**</span>: Make sure you are signed in as an Admin.
- <span class="s1">**The caller is still unable to reach us**</span>: Confirm the correct number was unblocked. Check if the number is blocked in other systems such as your carrier or phone hardware.

### Tips and good practices

- Use the <span class="s1">**Blocked By**</span> and <span class="s1">**Blocked On**</span> details to verify the reason and timing before unblocking.
- Unblock only numbers that were blocked by mistake or that you have reviewed with your front office team.
- After unblocking, let your team know so they can expect calls from that number again.
- If your organization has multiple business lines, repeat the check for each relevant organization.
- Keep a short internal note or ticket for unblocks so your team has a record of why the change was made.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/unblock-callers-admin-panel

# Manage Holidays and Unplanned Off-Hours - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/manage-holidays-and-unplanned-off-hours-admin-panel

**Purpose:** Use this page to tell Phone Copilot when your front office is closed. During these times the AI Phone Copilot switches to after-hours mode.

### Access

1. Open <span class="s1">**Admin**</span>.
2. <span class="s1">Select </span>**Holiday/Off-Hour Schedule**<span class="s1">.</span>
3. If you manage more than one organization, choose the correct organization from the selector at the top.

### What you can do here

- View all existing holiday and off-hour entries.
- Add a new one-time or multi-hour closure.
- Edit an entry.
- Delete an entry.

### Add a new holiday or off-hour entry

1. Select <span class="s1">**Add New**</span>.
2. Enter a clear <span class="s1">**Name**</span>. Example: Christmas, Office Training, Power Outage.
3. Set <span class="s1">**From Date Time**</span> and <span class="s1">**To Date Time**</span> for the closure window.
4. Save.

<span class="s2">**Result:**</span> The entry appears in the table and the copilot treats that window as after-hours.

### Mark unexpected off-hours

Use the same <span class="s2">**Add New**</span> flow:

- <span class="s1">Name it something like </span>**Unplanned Off-Hours**<span class="s1"> or </span>**Team Training**<span class="s1">.</span>
- Set the exact start and end time for the short closure.
- Save.

### Edit an entry

1. Find the entry in the table.
2. Select the <span class="s1">**Edit**</span> icon.
3. Update the name or the time window.
4. Save.

### Delete an entry

1. Find the entry in the table.
2. Select the <span class="s1">**Delete**</span> icon.
3. Confirm the deletion.

### How the schedule works

- Each row defines a closed window. While the window is active, Phone Copilot runs in after-hours mode.
- You can have multiple entries on the same day. The copilot treats any time covered by any entry as closed.

### Troubleshooting

- If an entry does not seem to apply, check that the start time is before the end time and that the dates are correct.
- If after-hours triggers too early or too late, check your organization time zone in your settings.

### Tips and good practices

- Keep names short and clear so your team understands each entry.
- Use separate entries for different reasons to make audit easier.
- Avoid overlapping time windows unless you truly need them.
- Review the list monthly so the schedule stays up to date.
- For one-off short closures, create a clearly labeled custom entry and remove it after it passes.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/manage-holidays-and-unplanned-off-hours-admin-panel

# Import and Export Holiday Schedules with Excel - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/import-and-export-holiday-schedules-with-excel-admin-panel

**Purpose:** Use Excel to add many closures at once, or to back up and share your schedule outside Phone Copilot.

### Access

<span class="s2">Open </span>**Admin**<span class="s2"> &gt; </span>**Holiday/Off-Hour Schedule**<span class="s2">.</span>

### Export the current schedule

1. <span class="s1">Select </span>**Export Holiday Schedule (Excel)**<span class="s1">.</span>
2. Save the file. It contains your existing entries.

### Prepare a file for bulk upload

1. Open the exported Excel file or your internal template.
2. Add or edit rows with the following fields:
    
    
    - <span class="s1">**Name**</span> of the holiday or off-hour.
    - **From Date Time**<span class="s1">.</span>
    - **To Date Time**<span class="s1">.</span>
3. Use the date and time format shown in your account. Keep start before end. Do not include notes in extra columns.

### Upload a holiday schedule

1. <span class="s1">Select </span>**Upload Holiday Schedule**<span class="s1">.</span>
2. Choose your Excel file.
3. Confirm the upload and wait for the success message.

<span class="s3">**Result:**</span> New rows are added. Rows that match existing items by identifier or exact values are updated, depending on your configuration.

### Maintain the schedule over time

- Use <span class="s1">**Add New**</span> for quick one-off changes.
- Use <span class="s1">**Export**</span>, edit in Excel, and <span class="s1">**Upload**</span> for many changes at once or for annual planning.

### Troubleshooting

- If the upload fails, check column headers and date formats.
- Remove blank rows and hidden sheets before uploading.
- If duplicates appear, remove the extra row in Excel and upload again, or delete the item in the table.

### Tips and good practices

- Always export before a large update so you have a backup.
- Keep a master Excel file for the year and refresh it after each change.
- Use consistent names for recurring holidays to make searches easy.
- Validate dates for national holidays once per year, then upload the full list in one step.
- After a bulk upload, scan the table for time windows that overlap by mistake.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/import-and-export-holiday-schedules-with-excel-admin-panel

# On-Call Scheduling Overview - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/on-call-scheduling-overview-admin-panel

**Purpose**

Explain how Phone Copilot routes after-hours calls to the right person using on-call schedules.

### What the feature does

- Lets you assign on-call coverage by date and time.
- Supports a calendar view and a table view of all entries.
- Uses Default Schedules to handle missing coverage through a Fallback Schedule.
- Supports Recurring Schedules for repeating patterns.
- Applies Alert Preferences and Call Types to control who gets alerted and how.

### Key areas on the page

- <span class="s1">**Default Schedules**</span> section with Fallback and Recurring.
- <span class="s1">**Add Schedule**</span> button to create one-time entries.
- <span class="s1">**Calendar view**</span> with hover details and double-click to edit.
- <span class="s1">**Table view**</span> with columns such as From Date Time, To Date Time, Name, Phone, Tags, Alert Preference.
- <span class="s1">**Upload and Download**</span> icons to manage schedules with Excel.

### Tips and good practices

- Keep at least one Fallback Schedule active for safety.
- Use Recurring Schedules for stable patterns like weekends and weekdays.
- Review coverage in Calendar view to spot gaps.
- Use Table view to filter and bulk check details.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/on-call-scheduling-overview-admin-panel

# Switch Between Calendar and Table Views - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/switch-between-calendar-and-table-views-admin-panel

**Purpose:** Show how to see on-call coverage either on a calendar grid or in a sortable table.

### Steps

1. Open On-Call Schedule.
2. Select <span class="s1">**Calendar**</span> to view a monthly grid.
    
    
    - Hover any entry to see who is on call, their phone, call type, and alert group.
    - Double-click an entry to open it for editing.
3. Select <span class="s1">**Table**</span> to view the same entries in rows with key columns.

### When to use each view

- <span class="s1">**Calendar view**</span> for visual coverage and gaps.
- <span class="s1">**Table view**</span> for sorting, scanning, and quick edits.

### Tips and good practices

- Use the <span class="s1">**today**</span> shortcut to return to the current month.
- Use the month selector to jump forward or back.
- In Calendar view, scan for empty cells to find gaps.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/switch-between-calendar-and-table-views-admin-panel

# Adding On-Call Schedule - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/adding-on-call-schedule-admin-panel

**Purpose:** Guide a scheduler to add a single on-call entry for a specific period.

### Steps

1. Open On-Call Schedule and select the correct organization if you use more than one.
2. <span class="s1">Select </span>**Add Schedule**<span class="s1">.</span>
3. <span class="s1">Enter </span>**From Date Time**<span class="s1"> and </span>**To Date Time**<span class="s1">.</span>
4. Select <span class="s1">**Primary On Call Doctor**</span> or the appropriate contact.
5. Choose <span class="s1">**Alert Preferences**</span> (the protocol that defines how alerts are sent).
6. Choose <span class="s1">**Select Call Type**</span> (the call categories the entry will handle).
7. Select <span class="s1">**Save**</span>.

### Notes

- The entry appears in both Calendar and Table views.
- If times overlap with another entry for the same call type, the system will follow your escalation design. Keep overlaps intentional.

### Tips and good practices

- Use precise start and end times.
- Assign the correct call types so calls route as expected.
- Keep contact information up to date.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/adding-on-call-schedule-admin-panel

# Edit or Delete an On-Call Schedule Entry - Admin panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/edit-or-delete-an-on-call-schedule-entry-admin-panel

**Purpose:** Explain how to adjust an existing schedule.

### Edit steps

1. In <span class="s1">**Calendar**</span> view, double-click the entry.
    
    In <span class="s1">**Table**</span> view, select the <span class="s1">**edit**</span> icon for the row.
2. Update date, time, assignee, call types, or alert preference.
3. Select <span class="s1">**Save**</span>.

### Delete steps

1. In Table view, select the <span class="s1">**delete**</span> icon for the row.
2. Confirm the deletion.

### Tips and good practices

- After edits, scan Calendar view to confirm there are no gaps.
- Avoid accidental overlaps across different call types unless you plan a shared rotation.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/edit-or-delete-an-on-call-schedule-entry-admin-panel

# Configure the Fallback On-call Schedule - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/configure-the-fallback-on-call-schedule-admin-panel

**Purpose:** Set a default contact who receives alerts when no other schedule matches.

### How it works

If a call arrives and there is no matching on-call entry for that time and call type, Phone Copilot sends the alert to the contact defined in the Fallback Schedule.

