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Release: Australia · Updated: 2026-04-01 · Official documentation · View source

Activate AI Assistant for Care Team Portal

Enable AI Assistant functionality in the Care Team Portal to provide intelligent assistance and support for healthcare workflows.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Conversational Interfaces > Assistants.

  2. Select Manage Assistants.

  3. Navigate to Now Assist in Virtual Agent (default) and select Edit.

  4. Select Edit chat features.

  5. Navigate to Display experiences.

  6. In Chat experiences, select Add Portal.

  7. Select Care Team Portal.

  8. Select Save.

Result

Now Assist in Virtual Agent is activated for use in the Care Team Portal.