Recently Updated Pages
Take ownership with “I am Working on it”
Purpose: Signal to your team that you are actively handling this call. Steps Open the call....
Copy from transcript and share exact wording
Purpose: Capture exact phrases from the call when wording matters. Steps Anywhere in the sc...
Language handling in SimboConnect
Purpose: Know how languages work in the call review. Steps Listen to audio in the original ...
Manage SMS Text Chat With Patients in SimboConnect
Purpose: This guide explains how to use SimboConnect to send and receive SMS text messages with p...
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 compl...
AI Agent Translator on a Phone Call
Purpose: Explain how to set up a two‑party phone call where the AI translates between both caller...
Enable or Create a Custom AI Agent
Purpose: Explain how your practice can request, scope, and enable a new custom AI agent in SimboC...
Add a new On Call Provider - Admin Panel
Purpose: Guide you to create a new on-call provider record. Steps Go to On Call Providers i...
Edit an existing On Call Provider - Admin Panel
Purpose: Show you how to update a provider’s details. Steps Open On Call Providers. Fi...
Delete an On Call Provider safely - Admin Panel
Purpose: Explain how to remove a provider and avoid schedule issues. Important check before dele...
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...
Change the Copilot label
Purpose: This article shows how to rename the Copilot label that your internal team sees. Steps ...
Set or update the Default Greeting - Admin Panel
Purpose: This article explains how to create or edit the message that callers hear by default bef...
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...
How greeting priority works - Admin Panel
Purpose: This article clarifies which message the caller hears and when. Priority rules If ...
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 Fo...
Troubleshooting greeting changes - Admin Panel
Purpose: This article helps you resolve common issues after editing greetings. Checklist I ...
Viewing and Searching Message Templates - Admin Panel
Purpose: Show how to browse and search the existing templates. Steps Go to Admin > Copilot ...
Creating a New Message Template - Admin Panel
Purpose: Guide an administrator through adding a new template that is shared with all users. Ste...
Editing an Existing Message Template - Admin Panel
Purpose: Show how to update the heading or text of a template. Steps Go to Admin > Copilot ...