tDoc Assist Settings ⚙️

Team administrators can enable and configure tDoc Assist from the team settings page. This guide walks through each setting and what it controls.

Accessing Assist Settings 🔧

1. Navigate to your team account's Settings page
2. Click the tDoc Assist tab
3. You'll see the Assist configuration panel with four sections

⚠️ Note: The tDoc Assist tab only appears when the feature is available for your account. If you don't see it, contact support to inquire about availability.

Configuration Sections 📋

1. Enable / Disable Toggle 🔛

The master switch for tDoc Assist on your account.

• Enabled: Team members on the allowed list can access Assist
• Disabled: The floating button and sidebar item are hidden for everyone

💡 Tip: You can disable Assist temporarily without losing your configuration. Your settings, allowed members, and custom instructions are preserved.

2. Phone Number 📞

Select a phone number for Assist's SMS capabilities. This determines which number is used when Assist sends text messages to clients on behalf of your team.

• Choose from your active, unassigned phone numbers in the dropdown
• If no numbers are available, you'll see a link to purchase a new phone number
• The selected number is dedicated to Assist and should not be assigned to an AI Agent at the same time

💡 Tip: Assign a dedicated phone number to Assist so clients receive texts from a consistent, recognizable number.

3. Allowed Members 👥

Control which team members can access tDoc Assist. This is an explicit opt-in list — only selected members will see the floating button and sidebar navigation item.

• Check the boxes next to each team member you want to grant access
• Each member's name and role badge are shown for easy identification
• Members not on the list will not see any Assist UI elements

⚠️ Note: Removing a member from the allowed list immediately hides Assist from their view. Their past conversation sessions are preserved and will reappear if they are re-added.

4. Custom Instructions 📝

Provide additional context and instructions that shape how Assist responds for your team. This is a free-text field where you can include:

• Your business's specific terminology or abbreviations
• Preferred communication style or tone
• Special procedures or workflows unique to your practice
• Information Assist should always keep in mind

Examples:

"We are a physiotherapy clinic. When creating tasks for appointment bookings, always set the type to 'book_appointment'. Our clinic hours are Monday–Friday 8am–5pm EST. Refer to Dr. Chen as the primary practitioner unless specified otherwise."

"We are a consulting firm. Our business hours are Monday–Friday 9am–6pm EST. When creating follow-up tasks, always assign them to the account manager. Use a professional tone in all client communications."

💡 Tip: The more context you provide in custom instructions, the more helpful and accurate Assist will be for your team's specific needs.

Saving Changes 💾

After adjusting any settings:

1. Make your changes in the relevant section
2. Click Save to apply
3. Changes take effect immediately — team members will see updated access right away

Access Control Summary 🔒

tDoc Assist uses a three-gate access check. All three conditions must be met for a team member to see and use Assist:

1. Feature available — tDoc Assist is available for your account
2. Enabled — The toggle is turned on in settings
3. Allowed member — The user is in the allowed members list

If any condition is not met, Assist is completely hidden from that user's view.

Next Steps

• Using the Chat — Learn how to chat with Assist and manage sessions
• tDoc Assist Overview — General overview of what Assist can do
• Phone Numbers — Purchase and manage phone numbers for your team