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Knowledge base

The knowledge base is the curated set of clinic information that powers the answers your patients get — on the phone, from Eva, and over messaging. You control exactly what it can say by curating the materials behind it.

Grounded answers, or an honest hand-off

The assistant answers only from the materials you've approved. When a patient asks something your knowledge base covers, it gives a grounded answer. When it can't find a confident answer, it doesn't guess — it hands the caller off to a person. This is deliberate: the assistant will never invent a price, an opening time, or medical advice. Any figures it gives (like a price) must match your documents exactly, or it won't say them.

Documents

Upload your clinic's information as documents — .docx, .pdf, or .txt — and sort them into categories: Services, Pricing, Hours, FAQ, Policies, or Other.

Every document moves through a simple, human-controlled lifecycle:

StatusWhat it means
DraftUploaded and prepared, but not yet used to answer patients.
ActiveReviewed and approved — now used to answer patients.
ArchivedRemoved from answering.

A new upload always lands as Draft. It only starts answering patients once a staff member reviews it and flips it to Active. That review step is your sign-off — nothing reaches a patient until a person approves it. You can archive a document at any time to take it out of service, or re-index one after editing the source file.

Fact cards: answers by heart

For the handful of facts patients ask about most — your clinic name, address, hours, a common price — you can create fact cards. The assistant answers these instantly "from memory," with no lookup, so the most common questions get the fastest, most reliable answers.

Fact cards come in two kinds, which control how fresh a fact has to be:

  • Stable facts (such as clinic name or address) stay answerable as long as the card is active.
  • Changeable facts (such as a price or a typical wait time) need periodic confirmation. A staff member confirms the card is still current; if it lapses past its review interval, the assistant stops answering it from memory and falls back to searching your documents instead. This way a stale price is never asserted as fact.

Suggested answers

Fertiligent watches which questions patients actually ask and where the assistant struggled to answer, and surfaces them for you — ranked by how often they come up and how often the assistant fumbled them. From that list your team can turn a recurring question into a new fact card in a couple of clicks, so your knowledge base gets better the more it's used.

Keeping things current

Edits and confirmations reach the live assistant within a couple of minutes, so your phone, chat, and messaging answers stay in step with what you've curated — no redeployment or waiting.

Availability

The knowledge base is enabled per clinic. If you don't see it in your portal, ask your Fertiligent contact to enable it for your plan.