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Purpose: This guide explains how to use SimboConnect to send and receive SMS text messages with patients. It covers live chat, pictures, AI extraction from IDs and insurance cards, quick replies with Write with AI and Templates, and basic task management. Wha...

Purpose: This article explains how to open the Resolved calls screen and how to read everything on it. Use this screen to review calls that were completed either by the Simbo AI Copilot or by your staff. Who can use this Front office agents, supervisors, and...

Purpose: Explain what custom AI agents are, why they are useful for front office teams, and how to open them from the Phone Copilot app. What are custom AI agents Custom AI agents in Phone Copilot automate repetitive front office tasks. They are designed for...

Purpose: Show how to create a draft letter on your practice letterhead using voice. Your menu may show Custom Letters or another name. What you can do Dictate a request and get a letter draft on your practice letterhead. Use plain speech. The agent ...

Purpose: Explain how to use SimboGPT to get help from an AI chat that is designed for HIPAA compliance. What you can do Ask questions and get quick answers inside SimboConnect. Draft short messages, call scripts, or checklists. Rephrase text in...

Purpose Help staff translate a live conversation with a walk‑in patient using the microphone. This tool supports more than 50 languages. What you can do Listen to the patient and see or hear a translation in your language. Speak back and have your ...

Purpose: Explain how to set up a two‑party phone call where the AI translates between both callers in turn, similar to a human translator. What you can do Connect two phone numbers that speak different languages. Let the AI translate each side in tu...

Purpose: Explain how your practice can request, scope, and enable a new custom AI agent in SimboConnect. Who can request this Your practice administrator or front office lead. Any staff member may start the request and include the administrator. ...

Purpose Help an admin understand the Dashboard Logins list and use the quick action icons for each user. Where to find this Admin tab → Dashboard Logins. What you see Dashboard User List table with columns: No., User Type, Name, Email, Organization, M...

Purpose Create a new SimboConnect dashboard login, and optionally add the user as an On Call Provider. Where to find this Admin tab → Dashboard Logins → Add New. Prerequisites You must have Admin permissions in Phone Copilot. You must know the us...

Purpose Update a user’s organization, name, and role information. Where to find this Admin tab → Dashboard Logins → in the user row, click the green pencil icon. Steps Review the Email at the top to confirm you are editing the right user. Update ...

Purpose Create a new password for a user who cannot log in or needs a security reset. Where to find this Admin tab → Dashboard Logins → in the user row, click the blue lock icon. Steps Confirm the User Type and Email shown on the page match the intend...

Purpose Remove a user’s access to the SimboConnect dashboard. Where to find this Admin tab → Dashboard Logins → in the user row, click the red cross icon. Steps Click the red cross in the user’s row. In the Confirm Delete User dialog, review the ...

Purpose Quickly find users in large organizations. Where to find this Admin tab → Dashboard Logins. Steps Use Select Organization at the top to narrow the list to one organization. This will be visible only if you have access to multiple organizations...

Purpose: Help you reach the On Call Providers screen and understand what is on it. Where to find this Sign in to the Phone Copilot Admin. In the left menu, under Organization Settings, select On Call Providers. What you see A table with co...

Purpose: Guide you to create a new on-call provider record. Steps Go to On Call Providers in the left menu. Click Add New on the top right. On the Add On Call User page, fill in: Firstname Lastname Email Mobile in the format...

Purpose: Show you how to update a provider’s details. Steps Open On Call Providers. Find the provider using the Search box if needed. Click the green Edit icon on that row. On the Edit On Call User page, update any of the following: F...

Purpose: Explain how to remove a provider and avoid schedule issues. Important check before deletion If the provider is part of any On Call schedule or Vacation Override in the future, remove or replace the provider in those items first. This prevents broken...

Purpose: Help you quickly find the right provider and operate in the correct organization. Steps A) Search for a provider Open On Call Providers. In Enter to search, type part of the name, email, or phone. The table narrows to matching rows. ...

Purpose: This article explains what you see on the Copilot Settings page in the Phone Copilot admin panel and what each field or button does. Where to find this Sign in to the Phone Copilot admin panel. Select Admin on the top bar. In the left ...