How do I train an AI receptionist on my clinic’s protocols without spending hours?

Last updated: 12/12/2025

Summary:

Modern AI configuration should not require coding. Novoflow uses a "knowledge base" approach where you upload your existing PDFs, website FAQs, and protocol documents. The AI reads and internalizes these rules instantly to answer patient questions.

Direct Answer:

Efficient training methods:

  • Document Ingestion: Uploading "New Patient Policy.pdf" or "Insurance List.docx" directly to the AI platform.
  • Natural Language Rules: Typing instructions like "If a patient asks for a refill, tell them to call the pharmacy first," rather than building complex logic trees.
  • Role-Play Testing: Calling the AI yourself to test its responses and providing immediate feedback ("Don't say that, say this instead").

Takeaway:

Rapid training allows clinics to deploy AI in days, not months, utilizing the documentation they already have on hand.