### Steps

1. <span class="s1">Open </span>**Default Schedules**<span class="s1">.</span>
2. In <span class="s1">**Fallback Schedule**</span>, select <span class="s1">**edit**</span> if present, or <span class="s1">**Add**</span> to create one.
3. Set a broad <span class="s1">**From Date Time**</span> and <span class="s1">**To Date Time**</span> period that covers your operating horizon.
4. Select <span class="s1">**Send Alert To**</span> contact.
5. Choose the <span class="s1">**Alert Preferences**</span> to define the alert protocol.
6. <span class="s1">Select </span>**Save Schedule**<span class="s1">.</span>

### Tips and good practices

- Keep the Fallback window long and continuous.
- Use an on-call distribution or a responsible lead as the fallback contact.
- Review Alert Preferences so the fallback person cannot miss an urgent call.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/configure-the-fallback-on-call-schedule-admin-panel

# Create a Recurring On-call Schedule - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/create-a-recurring-on-call-schedule-admin-panel

**Purpose:** Automate repeating coverage such as weekdays or weekends.

### Steps

1. <span class="s1">Open </span>**Default Schedules**<span class="s1"> and select </span>**Recurring Schedule**<span class="s1">.</span>
2. Select <span class="s1">**From Date**</span> and <span class="s1">**To Date**</span> to define the period where the pattern applies.
3. Enter <span class="s1">**From Time**</span> and <span class="s1">**To Time**</span> for each day the pattern runs.
4. Set <span class="s1">**Repetition**</span> (Daily, Weekly pattern, or similar options shown in the list).
5. <span class="s1">Choose </span>**Send Alert To**<span class="s1"> and </span>**Alert Preferences**<span class="s1">.</span>
6. Select <span class="s1">**Select Call Type**</span> to target the right categories.
7. <span class="s1">Select </span>**Save Recurring Schedule**<span class="s1">.</span>

### Examples

- Weekdays 09:00 to 17:00 covered by Team A.
- Weekends 09:00 to 17:00 covered by Team B.
- Nights 17:00 to 09:00 covered by Hospitalist rotation.

### Tips and good practices

- Use multiple recurring entries to model different day parts.
- Keep the date range aligned with staffing rosters.
- Review the Calendar to confirm the recurring pattern fills all required days.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/create-a-recurring-on-call-schedule-admin-panel

# Choosing Call Types for On-call Schedule - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/choosing-call-types-for-on-call-schedule-admin-panel

**Purpose:** Explain how call types control which calls a schedule handles.

### What call types represent

A call type is a group that reflects the source and urgency of the call. Typical groups include but not limited to:

- After-hours office routine
- After-hours office urgent
- Hospital routine consults
- Hospital urgent consults
- All office
- All hospital
- All

### Steps

1. When adding or editing a schedule, open <span class="s1">**Select Call Type**</span>.
2. Pick one or more groups that the assignee should handle.
3. Save the schedule.

### Tips and good practices

- Keep routine and urgent coverage distinct when the teams differ.
- If one person covers all after-hours calls, select the group that represents all after-hours traffic as available in your list.
- Review call type selections whenever your practice rules change.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/choosing-call-types-for-on-call-schedule-admin-panel

# Set Alert Preferences (Alert Group) on a On-call Schedule - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/set-alert-preferences-alert-group-on-a-on-call-schedule-admin-panel

**Purpose:** Explain what the Alert Preferences field does during scheduling.

### What it controls

Alert Preferences define the protocol that Phone Copilot uses to notify the on-call person. A protocol can include up to three steps and can mix email, text, and phone calls with specific wait times and backups. The actual protocols are created and maintained in <span class="s2">**Alert Groups**</span>. The schedule simply references one of those protocols.

### Steps

1. When adding or editing a schedule, open <span class="s1">**Alert Preferences**</span>.
2. Choose the protocol name that matches your escalation policy.
3. Save.

### Example protocol idea

- Step 1: send text immediately.
- Step 2: if unresolved after 15 minutes, place an automated call.
- Step 3: if still unresolved, alert a backup contact.

### Tips and good practices

- Keep names of alert protocols clear and short.
- Test new protocols during a low-risk period.
- Use different protocols for routine vs urgent call types.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/set-alert-preferences-alert-group-on-a-on-call-schedule-admin-panel

# Import and Export On-call Schedules with Excel - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/import-and-export-on-call-schedules-with-excel-admin-panel

**Purpose:** Show how to manage schedules in bulk with a spreadsheet.

### Export steps

1. Open On-Call Schedule.
2. Select the <span class="s1">**Download**</span> icon near the Calendar and Table view buttons to export the current schedule to Excel.

### Import steps

1. Download the template first to confirm the required column headers.
2. Update entries in Excel.
3. Return to On-Call Schedule.
4. Select the <span class="s1">**Upload**</span> icon to import your file.

### Tips and good practices

- Keep date and time formats exactly as shown in the template.
- Validate phone numbers and contact names before import.
- Import during low call volume to reduce risk.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/import-and-export-on-call-schedules-with-excel-admin-panel

# Verify On-call Coverage Using Calendar and Table View - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/verify-on-call-coverage-using-calendar-and-table-view-admin-panel

**Purpose:** Provide a quick checklist to ensure every after-hours call is routed.

### Steps

1. In <span class="s1">**Calendar**</span> view, scan each day and night band for entries. Hover items to confirm the right person, call type, and alert group.
2. In <span class="s1">**Table**</span> view, sort by <span class="s1">**From Date Time**</span> and <span class="s1">**Call Type**</span> to look for missing periods.
3. Confirm that <span class="s1">**Fallback Schedule**</span> is present and active.
4. If you find a gap, create a one-time schedule or adjust a recurring schedule.
5. After changes, refresh the view and recheck.

### Tips and good practices

- Review the next four weeks each Friday.
- Keep a visible checklist of required call types for your practice.
- Use recurring entries to prevent common gaps such as weekends and nights.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/verify-on-call-coverage-using-calendar-and-table-view-admin-panel

# Alert Groups in SimboConnect: Overview - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/alert-groups-in-simboconnect-overview-admin-panel

**Purpose:** Explain what an Alert Group is, how alerts flow during after-hours, and how to view Alert Groups in the Phone Copilot admin menu.

### What is an Alert Group

An Alert Group is a reusable alerting protocol or alerting preference that tells Phone Copilot who to notify, when to notify, and how to notify during after-hours on-call requests. Each Alert Group can contain one or more alert steps. Each step defines:

- <span class="s1">**Interval (minutes):**</span> How long Phone Copilot waits before the next step if no one has handled the request.
- <span class="s1">**Who:**</span> The on-call assignee for that step. Phone Copilot supports three roles: <span class="s1">**Primary**</span>, <span class="s1">**Backup 1**</span>, and <span class="s1">**Backup 2**</span>.
- <span class="s1">**Mode:**</span> How notification is sent. Supported modes include <span class="s1">**Text**</span>, <span class="s1">**Call**</span>, and <span class="s1">**Email**</span>.

You select an Alert Group when you set up an on-call schedule. This keeps your escalation logic consistent across schedules.

### Alert Types

When you create an Alert Group, you choose one of these types to scope when the group applies:

- <span class="s1">**Doctor-based alert:**</span> Targets a specific doctor.
- <span class="s1">**Call-type based alert:**</span> Targets a specific call category such as urgent.
- <span class="s1">**Custom alert:**</span> Free-form name for any internal policy you want to use.

### How alert steps work

1. The first step runs at <span class="s1">**0 minutes**</span> from the time Phone Copilot receives the on-call request.
2. If the request is not resolved within the step’s interval, the next step runs.
3. Steps continue until someone picks up the request or the sequence ends.

Example flow: Text the <span class="s2">**Primary**</span> at 0 minutes. If unresolved after 15 minutes, place a Call to the <span class="s2">**Primary**</span>. If still unresolved, escalate to <span class="s2">**Backup 1**</span>, and so on.

### Where to view Alert Groups

1. Sign in to Phone Copilot as an administrator.
2. Open <span class="s1">**Admin**</span> in the top bar.
3. In the left panel, expand <span class="s1">**On-call Schedule Management**</span>.
4. <span class="s1">Select </span>**Alert Groups**<span class="s1">.</span>
5. You will see each group with its steps listed by <span class="s1">**Interval (minutes)**</span>, <span class="s1">**Who**</span>, and <span class="s1">**Mode**</span>. Use the page controls to review or open a group.

### When Alert Groups are used

- During after-hours or any schedule where you attach an Alert Group.
- Any time Phone Copilot needs to notify the on-call team based on your policy.

### Tips and good practices

- Keep the first step at <span class="s1">**0 minutes**</span> to avoid delays for urgent requests.
- Use clear <span class="s1">**Custom**</span> names so schedulers can pick the right policy quickly.
- Prefer short intervals between early steps, and longer intervals later.
- Always include a final escalation to <span class="s1">**Backup 2**</span> to reduce missed calls.
- Review groups after any staffing changes to keep <span class="s1">**Primary**</span>, <span class="s1">**Backup 1**</span>, and <span class="s1">**Backup 2**</span> accurate.
- If Email is part of your workflow, include it as an early heads-up and follow with Call for escalation.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/alert-groups-in-simboconnect-overview-admin-panel

# Create or Edit an Alert Group for After-Hours On-Call Alerts - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/create-or-edit-an-alert-group-for-after-hours-on-call-alerts-admin-panel

**Purpose:** Provide step-by-step instructions to add a new Alert Group or edit an existing one, and explain each field.

### Before you start

- Confirm that your on-call providers are assigned as <span class="s1">**Primary**</span>, <span class="s1">**Backup 1**</span>, and <span class="s1">**Backup 2**</span> in your on-call schedule.
- Decide the alert type you need: <span class="s1">**Doctor-based**</span>, <span class="s1">**Call-type based**</span>, or <span class="s1">**Custom**</span>.

### Add a new Alert Group

1. Go to <span class="s1">**Admin**</span>.
2. <span class="s1">Open </span>**On-call Schedule Management**<span class="s1"> in the left panel.</span>
3. <span class="s1">Select </span>**Alert Groups**<span class="s1">.</span>
4. Select <span class="s1">**Add**</span> to open the Alert Group form.
5. **Select Alert Type**
    
    
    - <span class="s1">**Doctor-based alert:**</span> Choose the doctor.
    - <span class="s1">**Call-type based alert:**</span> Choose the call type or tag such as urgent.
    - <span class="s1">**Custom alert:**</span> Enter a clear name for the policy.
6. Build your alert steps:
    
    
    - For <span class="s1">**Alert 1**</span>, set <span class="s1">**Interval (minutes)**</span>. Use <span class="s1">0</span> for immediate notification.
    - Choose <span class="s1">**Mode**</span>: <span class="s1">**Text**</span>, <span class="s1">**Call**</span>, or <span class="s1">**Email**</span>.
    - Under <span class="s1">**On Call Doctors**</span>, select who receives this step: <span class="s1">**Primary**</span>, <span class="s1">**Backup 1**</span>, or <span class="s1">**Backup 2**</span>.
    - Select the <span class="s1">**plus**</span> icon to add more steps. Repeat interval, mode, and who for each step.
    - Use increasing intervals to create an escalation path.
7. Select <span class="s1">**Save**</span>. Your new group appears in the list and is ready to attach to on-call schedules.

