Archives: FAQs

step 1 –
Open the Start Free Trial page, enter your full name, clinic name, clinic website URL, work email and a password (or continue with Google). scanO Copilot uses your website URL to scan your site and build a knowledge base automatically. Once your profile is created, log in with your email and password to continue setting up your workspace.




step 2 –
scanO Copilot scans your website and builds your clinic’s knowledge base. Wait a few moments while it finishes — you’ll see a progress bar as it works.



step 3 –
On the Knowledge Details page, review the collected information which is clinic name, team, services offered and other content. If anything needs updating, click Edit and fix it. Your bot updates instantly.
When it looks right, click “Looks good – let’s go live”.



step 4 –
On the integration page, Copilot gives you a unique code snippet. Click Copy. The same snippet works on any website or framework.



step 5 –
Paste the snippet into your website’s HTML, just before the closing tag, and publish.

step 6 –
Once the code is live, scanO Copilot detects the installation automatically within sixty seconds.

Configure platform preferences and account options which are account info, notifications, integrations, and operational settings.

Yes. Notification preferences are adjustable in the Settings section.

Yes. Administrative controls let authorized users manage permissions and access.

Yes, integrations are managed in Settings.

You can adjust system preferences to improve security and streamline daily operations.

Regularly it keeps your account optimized and aligned with your clinic’s needs.

In the Billing & Plans section, which shows your current plan, usage, and billing details.

Yes. Usage indicators help you stay aware of any limits and make the most of your plan.

You can upgrade directly from the Billing & Plans section whenever your clinic needs more capacity.

Billing information, payment details, and subscription history are all available in this section.

Clear visibility into usage helps you manage costs and scale your clinic effectively.

Yes. The Bot Customization section lets you customize the appearance and behavior of your assistant.

Yes select brand colors that match your clinic’s identity for a consistent experience.

Yes. The preview panel shows how the chatbot will appear before you publish anything.

Yes. You can customize welcome messages, greetings, and conversation prompts.

A personalized bot reflects your clinic’s communication style, strengthens your brand, and feels more professional to patients.

In the Clinic Details section, where you manage everything Copilot uses when talking to patients.

Clinic information, services offered, treatment details, FAQs, and other important content.

Accurate details ensure Copilot gives patients reliable, up-to-date answers.

Just update them here and the content editor makes changes easy, and your bot reflects them.

Yes. Refining the knowledge base in this section improves the AI-generated responses.

Yes a well-maintained profile answers common questions automatically, freeing up your team.

Open the Schedule section to view all upcoming bookings and clinic availability in a calendar format.

Directly on a calendar, so you can track your schedule at a glance.

Yes. Switch between dates and time slots to review patient visits and manage availability.

It reduces scheduling conflicts, improves organization, and keeps the patient experience smooth.

Yes with all appointments in one place, daily operations are faster and easier to manage.

Open the Conversations section to see all chats Copilot has handled across different channels.

Select any conversation from the list on the left to view the complete chat history, including patient questions and Copilot’s responses.

It helps your team understand patient concerns, monitor AI interactions, and follow up with potential leads.

Yes the conversations from different channels all appear in this one section.

Yes. Studying conversation history helps clinics improve communication and boost patient conversion rates.

It’s your real-time overview of how Copilot is performing for your clinic you can observe conversations, bookings, conversions, and revenue, all in one place.

Total conversations, appointments booked, conversions, and revenue generated through Copilot.

Yes. Recent activities and important updates are shown together so you stay informed without digging through menus.

Yes, the Dashboard gives you a real-time snapshot of your clinic’s patient engagement.

The conversion and revenue metrics show how many chats turned into booked patients and the income Copilot helped generate.

Enter your registered email and password, then click Login. You’ll land straight on the Dashboard.

Use the “Forgot password” link on the login page to reset it via your registered email.

You go directly to the Dashboard and your home base for everything Copilot does.

Yes. You can manage team access and permissions from the Settings section.