8 docs tagged with "tutorials"

Upload a document library, enable semantic indexing, and configure your AI agent to search and reference the content during conversations.

Create an automated appointment reminder workflow that contacts members via SMS and handles rescheduling requests.

Connect your athenahealth practice so AI agents can view a linked member's chart, book and manage appointments, check insurance eligibility, and write outreach notes back to athenaOne — and optionally turn new athenaOne patients into members automatically with patient discovery.

Build a clinical screening workflow that administers the PHQ-9 depression questionnaire, scores responses, and routes to appropriate care based on severity.

Call and text a list, screen against your own criteria automatically, and route only the conversations that need judgement to a person.

Send one email to a small test audience with an on-demand Routine, then verify Inbox routing and reply handling.

Build an AI assistant that answers questions using your organization's documents, policies, and FAQs with retrieval-augmented generation.

Build an AI-powered phone receptionist that answers calls, routes inquiries, books appointments, and handles after-hours messaging.