### Edit an existing Alert Group

1. <span class="s1">Go to </span>**Admin**<span class="s1"> → </span>**On-call Schedule Management**<span class="s1"> → </span>**Alert Groups**<span class="s1">.</span>
2. Open the group you want to change.
3. Update the <span class="s1">**Alert Type**</span> settings if needed.
4. Adjust steps: change <span class="s1">**Interval**</span>, <span class="s1">**Mode**</span>, or <span class="s1">**Who**</span>. Use the <span class="s1">**plus**</span> icon to add steps. Remove any step you no longer need.
5. Select <span class="s1">**Save**</span> to apply the changes.

### Use the Alert Group in an on-call schedule

1. <span class="s1">Open </span>**Admin**<span class="s1"> → </span>**On-call Schedule Management**<span class="s1"> → </span>**On Call Schedule**<span class="s1">.</span>
2. Create or edit the schedule for after-hours.
3. In the schedule setup, choose the <span class="s1">**Alert Group**</span> you created.
4. Save the schedule.

### Input forms reference

- <span class="s1">**Select Alert Type:**</span> Controls when the group applies.
- <span class="s1">**Interval (minutes):**</span> Delay before moving to the next step if unresolved.
- <span class="s1">**Mode:**</span> Delivery channel used for the step.
- <span class="s1">**On Call Doctors:**</span> The target role for the step. SimboConnect supports <span class="s1">**Primary**</span>, <span class="s1">**Backup 1**</span>, and <span class="s1">**Backup 2**</span>.

### Tips and good practices

- Start with a simple two-step pattern: <span class="s1">**0 min Text to Primary**</span>, then <span class="s1">**15 min Call to Primary**</span>. Add further steps only if needed.
- Keep intervals realistic. Typical patterns are 0, 10–15, 30 minutes.
- Use <span class="s1">**Call**</span> for escalations where acknowledgement is critical.
- Avoid duplicate steps that notify the same person in the same way without added value.
- Review and test after saving. Place a test call during a low-risk window to confirm delivery paths.
- Document the meaning of each <span class="s1">**Custom**</span> group name in your internal runbook so the team picks correctly during scheduling.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/create-or-edit-an-alert-group-for-after-hours-on-call-alerts-admin-panel

# Understanding Vacation and Temporary Overrides - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/understanding-vacation-and-temporary-overrides-admin-panel

**Purpose:** Explain what a Vacation or Temporary Override is in Phone Copilot, why it is useful, and where to find it in the Admin area.

### What is a Vacation or Temporary Override

A Vacation or Temporary Override lets you replace a scheduled on-call doctor with another doctor for a limited time window. It is a quick way to handle unplanned time off, short leaves, or one-time swaps without changing the main on-call schedule.

- You set a <span class="s1">**From**</span> date and time and a <span class="s1">**To**</span> date and time.
- You choose the <span class="s1">**Existing On Call Doctor**</span> to be replaced.
- You choose the <span class="s1">**Replacement On Call Doctor**</span> who will cover during that period.

During the selected window, Phone Copilot treats the replacement doctor as the on-call doctor. Outside that window, the original schedule remains unchanged.

### When to use it

- A doctor calls in sick or takes an urgent personal day.
- A one-off shift trade is needed for a few hours or days.
- You want a fast change that does not modify the base schedule for the month.

### Where to find it

1. Sign in to **Phone Copilot** Admin.
2. Open <span class="s1">**Admin**</span>.
3. <span class="s1">Go to </span>**On-call Schedule Management**<span class="s1">.</span>
4. <span class="s1">Select </span>**Vacation/Temporary Changes**<span class="s1">.</span>

### What you will see on the page

The page shows a table of overrides that are active or upcoming from the current time. Typical columns include:

- **From DateTime**
- **To DateTime**
- **On Call Doctor**
- **Replacement On Call Doctor**

Actions available per row:

- <span class="s1">**Edit**</span> to change dates or doctors.
- <span class="s1">**Delete**</span> to remove an override.

There is also an <span class="s2">**Add**</span> button to create a new override.

### Permissions

Only users with schedule administration access can add, edit, or delete overrides.

### Tips and good practices

- Use overrides for short or unexpected changes. Use the main schedule for long term or recurring updates.
- Keep time windows tight to the actual absence. This reduces confusion for the front office.
- Avoid overlapping overrides for the same doctor and time window.
- Review the list regularly to make sure expired overrides are cleaned up.
- Confirm that the replacement doctor is enabled as an on-call provider in your organization settings.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/understanding-vacation-and-temporary-overrides-admin-panel

# Manage Vacation and Temporary Overrides: Add, Edit, Delete, and View - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/manage-vacation-and-temporary-overrides-add-edit-delete-and-view-admin-panel

**Purpose:** Provide clear steps to add, edit, delete, and view Vacation or Temporary Overrides in SimboConnect.

### Before you start

- Make sure both the original and replacement doctors are added as on-call providers in SimboConnect.
- Know the exact start and end date and time for the coverage window.

### Add a new override

1. <span class="s1">Go to </span>**Admin**<span class="s1"> → </span>**On-call Schedule Management**<span class="s1"> → </span>**Vacation/Temporary Changes**<span class="s1">.</span>
2. Select <span class="s1">**Add**</span>.
3. In the dialog:
    
    
    - Set <span class="s1">**From**</span> date and time.
    - Set <span class="s1">**To**</span> date and time.
    - Select the <span class="s1">**Existing On Call Doctor**</span> to be replaced.
    - Select the <span class="s1">**Replacement On Call Doctor**</span> who will cover.
4. Select <span class="s1">**Save**</span>.

<span class="s2">**Result:**</span> The override appears in the list and will take effect for the selected window.

### Edit an existing override

1. <span class="s1">Go to </span>**Vacation/Temporary Changes**<span class="s1">.</span>
2. Find the override in the list and select <span class="s1">**Edit**</span>.
3. <span class="s1">Update the </span>**From**<span class="s1">, </span>**To**<span class="s1">, </span>**Existing On Call Doctor**<span class="s1">, or </span>**Replacement On Call Doctor**<span class="s1"> as needed.</span>
4. Select <span class="s1">**Save**</span>.

<span class="s2">**Result:**</span> The system updates the override with the new details.

### Delete an override

1. <span class="s1">Go to </span>**Vacation/Temporary Changes**<span class="s1">.</span>
2. Find the override to remove and select <span class="s1">**Delete**</span>.
3. Confirm the deletion.

<span class="s2">**Result:**</span> The override is removed and the base schedule applies for that time period.

### View active and upcoming overrides

- Use the <span class="s1">**Vacation/Temporary Changes**</span> list to see overrides that are active now or scheduled to start in the future.
- Check the <span class="s1">**From**</span> and <span class="s1">**To**</span> columns to verify coverage windows.
- Use <span class="s1">**Edit**</span> to correct any wrong dates or doctor selections.

### Troubleshooting

- <span class="s1">**Replacement not shown:**</span> Confirm the provider is added as an on-call provider and is active.
- <span class="s1">**Times look off:**</span> Confirm the correct date and time were selected for both <span class="s1">**From**</span> and <span class="s1">**To**</span>.
- <span class="s1">**Coverage gap:**</span> Create an additional override for any remaining hours if the absence spans multiple windows.

### Tips and good practices

- Double-check <span class="s1">**From**</span> and <span class="s1">**To**</span> before saving. A wrong time can create gaps or overlaps.
- Keep override windows as short as possible to reflect the actual absence.
- If a leave becomes long term, update the main on-call schedule instead of stacking many overrides.
- Communicate the change to the front office so that call routing expectations are clear.
- After the absence, review the list and remove unneeded future overrides to keep the page clean.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/manage-vacation-and-temporary-overrides-add-edit-delete-and-view-admin-panel

# Access Analytics in SimboConnect - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/access-analytics-in-simboconnect-admin-panel

<span class="s1">**Purpose:**</span> Help you reach the analytics reports for phone operations in Phone Copilot.

### Where to find this

1. Sign in to Phone Copilot.
2. Open <span class="s1">**Admin**</span>.
3. Under <span class="s1">**Analytics**</span>, choose one of the reports:
    
    
    - **Call Volume**
    - **Call Details**
    - **Customer Journey**

### Date range

- Use <span class="s1">**Select Duration**</span> in the top right to pick a period.
- Common choices include Last 30 Days and Last 60 Days.

### What you can learn

- How many calls you get and when you get them.
- Why people call and how your team handles those calls.
- How calls flow across transfers, pickups, and misses.

### Tips and good practices

- Start with a full month to see patterns.
- After that, narrow the period to the last week to confirm recent changes.
- Use the same period when you compare two reports.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/access-analytics-in-simboconnect-admin-panel

# Call Volume Report: Overview - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-volume-report-overview-admin-panel

<span class="s1">**Purpose:**</span> Show total volume trends so you can plan staffing and office hours.

### What is in this report

- <span class="s1">**Weekday Averages:**</span> Average number of calls per weekday.
- <span class="s1">**Hourly Averages:**</span> Average number of calls by hour of day.
- <span class="s1">**Daily Call Volume:**</span> Count of calls on each day in the selected period.

### How to use it

1. <span class="s1">Set the </span>**Select Duration**<span class="s1">.</span>
2. Review <span class="s1">**Weekday Averages**</span> to spot your busiest days.
3. Review <span class="s1">**Hourly Averages**</span> to see peak hours.
4. Look at <span class="s1">**Daily Call Volume**</span> to find spikes or dips on specific dates.

### Questions this report answers

- Which day needs extra coverage?
- What hours need more agents on phones?
- Did a campaign or clinic event change call volume on certain dates?

### Tips and good practices

- Align break times away from peak hours.
- If one weekday is always light, use it for training.
- Check the daily trend after any schedule or message change.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-volume-report-overview-admin-panel

# Call Volume: Weekday Averages - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-volume-weekday-averages-admin-panel

<span class="s1">**Purpose:**</span> Understand which weekdays receive more or fewer calls.

### Reading the panel

- Each bar shows the <span class="s1">**average**</span> number of calls for that weekday in the selected period.
- Use it to compare Monday to Tuesday, and so on.

### Actions to take

- Increase staffing on the busiest days.
- Shorten voicemail hold times on peak days.
- Plan callbacks and admin tasks on lighter days.

### Tips and good practices

- Recheck after holidays because patterns can shift.
- If one weekday is unexpectedly high, review marketing or reminder schedules sent the day before.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-volume-weekday-averages-admin-panel

# Call Volume: Hourly Averages - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-volume-hourly-averages-admin-panel

<span class="s1">**Purpose:**</span> Identify peak hours during the day.

