Capabilities are per-assistant switches in Settings → Assistants → Capabilities. Each one adds or removes an ability from the agent. When a capability is off the agent has no tool for it at all, so it cannot do it by mistake. It will take a message instead.
Some capabilities are sub-capabilities: they only do anything while their parent is on.
The full list
How to think about turning them on
Start with Appointment Access, Take a Message, Call Transfer, and Locations & Directions. That covers most of what your phone actually receives, and none of it is irreversible.
- Book / Cancel / Confirm once you have checked that what the agent writes into your PMS lands in the right operatory, with the right provider and duration.
- Billing & Payments once you are comfortable with balances being read out loud to a verified caller.
- New Patient Intake once you have decided which fields are actually required. A long intake on the phone loses callers.
- Waitlist once someone owns responding when a patient takes an opened slot.
What the agent will not do regardless
- Read records back to a caller it has not verified. See Patient privacy.
- Give clinical advice. Clinical questions transfer, or become a message.
- Invent an answer to a practice question that your knowledge base does not cover.
- Use a capability your PMS integration does not support. Availability differs per system. See Supported systems.
