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FEATURES · 26 MODULES, ONE AI WORKFORCE

Everything your front desk does — done automatically.

Calls, texts, booking, recalls, forms, reviews and reporting. Each module runs in your practice’s name, on your existing phone and schedule, and switches on in about 14 days.

Book a free auditHear Sarah live
TALK TO SARAH LIVE · AI VOICE RECEPTIONIST

Call Sarah right now — inbound and outbound.

These are live calls with Sarah, our real voice agent — the same one clinics use. Left: you’re a patient calling the clinic. Right: you’re a new lead messaging the clinic on any channel; you get an instant reply, then Sarah calls you back. Both take your first name, last name and phone, book a time between 9 am and 7 pm, and send a confirmation text with the day, time and location.

INBOUND · PATIENT CALLS THE CLINIC
9:41
OUTBOUND · LEAD MESSAGES → SARAH CALLS
9:41
1Call startsSarah answers (or calls back) in the clinic’s name, 24/7, in English, French, Spanish or Hindi.
2Real calendar checkShe checks the clinic’s live schedule — 9 am to 7 pm, Monday to Saturday — and never books outside office hours.
3Details & bookingFirst name, last name, phone number read back, email if they want — then the appointment is booked.
✓Confirmation textThe patient gets a text with the day, time and location. No booking, no text.

Works for every visit type — cleaning, emergency, cosmetic, kids, Invisalign. Book a free audit to hear Sarah on your own clinic’s number.

SEE EVERY MODULE IN ACTION

All 26 modules, one phone.

Scroll the list — the phone plays each module’s full demo step by step: the call, the texts, the email, the booking, the report. Scripted with a sample patient; every slide links to the real, interactive demo on its page.

9:41
Dental Agentic ClinicScripted demo
Step 1
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01 · Always-On Patient Communication

AI Voice Receptionist

Every call answered, in your name, 24/7

  1. 1Incoming call · (416) 555-0123
  2. 2Clinic: “Good evening, thank you for calling Dental Agentic Clinic. This is Sarah, the clinic’s virtual assistant. How may I help you?”
  3. 3Patient: “Hi, I chipped my front tooth at dinner. Is there any way I can be seen tomorrow?”
  4. 4Clinic: “I’m sorry to hear that. Are you in any pain, or is there swelling?”
  5. 5Patient: “No pain, it just looks bad.”
  6. 6Clinic: “Understood — that’s something we can see you for promptly. Are you a new or existing patient?”
  7. 7Patient: “New. My name is Priya Shah.”
  8. 8Checking Dr. Patel’s schedule · emergency slots
  9. 9Openings offered
  10. 10Clinic: “Thank you, Priya. Dr. Patel can see you tomorrow at 9:00 am, 11:30 am or 4:15 pm. Which would you prefer?”
  11. 11Patient: “9:00 am, please.”
  12. 12Clinic: “You’re booked for tomorrow at 9:00 am with Dr. Patel. I’ll text your confirmation and a short new-patient form now. Is this the bes
  13. 13Patient: “Yes, that’s my mobile.”
  14. 14Clinic: “Perfect. Please arrive ten minutes early. If anything changes overnight, reply to the text and we’ll help. Have a good evening, Pri
  15. 15Booked · contact created · tagged “new patient · emergency” · confirmation and intake form sent
See the full page →
02 · Always-On Patient Communication

Missed-Call Text-Back

A text within seconds of any missed call

  1. 1Missed call · (905) 555-0199
  2. 2Text sent 4 seconds after the missed call
  3. 3Clinic: “Hi, this is Dental Agentic Clinic. Sorry we missed your call — our team was with another patient. How can we help? You can reply he
  4. 4Patient: “Hi, I need a cleaning. Something after work if possible.”
  5. 5Clinic: “Happy to help. Have you visited us before?”
  6. 6Patient: “Yes, about a year ago. Daniel Reyes.”
  7. 7Clinic: “Welcome back, Daniel. Our next evening openings are Tue 5:30 pm or Thu 6:00 pm with Jenna, our hygienist. Which works better?”
  8. 8Patient: “Thursday at 6.”
  9. 9Clinic: “Booked: Thursday at 6:00 pm with Jenna. Reply C to confirm or R to reschedule.”
  10. 10Patient: “C”
  11. 11Clinic: “Confirmed — thank you, Daniel. We’ll send a reminder the day before. See you Thursday.”
  12. 12Missed call recovered and booked in 2 minutes · tagged “recovered”
See the full page →
03 · Always-On Patient Communication