### Reading the panel

- Bars show the <span class="s1">**average**</span> calls per hour across the selected days.
- Early morning and mid afternoon often have different patterns. Your data will show the exact hours.

### Actions to take

- Adjust opening greetings and queue rules during peak hours.
- Stagger lunches and breaks so coverage remains steady.
- Schedule outbound tasks in off-peak hours.

### Tips and good practices

- If a single hour is a bottleneck, consider call back offers or smart routing rules.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-volume-hourly-averages-admin-panel

# Call Volume: Daily Call Volume - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-volume-daily-call-volume-admin-panel

<span class="s1">**Purpose:**</span> Track exact call counts for each day in the selected period.

### Reading the panel

- Each day shows the total number of calls.
- Use it to find sudden jumps or drops.

### Actions to take

- Investigate very low days for possible technical issues or holiday closures.
- Investigate very high days for campaign impact or staffing needs.
- Share findings with scheduling leads.

### Tips and good practices

- Pair this with the <span class="s1">**Call Details**</span> report to learn reasons for any spike.
- Keep a small calendar of events next to the chart to explain patterns.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-volume-daily-call-volume-admin-panel

# Call Details Report: Overview - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-report-overview-admin-panel

<span class="s1">**Purpose:**</span> Show what callers need, who handled calls, and how fast requests were closed.

### What is inside

- <span class="s1">**Call Bifurcation:**</span> Reasons for calls.
- <span class="s1">**Call Assignments:**</span> Number of calls assigned to each user. <span class="s1">**NA**</span> means not assigned to a single user and handled by the team.
- <span class="s1">**Call Closure Time:**</span> Time your team took to close requests.
- <span class="s1">**Call Closers or Closed by:**</span> Who closed the calls.

### How to use it

1. <span class="s1">Set the </span>**Select Duration**<span class="s1">.</span>
2. Start with <span class="s1">**Call Bifurcation**</span> to see the top reasons.
3. Check <span class="s1">**Call Assignments**</span> to balance workloads.
4. Review <span class="s1">**Call Closure Time**</span> to find process delays.
5. Use <span class="s1">**Call Closers**</span> to recognize contributors and coach where needed.

### Tips and good practices

- If one reason grows, update message templates and knowledge notes.
- If many calls are <span class="s1">**NA**</span>, review routing and ownership rules.
- Celebrate fast closure and share the steps that worked.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-report-overview-admin-panel

# Call Details: Call Bifurcation - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-call-bifurcation-admin-panel

<span class="s1">**Purpose:**</span> Explain why people are calling your practice.

### Reading the panel

- Each category shows its share of total calls in the period.
- Examples include refills, records, condition related questions, appointments, and other reasons defined for your practice.

### Actions to take

- Prepare scripts and workflows for the top reasons.
- Update your IVR greeting to direct common requests to the right team.
- Add self-service steps where appropriate.

### Tips and good practices

- Review this monthly to keep scripts current.
- If a low-value category is high, look for a self-service option to reduce agent effort.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-call-bifurcation-admin-panel

# Call Details: Call Assignments - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-call-assignments-admin-panel

<span class="s1">**Purpose:**</span> Show how many calls each user is assigned.

### Reading the panel

- The table lists users and the number of calls assigned to each.
- <span class="s1">**NA**</span> means calls not assigned to one person and handled by all.

### Actions to take

- Balance workload across the team.
- Check if key queues route to the right owners.
- Use the data for fair scheduling.

### Tips and good practices

- Large <span class="s1">**NA**</span> values can hide ownership gaps. Review rules and shift notes.
- Rotate complex categories across trained users to reduce burnout.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-call-assignments-admin-panel

# Call Details: Call Closure Time / SLA - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-call-closure-time-sla-admin-panel

<span class="s1">**Purpose:**</span> Measure how long it takes to close a caller’s request.

### Reading the panel

- Buckets show counts and percentages for closure times such as 0–10 minutes, 10–30 minutes, 30–60 minutes, 1–3 hours, 3–8 hours, 8–24 hours, and more than 1 day.

### Actions to take

- Focus on the largest slow bucket first.
- Create checklists for repeat requests to speed up steps.
- Escalate items that often cross 24 hours.

### Tips and good practices

- Share a simple service level target, for example close 80 percent within the same day.
- Track the trend each week after a process change.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-call-closure-time-sla-admin-panel

# Call Details: Call Closed By (Call Closers) - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-call-closed-by-call-closers-admin-panel

<span class="s1">**Purpose:**</span> Identify who is closing calls and at what share.

### Reading the panel

- The chart shows the distribution of closed calls by closer.
- Use it to recognize good performance and to find training needs.

### Actions to take

- Pair high closure share with quality checks.
- If a user closes many calls outside working hours, review workload balance.
- Use the results in coaching sessions.

### Tips and good practices

- Cross-check with <span class="s1">**Call Closure Time**</span>. Fast and accurate closure is the goal.
- Share winning call notes and templates with the whole team.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/call-details-call-closed-by-call-closers-admin-panel

# Customer Journey Report: Overview - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/customer-journey-report-overview-admin-panel

<span class="s1">**Purpose:**</span> Show how calls flow from start to finish, including transfers, pickups, misses, and handle time.

### What you will see

- Total calls split into <span class="s1">**Transferred**</span> and <span class="s1">**Not Transferred**</span>.
- For transferred calls, destination numbers and their outcomes.
- For each branch, counts of picked up and not answered calls.
- Minimum, maximum, and average talk times at each branch.

### How to use it

1. <span class="s1">Set the </span>**Select Duration**<span class="s1">.</span>
2. Look at the first split to see how many calls are transferred.
3. Follow the branches to see which destinations pick up and how fast.
4. Review talk times to understand effort on each path.

### Questions this report answers

- Are transfers too frequent for certain reasons?
- Which numbers or teams miss more calls?
- Where do patients spend the most time on the phone?

### Tips and good practices

- If a destination has slow pickup, adjust staffing or routing.
- Reduce transfers by giving the first agent the tools to resolve common requests.
- Share the top two slow paths in weekly huddles.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/customer-journey-report-overview-admin-panel

# Customer Journey: Transfers, Pickup, Missed Calls, and Handle Time - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/customer-journey-transfers-pickup-missed-calls-and-handle-time-admin-panel

<span class="s1">**Purpose:**</span> Turn journey insights into concrete actions that reduce missed calls and shorten time to help.

### Steps to improve

1. **Lower unnecessary transfers**
    
    
    - Map the top transfer reasons to better screen prompts or knowledge articles.
2. **Increase pickup rate**
    
    
    - Check hours with low pickup in <span class="s1">**Hourly Averages**</span> and add coverage.
3. **Shorten handle time**
    
    
    - Standardize call notes and templates for the top reasons from <span class="s1">**Call Bifurcation**</span>.
4. **Protect high value paths**
    
    
    - If one branch serves urgent needs, make it a priority route with clear ownership.

### What to monitor

- Transfer rate by department.
- Pickup rate by destination number or team.
- Average handle time before and after changes.

### Tips and good practices

- Pilot one change at a time and measure for two weeks.
- Share simple runbooks for the most common three call reasons.
- Close the loop by checking <span class="s1">**Daily Call Volume**</span> to see if changes shifted demand.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/customer-journey-transfers-pickup-missed-calls-and-handle-time-admin-panel

# Analytics Glossary - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/analytics-glossary-admin-panel

<span class="s1">**Purpose:**</span> Provide clear meanings for terms used in SimboConnect analytics.

### Terms

- <span class="s1">**Call Volume:**</span> Number of calls received in a period.
- <span class="s1">**Weekday Average:**</span> Average calls for a weekday across the selected period.
- <span class="s1">**Hourly Average:**</span> Average calls for a specific hour of day across the selected period.
- <span class="s1">**Daily Call Volume:**</span> Total calls on each calendar day.
- <span class="s1">**Call Bifurcation:**</span> Distribution of call reasons.
- <span class="s1">**Call Assignment:**</span> Number of calls assigned to a user.
- <span class="s1">**NA:**</span> Calls not assigned to a single user and handled by the team.
- <span class="s1">**Call Closure Time:**</span> Time from opening a request to closing it.
- <span class="s1">**Call Closer:**</span> The user who completed and closed the request.
- <span class="s1">**Transferred:**</span> Calls transferred by Copilot to one number or team.
- <span class="s1">**Picked Up:**</span> Calls answered by a destination.
- <span class="s1">**Not Answered:**</span> Calls that were not picked up.
- <span class="s1">**Handle Time:**</span> Time spent speaking with the caller during a call.

### Tips and good practices

- Use the same terms in team meetings and training.
- If your practice uses custom reason names, keep a short index so everyone reads charts the same way.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/analytics-glossary-admin-panel

# Operational Playbook: Turning Analytics Into Action - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/operational-playbook-turning-analytics-into-action-admin-panel

<span class="s1">**Purpose:**</span> Give you a simple routine to review analytics and improve service every week.

### Weekly rhythm

1. <span class="s1">**Monday:**</span> Check <span class="s1">**Daily Call Volume**</span> for last week. Note spikes.
2. <span class="s1">**Tuesday:**</span> Review <span class="s1">**Weekday**</span> and <span class="s1">**Hourly Averages**</span> and adjust schedules.
3. <span class="s1">**Wednesday:**</span> Review <span class="s1">**Call Bifurcation**</span> and update scripts or FAQs.
4. <span class="s1">**Thursday:**</span> Check <span class="s1">**Call Closure Time**</span> and remove process blockers.
5. <span class="s1">**Friday:**</span> Review <span class="s1">**Customer Journey**</span> and plan one improvement for transfers or pickup.

### Simple checklist

- Do we know our two busiest hours?
- Do we know the top three call reasons?
- Are ownership rules clear, with low <span class="s1">**NA**</span>?
- Are most requests closed within the target time?

### Tips and good practices

- Keep changes small and measurable.
- Share one slide or note with the team each week that shows the metric and the action.
- Celebrate improvements and keep a log of what worked.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/operational-playbook-turning-analytics-into-action-admin-panel

# User Roles Dashboard
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/user-roles-dashboard

### Purpose

Explain what each Phone Copilot user role can access, when to use each role, and how to choose the correct role when creating a new user.

