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SimboVara - AI Phone Agent for Medical Practices
SimboVara Workflow Customizations: Overview and Navigation - Admin Panel
SimboVara Workflow Customization: Configure Website URLs for RAG (Answering Patient Questions) - Admin Panel
SimboVara Workflow Customization: Set the Front Desk Transfer Number - Admin Panel
SimboVara Workflow Customization: Set the Referral Transfer Number - Admin Panel
SimboVara Workflow Customization: Enable Multiple Language Initial IVR - Admin Panel
SimboVara Workflow Customization: Enable After Hours On-call Workflows - Admin Panel
SimboVara Workflow Customization: Turn On Verify Date of Birth - Admin Panel
SimboVara Workflow Customization: Set Transfer Timeout - Admin Panel
SimboVara Workflow Customization: Add Office Location Details - Admin Panel
SimboVara Workflow Customization: Add Office Hours Details - Admin Panel
SimboVara Workflow Customization: Build Refill Workflow Questions - Admin Panel
SimboVara Workflow Customization: Build Medical Records Workflow Questions - Admin Panel
SimboVara Workflow Customization: Build Appointment Workflow Questions - Admin Panel
SimboVara Workflow Customization: Build Appointment Rescheduling Workflow Questions - Admin Panel
SimboVara Workflow Customization: Build Appointment Cancellation Workflow Questions - Admin Panel
SimboVara Workflow Customization: Build Talk to Clinician Workflow Questions - Admin Panel
SimboVara Workflow Customization: Add Conditional Transfer/Routing Rules in Plain English - Admin Panel
SimboVara Workflow Customization: Test Your Workflow Changes - Admin Panel
SimboVara Workflow Customization: Maintenance Checklist for Workflow Customizations - Admin Panel
Reset your password
How to open Organization Settings - Admin Panel
How to update Organization Information
How to set business hours and spoken office hours
Get to know the Inbound dashboard
Create your own persistent dashboards (Favorites)
Use shortcut dashboards (preset filters)
Search calls Or SMS interactions
Filter calls (Type, Language, Status, Copilot, Intent)
Work with grouped call threads (by phone number)
Place an outbound call from the dialer (HIPAA‑compliant)
Send a HIPAA‑compliant chat message from the calls workflist dashboard (home screen)
Refresh, collapse, and paginate on Inbound calls worklist
Column quick reference for calls worklist dashboard
Icon guide on main home screen (call worklist dashboard)
SimboVara — Home Screen All Calls Worklist Dashboard
Call Back the Patient From the Call Detail Screen
Block a Number From the Call Detail Screen
Call Details screen overview (single-page guide)
Navigate the Call Details screen
View caller history and past SMS
Play a specific audio part of the call
Listen to the full call recording
Read the AI Summary and request blocks
Send and receive SMS text chat
Use Write with AI and Templates in SMS
Call back a patient from the dashboard
Block a spam or bot caller
Assign a call to a teammate and notify them
Set the call status
Leave Staff Comments for your team
Copy patient data with one click into your EHR
Set Phone Number and Date of Birth Formats for EHR Copy Paste
View the Audit Trail
Give quick feedback on the AI
Use More Info for call metadata
Verify patient identity and details
Confirm what Copilot already resolved
Download and use patient images from SMS
Take ownership with "I am Working on it"
Copy from transcript and share exact wording
Language handling in SimboVara
Manage SMS Text Chat With Patients in SimboVara
View Resolved Calls in SimboVara
Custom AI Agents in SimboVara: Overview and Use Cases
Create Custom Letters with Voice
Work with SimboGPT (HIPAA Compliant AI Chat)
AI Language Translator at the Front Desk
AI Agent Translator on a Phone Call
Enable or Create a Custom AI Agent
Manage Dashboard Logins: Page Overview and Quick Actions - Admin Panel
Add a New Dashboard User - Admin Panel
Edit an Existing Dashboard User - Admin Panel
Reset a User Password - Admin Panel
Delete a Dashboard User - Admin Panel
Search and Filter Dashboard Users - Admin Panel
Access and understand the On Call Providers page - Admin Panel
Add a new On Call Provider - Admin Panel
Edit an existing On Call Provider - Admin Panel
Delete an On Call Provider safely - Admin Panel
Search, filter, and switch organizations on the On Call Providers page - Admin Panel
Copilot Settings page in SimboVara
Change the Copilot label
Set or update the Default Greeting - Admin Panel
Add a Holiday or Temporary Greeting Override - Admin Panel
How greeting priority works - Admin Panel
Input Forms Label Reference for Copilot Settings - Admin Panel
Troubleshooting greeting changes - Admin Panel
Message Templates in SimboVara: Overview - Admin Panel
Viewing and Searching Message Templates - Admin Panel
Creating a New Message Template - Admin Panel
Editing an Existing Message Template - Admin Panel
Deleting a Message Template - Admin Panel
Using Placeholders in Message Templates - Admin Panel
Selecting Specific Organization Settings across the Admin Panel
Unblock Callers - Admin Panel
Manage Holidays and Unplanned Off-Hours - Admin Panel
Import and Export Holiday Schedules with Excel - Admin Panel
On-Call Scheduling Overview - Admin Panel
Switch Between Calendar and Table Views - Admin Panel
Adding On-Call Schedule - Admin Panel
Edit or Delete an On-Call Schedule Entry - Admin panel
Configure the Fallback On-call Schedule - Admin Panel
Create a Recurring On-call Schedule - Admin Panel
Choosing Call Types for On-call Schedule - Admin Panel
Set Alert Preferences (Alert Group) on a On-call Schedule - Admin Panel
Import and Export On-call Schedules with Excel - Admin Panel
Verify On-call Coverage Using Calendar and Table View - Admin Panel
Alert Groups in SimboVara: Overview - Admin Panel
Create or Edit an Alert Group for After-Hours On-Call Alerts - Admin Panel
Understanding Vacation and Temporary Overrides - Admin Panel
Manage Vacation and Temporary Overrides: Add, Edit, Delete, and View - Admin Panel
Access Analytics in SimboVara - Admin Panel
Call Volume Report: Overview - Admin Panel
Call Volume: Weekday Averages - Admin Panel
Call Volume: Hourly Averages - Admin Panel
Call Volume: Daily Call Volume - Admin Panel
Call Details Report: Overview - Admin Panel
Call Details: Call Bifurcation - Admin Panel
Call Details: Call Assignments - Admin Panel
Call Details: Call Closure Time / SLA - Admin Panel
Call Details: Call Closed By (Call Closers) - Admin Panel
Customer Journey Report: Overview - Admin Panel
Customer Journey: Transfers, Pickup, Missed Calls, and Handle Time - Admin Panel
Analytics Glossary - Admin Panel
Operational Playbook: Turning Analytics Into Action - Admin Panel
User Roles Dashboard
Get Started with SimboVara: Step by Step Registration
SimboVara: AI Phone Copilot for Healthcare

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