More than a voice.
A way forward.
The little things that make a great call. The useful actions that come after it. Explore the capabilities behind an AI voice agent built around your practice.
Four connected layers show how conversation, action, control, and insight work together. Each layer contains four capability modules.
A better experience.
Every step of the way.
Explore how conversation, action, control, and insight fit together. Each capability is shaped around your workflow during setup.
One everyday request. Four kinds of work.
“I need to move my appointment, and I have a question for the team.”
Understand
Identify the existing appointment and hear what changed.
Find an option
Check the supported rescheduling workflow.
Know the boundary
Route questions that need a person.
Keep the context
Capture the change request and follow-up.
Conversation
A natural first point of contact.
Inbound answering
Give callers a welcome that reflects your practice, with coverage planned around opening hours, overflow, or a dedicated line.
02Your practice knowledge
Help callers with the services, locations, opening hours, and policies you have approved for the agent to discuss.
03Patient intake
Gather the appointment request, location preference, and callback details your front desk needs. Clinical questions go to the care team.
04Referral handoffs
Capture questions from patients or referring offices and route them to the referral coordinator. Status comes from an authorized source or your staff.
Action
The next step, built into the call.
Appointment booking
Connect supported scheduling systems and apply your appointment rules when offering a time to a caller.
06Changes and cancellations
Let callers explain what changed. Build a workflow that checks the appointment and confirms the requested update.
07Reminder conversations
Give people a chance to confirm, ask a question, or request a different time during a planned reminder call.
08Dental recall outreach
Work from the recall list and contact rules your dental practice approves. Capture scheduling preferences, declines, and requests for the team.
Control
Clear boundaries, by design.
Agent instructions
Write the greeting, intake questions, permitted actions, and escalation rules in the language of your practice.
10Clinical boundaries
Keep diagnosis, symptom assessment, and treatment advice with qualified staff. Use practice-approved handoff and emergency wording.
11Test before rollout
Try realistic calls before expanding coverage. Include interruptions, unclear requests, unavailable slots, and handoffs in the review.
12Flexible routing
Choose how calls reach the agent, then confirm forwarding and fallback behavior with your phone provider during setup.
Insight
Turn conversations into a clearer picture.
Conversation records
Review transcripts and summaries to understand what the caller needed, what happened, and where the team should follow up.
14Outcome tracking
Distinguish appointments, inquiries, transfers, and callbacks. Agree on the outcome definitions that matter to your operation.
15Handoff visibility
Understand why a conversation needed a person so you can improve instructions, coverage, and the handover experience.
16Workflow improvement
Use recurring questions and unresolved requests to decide what the agent should learn next and what your team should own.
The right capabilities.
In the right context.
Medical and dental front desks share a busy phone line, but their scheduling and follow-up needs differ. Explore workflows built around your practice.
Explore practice solutionsBring your hardest everyday call.
The best way to understand an agent is to put a real scenario in front of it. Let’s explore what that looks like for your practice.