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Phone Copilot: Forgot and Reset Password This article explains how users can recover access to phone Copilot when they forget their password, and how they can set a new password safely. What this feature does Lets a user request a password reset link by...

What this covers: Getting to the correct page and understanding the layout. Steps Sign in to Phone Copilot. In the top navigation, select Admin. In the left sidebar, under Organization Settings, click Organization Settings. You will see tw...

What this covers: Profile details, spoken labels, address, timezone, and security. Steps Go to Admin → Organization Settings. If needed, click Edit. In Organization Information, complete or update these fields: Organization Short Label. A ...

What this covers: Working days, common hours, custom time slots, and the spoken message read to callers. Steps to set your working hours Go to Admin → Organization Settings and scroll to Specify working hours of the organization and click → edit. Ch...

Purpose: Understand what you’re seeing and how calls are organized. Where: Top navigation → Inbound. What you see Toolbar (top‑right): Search box Filter (blue circle with sliders) Collapse Call Logs / Refresh Call Logs Items per page...

Purpose: Save any filter combination so you can return to it with one click. Steps Open the Filter panel  (blue circle with sliders) . Configure your criteria (Type, Language, Status, Copilot, Intent). In the Favorites section of the panel, cho...

Purpose: Jump to common call categories with one click. Steps On the Inbound page, click a shortcut: Like All, All‑ES, Appointments, Refill, or Orders. The table updates to show only matching calls. For example, Appointments shows calls with “appoin...

Purpose: Find a specific caller or reason fast. Steps Click into Search (top‑right). Type any of the following: Phone number (full or partial): e.g. 617-334-2317 Primary reason keyword: refill, appointment, billing Assignee name (if y...

Purpose: Narrow the list to exactly what you need. Steps Click the Filter button (blue circle with sliders) near the Search box. In the Filter panel, set any of the following: Type: Call or Msg Language: English, Spanish Status: Open,...

Purpose: Handle multiple interactions from the same person as a single workflow. Steps Calls are grouped by the caller’s phone number in the table. All entries inside a group typically belong to the same patient or task. Start with the oldest unreso...

Purpose: Call a patient or a third party directly from SimboConnect. Steps Click the floating phone button (bottom‑right). The dial pad opens. Type or paste a number, or click the keypad. Press the green call button to start the call. ...

Purpose: Coordinate with your team without leaving the dashboard. Steps Click the floating chat button (bottom‑right). Select the recipient or channel per your clinic setup. Send your message. Chat runs in a secure, HIPAA‑compliant channel. ...

Purpose: Control how much you see and keep the list fresh. Refresh Call Logs: pulls in the latest items without navigating away. Collapse Call Logs: temporarily hides expanded details so you can scan quickly. Items per page: choose how many rows...

Phone No. — Caller’s number. Groups indicate related interactions. Copilot — AI line or integration that answered/handled the call. Primary Reason — Detected intent (e.g., Need Appointment, Need Refill, Order Status). Interaction Time — Loca...

☎︎ / phone icon — Voice call entry. 💬 / message icon — Message entry. EN / ES badge — Language detected/selected. Blue phone (bottom‑right) — Open the dialer (outbound call). Blue chat bubble (bottom‑right) — Open secure chat. Blue...

This guide turns your video walkthrough into structured help content your customers can use. It covers how to open the All Calls dashboard, understand what you see, filter/search, create persistent dashboards, manage tasks, and take actions on calls. 1)...

Purpose: Explain every part of the Call Details screen shown in the two snapshots and how staff can use it in one workflow. Steps Open the call Click a call from your queue to open the Call Details screen. Use the header bar Select Mor...

Purpose: Help staff understand the three-panel Call Details screen and where to find common actions. Steps Open a call in Phone Copilot. Look at the three columns on the screen. Left: history for this caller. Middle: full call transcript w...

Purpose: See previous calls and text conversations from the same phone number. Steps Open a call. In the left panel, scroll through the list to see time, status, and reason for each past interaction. Select any item to open it. Items label...

Purpose: Listen to the exact audio segment that matches a transcript line. Steps In the middle transcript, find the line you want to verify. Click the small play button on that line. The player will jump to that exact spot and play only that se...