Portal & Widget Settings
Configure your chat widget greetings, branding parameters, and third-party CRM integrations.
Chatbot Widget Customization
This is the welcome statement shown when the widget launcher bubble is clicked.
AI Receptionist Persona Builder
Select the AI employee's display name.
Adjusts behavior vocabulary level.
Primary communication language.
Model voice configuration for phone calls.
AI Conversation Simulator (Pre-Live Testing)Immediate feedback
AI employee (Sarah)Hi there! I am Sarah, your clinic's AI employee. How can I help you today?
Quality: ExcellentBooking Ability: QualifiedImprovements: None
CRM & Platform Integrations
HubSpot Health CRM
Push auto-qualified leads directly into HubSpot pipelines.
Salesforce Health Cloud
Map appointments, diagnostics, and details to Salesforce profiles.
Zoho CRM & Desk
Forward conversation summaries to Zoho patient logs.
Practice Profile Settings
.caredesk.ai
HIPAA Privacy & Audit Logs
Your clinic is configured to automatically generate audit entries for all user settings changes, patient additions, and booking actions to maintain data security.
Automatic backups active