2-Way SMS & Webchat

One assistant on text, webchat and Google messages

  1. 1Patient: “Hi, are you accepting new patients?”
  2. 2Clinic: “Hello and welcome! Yes, we are. A first visit includes an exam, any x-rays needed and a cleaning — about 60 minutes. Would you like
  3. 3Patient: “Yes. Do you direct-bill Sun Life?”
  4. 4Clinic: “We do — we direct-bill Sun Life and most major plans, so you only pay any portion not covered.”
  5. 5Patient: “Great. Weekday mornings are best.”
  6. 6Openings offered
  7. 7Clinic: “I have Wednesday 10:00 am, Thursday 9:15 am or Friday 8:30 am. Which suits you?”
  8. 8Patient: “Wednesday at 10.”
  9. 9Clinic: “Lovely. May I have your full name and mobile number for the confirmation?”
  10. 10Patient: “Grace Wong, 647-555-0138.”
  11. 11Clinic: “Thank you, Grace — you’re booked for Wednesday at 10:00 am. Your confirmation and new-patient form are on their way by text.”
  12. 12Same assistant on SMS, webchat and Google · conversation saved to the patient record
See the full page →
04 · Always-On Patient Communication

Unified Inbox

Calls, texts, chats and emails — one screen

  1. 1Queue of patients
  2. 2Assistant handled 3 overnight · 2 flagged for the team
  3. 3Jenna opens Marcus T. · full history shown
  4. 4Patient: “Hi, my insurance changed to Manulife. Do you need anything before Thursday?”
  5. 5Clinic: “Thanks, Marcus. I’ve flagged this for our front desk so your file is updated before your visit.”
  6. 6Clinic: “Hi Marcus, Jenna from the front desk. Please send a photo of the front and back of your new card and we’ll take care of the rest.”
  7. 7Patient: “Sent — thanks!”
  8. 8Clinic: “Received and updated. You’re all set for Thursday at 2:00 pm.”
  9. 9Jenna opens Daniel K. · email
  10. 10Clinic: “Hi Daniel, your receipt for Oct 28 is attached. Let us know if you need anything else for your claim.”
  11. 115 of 5 resolved before 8:30 am · 3 by the assistant, 2 by the team with full context
See the full page →
05 · Smart Scheduling & Retention

24/7 Online Booking

Real openings, booked in 20 seconds

  1. 1Form filled in
  2. 2Showing live openings · no double booking
  3. 3Openings offered
  4. 4Form filled in
  5. 5✓ Booked — Tue 2:30 pm
  6. 6Clinic: “Hi Aisha, you’re booked at Dental Agentic Clinic on Tue at 2:30 pm with Dr. Patel. Please complete your form before the visit: dent
  7. 7Patient: “C”
  8. 8Booked in 20 seconds at 10:40 pm · confirmed · reminders scheduled
See the full page →
06 · Smart Scheduling & Retention

Automated Reminders

Confirmations that actually get a reply

  1. 13 days before · email and text
  2. 2Clinic: “Hi Omar, this is Dental Agentic Clinic with a reminder of your appointment on Thursday at 10:30 am with Dr. Patel. Reply YES to con
  3. 3No reply · 24 hours before
  4. 4Clinic: “Hi Omar, just a friendly reminder of tomorrow at 10:30 am. Reply YES to confirm, or C if you need a different time.”
  5. 5Patient: “C — something came up at work.”
  6. 6Clinic: “No problem at all. I can offer Friday at 9:00 am or Monday at 3:30 pm. Which would you prefer?”
  7. 7Patient: “Monday 3:30.”
  8. 8Clinic: “Done — you’re now booked for Monday at 3:30 pm. Thursday’s 10:30 slot has been released to the waitlist.”
  9. 9Thursday 10:30 offered to 3 waitlist patients · filled in 12 minutes
  10. 10Rescheduled instead of a no-show · original slot refilled
See the full page →
07 · Smart Scheduling & Retention

