Phase Comparison
Agent Templates

Catch-All Templates for Any Medical Office

Our template system allows complete customization while providing battle-tested workflows out of the box. Configure once, deploy anywhere.

Phase 1: Core Workflow
Essential inbound call handling with smart greeting and intent routing
001Smart Greeting

Recognizes caller, checks business hours, detects appointments

Schedule→ 100
Cancel→ 200
Reschedule→ 300
Confirm→ 400
Billing→ 500
General Q→ 600
Transfer→ 800
End Call→ 900
Sample Template Code
Jinja2-style templating with conditional logic
## SMART GREETING TEMPLATE

Today is {arg_day_of_week}, {arg_today_date}, at {arg_current_time}.
You are a virtual assistant for {arg_business_name}.

### STEP 1: CHECK BUSINESS HOURS
{% if arg_is_business_open == false %}
**AFTER HOURS:**
"Thank you for calling {arg_business_name}. We're currently closed. 
Our hours are {arg_business_hours}. Would you like to leave a message 
or schedule an appointment?"
{% else %}

### STEP 2: CALLER RECOGNITION
{% if arg_ani_match %}
  {% if arg_existing_appointments|length > 0 %}
  **RECOGNIZED + HAS APPOINTMENTS:**
  "Welcome back! I see you have an upcoming appointment. 
  Are you calling about that today?"
  {% else %}
  **RECOGNIZED + NO APPOINTMENTS:**
  "Welcome back! Would you like to schedule an appointment, 
  or is there something else I can help with?"
  {% endif %}
{% else %}
  **UNKNOWN CALLER:**
  "Thank you for calling {arg_business_name}! I can help you 
  schedule, confirm, cancel, or reschedule appointments. 
  How can I help you today?"
{% endif %}
{% endif %}

24/7 Availability

After-hours handling included

Caller Recognition

ANI matching for known patients

Appointment Management

Full CRUD operations

HIPAA Compliant

Identity verification built-in