Set up your clinic phone and messaging

Choose your number, who answers, and what the assistant may do, then send the setup request.

Phone & Messaging keeps your number, your team and your assistant in one place. Your choices save as a draft until you send the setup request.

Steps

Open Settings, then Clinic → Phone & Messaging.
Select Your number and choose a Number preference: Keep our existing number or Choose a new local number.
Select Coverage and choose Who answers?: Team first, assistant backup, Assistant first, team backup, or Assistant after hours only.
Select Assistant and choose What may the assistant do?: Draft for my team, Handle approved routine requests, or Paused.
Select Save setup draft.
Select Setup request. Under Confirm your business details, enter the Legal business name, tick the confirmation, and fill in the Business contact phone and business address.
Select Request setup. Use Check setup status later to see progress.

Status shows your lines as they are now. Your existing service stays in place until the replacement is tested.
Routine requests need an approved policy before they start. Clinical questions go to your team.
The assistant's actions, a preview of its answers and its activity are also in AI Center → Assistants → Phone & text assistant.
Once your number is set up, Calling in the side list shows what helps people answer when your team calls, under Will people answer?.