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    Healthcare Appointment Booking Agent

    Learn how to create and configure a voice AI agent specifically designed for healthcare appointment scheduling.

    Healthcare Appointment Booking Agent

    1. Write the Prompt

    Start the setup by writing a clear initial prompt that defines the purpose of the bot.

    Example Prompt : Create a voice AI agent for Sunrise Health Clinic to help patients book appointments, check doctor availability, and get basic clinic info through voice
    Writing the initial prompt

    2. Answer Clarifying Questions

  1. The platform will prompt you with clarifying questions.
  2. Answer these precisely to help tailor the voice agent effectively for your specific use case
  3. You can select from provided options or Write your own custom answers if the options don't match your needs
    4. Answering clarifying questions

    3. Automatic Agent Creation

  4. The system uses your prompt and answers to auto-generate an initial version of the voice assistant.
  5. This includes Welcome message , basic conversational flow , collecting user's data or variable extraction in post call etc.
    6. Automatic agent creation

    4. Review and Customize Agent Details

  6. Navigate to the Details section of the platform.
  7. You can edit Welcome Message. Ensure it is friendly and aligned with your brand voice.
  8. Review each step of the user journey (greeting, intent identification, slot filling, confirmation).
  9. Edit existing prompts or add new sections to better guide the conversation , edge cases or FAQs.
    10. Customizing agent details

    5. Testing the Agent

  10. Utilize the platform's testing tools present at the top right side of the window:
  11. Use the Chat interface for text-based interaction (Test With Chat)
  12. Use the Web Call feature for voice-based testing (Test With Webcall)

    13. Test with chat

    Test with chat

    Test with web call

    Test with web call

    6. Configuration Tab

  13. In the "Configuration" tab you can edit or adjust agent configuration.
  14. Model: Select the desired LLM (Language Model).
  15. TTS : Configure TTS (Text-to-Speech) and choose appropriate voice settings.
  16. Adjust filler words and other behavior customization settings as needed.

    17. Updating configuration settings (Model)

    Configuration settings

    Updating configuration settings (Voice)

    Voice settings

    7. Calendar Integration

  17. Integrate with Google Calendar to enable automatic booking
  18. Open the Integrations tab.
  19. Click on Connect next to Google Calendar.
  20. Complete the OAuth flow to securely link your account.
  21. Once connected, the calendar will be automatically attached to the agent.
  22. The bot can check availability, book slots, and send invites.

    23. Integration tab view

    Calendar integration

    Adding Google Calendar Integration

    Connect Google Calendar

    Attach integration view

    Calendar authentication

    8. Knowledge Base

  23. You can add knowledge base to your bot to provide additional information.
  24. Navigate to the Knowledge Base section.
  25. Upload relevant documents (e.g., PDFs with clinic policies, service descriptions).
  26. Documents are auto-attached to the bot.
  27. You can also set rules for when and why the knowledge base should be utilized.
    28. Upload documents

    9. Post-Call Actions

  28. You can set up what happens after the call is completed.
  29. Go to the Post Call section.
  30. Select Email Delivery as a post-call action.
  31. Enter the recipient's email address.
  32. Choose what to include in the email such as Call summary , Full transcript , Sentiment analysis , Variable extraction etc.
    33. Post-call settings

    10. Final Testing & Monitoring

  33. Re-test the agent again via chat and web call to confirm all functionalities operate as expected.
  34. Validate booking flow, fallback responses, and knowledge base retrieval etc and Update the agent based on the requirements.
  35. Navigate to the Call Logs section to monitor call interactions with evaluation details.
    36. Call logs