What this tab controls
The page is headed Communications — “Channels your AI agents use to reach patients — text, voice, fax, and email.”
The messaging and voice fields sit under Messaging & voice (Telnyx): “The clinic’s Telnyx numbers and connections for SMS, WhatsApp, fax, and voice.”
Set it up
1
Provision the numbers first
A switch here does not buy you a number. Get the numbers and connections in place with your telephony provider before you turn anything on — a channel enabled without its details simply fails to send.
2
Fill in the numbers
Enter each number in full international form, starting with
+ and the country code. The connection and profile identifiers come from the same provider account as the number.3
Set the email addresses
Put a verified hospital address in Send from. Use Reply-to when replies should reach a monitored inbox rather than the sending address — a front-desk mailbox rather than a no-reply.
4
Turn on only what you have
Switch on each channel you have actually provisioned, and leave the rest off. An enabled channel with no number is a silent failure waiting to happen.
5
Save
Select Save changes. It confirms with “Communication settings saved”.
6
Connect a mailbox, when it reaches you
Under Send from your own mailbox, connect Google or Outlook so agent email sends from your own address and replies land in your inbox. The Connect buttons are inactive until the feature reaches your workspace — the card is badged Rolling out.
What changes once you save
- Agents can use the channels you enabled, and only those. A published agent whose step sends a text simply cannot when SMS is off.
- Messages carry the numbers and addresses on this page. Patients see the number you entered — so put the hospital’s public number here, not a personal mobile.
- Replies follow Reply-to when you set one; otherwise they go to the sending address.
- Until mailbox sending is enabled, agents send from the verified address above, whatever mailbox you connect later.
Check it worked
Save, then reload the tab — your numbers and addresses should still be there and the channel switches should be as you left them. Run one agent that sends on a channel you enabled, to a colleague rather than a patient, and confirm it arrives from the number or address you entered.Common issues
An upgrade panel covers the whole tab
An upgrade panel covers the whole tab
“Connect SMS, WhatsApp, fax, voice and email so your AI agents can reach patients. Available on any paid plan.” See Change your plan.
Only clinic owners and managers can configure communications
Only clinic owners and managers can configure communications
Accountants can open settings but not this tab’s controls.
A channel is on but nothing sends
A channel is on but nothing sends
The number or connection for that channel is missing or wrong. Check the value is in full international form, starting
+, and that the connection identifier matches the same provider account.Replies are going to a mailbox nobody reads
Replies are going to a mailbox nobody reads
Set Reply-to to a monitored address. It overrides the sending address for replies only.
Reminders still go out after I turned Email off
Reminders still go out after I turned Email off
Ordinary hospital notifications are governed by the notification preferences, not by these agent channels. Change them there.