The website chatbot & AI receptionist

Teamio’s patient-facing AI lives on your practice website as a chat widget (and can answer your phone as a voice receptionist). It answers questions from your practice’s own content and books real appointments using your online-booking setup.

How setup works

There is no in-app Bot Settings page. The bot’s configuration lives in a standalone tool that Teamio staff manage for your practice, so setup is done with (and by) Teamio — tell your account manager what you want and they’ll configure it. What you do get in-app is a monitoring dashboard at /calendar/admin (covered below). That dashboard requires sign-in but has no role gate, so any signed-in user can open it.

What patients experience

On your website, patients see a chat widget. They ask normal questions — hours, insurance, services, directions — and get answers drawn from your content. When they want an appointment, the bot walks them into booking; when it can’t help, it hands off to your office phone. The voice receptionist does the same on a phone call.

What Teamio configures for you

When Teamio sets up the bot, these are the things that can be tuned (so you know what to ask for):

• Identity — Bot Name, Practice Name, Phone Number, Business Hours, Welcome Message, and a Custom First Message.
• Behavior — a Custom System Prompt, AI Personality (Professional / Friendly / Casual), Response Style (Concise / Detailed / Conversational), and Emergency Instructions (what to tell a patient in pain — typically “call us now” with your number).
• Voice (for the receptionist) — Voice Selection with preview, Voice Speed, Voice Stability, and Voice Similarity.
• Language — chosen from a long list.
• Knowledge — the Website URLs to Index (with recommended pages) so the bot answers from your real site content; the tool shows Website Content Indexing status with the crawled pages and counts.
• Booking — which appointment types the bot may offer and which blockouts to avoid, plus a default location.

Monitoring the bot (in-app)

Even though you don’t configure the bot in-app, you can watch how it’s doing. Navigate directly to /calendar/admin (there’s no sidebar entry):

• Dashboard (/calendar/admin/dashboard) — TeamIO Admin Dashboard with Text Bot, Voice Bot, and Appointments stats, an overall conversion rate, and a date-range filter.

• Bot Conversations (/calendar/admin/bot-conversations) — a list of conversations; open any one to read the full transcript of what the bot told a patient.

• Appointment Stats — booking outcomes the bot produced.

Tips

• After any big website update, ask Teamio to re-index the knowledge base so the bot answers from the current content.
• Read the bot’s early conversations at /calendar/admin/bot-conversations — gaps in its answers are gaps in your website’s content. Send those gaps to Teamio to fold into the bot’s knowledge.

Related

• Setting up online booking
• AI outbound calls