Docs / Getting started
Your workspace
Home, the sidebar, Agents and Settings.
Once you've hired an agent, the sidebar becomes your workspace. It only holds what you use every day:
- Home: what needs you today.
- The pages your agents bring: Inbox, Appointments, Patients (Customers), Insurance, Bills & payments.
- Agents: one page with all your hired agents. The badge shows how many are working (
11/12). - Settings: everything you configure, in one place. The badge shows how much of the go-live checklist is left
(
5 left) and disappears when you're live. - All packs: back to the showroom, to see or hire more.
The business switcher at the top changes which business every page works on.
Home
One page that answers "what needs me today?":
- Go live: how far the go-live checklist is, and the next step. Only until everything is done.
- Needs you: the three most urgent Inbox items, each with its main button (Approve, Called them, Resolved…) right there. Open inbox shows the rest.
- Today: the visits still ahead today, in your business's time zone. Requests waiting for approval stand out.
- Agents: one line, such as "11 of 12 agents working · Ops Supervisor needs setup".
Home refreshes every 30 seconds while it's open.
The work pages
They depend on which agents you've hired.
| Page | Comes with | What it's for |
|---|---|---|
| Inbox | any agent | Everything handed to your team. The badge counts what's open. See Your team and the AI. |
| Appointments | Clinic Front Desk, Receptionist | The week's visits; approve or decline requested bookings. |
| Patients (Customers) | Clinic Front Desk, Receptionist | Each person's record: conversations on every channel, visits, insurance, bills. |
| Insurance | Insurance Verification | Whether every upcoming visit's insurance is confirmed, with "Check now". |
| Bills & payments | Billing & Dues | Bills, pay links and reminders. |
A page whose agent you haven't hired says which agent brings it.
Agents
Every hired agent as a card: Working, or Needs setup with how many of its steps are done, plus one line of what it did this week. Needs setup shows only the ones waiting on you; Hire more opens your pack.
Open an agent to see its Activity (or Setup while it isn't ready), Try it, Settings, Skills and About. You can stop an agent from About; its settings and history are kept.
Settings
Settings has its own menu, beside every settings page:
| Entry | What's there |
|---|---|
| Go live | The go-live checklist (Quickstart). Only while something is left. |
| Business | What the agents know about you, your identity check mode (Identity and privacy), the emergency contact. |
| Services, Team & hours, Calendars, Booking rules | Scheduling (Scheduling). |
| Channels, Phone assistant | How people reach you (Channels). |
| Integrations | Webhooks and API keys for your CRM (Connect your CRM). |
Only the entries your hired agents use appear: no Phone assistant without the front desk.
Something missing or unclear? Ask in the chat at the bottom right, or talk to the Saient team.