📚 Basic Concepts of tDoc

This guide introduces the fundamental concepts you'll encounter when using the tDoc platform. Understanding these core elements will help you navigate and make the most of your AI receptionist system.

👤 Accounts and Workspaces

tDoc organizes your experience around two key workspace types:

• Personal Account: Your individual workspace where you manage your profile, settings, and personal resources
• Team Account: A collaborative workspace shared with colleagues, where you configure AI agents, manage communications, and coordinate schedules

💡 Tip: You can easily switch between personal and team workspaces using the account selector in the navigation area!

🤖 AI Agents

AI agents are virtual receptionists that handle communications on your behalf:

• Agent: A configurable AI assistant that manages calls, chats, and messages
• Capabilities: Specific functions your agent can perform (scheduling, answering FAQs, etc.)
• Knowledge Base: Custom information you provide to make your agent smarter
• Voice Profile: The speaking style and characteristics of your agent on phone calls

📞 Communication Channels

tDoc supports multiple ways for clients to interact with your AI receptionist:

• Phone: Voice conversations via dedicated phone numbers
• SMS: Text message exchanges for quick communications
• Chat: Web-based chat interfaces for your website visitors
• Unified Inbox: Centralized view of all communications

📅 Calendar and Scheduling

The calendar system is central to appointment management:

• Event: Any scheduled appointment or meeting
• Event Type: A template for specific kinds of appointments with pre-defined durations
• Professional: Team member who provides services and has availability for bookings
• Availability: Time slots when professionals can accept appointments
• Schedule: Collection of working hours and blocked time

👥 Team and Member Management

Teams form the organizational structure in tDoc:

• Team Member: Any user with access to your team workspace
• Role: A set of permissions that determines what actions a member can perform
• Permission: Specific action a team member is allowed to perform
• Professional Profile: Extended information about service providers in your team
• Contact: External individuals (clients, vendors) stored in your database

🔍 Real-time Monitoring and Control

tDoc provides tools to oversee and manage communications as they happen:

• Real-time Operations Center (RTOC): Dashboard for monitoring live communications
• Live Transcription: Real-time text version of ongoing voice conversations
• Call Takeover: Process of transitioning from AI to human assistance
• Communication Center: Hub for managing all active and recent communications

📋 Tasks and Activities

tDoc helps manage follow-up actions and team coordination:

• Task: An action item assigned to a team member
• Task Status: The current state of a task (pending, in progress, completed)
• Assignment: The process of allocating a task to a specific person
• Due Date: Deadline by which a task should be completed

🔄 Integrations

tDoc connects with external systems to enhance functionality:

• Integration: Connection between tDoc and another software system
• Synchronization: Process of keeping data consistent between systems
• API Key: Secure credential used to authorize connections to external services
• Data Mapping: How information fields correspond between connected systems

🔐 Security Concepts

Understanding these security elements helps protect your data:

• Authentication: Process of verifying your identity when accessing tDoc
• Multi-Factor Authentication (MFA): Additional security layer beyond passwords
• Role-Based Access Control: System that restricts access based on user roles
• Encryption: Technology that protects your data from unauthorized access

🧠 Knowledge Management

Your AI receptionist learns from the information you provide:

• Knowledge Base: Collection of information your AI agent can access and reference
• Document: Any file containing information used by your AI receptionist
• Training: Process of improving your AI by providing feedback and information
• Intent: Specific purpose or goal behind a client's question or request

📱 Key Interface Elements

Familiarize yourself with these common interface components:

• Dashboard: Main overview screen showing key metrics and activities
• Sidebar Navigation: Menu for accessing different sections of the platform
• Header Navigation: Alternative horizontal menu in certain views
• Account Selector: Dropdown menu for switching between workspaces
• Settings Panel: Area for configuring preferences and options

🔍 Next Steps

Now that you understand the basic concepts of tDoc, explore these related guides:

• Getting Started Tutorial - Step-by-step tutorial for new users
• Platform Overview - Comprehensive feature summary
• AI Agents Guide - Detailed information about configuring AI receptionists

Welcome to tDoc – where intelligent communication meets effortless management! 🚀