NOTE: If you want to edit or talk or an existing agent, refer to this article which goes over how to do those actions:
To get started, click Agents in the left sidebar, then click Create Agent.
Step 1: Select Agent Type
Choose the appropriate Agent Type.
Example:
Inbound Primary Care Intake
An agent that handles incoming patient calls, collects information, verifies supported conditions, and asks condition specific intake questions. Unsupported conditions are transferred to clinic staff.
Select the agent type that matches your workflow.
Step 2: Configure Basic Settings
Agent’s Name in Conversation:
Enter the name the agent will use when speaking with callers.
Example: Aya
This is how the agent introduces itself.
Language
Select the language your agent will speak.
Multiple language options are available depending on your clinic’s needs.
Transfer Phone Number
Enter the phone number where calls should be transferred if:
A condition is not supported
Escalation is required
The caller needs human assistance
This ensures patient safety and proper routing.
Step 3: Context Document Template
The Context Document Template defines the knowledge base and structured intake questions your agent will use.
This document should include:
Supported conditions
Alternate ways patients may describe symptoms
Standard intake questions
Red flag criteria
Escalation triggers
Minimum 200 characters required.
This is critical to ensuring your agent gathers appropriate and structured information.
Step 6: Create Agent
Click Create Agent.
Your new agent will now appear on the Agents page as a card.
And that's it! You have created your Agent for Autochart.ai Voice.
Need Help?
If you would like help configuring or reviewing your agent:
Email [email protected]
We are happy to walk through setup and optimization with you.