Responsibilities

Channels your agent handles — live chat, phone, text, email, and more.

Inbound GPT Agent Responsibilities

Enable the channels your agent handles — live chat, phone, text, email, and more — matching My Responsibilities in Settings.

Website Live Chat

Real-time AI chat on your website to engage visitors and convert them into patients

Team Member Take Over

Any team member can seamlessly step into an active chat conversation at any time

Detailed Conversation Reports

Full conversation summaries and outcome tracking for every patient chat interaction

New Patient Assistant

Welcome and onboard new patients, capture intake info, and book first visits

Existing Patient Coordinator

Support returning patients with follow-ups, recalls, and account questions

Appointments and Scheduling

Book, reschedule, and confirm appointments across all channels

Insurance Verification

Handle insurance verification, benefits questions, and authorization support

Financing Coordinator

Guide patients through financing options and payment plan enrollment

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Profile

Persona, team members, locations, and voice for your Inbound GPT agent.

Training

Company profile, knowledge bases, RAG sources, and test tools.

Tools

Appointments, MCP servers, and integrations with your existing systems.

Integrations

Connect calendars, EMR/PMS, Zoom, and custom MCP workflows.

Onboard an Inbound GPT Agent in minutes

We'll customize your Inbound GPT Agent to answer questions, gather information, schedule appointments and connect people to the right human at your company.