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Microsoft SharePoint

Use selected policies and team knowledge to answer callers accurately.

When a caller asks a question, your receptionist will:

  • read approved site documents
  • track changes and permission loss
  • Microsoft administrator consent plus access to the chosen site or library.

Once released, it will be included in every plan. Each connected integration counts toward your plan’s integration limit (Starter 3, Growth 10, Pro 50), together with SMS, Slack and webhook destinations; email notifications do not count. See plans.

  • Internal-only and patient-specific records must not become general answers.

Keep receiving call summaries and prepare follow-up requests for your team in call notifications. You can also send call events to your own tools with a signed webhook and automation recipes.

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