Overview
Phone Agent lets enabled organisations create and manage AI phone receptionists for clinic call handling, appointment workflows, common questions, transfers, and follow-up review.
Phone Agent appears in the Motics OS rail as Phone Agent. The main sections are Agents, Calls, Phone Numbers, Integrations, and Settings.
Who can use Phone Agent?
Phone Agent access is permission controlled. In the current OS code, Phone Agent is restricted to organisation owner/admin-level users and users who can spend credits. Email verification may also be required.
If a member or observer cannot open Phone Agent, this is usually expected role behaviour rather than a data issue.
What Phone Agent can help with
Answer common clinic questions using the information configured for the agent.
Handle inbound calls for selected clinic locations.
Use clinic services, team members, opening hours, policies, special instructions, and workflows.
Support appointment booking and patient lookup when Cliniko or Nookal is connected.
Transfer callers to configured phone numbers or departments when transfer is enabled.
Screen selected call types before transferring, such as marketing or sales calls.
Record call history, transcripts, recordings, follow-up status, and call analysis where enabled.
Supported PMS integrations
Phone Agent currently supports Cliniko and Nookal integration workflows. Connecting a PMS lets the agent check availability, look up patients, and support appointment booking workflows.
You can skip PMS integration during setup. If you skip it, appointment or patient-related requests may need manual handling by your team.
If Phone Agent is locked
Check:
Your organisation has Phone Agent enabled.
You are an owner, co-owner, or admin.
Your role can spend credits.
Your email is verified if the app asks for verification.
Your organisation has available credits.
If those are correct and Phone Agent is still locked, contact Motics support with your organisation name, user email, and a screenshot of the locked screen.