### Overview

It is an AI Phone Copilot for front office teams. Users sign in to a dashboard where access is controlled by roles. There are three roles:

- **Admin**
- **Front Desk**
- **Staff**

Each role controls what the user can see and do in the product.

### Role Comparison at a Glance

<table id="bkmrk-capability-admin-fro"><thead><tr><th>**Capability**

</th><th>**Admin**

</th><th>**Front Desk**

</th><th>**Staff**

</th></tr></thead><tbody><tr><td>View all phone calls in the Call Work List

</td><td>Yes

</td><td>Yes

</td><td>No (only assigned)

</td></tr><tr><td>View SMS/text messages

</td><td>Yes, all

</td><td>Yes, all

</td><td>No (only assigned)

</td></tr><tr><td>See resolved calls list

</td><td>Yes

</td><td>Yes

</td><td>Yes

</td></tr><tr><td>Change organization settings

</td><td>Yes

</td><td>No

</td><td>No

</td></tr><tr><td>Configure Co-pilot settings and workflows

</td><td>Yes

</td><td>No

</td><td>No

</td></tr><tr><td>Manage on-call schedules

</td><td>Yes

</td><td>No

</td><td>No

</td></tr><tr><td>Access analytics and reporting

</td><td>Yes

</td><td>No

</td><td>No

</td></tr></tbody></table>

> In this guide, “calls” includes both phone calls and SMS text conversations.

### Role Details

#### **Admin**

<span class="s2">**Best for:**</span> Practice owners, operations leaders, and trusted IT leads.

**What they can see:**

Everything. All calls, all text messages, all resolved calls, and the full Admin portal.

**What they can do from the Admin portal:**

- Change organization settings
- Configure Co-pilot settings
- Create and update workflows
- Manage on-call schedules
- Access analytics and reporting
- Perform other administrative tasks

**When to assign:**

Assign Admin only to a small group that must control settings, compliance, and reporting across the entire organization.

#### **Front Desk**

<span class="s2">**Best for:**</span> Receptionists and front office coordinators who handle day-to-day communications.

**What they can see:**

- Call Work List with <span class="s1">**every**</span> call, whether assigned to them, assigned to someone else, or unassigned
- All text messages
- Resolved calls list

**What they can do:**

Work through inbound and outbound tasks, triage unassigned items, and keep the queue clean. They do not have access to Admin portal features.

**When to assign:**

Assign Front Desk to team members responsible for monitoring all patient communications and distributing work.

#### **Staff**

<span class="s2">**Best for:**</span> Individual providers and team members who should only see their own workload.

**What they can see:**

- Only calls and SMS that are <span class="s1">**assigned to them**</span>
- Resolved calls list

**What they can do:**

Respond to and close out their assigned items. They do not see items assigned to others and do not have access to Admin features.

**When to assign:**

Assign Staff to clinicians and specialists who should focus on their own tasks without exposure to the full queue.

### How to Choose the Right Role When Creating a User

Use this quick decision guide during user creation:

1. **Does this person need to change settings or view organization-wide reports?**
    
    
    - Yes → <span class="s1">**Admin**</span>
    - No → Go to step 2
2. **Should this person see and manage the entire communications queue for the practice?**
    
    
    - <span class="s1">Yes → </span>**Front Desk**
    - No → Go to step 3
3. **Should this person only see items assigned to them?**
    
    
    - Yes → <span class="s1">**Staff**</span>
    - No → Reassess responsibilities. Most non-admin users should be Front Desk or Staff.

### Typical Assignments

- **Practice Manager or Owner:**<span class="s1"> Admin</span>
- **Lead Receptionist:**<span class="s1"> Front Desk</span>
- **Reception Team Member:**<span class="s1"> Front Desk</span>
- **Doctor, Nurse, or Provider:**<span class="s1"> Staff</span>
- **Contractor or Temp Provider:**<span class="s1"> Staff</span>

### Changing Roles Later

Only an Admin should change a user’s role. If responsibilities change, update the role from the Admin portal in the user management area. Changes take effect on the next login or page refresh.

### Security and Privacy Notes

- Follow least-privilege access. Give the lowest role that still lets the person do the job.
- Keep Admin access limited and reviewed on a regular schedule.
- Remove or downgrade access when staff leave a team or change responsibilities.

### Tips and Good Practices

- Start new users as <span class="s1">**Staff**</span> unless they clearly need broader access.
- Keep the number of <span class="s1">**Admin**</span> users small and documented.
- Use <span class="s1">**Front Desk**</span> for anyone who must watch and work the full queue throughout the day.
- Review user roles monthly or during staff changes.
- Encourage Staff users to close or hand off items quickly so Front Desk can maintain a clean Call Work List.
- Periodically check the resolved calls list to ensure quality and correct routing.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/user-roles-dashboard

# Manage Voices in the SimboConnect Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/manage-voices-in-the-simboconnect-admin-panel

This guide explains how to change the Copilot voice, add a custom or cloned voice, and choose a personality style. It also includes tips to make a custom voice sound natural.

### Open the voice settings

1. Click <span class="s1">**Admin**</span> on the top menu.
2. In the left sidebar, select <span class="s1">**Copilot Settings**</span>.
3. You will see language cards, usually <span class="s1">**English**</span> and <span class="s1">**Spanish**</span>. Each language has its own voice and style.

### Change the Copilot voice (Personality)

The voice is called a <span class="s2">**Personality**</span>. This controls the speaker identity that callers hear. The voice personalities are already predefined. Only custom allows you to add your own voice for custom voice.

1. In your language card, open the <span class="s1">**Select Personality**</span> menu.
2. Pick a voice from the list. There are several dozen options.
3. Click <span class="s1">**Edit**</span> if you need to unlock the picker.
4. Use the built‑in audio player to <span class="s1">**preview**</span> the selected voice, when available.
5. Click <span class="s1">**Save**</span>.

### Choose a Personality Style

A <span class="s2">**Personality Style**</span> changes how the voice speaks. It does not change who the voice sounds like. Think of it as the delivery style. Styles are pre-defined. Only <span class="s2">**Custom**</span> lets you write your own rules.

1. <span class="s1">In </span>**Change Personality Style**<span class="s1">, click </span>**Edit**<span class="s1">.</span>
2. Open <span class="s1">**Select Personality Style**</span> and choose one of the presets:
    
    
    - Reassuring clinical
    - Conversational with fillers
    - Empathetic support
    - Friendly casual
    - Instructor or coach
    - Professional concise
    - Upbeat helper
    - White glove premium
    - Youthful casual
    - Custom
3. Click <span class="s1">**Save**</span>.

#### Style quick reference

- <span class="s1">**Reassuring clinical**</span>: Calm, formal, and precise. No fillers. Best for clinical information, compliance, and policy heavy flows.
- <span class="s1">**Conversational with fillers**</span>: Human like small talk with fillers and backchannels. Builds rapport in non critical moments but can lengthen calls.
- <span class="s1">**Empathetic support**</span>: Acknowledges feelings and stays gentle and direct. Limited fillers. Best for sensitive topics and issue resolution.
- <span class="s1">**Friendly casual**</span>: Warm and approachable with light small talk. Allows light fillers. Good for general reception and everyday tasks.
- <span class="s1">**Instructor or coach**</span>: Guides the caller step by step and confirms progress. Minimal fillers. Good for forms, verification, and portal setup.
- <span class="s1">**Professional concise**</span>: Clear, respectful, and efficient. No small talk and no fillers. Good for high volume transactional calls.
- <span class="s1">**Upbeat helper**</span>: Positive and encouraging with short affirmations. Helps callers make choices and move forward.
- <span class="s1">**White glove premium**</span>: Polished and courteous with formal phrases. Suits VIP or concierge lines and high touch experiences.
- <span class="s1">**Youthful casual**</span>: Relaxed and upbeat with short sentences. Good for student or youth facing lines.
- <span class="s1">**Custom**</span>: Write your own brief when presets do not fit. Combine tone, filler policy, pacing, and example lines to match your brand.

> Tip: Start with <span class="s2">**Conversational with fillers** for more natural voice with small talk</span>. Use <span class="s2">**Empathetic support**</span> for sensitive topics. Use <span class="s1">**Professional concise**</span> only if you are sure that you want your Copilot to sound predictive and well trained call center like employee without much variations in their tone.

### Add a Custom Personality Style (text‑guided voice behavior)

A natural sounding voice is much more than just a human-like sound. Use of fillers, backchannel, emphasis, pauses, dynamic speech rate and much more adds to a natural voice. Personality style helps you add that customization to ensure you can create a human-like conversational experience for your patients. Use this when you want the same base voice but with a custom instruction set. This affects wording, tone, and pacing.

1. In the language card, open <span class="s1">**Select Personality**</span> and choose <span class="s1">**Add Custom Personality**</span>.
2. Give the personality a clear name, for example “English Support – Empathetic”.
3. In the instruction box, describe how the Copilot should speak. Use plain sentences. Examples are at the end of this section.
4. Click <span class="s1">**Save**</span>.

#### What to write in the custom instructions

Describe what “natural” means for your callers. Cover these points:

- <span class="s1">**Role and audience**</span>: “Primary care front desk speaking to adult patients.”
- <span class="s1">**Tone**</span>: warm, neutral, clinical, excited.
- <span class="s1">**Pacing**</span>: slow, medium, fast. Mention short pauses after questions.
- <span class="s1">**Formality**</span>: casual or formal. Contractions allowed or not. Regional wording if needed.
- <span class="s1">**Empathy**</span>: level of empathy and how to show it.
- <span class="s1">**Filler usage**</span>: allow light fillers or avoid fillers entirely.
- <span class="s1">**Clarity**</span>: short sentences, avoid jargon, confirm key details.
- <span class="s1">**Safety**</span>: never give medical advice, route emergencies to 911.
- <span class="s1">**Examples**</span>: provide two sample replies to common questions.

Example block you can adapt:

> Speak as a friendly medical receptionist for adults. Keep a warm tone. Use short sentences. Allow light fillers only when building rapport. Pause briefly after questions. Use plain words. Confirm names and dates. If caller sounds distressed, show empathy and escalate.

### Clone your own voice (create a new speaker identity)

Use this when you want the Copilot to sound like a specific person. You must be the owner of that voice, or you must have written consent from the owner.

