How to set up CARE in 10 steps

CARE sign-up is fully self-serve. No sales call, no waiting list.

1. Visit the CARE sign-up page from panel.thamragroup.com.
2. Enter your clinic name, email, password, and contact phone number.
3. Choose Medical as your industry. This loads the clinic starter templates — patient FAQs, appointment flows, and Arabic-dialect defaults — so your agent's persona and knowledge structure fit a dental or medical practice from the first message.
4. Submit. CARE creates your tenant workspace, a default agent configuration, and signs you in. You're dropped straight into the onboarding wizard.

CARE sends a verification link to the email you signed up with. Click it to confirm ownership.

• The link is valid for 24 hours. If it expires, the dashboard offers a "Resend verification" button.
• You can keep configuring your agent in the meantime — verification only gates going live in Step 10.
• Check spam if you don't see it within a minute. The sender domain is thamragroup.com.

This is the only step that touches Meta directly. CARE uses Meta's Embedded Signup flow — a popup hosted by Meta where you log into Facebook, pick the WhatsApp Business Account and phone number to connect, and approve the permissions. CARE never asks for your password or system user token.

1. From the onboarding wizard, click Connect WhatsApp.
2. A Meta popup opens. Log in with the Facebook account that owns the Meta Business Account.
3. Choose the WhatsApp Business Account (WABA) and the phone number you want CARE to operate.
4. Review and grant the requested permissions (manage messages, manage business assets).
5. Meta closes the popup and hands CARE a permanent token. CARE then subscribes your number to webhooks so it receives every inbound message in real time.

This is where CARE becomes your agent. Every field below is editable later in Settings → Agent.

Identity

• Agent name (English) and Agent name (Arabic). Pick a short, brandable name — many businesses use their own brand (e.g. "Layla from Dr. Majd Dental"). CARE will introduce the agent by this name in greetings.
• Greeting message for new conversations and farewell message for ended conversations. Both can be bilingual.

Tone & language

• Response style: professional, friendly, casual, or formal. Shapes phrasing, sentence length, and emoji usage.
• Dialect preference: auto (recommended), gulf, levantine, egyptian, maghrebi, or msa.
• Enable emoji: on/off. Many clinics prefer it off for a professional tone; turn it on if your brand is more casual.

Boundaries

• Operating hours: per-weekday schedule with a timezone. Outside hours, CARE can keep replying or send an after-hours message — your choice.
• Maximum response length on WhatsApp (default 1,200 characters).
• Booking call-to-action: proactively offer a booking when relevant.
• Follow-up nudges: gentle reminders to patients who stop replying mid-conversation.

CARE's answer quality is bounded by the knowledge you give it. You have three complementary ways to add knowledge — use all three for the best coverage.

Option A — In-app editor

• FAQs — bilingual question/answer pairs.
• Services — what you offer, prices, duration, prerequisites.
• Staff / practitioners — names, specialties, photos.
• Policies — cancellation, deposit, and insurance notes.

Option B — File upload

Supported: PDF, DOCX, TXT, CSV, JSON. CARE extracts text, splits into chunks, generates embeddings, and indexes everything for semantic search. Status moves pending → processing → ready in seconds for small files.

Option C — Connected sources (live sync)

• Google Sheets — connect a sheet, choose tabs, pick a sync interval between 15 and 1,440 minutes.
• REST API — point CARE at any JSON endpoint. Supports API-key, Bearer, Basic, OAuth2, and custom-header auth. Credentials are stored encrypted.

Bookings are the core of a clinic, so this is where CARE turns from an FAQ bot into a real front desk that fills your calendar.

1. Open Settings → Calendar.
2. Connect Google Calendar — authorize CARE to read and write events. Real events get created for every booking.
3. Set slot duration (default 30 min) and buffer time (default 10 min).
4. Set working hours (default 09:00–21:00) and working days (default all seven).
5. Set maximum days in advance a patient can book (default 30).
6. Add special periods — Ramadan hours, Eid closures, public holidays.
7. Enable appointment reminders (commonly 24h and 1h before).
8. Optionally enable the cancellation waitlist.

CARE supports multiple users per business. Two roles cover most cases:

• Owner — everything: settings, knowledge, conversations, billing, team management.
• Viewer — read-only access to conversations and analytics. Cannot change settings or billing.

From Settings → Team, click Invite member, enter their email, and choose the role. CARE sends them a password-setup link.

CARE handles most conversations end-to-end, but some need a human. Configure how you want to be alerted.

• Escalation SMS number — gets a text when an escalation is opened.
• Escalation rate threshold — notified if escalations exceed a percentage you set.
• Quiet hours — suppress notifications during a window you choose (e.g. 22:00–06:00).
• Webhook URL — optional. POST escalation events into Slack, a ticketing system, or your own backend.

CARE escalates automatically on low confidence, repeated negative sentiment, explicit human request, repeated failed actions, an unanswered knowledge gap, or too many turns without resolution.

Before you tell patients about the number, send messages yourself and pressure-test the agent.

1. From the WhatsApp settings card, click Send test message — sanity-checks the token and webhook subscription.
2. Open WhatsApp on a personal phone and message your clinic number with a real patient-style question — try both English and Arabic.
3. Watch the conversation appear in Dashboard → Conversations in real time. Click in to see intent, retrieved knowledge chunks, and confidence score.
4. Try edge cases on purpose: misspellings, mixed Arabic/English, a complaint, a question CARE shouldn't be able to answer.
5. If something's wrong, fix the knowledge base or agent settings and try again. Iterate until you're happy.

When the assistant is answering the way you want, it is time to activate. CARE is a single one-time payment — no subscription, no setup fee, no per-message or per-user charges, and no conversation limit.

How billing runs

• The fee is quoted for your clinic and agreed in writing before activation. Ask for it on WhatsApp.
• Payment is by bank transfer. We send you the account details directly — never from a public page — and confirm when the transfer arrives.
• Activation is manual. A person switches your agent on once the transfer clears, so expect a same-day call rather than an instant flip.
• The day your agent starts handling live patient conversations is go-live, and it is confirmed in writing. The refund window runs from that date, not from the day you paid.

Full terms: CARE Service Terms · Pricing & Payment · Refund Policy.