Complete AI knowledge
Control the office facts the AI may share with callers.
Set up a location
Complete business, phone, texting, and AI knowledge setup.
Complete Business setup
Add the public business details used for your location and patient communications.
Complete Phone setup
Assign the location's MCD AI number, configure conditional forwarding, and verify the call path.
Complete texting approval
Provide the business information required before patient texting can become active.
Run the forwarding test
Verify the unanswered call path and understand what the automated test does and does not prove about busy forwarding.
Set up call forwarding for unanswered and busy calls
Forward unanswered and busy calls from the regular office phone to the location's MCD AI number.
Understand your MCD AI number
Learn why the MCD AI number is a forwarding destination rather than a replacement office line.
Update location information
Keep business details, phone setup, and AI knowledge accurate after office changes.