1. In the <span class="s1">**Clone Your Own Personality**</span> section, read the guidance.
2. Record the <span class="s1">**Consent Audio**</span> in the correct language. Use the exact sentence:
    
    **“I am the owner of this voice and I consent to Google using this voice to create a synthetic voice model.”**
3. Click <span class="s1">**Browse**</span> under <span class="s1">**Consent Audio (MP3)**</span> and upload the file.
4. Record a <span class="s1">**Reference Audio**</span> clip about 10 seconds long. Use the same microphone and room as the consent clip. Speak clearly. Keep natural pauses. Be a little more expressive than your target day‑to‑day style.
5. Upload the reference file under <span class="s1">**Reference Audio (MP3)**</span>.
6. <span class="s1">Enter a </span>**Personality Name**<span class="s1">.</span>
7. Check the confirmation box that states you are the owner of the voice in the uploaded files and that you consent to the creation of a synthetic model.
8. Click <span class="s1">**Save**</span>.

#### Recording tips for a natural cloned voice

- Record in a quiet room. Turn off fans and notifications.
- Place the microphone 6 to 8 inches from your mouth. Keep it there for all clips.
- Face the microphone. Sit or stand comfortably. Keep posture steady.
- Speak at a normal daily volume. Do not whisper. Do not shout.
- Smile slightly if you want a brighter tone. Relax your jaw if you want a calmer tone.
- Do not add background music or effects. Upload clean MP3 files.

#### What happens after you save

- The new personality appears in the <span class="s1">**Select Personality**</span> list for that language.
- You can preview it once it is ready, then set a Personality Style for it.

> Important: Only upload voices that you own or your organization own. Ensure that you have appropriate consent and approvals. If you are recording on behalf of someone else, store their written consent with your records.

### Tune for the most natural result

Use these steps to refine the sound after you set the voice and style.

1. <span class="s1">**Start with the right style**</span>. Pick the preset that fits most calls.
2. <span class="s1">**Write clear custom instructions**</span>. Keep them short. Put the most important rules at the top. Avoid long lists.
3. <span class="s1">**Test with real phrases**</span>. Call the line and try greeting, verification, hold messages, and a hand-off.
4. <span class="s1">**Listen for pacing**</span>. Add guidance like “pause briefly after a question” in your custom instructions.
5. <span class="s1">**Set filler policy**</span>. Say clearly if fillers are allowed, and where. Example: “Use light backchannels between sentences only.”
6. <span class="s1">**Match empathy to context**</span>. Use <span class="s1">**Empathetic support**</span> for sensitive flows. Use <span class="s1">**Reassuring clinical**</span> for clinical steps. Use <span class="s1">**Professional concise**</span> for transactional flows.
7. <span class="s1">**Keep wording simple**</span>. Ask for one fact at a time. Prefer short sentences.
8. <span class="s1">**Do not repeat the caller**</span>. Avoid restating what the caller just provided.
9. <span class="s1">**Document your choices**</span>. Name each personality clearly so teammates know when to use it.

### Troubleshooting

- <span class="s1">**I cannot select a voice**</span>: Click <span class="s1">**Edit**</span> to unlock the selector. Confirm that you have Admin access.
- <span class="s1">**I do not hear a preview**</span>: Some voices may not have previews. Save the selection and run a short test call.
- <span class="s1">**Custom personality does not sound different**</span>: Strengthen the instructions. Move key rules to the first lines. Keep the text under 10 lines.
- <span class="s1">**Cloned voice does not match the source**</span>: Re-record the reference clip in a quieter room and keep a steady distance from the microphone.
- <span class="s1">**Pronunciation sounds off**</span>: Try a different base voice for the language or contact support.

### Governance and privacy

- Only use voices with proper consent.
- Store consent records in your internal system.
- Review custom instructions to remove any sensitive data.

Once you have set up and tuned voices in the Admin Panel. Keep testing with real calls and adjust styles or instructions when you learn new patterns.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/manage-voices-in-the-simboconnect-admin-panel

# What It Takes to Make AI Agents Sound Like a Human
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/what-it-takes-to-make-ai-agents-sound-like-a-human

This article explains, in plain language, what goes into a natural‑sounding AI voice. You will see that a human‑like voice is not only a recorded timbre. It is many small choices that work together.

### The big idea

A natural voice is the result of five parts working together:

1. <span class="s1">**The voice you pick**</span>. This is the speaker identity that people hear.
2. <span class="s1">**How the words are written**</span>. Short, clear sentences that match the goal of the call.
3. <span class="s1">**How the words are spoken**</span>. Pace, pauses, and emphasis that feel human.
4. <span class="s1">**Timing with the caller**</span>. Knowing when to speak, when to listen, and when to give a short acknowledgment.
5. <span class="s1">**Clean audio delivery**</span>. Proper loudness and quality for phone or web.

A simple voice clone covers only the first part. The other four parts need tuning.

### Choose the right base voice

Pick a voice that matches your brand and audience:

- Health or finance flows do well with calm and professional voices.
- Community or student lines do well with friendly or youthful voices.
- Multilingual lines may need different voices for each language.

If you plan to use a custom or cloned voice, record in a quiet room with the same microphone for all clips. Consistency matters more than the model type.

### Set a clear speaking style

Give the AI a simple style brief. Write it as rules that anyone can follow. Keep it short. Include:

- <span class="s1">**Goal**</span>. For example, be clear and efficient, or be warm and supportive.
- <span class="s1">**Tone**</span>. Friendly, neutral, formal, or upbeat.
- <span class="s1">**Formality**</span>. Use simple words. Avoid slang unless your audience expects it.
- <span class="s1">**Filler policy**</span>. Allow light words such as “mm‑hm” only between sentences, or do not allow fillers at all.
- <span class="s1">**Empathy rules**</span>. When to acknowledge feelings. How to phrase it in one short line.
- <span class="s1">**Examples**</span>. Three or four sample replies that match the style.

### Make the speech feel human

You do not need deep audio jargon to tune these items.

- <span class="s1">**Pace**</span>. Speak at a comfortable speed. Not rushed. Not slow. If callers often ask to repeat, slow down a little. If calls drag, speed up a little.
- <span class="s1">**Pauses**</span>. Add a small pause after a question and after important facts.
- <span class="s1">**Emphasis**</span>. Put a little stress on key words such as dates, times, and names.
- <span class="s1">**Fillers and backchannels**</span>. Decide if you want small acknowledgments such as “okay” or “I see.” Use them only between sentences.
- <span class="s1">**Consistent words**</span>. Use the same phrases for common steps. Consistency sounds confident and natural.

### Handle timing with people

Natural conversation is about timing.

- <span class="s1">**AI does not talk over the caller**</span>. Wait for a clear stop before speaking. If your system allows interruption, stop cleanly when a caller starts talking.
- <span class="s1">**AI responds quickly**</span>. Short response time feels human. Long delays feel robotic even if the voice is pleasant.
- <span class="s1">**Uses short acknowledgments**</span>. A quick “Okay” or “Thank you” at the right time helps the caller feel heard.

### Match the audio to the channel

Where people hear the voice matters.

- <span class="s1">**Phone lines**</span> often have lower bandwidth. Keep the voice clear and not too bright. Keep loudness steady across messages.
- <span class="s1">**Web or mobile**</span> can carry richer sound. Still keep volume consistent so it does not jump between messages.
- <span class="s1">**Quiet background**</span>. Avoid music or strong effects behind the voice.

### Why a voice clone is not enough

Recording your own voice can match the sound of your throat and mouth. That is the <span class="s2">**timbre**</span>. Natural conversation also needs wording, timing, pace, and empathy. A clone without these parts still sounds robotic.

### A simple build plan

Follow these steps to reach a natural baseline.

1. <span class="s1">**Pick the base voice**</span> that fits your audience.
2. <span class="s1">**Choose a preset style**</span> that is closest to your goal. If you need your own style, write a short style brief.
3. <span class="s1">**Tune pace and pauses**</span> while you listen to the test scripts.
4. <span class="s1">**Note tricky names and terms**</span> in a small pronunciation list so the system can say them correctly.
5. <span class="s1">**Pilot with real callers**</span>. Measure time to first word, over‑talk rate, and how many times callers ask to repeat.
6. <span class="s1">**Polish**</span>. Adjust the brief and phrases. Keep changes small and test again.

### Practical do and do not

If you are modifying your workflows on Simbo's Admin panels, please keep these in mind to get best results on natural sounding voices.

**Do**

- Use short sentences and simple words.
- Ask for one thing at a time.
- Place a short pause after questions.
- Keep empathy to one short line. Then move to the next action.

**Do not**

- Do not repeat what the caller just said.
- Do not overuse fillers.
- Do not change tone wildly between messages.
- Do not bury the important word at the end of a long sentence.

### Summary

A human‑like AI voice comes from many small choices that add up: the right base voice, simple wording, smart pacing and pauses, good timing with the caller, and clean audio delivery. When you tune each part a little, the whole system sounds much more natural.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/what-it-takes-to-make-ai-agents-sound-like-a-human

# SimboConnect: Enterprise AI Phone Co-Pilot for Healthcare
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/simboconnect-enterprise-ai-phone-co-pilot-for-healthcare

SimboConnect is a multilingual AI front-office phone co-pilot designed for healthcare organizations. It answers every call within two seconds, and it scales to thousands of simultaneous calls. It automates front-desk phone workflows for both inbound and outbound use cases, reduces front-desk costs, and gives teams a 360-degree dashboard to track and manage every patient interaction.

### 1) Product Overview

**What SimboConnect is:**

An enterprise AI phone co-pilot that mirrors your real front-desk workflows rather than forcing a rigid IVR. It speaks naturally in many languages, understands context, and connects to your systems so it can complete tasks the way trained staff would.

**What it focuses on:**

- Answer every call quickly with high concurrency
- Automate common front-desk tasks for inbound and outbound calls
- Give leaders visibility with analytics, search, and full audit trails
- Respect patient safety with a controlled, hybrid AI design

<iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen="allowfullscreen" class=" align-center" frameborder="0" height="416" src="https://www.youtube.com/embed/B72Vhvs-10U?si=M0gmqU8C0lAJMrpe" style="width: 740px; height: 416px;" title="YouTube video player" width="740"></iframe>

### 2) Core Capabilities at a Glance

- <span class="s1">**Multilingual, human-like conversations:**</span> Natural, context-aware dialogue that feels like a trained staff member.
- <span class="s1">**High concurrency and fast pickup:**</span> Handles thousands of parallel calls and answers in about two seconds.
- <span class="s1">**Workflow mirroring:**</span> You define what “good” looks like. The agent follows your exact workflows.
- <span class="s1">**EHR and calendar integration:**</span> Real-time availability, updates, and fewer double bookings.
- <span class="s1">**Intelligent call routing:**</span> Sends calls to the right person or queue based on intent and rules.
- <span class="s1">**Security and compliance:**</span> Designed for HIPAA compliant operations and secure handling of PHI.
- <span class="s1">**360-degree dashboard:**</span> Tasks, search, filters, analytics, and a unified view of phone plus text.
- <span class="s1">**Complete audit trail:**</span> Audio, transcript, and AI summary for every call.
- <span class="s1">**Administrative controls:**</span> Users, locations, on-call schedules, holidays, and coverage rules.
- <span class="s1">**Mobile access:**</span> Apps for on-call doctors and staff to work from anywhere.

