Helpoben.care

Set up the patient assistant's name, knowledge and tools

Choose what the portal assistant is called, how it greets patients, which clinic topics it may answer from and which record look-ups it may use.

Who can do this
Staff with Manage products and tags edit the name, greeting and tools; a clinical provider publishes the name and greeting; the clinic owner publishes tools and keeps topics from the assistant
Where in Oben
/automations/assistants/patient/behavior

Saved in this browser only, so every article can open its screen.

The name, greeting and tools are saved as drafts first; patients get a change only after it is published. What the assistant knows is read live from your clinic's setup, so there is nothing to type for it.

Steps

  1. Open Automations, select the AI assistants tab, then Assistants → Patient assistant.
  2. On the Behavior tab, under Name and greeting, enter the Name patients see and a Greeting. How it opens previews the first message. Select Save draft.
  3. A clinical provider ticks I reviewed the greeting and it contains no clinical guidance. and selects Publish to patients.
  4. On the Knowledge tab, Always used lists the patient's own record, the answers a clinical provider published and your published lessons.
  5. Under What it knows from Oben, each ticked topic, such as Clinic details, Services and prices or Clinic policies, is used. The clinic owner unticks a topic to keep it from this assistant, then selects Save. It applies from the next question.
  6. On the Tools tab, under Look-ups in the patient's own record, untick any look-up you do not want, such as Show order status or Show logged shots. Select Save draft.
  7. The clinic owner selects Publish to patients on the Tools tab.

Good to know

  • While drafts wait, a bar above the tabs lists them, with a link to review each.
  • To change what a topic says, change it where it lives, such as your catalog, booking settings or clinic profile. See every card in What your assistants know shows each card.
  • The assistant always shows as an AI assistant. The last sentence of the greeting, about medical questions, is always added.
  • Always on on the Behavior tab lists the safety rules every conversation keeps. They cannot be turned off.
  • Published tools keep a version history you can restore.
  • A look-up you turn off sends those questions to your published answers or your care team instead.
  • Try your drafts on the Test tab before publishing. See Check how the patient assistant answers and hands off.