1. Route overflow calls to an AI receptionist.
Make this step explicit in the agent instructions, tool permissions, and operator review flow.
2. Capture patient name, reason for visit, urgency, insurance signal, and preferred appointment window.
Make this step explicit in the agent instructions, tool permissions, and operator review flow.
3. Escalate emergency pain calls according to office rules.
Make this step explicit in the agent instructions, tool permissions, and operator review flow.
4. Send staff the transcript, recording, and booking status.
Make this step explicit in the agent instructions, tool permissions, and operator review flow.