Settings

Configure how Pilot AI works for your practice.

Go-live checklist

7 of 10 complete

Practice profile

Practice name *

Main phone *

Front desk email *

Address *

Office hours

Monto

Tueto

Wedto

Thuto

Frito

SatClosed

SunClosed

Escalation & emergency routing

Primary escalation contact

After-hours emergency line

When urgent symptoms are reported, AI pauses, shares the emergency line and advises calling 911 for severe symptoms. AI never diagnoses or recommends treatment.

Messaging & approvals

Require approval for new templates

Office Manager or Owner must approve

Send texts after missed calls

Leave voicemail on outbound calls

Pause AI when staff replies

Communication consent

Honor STOP / opt-out keywords

Always on — required

Only message patients with recorded consent

Include practice name and opt-out text

Data retention

Conversation history

Closed opportunities

Audit log

Priya Shah · Approved template “Reactivation”Today 8:12 AM

Sam Rivera · Updated escalation routeYesterday 4:40 PM

Dr. Elena Marsh · Changed office hours (Fri)Sep 28

Pilot AI · Paused AI for urgent conversationSep 28