### 3) Inbound and Outbound Use Cases

#### **Inbound call automation**

- Book, reschedule, or cancel appointments
- Confirm appointment times for patients who forgot
- Take refill requests and orders
- Intake referrals and records requests
- Answer office FAQs such as hours, next opening time, directions, parking, public transport, accepted insurances, and provider information
- Detect patient emotion and route the call to staff when needed
- Intelligent call routing to the right team or person

> The copilot can memorize your website content to answer office questions. It does not give medical advice.

#### **Outbound call automation**

- Pre-visit, post-visit, and post-procedure check-ins
- Chronic care check-ins
- Order status updates
- Appointment confirmations with on-the-fly rescheduling

### 4) Architecture and Operating Model

#### **Human-like front end with a strong automation back end**

On the front end, SimboConnect talks like a person in many languages. On the back end, it is an automation engine that knows your practice, your staff, and your workflows. It connects to your EHR and scheduling systems, so it can answer questions and complete requests like a trained agent.

#### **Multi-agent system with seamless handoffs**

The system uses specialized agents, similar to a call center with appointment experts and orders experts. Handoffs between agents happen in milliseconds, and callers do not notice the switch. This design supports complex flows, such as after-hours protocols or multi-step refill processing, in addition to natural conversation.

#### **Workflow design and customization**

You define the outcomes and rules. SimboConnect mirrors your current process rather than making you redesign around an IVR tree. The dashboard exposes analytics and end-to-end communications so you can measure and improve over time.

#### **EHR and calendar integration**

Agents connect to scheduling platforms and EHRs to see live availability, write back updates, and reduce duplicate or conflicting appointments. This is the target pattern for enterprise rollouts.

#### **High concurrency and speed**

The platform is engineered for very high call volumes with rapid pickup. Fewer patients wait on hold, and call spikes are handled without extra staffing.

#### **Security and compliance**

Operations are built for HIPAA compliance and secure handling of patient information.

### 5) Day-One Deliverables

- <span class="s1">**360-degree dashboard:**</span> Tasks, search, filters, and analytics in a unified workspace
- <span class="s1">**Unified communications:**</span> A single view that covers phone and text
- <span class="s1">**Full audit trail:**</span> Audio, transcript, and AI summary attached to every call
- <span class="s1">**Admin controls:**</span> Manage users, locations, on-call schedules, holidays, and coverage rules
- <span class="s1">**Mobile apps:**</span> On-call doctors and staff can handle work from anywhere

### 6) Conversational Experience and Personalization

#### **Voice, tone, and personality**

Choose how your copilot sounds and behaves. Options include professional, casual, very friendly, or very conversational. You can select from a few dozen voices, or clone your own voice.

#### **Emotion awareness and escalation**

The copilot detects caller emotion. If a caller is agitated or angry, it acknowledges the concern and follows your escalation workflow. For example, it can forward the call to a live agent or a designated group after acknowledgment to protect patient experience and brand reputation.

### 7) What Happens During a Call

SimboConnect follows your rules to decide among three outcomes.

1. **End-to-end automated resolution**
    
    The copilot completes the request without human involvement. Examples include booking, rescheduling, or canceling appointments, confirming appointment times, or answering office FAQs such as hours, directions, parking, accepted insurance, and provider details.
2. **Asynchronous human follow-up**
    
    The copilot determines that a human is needed later, not right now. It collects all required details, creates a task on the dashboard, assigns it to the right staff member, and can follow up to ensure timely completion. Examples include complex refill scenarios or sending physical records.
3. **Immediate live transfer**
    
    The copilot recognizes that a live human is needed now and transfers the call. Examples include a patient who is late for an appointment so front office can register check-in, an agitated caller who should speak with staff, or calls from referral offices that merit direct handling by a specialist.

<span class="s2">**You control the mix.**</span> Which calls fall into each bucket is fully configurable. Some clients choose to transfer about 40 percent of calls to staff. Others choose to transfer about 70 percent. The thresholds are your workflow decision, not the system’s.

### 8) Detailed Task Coverage

- <span class="s1">**Appointments:**</span> Book, reschedule, cancel, and confirm times
- <span class="s1">**Refills, records, referrals, and orders:**</span> Intake details and trigger the right back-office flow
- <span class="s1">**Billing and general office questions:**</span> Fees, office hours, next opening time, directions, parking, public transport, accepted insurance, and provider listings
- <span class="s1">**After-hours workflows:**</span> Execute complex after-hours rules and notifications without exposing callers to long waits

### 9) Patient Safety Model and Use of AI 

#### **Patient safety is the top priority**

Now, patient safety is the most important principle for us. SimboConnect is not a ChatGPT wrapper, an agent that simply forwards every patient to ChatGPT or similar technologies and lets them handle everything. We do not do that. We are a hybrid, multi-agent system that uses several specialized agents which we control end to end.

#### **Where large language models are used**

We do use large language models, which are the technology behind ChatGPT, but only for specific complex tasks where they add clear value. A common example is natural appointment time negotiation, where patients speak freely and the system needs to negotiate times in natural language. Even in these cases, the model operates inside strict guardrails. Patients are not placed directly into open-ended model sessions.

#### **Why we avoid open-ended use of general models**

This is important because the underlying technology is still experimental and it can make mistakes.

**Examples of risks we explicitly design against:**

- There have been public incidents where open-ended models gave unsafe guidance to vulnerable individuals. Even if such events are rare, for example 1 in 100K cases, we will not take that chance with patient interactions.
- Open-ended models can hallucinate. In our experience, if you keep the conversation very open, you can see wrong answers as often as 1 out of 10 cases. For a front office, a wrong address, wrong clinic hours, or wrong information taken from a website is unacceptable.

#### **Our control strategy**

To prevent these failure modes, we built a hybrid model with strict answer control. SimboConnect uses our own technology stack to control each and every answer that the agent gives to a patient. If a question falls outside approved sources or workflows, the system prefers to not answer immediately rather than risk giving a wrong answer. In practice, that can mean collecting details and creating a task for staff, or escalating the call according to your rules.

#### **Patented core technology**

The foundation of this approach is our Brain Inspired Spoken Language Understanding technology. We hold four patents on this technology. It powers intent detection, dialog control, and safe execution of workflows so that answers are consistent, traceable, and aligned with policy.

### 10) Outcomes for Operations and Patients

- <span class="s1">**Shorter waits:**</span> Calls are answered in about two seconds with capacity for surges
- <span class="s1">**Lower front-desk load and cost:**</span> Automation handles routine work, and staff focus on the exceptions
- <span class="s1">**Consistent caller experience:**</span> Multilingual, human-like conversations that align with your policies
- <span class="s1">**Accountability and follow-through:**</span> Tasks are assigned to the right person with automated follow-ups
- <span class="s1">**Visibility and quality:**</span> A full audit trail with audio, transcripts, and AI summaries supports training and compliance
- <span class="s1">**Flexibility for staff:**</span> Mobile apps and a unified phone plus text view help teams work from anywhere

### 11) Control, Governance, and Rollout

- <span class="s1">**You set the rules:**</span> You decide which calls resolve automatically, which are queued for follow-up, and which must be transferred live
- <span class="s1">**Fine-grained routing:**</span> Coverage rules, on-call schedules, and holiday handling are all configurable
- <span class="s1">**Enterprise integration pattern:**</span> EHR and calendar integration provide a reliable target pattern to avoid double bookings and maintain real-time accuracy
- <span class="s1">**Continuous improvement:**</span> Analytics, search, and filters in the dashboard help you refine workflows and track outcomes

### 12) Summary

SimboConnect is a multilingual AI phone co-pilot that answers every call quickly, speaks like a trained staff member, and runs powerful automation behind the scenes. It mirrors your workflows, integrates with your EHR and calendar, and keeps patients safe with a hybrid multi-agent design. From day one you receive a 360-degree dashboard, unified phone plus text, a complete audit trail, and administrative controls. You choose the personality and voice, you define escalation rules, and you govern which calls resolve automatically, which are assigned for follow-up, and which transfer to staff immediately. The result is faster service for patients, lower operational cost, and full visibility into every interaction.

Want to know more? Book a free consultation session with our experts: [https://simbo.ai/schedule-connect](https://simbo.ai/schedule-connect)
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/simboconnect-enterprise-ai-phone-co-pilot-for-healthcare

# Fax Overview
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/fax-overview

### Overview

The Fax Component allows users to manage incoming and outgoing fax communications within the SimboConnect platform. It provides tools to view, organize, update, and track fax-related tasks efficiently. This guide walks you through all major features to help you use the Fax module effectively.

### 1. Accessing the Fax Module

To open the Fax component:

1\. Navigate to the top navigation bar.  
2\. Select "**Fax**".  
3\. You will be directed to the Fax dashboard containing Inbox, Sent, and Resolved fax tabs.

### 2. Fax Dashboard Layout

The Fax dashboard provides navigation and filtering tools to help you locate and manage faxes efficiently.  
The Fax dashboard consists of the following sections:

#### Tabs

- **Inbox** – Displays all incoming faxes.
- **Sent** – Shows faxes you have successfully sent.
- **Resolved** – Contains faxes marked as completed or closed.

#### Search Bar

Use the search bar in the top-right corner to search faxes by keywords, sender, reason, or other visible data.

#### Filters Button

Clicking the **Filters** button opens the **Advanced Filter Options** panel, allowing you to refine fax records based on multiple criteria:

##### Advanced Filter Options Include:

- **Sender Number** – Enter a sender’s fax number to view only faxes from that source.
- **Date Range** – Select a date or a range of dates for filtering.
- **Task Status** – Filter by Open, In‑progress, or Resolved tasks.
- **Read Status** – Show only Read or Unread faxes.
- **Fax Status** – Choose from Queued, Received, Sending, Delivered, Failed, or Processing.
- **Sender Number List** – Quickly select from available sender numbers.
- **Fax Type** – lets you filter by categories of fax.
- **Favorite Filters** – Saved custom filter combinations created by the user for quick access.

