Configure Care Team Operations Case Creation Voice AI agent triggers

  • Release version: Australia
  • Updated April 1, 2026
  • 1 minute to read

    • Change the trigger phrases used to call on the Care Team Operations Case Creation Voice AI agent via phone.

    Before you begin

    Role required: admin

    About this task

    By default, this agent is triggered when a user mentions Care Team Operations, CTO, or asks to submit a care team request. For example:
    • "I need help with CTO"
    • "I want to submit a Care Team Operations request"
    • "Care Team"

    These phrases can be adjusted for your use case as needed.

    Important:
    When updating these trigger phrases, use a unique value that is not used by any other installed agents to avoid those agents from erroneously being triggered.

    Procedure

    1. Navigate to AI Agent Studio > Create and manage > AI Agents.
    2. Select Care Team Operations Case Creation Voice AI Agent.
    3. In Define the specialty, navigate to AI agent description.
    4. Replace the existing instructions and examples with desired context.
    5. Select Save.

    Result

    The Care Team Operations Case Creation Voice AI agent is now triggered on phone conversations based on the updated phrases and context you provided.