Knowledge Base

Teach your AI agents office hours, services, policies, accepted insurance, and answers to common patient questions.

The knowledge base is where your AI agents learn practice-specific information that is not always stored in your practice management system.

What to Add First

  • Office hours, holiday hours, location details, parking, and directions.

  • Services offered, new patient requirements, cancellation policies, and payment policies.

  • Accepted insurance plans and when staff should verify benefits manually.

  • The top 10 questions patients ask your front desk every week.

How to Improve Answers

  1. Review call transcripts where Ira could not answer confidently.

  2. Add a short, direct article with the exact answer your staff would give.

  3. Test with a real call or chat question and refine if needed.

Keep It Practical

Short, specific entries usually work better than long policy documents. Write answers the way your front desk would explain them to a patient.

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