Agent Settings
Set your clinic agent's name, greeting, dialect, tone and rules, see what it knows, and track how it performs
The Clinic Agent page is where you shape the AI that answers your patients: who it is, how it talks, what it must and mustn't do, and what it knows. Open Clinic Agent in the sidebar (/dashboard/ai). Only owners and admins see this page.
Changes apply from the patient's next message. Tap Save settings at the bottom; the button appears as soon as you change something.
Persona
| Setting | What it does |
|---|---|
| Greeting message | The first thing the agent sends any new patient: it introduces itself as Docistra and asks for consent to record their data, with I agree and No thanks buttons (موافق and مش موافق in Arabic). It is fixed and can't be changed. After the patient agrees, the agent asks their name. |
| Agent name | Always Docistra (دوكسترا in Arabic) and can't be changed: the law requires telling patients that Docistra handles their data. |
| Dialect | Egyptian (the default) or Modern Standard Arabic (simple فصحى). Patients who write in English are always answered in English. |
| Tone | Friendly (warm and short), Professional (clear and to the point) or Formal (polished and respectful, no emoji). |
Each dialect and tone shows a sample reply so you can pick the one that fits your clinic.
If you chose the In-chat booking page in WhatsApp Settings, a patient who opens with a greeting or "I want to book" gets your greeting message followed by the booking button.
Knowledge the agent uses
The card shows how many active doctors, active services and knowledge base entries the agent answers from. Tap a row to manage it. The agent only quotes prices, doctors and services that are in your data.
Test the agent
Test as a patient opens a test chat (/dashboard/ai/new) where you write as if you were a patient. It uses your real settings and data, but nothing is booked and no real patient is messaged. The Training tab in the same chat lets you add rules by chatting. See Custom Instructions.
Instructions
Collapsed by default. Tap the header to open it.
| Field | Use it for |
|---|---|
| Your clinic's instructions | Policies, offers, payment methods, anything the agent should know or do, written like a brief to a new receptionist |
| When to hand off to a human | Situations where the agent stops and passes the chat to your team (for example a complaint, a refund request or an emergency) |
| Forbidden for the agent | Things it must never do or say (for example offering discounts that don't exist) |
Each field holds up to 4,000 characters. The agent follows them as long as they don't conflict with your clinic's data or its safety rules: it never invents prices and never gives medical advice.
Knowledge base
Collapsed by default. Add text notes or upload files with information the agent needs. See Knowledge Base.
Agent performance
The last 30 days:
| Number | Meaning |
|---|---|
| Agent replies | Messages the agent sent to patients |
| Avg. response time | From the patient's message to the agent's reply |
| Conversations handled | Patient chats the agent replied in |
| Handoff rate | Share of those chats handed to your team |
| Bookings by the agent | Bookings the agent made |
| Booking rate | Bookings divided by conversations |
A chart shows the agent's replies per day.