How to use Sidekick to place a phone call

---

Ask Sidekick to place a call

Ask Sidekick to prepare an outbound call and describe the exact objective — what the call should accomplish, in a sentence or two that makes sense on its own.

For patient-related calls, include only the minimum the callee needs:

• the patient’s name,
• their date of birth when the callee will verify identity (pharmacies usually do),
• the relevant prescription, order, or appointment,
• the provider the call is on behalf of.

Include only what the objective requires — nothing more.

---

What to note when prompting

A few things keep a call prompt clear and safe:

• The agent only knows what you type. It can’t see your chat or the patient’s chart, so don’t say “call them about the patient we just discussed.” Spell out every fact the call needs — including anything the callee will ask you to verify, like a date of birth.
• Give the exact number. Put the phone number in your prompt (and check it on the card). Sidekick won’t guess a number, and a wrong digit means a wrong call.
• One call, one goal. Keep each prompt to a single call with a clear objective. If you need two calls, ask for them one at a time.
• Say what “done” looks like. Add the fallback if it matters — for example, “if the refill isn’t ready, ask when it will be” — because the agent can only act on what’s on the card.
• Minimum necessary. Include only the details the callee actually needs. Leave the rest of the chart out; the voice agent will only use what’s on the card.
• A rough prompt is fine. You’ll review and edit the card before anything dials, so start simple and tighten the objective there.

---

Example prompts

Type it the way you’d explain the call to a teammate — who to call, what you want, and just the details the callee needs:

Whatever you type becomes a call card you can review and edit before anything dials, so you can fix the number or tighten the wording there too.

---

Review before calling

1. Ask Sidekick to prepare the call.
2. Review or edit the phone number, objective, and optional context on the call card.
3. Confirm the correct callee, and remove anything the callee doesn’t need.
4. Select Start call only when the card is correct.
5. Follow the call status and the live transcript when it’s available.
6. Review the final outcome before taking the next step.

---

What the voice agent can use

The call is not placed when the card first appears — it waits for you to review and start it.

The voice agent receives only the information on the call card. It cannot see your Sidekick chat or the patient chart. Anything the agent needs mid-call has to be on the card, so check the objective and context before you start.

---

Choose the voice Sidekick uses.

Clinic Admins can open Calls in Tabflows.

Under Voice agent, press play to hear a sample, then select the voice you want.

A checkmark shows the current selection, and the selected voice is used for future Sidekick calls from the clinic.

---

Call statuses

As the call runs, the card shows its status:

---