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Tebra Help Center

Navigate AI Voice Assistant Settings

Updated: 10/14/2026 | Views: 21

Tebra’s AI Voice Assistant helps independent practices answer patient calls, manage appointments, collect prescription refill requests, and answer common questions, giving patients faster support and staff more time for those already in the office. 

From the setting page, a System Administrator can:

  • Review the AI Voice Assistant activation status
  • Complete the setup to customize the AI Voice Assistant
  • Update the backup transfer number
  • Customize the AI Voice Assistant greeting
  • Configure the AI Voice Assistant knowledge base to answer patient questions
  • Deactivate AI Voice Assistant for a location
  • Activate AI Voice Assistant for an inactive location

Access AI Voice Assistant

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click AI Voice Assistant. The AI Voice Assistant page opens.
Platform_AIVoiceSettings_Access.png

Navigate AI Voice Assistant

  1. Active Locations: Display service locations with the AI Voice Assistant status and AI voice number as applicable. Available actions will vary based on the status.
    • Active: The activation and setup is completed. System Administrations can click Options select Manage or Deactivate for this location.
    • In Progress: The activation is completed and the setup is in progress. A System Administration can click Continue Setup to complete the AI Voice Assistant setup. Once the setup is completed, the status changes to Active.
    • Not set up: The activation is completed and the AI Voice Assistant is not set up. A System Administrator can click Start setup to customize the practice's AI Voice Assistant.
    • Personalizing your AI: The AI Voice Assistant activation is in generating a dedicated AI voice number. Once the number is assigned, the status will change to Not set up and a System Administration can complete the AI Voice Assistant setup.
  2. Inactive Locations: Display service locations that does not have AI Voice Assistant activated.
    • To activate the service location, click Activate and confirm that the location's address is unique and at least one provider has office hours set up at this location.
Platform_AIVoiceSettings_Navigate.png
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