Edit template · Clinic Intake · unsaved
Inbound Change direction

Clinic Intake

Identity

who the agent is
Healthcare · Primary care clinic change

Voice

eleven_v2 · 140ms
Nova · Warm Female · en/es ▶ 0:04 change

Greeting

spoken first · 1.2s budget

Core questions

6 questions · drag to reorder
1Patient name and date of birth⋮⋮×
2Reason for visit (symptoms, duration)⋮⋮×
3Preferred provider (or no preference)⋮⋮×
4Preferred appointment time window⋮⋮×
5New patient or established⋮⋮×
6Callback number for confirmation⋮⋮×

Tools

toggle to enable
✓ lookup_calendar ✓ book_slot ✓ verify_identity + send_sms + transfer_to_nurse + lookup_policy + copay_link
External integrations
API stripe.refund POST /v1/refunds
http PCI-scoped response → {{api.result}}
MCP postgres.query server · jvapi-internal
mcp discovered read-only
WEBHOOK call-booked HMAC · 3 retries
hmac 5xx → DLQ payload · booking

Hours

America/Los_Angeles · 40h/wk
Mon8a–6p
Tue8a–6p
Wed8a–6p
Thu8a–6p
Fri8a–4p
Satoff
Sunoff

Branding

call screen + SMS template
Ringing your phone now…
★ Save to My Templates
Your edits stay on your profile · reuse across sub-accounts · share with your team.
Copilot edits are preserved — voice, greeting, knowledge, callbacks, compliance rules, SMS follow-ups.