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Agent Training Info & Integration Credentials

Additional Info — Notes & Supporting Documents

Written By Anand Raj

Last updated 3 months ago

Additional Info is the last step of Stage 2 — Agent Training Info. Use it to share anything that didn't fit cleanly into the earlier steps — special instructions, edge cases, supporting documents, or just a note to your Account Manager.

Two parts

1. Note

A free-form text field for anything else that might help the Agency configure your AI receptionist correctly. Examples:

  • "Don't book appointments on the last Friday of every month — staff training day."

  • "If a caller mentions Dr. Khan, always offer Tuesday/Thursday slots only."

  • "We serve Spanish-speaking patients — please make sure the agent handles Spanish."

  • "After-hours callers should always be offered the on-call number 555-0123."

2. Upload Documents

Upload supporting documents the agent should learn from. These go into the agent's knowledge base so it can quote accurate answers from your existing materials.

Good things to upload:

  • Service brochures or pricing sheets

  • New-patient intake guides

  • Office policies (cancellation, no-show, late arrival)

  • Insurance accepted lists

  • FAQ documents

Supported formats: .doc, .docx, .pdf.

Then submit

Once you're done, click Submit For Review. Your business onboarding goes to the Agency's training team, your Account Manager picks it up, and your AI receptionist is typically live within 2 weeks.

Frequently Asked Questions

No — both are optional. But anything you share here makes the agent more accurate from day one.

Send it to your Account Manager (assigned within 2–4 hours of submission) or bring it up on the Kickoff Call.

Only .doc, .docx, and .pdf are accepted. For audio/video, use Sample Call Recordings (step 5) instead.

Reasonable limits apply — upload the materials that matter most. If you have very large or many documents, mention it in the Note field and your Account Manager will guide you.

Your Account Manager is assigned (within 2–4 hours), you'll get a Welcome Email within 24 hours, a Kickoff Call within 48 hours, and your AI receptionist goes live typically within 2 weeks of submission.

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