Hygiene Recall Reactivation

Overdue hygiene patients brought back automatically

  1. 1Queue of patients
  2. 2Day 0 · recall email
  3. 3It’s time for your cleaning, Lina
  4. 4Day 3 · no reply → text
  5. 5Clinic: “Hi Lina, it’s Dental Agentic Clinic. You’re due for your cleaning. We have Tue 9:00 am or Thu 5:30 pm with Jenna — would either wor
  6. 6Day 7 · no reply → Sarah calls
  7. 7Sarah calling · Lina P.
  8. 8Clinic: “Hi Lina, this is Sarah from Dental Agentic Clinic. I’m calling because you’re due for your cleaning — would you like me to book a t
  9. 9Patient: “Oh, I meant to call you. Thursday evening would be great.”
  10. 10Clinic: “Thursday at 5:30 pm with Jenna is booked. I’ll text your confirmation now.”
  11. 11Booked · recall closed · reminder scheduled · opt-out honoured at every step
See the full page →
08 · Smart Scheduling & Retention

No-Show & Waitlist Fill

Fill openings fast and minimise lost production

  1. 12:15 pm · no-show detected
  2. 2Clinic: “Hi Mark, we missed you at 2:00 today — we hope everything is okay. Would you like to rebook? We have Fri 10:00 am or Mon 1:30 pm.”
  3. 3Patient: “So sorry, I got stuck at work. Friday 10 please.”
  4. 4Clinic: “No problem, Mark — you’re rebooked for Friday at 10:00 am with Jenna.”
  5. 5Cancellation at 3:00 pm today · offering to the waitlist
  6. 6Clinic: “Hi Aisha, a 3:00 pm cleaning just opened today with Jenna. Reply YES to take it — first reply gets the spot.”
  7. 7Patient: “YES!”
  8. 8Clinic: “It’s yours, Aisha — see you at 3:00 pm today.”
  9. 9No-show rebooked · cancelled slot filled in 6 minutes · no staff calls needed
See the full page →
09 · Smart Scheduling & Retention

Digital Forms & Intake

Secure digital paperwork completed before every visit

  1. 1Clinic: “Hi Daniel, please complete your new-patient form before Thursday — it takes about 3 minutes: dentalagentic.ai/form”
  2. 2Form filled in
  3. 3Form filled in
  4. 4Form filled in
  5. 5Form filled in
  6. 6✓ Form complete
  7. 7Clinic: “Thank you, Daniel — your forms are complete. We’ll verify your coverage before Thursday.”
  8. 8No clipboard at the desk · allergy flagged · insurance verified in advance
See the full page →
10 · Operations & Cash Flow

Payment Processing

Get paid faster with secure, automated payment links

  1. 1Clinic: “Hi Lina, to hold your whitening appointment on Saturday at 11:00 am, a $150 deposit is required. Secure link: pay.dentalagentic.ai/
  2. 2Dental Agentic Clinic
  3. 3Payment processing…
  4. 4Clinic: “Payment of $150 received — thank you, Lina. Your receipt has been emailed and your Saturday appointment is secured.”
  5. 5Patient: “Thanks! Will this come off the final bill?”
  6. 6Clinic: “Yes — the deposit is applied to your treatment total on the day.”
  7. 7Paid in under a minute · receipt sent · recorded on the patient record
See the full page →
11 · Operations & Cash Flow

Built-in CRM

Track every stage of the patient journey in one place

  1. 1Queue of patients
  2. 2Stage: Treatment accepted → Scheduled
  3. 3Next steps
  4. 4Tags
  5. 5Every call, text, form and booking on one record — filled automatically
See the full page →
12 · Operations & Cash Flow

Custom Automations

Your repeat admin, handled by workflows you approve

  1. 1Form filled in
  2. 2Form filled in
  3. 3Approved by the practice manager · live
  4. 4Queue of patients
  5. 5Repeat admin runs itself · every rule visible and editable
See the full page →
13 · Operations & Cash Flow

Advanced Analytics

Real-time insight into calls, bookings and conversion

  1. 1Live numbers update
  2. 2Breakdown appears
  3. 3Insight: Instagram leads book at 2× the rate when answered in under a minute
  4. 4Suggested action
  5. 5Every channel measured from first contact to booked visit
See the full page →
14 · Operations & Cash Flow

Mobile App

Manage conversations and bookings on the go

  1. 1Live numbers update
  2. 2Queue of patients
  3. 3Opens Marcus T.
  4. 4Patient: “Hi, is the crown covered by my plan?”
  5. 5Clinic: “Hi Marcus, Dr. Patel here. We’ve sent a pre-authorization to your insurer and will confirm your coverage by Monday.”
  6. 6Reply from anywhere · full patient context on the phone
See the full page →
15 · Growth & Reputation Engine

