Training Your Annie
How to adjust your Annie's training and personality
Updating In-Network Insurances
Log into your Customer Portal. Navigate to Settings - In the bottom-left corner of the screen Select Insurances from the menu. Click Add Insu...
Adjusting Annie's Greetings
Log into your Annie portal. Navigate to the left sidebar and click on “Settings.” Select Agent Persona Add your desired chat greeting to the Chat...
Creating Temporary Office Closures
Log into your Customer Portal. Navigate to Settings In the bottom-left corner of the screen, click on Settings , then select Practice Information ...
Updating Your Staff & Doctors
Keeping your provider and team bios up to date ensures patients always have accurate, professional information about your practice. You can easily upd...
Using the FAQ Section in the Annie Portal
Log in to your Annie portal. On the left side menu, toggle to Settings . Inside Settings, scroll to AI Settings . The FAQ section lives right unde...
How Annie Handles Appointment Rescheduling
When rescheduling an appointment, Annie will cancel the original booking and create a new one at the updated time selected by the patient. She will on...