# SimboVara Workflow Customizations: Overview and Navigation - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simbovara-ai-phone-agent-for-medical-practices/page/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 → <span class="s1">**Workflow Customization**</span>

### What you can configure on this page

- Knowledge sources that Copilot can read from using <span class="s1">**Website URLs**</span>.
- <span class="s1">Call handling targets using </span>**Front Desk Transfer Number**<span class="s1"> and </span>**Referral Transfer Number**<span class="s1">.</span>
- <span class="s1">Global behavior with </span>**Multiple Language Initial IVR**<span class="s1">, </span>**After Hours On-call Workflows**<span class="s1">, </span>**Verify Date of Birth**<span class="s1">, and </span>**Transfer Timeout**<span class="s1">.</span>
- Practice information used to answer caller questions using <span class="s1">**Office Location Details**</span> and <span class="s1">**Office Hours Details**</span>.
- 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.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simbovara-ai-phone-agent-for-medical-practices/page/simbovara-workflow-customizations-overview-and-navigation-admin-panel