Dashboard

To activate your AI Employees, navigate to the specific AI Employee tab (Receptionist, Lead Qualifier, or Staff Scheduler) and go to their AI Profile section. From there, you can configure their settings and activate them. Each AI Employee can be customized with specific rules, preferences, and operating parameters.

Your billing is based on usage of minutes and SMS messages per AI Employee. Each plan includes a set amount of minutes and messages. If you exceed these amounts, you'll be charged on a Pay As You Go basis. You can monitor your usage in real-time via the billing widget in the sidebar.

Yes! Each AI Employee has a customizable personality profile. You can adjust their communication style, voice tone, language preferences, and greeting messages in their respective AI Profile sections. This ensures your AI team aligns with your agency's brand and values.

Call routing rules can be configured in the Receptionist AI's "AI Profile & Rules" section. Click "Add Rule" to create a new routing rule, set priority levels, define trigger keywords or conditions, and specify transfer destinations (name, phone, email, or extension). Rules are processed in order of priority.

Yes, our platform is fully HIPAA compliant. All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Your infrastructure runs on Azure with private VNet injection, meaning your database is not publicly accessible. We maintain comprehensive audit logs and follow all PHI handling best practices.

Navigate to Staff Scheduler > Clients or Caregivers. Click "Add Client" or "Add Caregiver" to create new profiles. To edit existing profiles, click the "Edit" button next to any entry. You can set scheduled days, contact information, preferences, and skills. Changes are saved automatically to your database.

The Staff Scheduler AI automatically generates shifts based on client scheduled days and times. It matches caregivers based on availability, skills, language preferences, and proximity. Shifts are displayed in the Schedule calendar and updated in real-time. You can manually adjust assignments by clicking on any shift.

Yes, our platform provides REST API endpoints that you can use to integrate with your existing systems. All data flows through our backend API (Node.js/Express) which connects to your Azure PostgreSQL database. Contact our support team for API documentation and integration assistance.