Creating a Voice Agent

The Agents page allows you to create and manage AI voice agents for your clinic.

Note

If you want to edit or talk to an existing agent, refer to the article on "Editing and Talking to an Agent" for those instructions.

To get started, click Agents in the left sidebar, then click Create Agent.

Choose the appropriate Agent Type.

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.

Enter the name the agent will use when speaking with callers.

Example: Aya

This is how the agent introduces itself.

Select the language your agent will speak. Multiple language options are available depending on your clinic's needs.

Enter the phone number where calls should be transferred if:

This ensures patient safety and proper routing.

The Context Document Template defines the knowledge base and structured intake questions your agent will use.

This document should include:

Minimum 200 characters required.

This is critical to ensuring your agent gathers appropriate and structured information.

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.

If you would like help configuring or reviewing your agent:

We are happy to walk through setup and optimization with you.