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Patient Copilot Help Center

Number Pool Support in Voice AI Agents

We now support assigning a Number Pool, a collection of multiple phone numbers to your AI Agents. Calls to any number in the pool will route dynamically based on your agent’s configuration. Important: Ensure you have at least one Number Pool created in order to use this feature.

Key Benefits of Number Pool Support

  • Single-Agent Efficiency: Handle calls to multiple numbers with one agent, reducing the need to create and manage separate agents.
  • Streamlined Workflow: Centralizes call routing, simplifying operations and minimizing redundancy.

How to Assign a Number Pool to a Voice AI Agent

Step 1: Access Voice AI Agent Settings

  1. Log in to your Patient Copilot account. 2. From the left-hand menu, click on AI Agents. 3. In the top navigation bar, select Voice AI.

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Step 2: Choose or Create a Voice AI Agent 1. Click on + Create Agent to make a new agent, or

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  1. Choose an existing one from your Agent List:
  • Click directly on the agent’s name, or - Click the three-dot menu next to the agent and select Edit.

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Step 3: Open the Phone & Availability Tab

  1. Inside the agent editor, click on the Phone & Availability tab. 2. Locate the section labeled Phone Number / Number Pool.

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Step 4: Assign a Number Pool

  1. Click on the Phone Number / Number Pool dropdown. 2. Select the Number Pool you want to assign to this Voice AI Agent.
  • Only pre-created number pools will appear in the list.
  • You must create a number pool before this step if none exist.

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Step 5: Save the Configuration

  1. After selecting the desired number pool, click the Save button. 2. Your selected number pool is now successfully assigned to the agent.

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