Chapter 1 of 6

Your business

Basics callers hear first — who you are, where you are, and where the AI should transfer or send alerts.

About you

This blueprint helps us build an AI phone agent that sounds like your clinic, understands your services, and knows when to pass a caller to your team. Fill in what you can — you can save and resume anytime with your link.

Business / clinic name

Main contact

Prepared by

Date

Clinic details

Where you are and how the AI reaches you.

Prefill this section with sensible defaults

Clinic name callers know you by

Clinic address

Parking or access instructions

Opening hours

Main phone number

Phone number the AI will answer (if different)

Main email address

Booking software you use

Anything the AI should never say?

Front Desk & alerts

One number and one email — where the AI transfers calls and sends alerts.

The AI will transfer calls and send message alerts to your Front Desk. One number, one email — simple.

Front Desk label

What the AI calls them internally

Front Desk phone

Number the AI transfers callers to

Alert email

Where the AI sends call summaries & escalations