Smile Bot

Visitors see their future smile in 60 seconds — and become leads

  1. 1Form filled in
  2. 2Photo taken · consent captured · generating preview
  3. 3Your smile preview is ready
  4. 4Clinic: “Hi Aisha, here is your whitening preview from Dental Agentic Clinic. Would you like a free consultation? We have Thu 5:00 pm or Sat
  5. 5Patient: “Saturday please!”
  6. 6Clinic: “You’re booked for a free whitening consultation on Saturday at 10:30 am.”
  7. 7Lead captured · tagged “whitening” · consultation booked
See the full page →
16 · Growth & Reputation Engine

Review Management

Automated review requests after every visit

  1. 1Clinic: “Hi Sara, thank you for visiting Dental Agentic Clinic today. How was your experience, from 1 to 5?”
  2. 2Patient: “5 — Jenna was amazing!”
  3. 3Clinic: “We’re so glad to hear that! Would you mind sharing it on Google? It helps new patients find us: g.page/dental-agentic/review”
  4. 4Review posted on Google ★★★★★
  5. 5Suggested reply · approved by the manager
  6. 6Any 1–3 rating goes privately to the practice manager instead
  7. 7More 5-star reviews · every review answered · unhappy patients heard privately
See the full page →
17 · Growth & Reputation Engine

Google Business Profile

Keep your profile current, rank higher, get more calls

  1. 1New post published
  2. 2Post · “Evening appointments now available”
  3. 3Holiday hours updated · photos added
  4. 4Question from Google · answered in 2 minutes
  5. 5Live numbers update
  6. 6Profile kept current every week · questions answered fast
See the full page →
18 · Growth & Reputation Engine

Patient Reactivation

Win back inactive patients with targeted outreach

  1. 1Segment
  2. 2Wave 1 · 40 patients · text
  3. 3Clinic: “Hi Robert, it’s Dental Agentic Clinic. It’s been a while since your last visit — we’d love to see you. Would you like to book a che
  4. 4Patient: “YES”
  5. 5Clinic: “Great! We have Mon 9:00 am, Wed 5:30 pm or Sat 11:00 am. Which suits you?”
  6. 6Patient: “Wednesday 5:30.”
  7. 7Clinic: “You’re booked for Wednesday at 5:30 pm. Welcome back, Robert!”
  8. 8Wave 1: 9 booked of 40 · opt-outs removed automatically
See the full page →
19 · Growth & Reputation Engine

Email & SMS Outreach

Nurture and engage patients at scale, with consent honoured

  1. 1Email · “Straighter teeth, no braces”
  2. 2Day 2 · text to non-openers
  3. 3Clinic: “Hi Anita, Dental Agentic Clinic is hosting a free Invisalign consultation day on Sat Nov 22. Want a spot? Reply YES. Reply STOP to
  4. 4Patient: “Yes, morning please.”
  5. 5Clinic: “Booked: Saturday Nov 22 at 10:00 am. We’ll send a reminder the day before.”
  6. 6Live numbers update
  7. 7Consent checked before every send · results tracked to bookings
See the full page →
20 · Growth & Reputation Engine

Referral & Lead Tracking

Know which sources bring new patients — and close more of them

  1. 1Queue of patients
  2. 2Referral from Lina P. → Grace W. booked
  3. 3Clinic: “Hi Lina, thank you for referring Grace to Dental Agentic Clinic! A $25 thank-you credit has been added to your account.”
  4. 4Breakdown appears
  5. 5Every new patient traced to its source · referrers thanked automatically
See the full page →
21 · Growth & Reputation Engine

Practice Performance Reporting

Clear monthly reports to measure and grow

  1. 1Live numbers update
  2. 2Breakdown appears
  3. 3Three wins, three fixes
  4. 4One clear page · emailed to the owner every month
See the full page →
22 · Lost Revenue Recovery

Missed-Call Revenue Recovery

Every unanswered call texted back and booked

  1. 1Missed call · (905) 555-0144
  2. 2Text sent in 30 seconds
  3. 3Clinic: “Hi, this is Dental Agentic Clinic — sorry we missed you over lunch. How can we help?”
  4. 4Patient: “Do you do root canals? I have a toothache.”
  5. 5Clinic: “I’m sorry you’re in pain. Yes, we do. Let’s get you seen quickly — Sarah will call you now to find a time.”
  6. 6Sarah calling · (905) 555-0144
  7. 7Clinic: “Hi, it’s Sarah from Dental Agentic Clinic. I can book you with Dr. Patel today at 4:30 pm for an assessment. Would that work?”
  8. 8Patient: “Yes, please.”
  9. 9Clinic: “You’re booked for today at 4:30 pm. A confirmation text is on its way.”
  10. 10Missed call → emergency visit booked · estimated value tracked on the dashboard
See the full page →
23 · Lost Revenue Recovery

