The application process is critical.
In order for the AI to perform at its peak level, we must arm it with solid industry and company knowledge.
Thank you for your purchase! Let’s activate your account.
You’ve already joined, now it’s time to unlock AI support on your calls. In the next few minutes you’ll confirm your setup, complete a short intake, and get your AI coach ready to go live with providers, keeping conversations compliant, clear, and patient-centered.
- Inbound & Outbound
- Clinical Objection Handling
- Live Research
- After-call Coaching
Step 1 — Application
We’re customizing your AI sales coach for you. Setup takes 24–48 hours (1–2 business days). Please complete this short form — it helps us gather the information needed to configure healthcaresales ai for your workflow.
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1
Welcome to Your Command Center
Your dashboard gives you a snapshot of everything - your activity, profile, and products. It’s where you’ll start every day to check your status, review recent calls, and see where you can improve and what’s waiting in your pipeline.
2
Go Live With Confidence
This is where the healthcaresales ai shines. Incoming calls are displayed here. Healthcaresales ai listens, transcribes, and assists in real time. You’ll see prompts, objection handling, and reminders pop up automatically to keep your conversations sharp and compliant.
3
Start Calls Like a Pro
Use the outbound section to launch your own calls. Select your industry template, confirm the client's number, and hit Start Call. Healthcaresales ai will call you first. "Answer it." then it will call the client for you. When the client answers, healthcaresales ai is automatically there to help you navigate the call. It's a seamless process that tracks and scores every call.
4
Learn From Every Conversation
After each call, healthcaresales ai generates a full summary with transcription, sentiment, and performance scores. Review your best lines, see what worked, and find patterns that help you close more deals with less effort.
5
Fine-Tune Your Experience
Your settings tab is where you manage your account. This is where account information, your AI-Number, usage and billing, and default templates.
Inbound calls
Your healthcaresales ai- number powers inbound calls
When you join, each user is assigned a unique healthcaresales ai number (find it in Settings). Share this number with providers or forward your main line to it. When someone dials that number, healthcaresales ai activates your phone and joins the call to listen, transcribe, and assist you all while keeping you compliant and clear.
- Locate your HealthcareSalesAI number in Settings (e.g.,
725-777-7777). - Share it with clinics/hospitals or route your office line to it.
- When it’s dialed, healthcaresales ai calls your phone; answer to connect. The caller is bridged in, and live coaching begins.
We’ll route your HealthcareSalesAI number to the phone on your application. Update routing anytime in Settings.
Outbound calls
Place calls from the Outbound tab
To reach a provider, use the Outbound Call tab in the agent portal. healthcaresales ai first rings your phone. After you answer, it dials the provider and joins the conversation. When they pick up, your desktop lights up with real-time prompts and transcription.
- Open Outbound Call in the portal.
- Enter the provider’s number (and choose a call template if available).
- Click Start Call. healthcaresales ai calls your phone; answer.
- It then calls the provider. Once they answer, coaching and transcription start immediately.
Tip: Keep the agent portal open during calls so guidance, notes, and documentation cues are visible.