##### Favorite Filters

Users can create custom filter combinations and save them for future use. To save a favourite filter:

1. Select multiple filter options from the Advanced Filter panel.
2. Click **Save**.
3. Enter a name for your custom filter.
4. The saved filter will appear under **Favorite Filters**, allowing quick repeated use.

This feature helps users streamline their workflow by avoiding repeated manual selection of commonly used filter sets.

Use **Fetch Logs** to apply filters or **Clear** to reset all filter selections.

<div contenteditable="false" id="bkmrk--3">---

</div>## 3. Inbox Fax Table Columns

Each fax entry includes the following information:

- **Sender ID** – Identifies the source of the fax.
- **Primary Reason** – Summary or subject associated with the fax.
- **Fax Time** – Date and time the fax was received.
- **Pages** – Number of pages in the fax document.
- **Task Status** – Indicates if the fax task is open, in progress, or completed.
- **Read Status** – Shows whether the fax has been read or remains unread.
- **Fax Status** – Indicates if the fax status Queued, Received, Sending, Delivered, Failed, or Processing.
- **Assigned To** – Displays the user to whom the fax has been assigned.

<div contenteditable="false" id="bkmrk--4">---

</div>## 4. Managing Fax Status

At the top of the Inbox table, users can update the status of selected fax tasks.

#### Change Task Status Dropdown

Allows you to update one or more selected fax tasks to statuses such as:

- Open
- In Progress
- Resolved

#### Mark as Read / Mark as Unread

Use these buttons to quickly manage read statuses.

#### Refresh Fax Logs

Reloads the fax list to ensure you are viewing the latest information.

<div contenteditable="false" id="bkmrk--5">---

</div>## 5. Selecting and Managing Multiple Faxes

- Use the checkboxes beside each fax entry to select one or more faxes.
- A checkbox at the top allows selecting all displayed faxes.
- Selected faxes can be bulk-updated via the action buttons.

<div contenteditable="false" id="bkmrk--6">---

</div>## 6. Viewing Fax Details

When selecting a fax from the Inbox list, you will be taken to the **Fax Summary Page**, which provides a detailed, split‑screen view for efficient review and workflow handling.

#### Left Panel: Fax Logs

The left‑side panel displays a scrollable list of fax logs. Each entry includes:

- Timestamp
- Sender name/ID
- Primary reason (if available)

Clicking any item loads its full details in the main viewing area. This allows you to quickly navigate between different faxes without returning to the main Inbox.

#### Center Panel: Fax Document Preview

The middle section provides a high‑resolution preview of the actual fax document. Key features include:

- **Zoom Controls** – Adjust the preview size.
- **Attachment Tools** – Attach the fax to workflows or download it.
- **Page Navigation** – Scroll through multi‑page documents.

#### Right Panel: AI Summary &amp; Metadata

The right‑side panel contains AI‑generated summaries and structured data extracted from the fax.

#### Sections include:

- **Summary** – Condensed description of the fax content.
- **Patient Info** – Extracted details such as patient name, age, gender, and address.
- **Sender Details** – Provider or organization sending the fax.
- **Additional Data** – Any extra structured fields extracted.

Each section can be expanded/collapsed and includes a **copy icon** to easily copy summarized text.

#### Action Bar (Top of Summary Page)

Depending on user role, you may see options such as:

- **More Info** – Display additional metadata.
- **Block** – Block the sender.
- **Mark as Unread** – Change read status.
- **I'm working on it** – Marks the person who is working on it- it avoids the confusion if task is assigned to multiple user.
- **Mark as Resolved** – Complete the fax task.
- **Thumbs Up / Down** – Provide feedback on AI Summary quality.
- **Fax Status** – Informs on fax status.
- **Task Status Dropdown** – Update workflow status.
- **Assign To** – Assign fax to a user.

#### Staff Notes (Bottom Right Panel)

Users can add internal notes related to the fax, which are stored for future reference. Click **Save Note** to save your entry.

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</div>## 7. Assigned To Functionality

Managers or users with the correct permissions may assign fax tasks to team members:

1. Open the fax detail panel.
2. Select **Assign To**.
3. Choose a user from the dropdown list.

The assigned user will see the fax task in their dashboard.

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</div>## 8. Pagination Controls

At the bottom of the fax list:

- **Prev 50** – Shows previous batch of results.
- **Next 50** – Loads the next set of fax records.
- The system displays the total number of entries currently visible.

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</div>## 9. Fax Status Types

The system supports the following fax status types:

- **Queued** – The fax is waiting in line to be processed.
- **Processing** – The system is currently handling the fax.
- **Sending** – The fax is in the process of being sent out.
- **Delivered** – The fax has been successfully delivered to the recipient.
- **Received** – The fax has been successfully received by the system.
- **Failed** – An error occurred and the fax was not delivered or received.

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</div>## 10. Resolved Fax Tab

This tab shows faxes that have been marked complete. Use this area to review completed tasks if needed.

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</div>## 11. Best Practices

- Regularly mark faxes as read/unread and change task status to in-progress or resolved to keep workflows organized.
- Assign tasks promptly to reduce backlogs.
- Use filters to quickly identify urgent or unread faxes.
- Refresh logs periodically for real-time tracking.

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</div>## 12. Troubleshooting

- **Fax not visible?** Try refreshing fax logs.
- **Missing details?** Ensure you have proper permissions.
- **Incorrect status?** Confirm the correct faxes were selected before updating.

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</div>## Need Help?

Click **Help &amp; Support** from the top navigation bar for additional assistance or to contact support.

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</div>This guide will help ensure smooth usage of the Fax component and enhance productivity when managing high volumes of fax-based communications.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/fax-overview

# Compose New Fax
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/compose-new-fax

Users can send faxes in the SimboConnect dashboard using the **New Fax Button**, represented by a blue fax icon at the bottom‑left corner of the screen.

Clicking the icon opens the **Compose New Fax** window where the user can initiate an outbound fax.

### **Compose New Fax — Fields &amp; Options**

The Compose window includes:

#### **1. From (Fax Line)**

This field displays the fax line you are sending from (e.g., **DEMO Fax Line (+1XXXXXXXXXX)**).

- If your account has **multiple outbound fax lines**, a **dropdown menu** will appear.
- Select the correct fax line before continuing.

---

#### **2. To (Recipient Fax Number)**

Enter the **fax number of the recipient**.

- Make sure to include any required prefixes (such as area codes or country codes).

---

#### **3. Include Cover Page**

If you want to add a cover page:

- Check the **Include Cover Page** option ,then
- Upload your own cover page in PDF format.

---

#### **4. Fax Document**

Upload the **PDF document** you want to fax.

- The system accepts PDF format only.
- Ensure the document is correct before sending.
- Max support size is 5MB

---
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/compose-new-fax

# Fax Summary Page – Detailed User Guide
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/fax-summary-page-detailed-user-guide

The Fax Summary Page provides a comprehensive, split-screen interface for reviewing, managing, and taking action on fax documents. This view opens whenever you select a fax from the **Inbox**, **Sent**, or **Resolved** lists.

---

## 1. Layout Overview

The page is divided into three primary panels:

- **Left Panel:** Fax Logs
- **Center Panel:** Fax Document Preview
- **Right Panel:** AI Summary &amp; Metadata

Additionally, an **Action Bar** is displayed at the top, and **Staff Notes &amp; Fax Timeline** appear at the below fax preview.

---

## 2. Left Panel: Fax Logs

This panel displays a scrollable list of fax entries. The entries shown depend on the tab from which you opened the summary (Inbox, Sent, or Resolved).

#### Each log entry includes:

- **Timestamp**
- **Sender Name/ID**
- **Primary Reason** (if available)

Clicking any log entry loads its full details in the center and right panels, allowing you to switch between different faxes without returning to the main tab.

#### Contact Management within Fax Logs

- **Sender Number / Receiver Number** is shown with a **“+” icon**.
- Click **“+”** to **save the contact**. You can name the contact; once saved, it will appear in future log entries.
- An **Edit icon** allows you to update saved contact details.

---

## 3. Center Panel: Fax Document Preview

This section displays a high-resolution preview of the fax.

#### Key Features

- **Zoom Controls:** Increase or decrease document size.
- **Download Fax:** Download the fax document to your device.
- **Page Navigation:** Scroll through multiple pages seamlessly.

---

## 4. Right Panel: AI Summary &amp; Metadata

This panel displays AI-generated content and structured information extracted from the fax.

#### Sections Included

1. **Summary**
    
    
    - A concise overview of the fax content.
2. **Patient Info**
    
    
    - Includes name, age, gender, address, and other extracted demographic details.
3. **Sender Details**
    
    
    - Information on the provider or organization who sent the fax.
4. **Additional Data**
    
    
    - Any other structured fields the system identifies.

Each section can be **expanded or collapsed**, and includes a **Copy icon** for quick text copying.

---

## 5. Action Bar (Top Section)

Available options depend on the user’s permissions.

#### Common Actions

- **More Info:** Displays additional metadata.
- **Block:** Block the sender.
- **Mark as Unread:** Update the read status.
- **I’m Working On It:** Indicates the current active user to avoid duplicate efforts among teams.
- **Mark as Resolved:** Marks the fax task as completed.
- **Thumbs Up / Thumbs Down:** Provide feedback on AI summary accuracy.
- **Fax Status:** Shows the fax delivery state (e.g., Received, Delivered).
- **Task Status Dropdown:** Update workflow status (Open, In-Progress, Resolved).
- **Assign To:** Assign the fax to a specific user.

#### Communication Actions

- **Reply Button:** Send a fax reply directly to the sender.
- **Forward Fax:** Forward the fax to another number or saved contact.
- **Resend Fax:** Appears only when a sent fax fails—allows retrying delivery.

---

## 6. Staff Notes (Below fax preview)

This area allows users to add internal notes related to the fax.

#### Features

- Add detailed internal notes for team reference.
- Click **Save Note** to store the entry.
- Notes persist for future viewing and auditing.

---

## 7. Fax Timeline (Below Notes)

Provides a chronological record of actions taken on the fax, including:

- When the fax was sent, forwarded, or resent
- to whom the fax is forwarded
- Status updates
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/fax-summary-page-detailed-user-guide