SimboVara Workflow Customizations: Overview and Navigation - Admin Panel

Purpose

Help administrators understand where to configure how Phone Copilot interacts with callers and how each section on the page fits together.

Navigation

Admin menu → Copilot Settings → Workflow Customization

What you can configure on this page

• Knowledge sources that Copilot can read from using Website URLs.

• Call handling targets using Front Desk Transfer Number and Referral Transfer Number.

• Global behavior with Multiple Language Initial IVR, After Hours On-call Workflows, Verify Date of Birth, and Transfer Timeout.

• Practice information used to answer caller questions using Office Location Details and Office Hours Details.

• Conversation flows by use case using these editable sections:

  • Refill Workflow Questions

  • Medical Records Workflow Questions

  • Appointment Workflow Questions

  • Appointment Rescheduling Workflow Questions

  • Appointment Cancellation Workflow Questions

  • Talk to Clinician Workflow Questions

Save behavior

Changes take effect as soon as you save the page.

Tips and Good practices

• Make one change at a time and place a quick test call after each save.

• Keep transfer numbers current. If a number is blank, Copilot will not transfer for that case.

• Store complex rules in plain English in the workflow boxes. Copilot understands them without special syntax.