Ready to set up Charlie, who will have your back and assist your patients while you are out of the office? Here are the steps you need to follow to get Charlie fully set up:
Hover over your photo in the bottom left hand corner and click the drop-down arrow
Then click on settings
Click On AI Agent on the top tool bar
Select the features you want Charlie to handle for you. A blue check means that Charlie will be enabled to handle those calls. A grey x means that you do not want Charlie to handle those calls.
Select the appointment types that you would like Charlie to handle scheduling for. If you don't want a certain appointment type scheduled by Charlie, make sure it does not show a blue check.
On the recognition tab, you will see how Charlie will answer and end a call. We highly recommend leaving this section as is. If you do make changes, we suggest leaving the part about Charlie being AI this way patients are aware that they are talking to an AI
Anytime you make a change, make sure to click save changes to ensure the update you made saves.
Now that you have everything set up, you will want to forward your calls to Charlie. Click on general on the top tool bar.
The number listed in the AI agent phone number field, will be the number you will use to forward calls to.
You can also enter in a phone number, for calls that Charlie is unable to handle to be forwarded to. Keep in mind, that this number can't be the office number. It can be a cell number, if you have a ReviewWave phone number you can use that number.
If you have any questions, please reach out to our support team who is happy to assist you.