Recently Updated Pages
Customer Journey: Transfers, Pickup, Missed Calls, and Handle Time - Admin Panel
Purpose: Turn journey insights into concrete actions that reduce missed calls and shorten time to...
Analytics Glossary - Admin Panel
Purpose: Provide clear meanings for terms used in SimboConnect analytics. Terms Call Volume...
SimboVara Workflow Customization: Maintenance Checklist for Workflow Customizations - Admin Panel
Purpose Provide a repeatable process to keep Copilot accurate over time. Monthly checklist V...
SimboVara Workflow Customization: Test Your Workflow Changes - Admin Panel
Purpose Verify that edits behave as expected before you make any changes on the workflows. Quic...
SimboVara Workflow Customization: Add Conditional Transfer/Routing Rules in Plain English - Admin Panel
Purpose Show how to express routing rules inside any workflow box without special syntax. How i...
SimboVara Workflow Customization: Build Talk to Clinician Workflow Questions - Admin Panel
Purpose Capture enough detail to arrange an informed clinician callback. Where to edit: Talk to...
SimboVara Workflow Customization: Build Appointment Cancellation Workflow Questions - Admin Panel
Purpose Collect cancellation details and try to retain the appointment when appropriate. Where ...
SimboVara Workflow Customization: Build Appointment Rescheduling Workflow Questions - Admin Panel
Purpose Guide Copilot to collect the exact information needed to reschedule. Where to edit: App...
SimboVara Workflow Customization: Build Appointment Workflow Questions - Admin Panel
Purpose Define how Copilot books or collects details for new and follow-up appointments. Where ...
SimboVara Workflow Customization: Build Medical Records Workflow Questions - Admin Panel
Purpose Control how Copilot handles medical records requests. Where to edit: Medical Records Wo...
SimboVara Workflow Customization: Build Refill Workflow Questions - Admin Panel
Purpose Define how Copilot gathers prescription refill details and when to escalate. Where to e...
SimboVara Workflow Customization: Add Office Hours Details - Admin Panel
Purpose Allow Copilot to answer “when are you open” accurately and to control transfer behavior ...
SimboVara Workflow Customization: Add Office Location Details - Admin Panel
Purpose Provide location and directions so Copilot can answer “where are you” and “how do I get ...
SimboVara Workflow Customization: Set Transfer Timeout - Admin Panel
Purpose Control how long Copilot waits while attempting a live transfer before it stops trying. ...
SimboVara Workflow Customization: Turn On Verify Date of Birth - Admin Panel
Purpose Increase identity assurance by having Copilot read back and confirm the caller’s date of...
SimboVara Workflow Customization: Enable After Hours On-call Workflows - Admin Panel
Purpose Let callers reach the on-call doctor after hours with proper screening. Behavior W...
SimboVara Workflow Customization: Enable Multiple Language Initial IVR - Admin Panel
Purpose Offer callers a choice of language at the start of the call. Behavior When enabled...
SimboVara Workflow Customization: Set the Referral Transfer Number - Admin Panel
Purpose Route referral-related calls to a special number for faster handling. Behavior If ...
SimboVara Workflow Customization: Set the Front Desk Transfer Number - Admin Panel
Purpose Allow callers to reach your front desk when transfer is requested or when escalation is ...
SimboVara Workflow Customization: Configure Website URLs for RAG (Answering Patient Questions) - Admin Panel
Purpose Teach Copilot what to say by letting it read your public site and PDFs used by your prac...