Unscheduled Treatment Follow-Up

Accepted-but-unbooked treatment plans chased until scheduled

  1. 1Queue of patients
  2. 2Day 3 · text to Marcus
  3. 3Clinic: “Hi Marcus, Dr. Patel recommended a crown on your lower left tooth. Your insurer has pre-approved it. Would you like to book? We hav
  4. 4Patient: “I keep forgetting — Thursday works.”
  5. 5Clinic: “Booked: Thursday at 2:00 pm with Dr. Patel. The appointment is about 90 minutes.”
  6. 6Plan scheduled · removed from the open list · production recovered
See the full page →
24 · Lost Revenue Recovery

Lapsed Patient Win-Back

Patients not seen in 12–18 months re-engaged in sequence

  1. 1Step 1 · email
  2. 2No reply after 5 days → Sarah calls
  3. 3Sarah calling · Omar H.
  4. 4Clinic: “Hi Omar, this is Sarah from Dental Agentic Clinic. It’s been a little while since your last visit — would you like me to book a che
  5. 5Patient: “Yes, I’ve been meaning to. Do you have anything on Saturday?”
  6. 6Clinic: “I have Saturday at 11:30 am with Jenna. Shall I book it?”
  7. 7Patient: “Please do.”
  8. 8Clinic: “You’re booked for Saturday at 11:30 am. Welcome back, Omar — a confirmation text is on its way.”
  9. 9Lapsed patient back on the schedule · moved to active
See the full page →
25 · Lost Revenue Recovery

Insurance Benefits Reminders

“Use it before you lose it” campaigns ahead of year-end

  1. 1Segment
  2. 2Text sent · Nov 10
  3. 3Clinic: “Hi Grace, a reminder from Dental Agentic Clinic: your dental benefits reset on January 1. You may still have coverage for a cleanin
  4. 4Patient: “Yes! Anything in December?”
  5. 5Clinic: “We have Dec 4 at 10:00 am or Dec 9 at 4:30 pm. Which works?”
  6. 6Patient: “Dec 9 please.”
  7. 7Clinic: “Booked: December 9 at 4:30 pm. We’ll check your remaining coverage before the visit.”
  8. 8Unused benefits turned into booked visits before the reset
See the full page →
26 · Lost Revenue Recovery

Revenue Leak Dashboard

See what slipped each week — and what was recovered

  1. 1Live numbers update
  2. 2Breakdown appears
  3. 3Still leaking
  4. 4Next action
  5. 5Every leak counted in dollars · recovery tracked week over week
See the full page →
ALL FEATURES

Discover our full suite of features.

Never miss a call. AI answers, qualifies and books.

AI Voice Receptionist

Instantly turns every missed call into a conversation.

Missed-Call Text-Back

Real-time texting your team can jump into anytime.

2-Way SMS & Webchat

Calls, texts, chats and emails — one inbox for the whole team.

Unified Inbox

Patients book anytime, anywhere — synced to your schedule.

24/7 Online Booking

Texts and emails that cut no-shows without front-desk effort.

Automated Reminders

Overdue hygiene patients brought back automatically.

Hygiene Recall Reactivation

Fill openings fast and minimise lost production.

No-Show & Waitlist Fill

Secure digital paperwork completed before every visit.

Digital Forms & Intake

Get paid faster with secure, automated payment links.

Payment Processing

Track every stage of the patient journey in one place.

Built-in CRM

Your repeat admin, handled by workflows you approve.

Custom Automations

Real-time insight into calls, bookings and conversion.

Advanced Analytics

Manage conversations and bookings on the go.

Mobile App

Visitors see their future smile in 60 seconds — and become leads.

Smile Bot

Automated review requests after every visit — grow your rating.

Review Management

Keep your profile current, rank higher, get more calls.

Google Business Profile

Win back inactive patients with targeted outreach.

Patient Reactivation

Nurture and engage patients at scale, with consent honoured.

Email & SMS Outreach

Know which sources bring new patients — and close more of them.

Referral & Lead Tracking

Clear monthly reports to measure and grow.

Practice Performance Reporting

Every unanswered call texted back and booked.

Missed-Call Revenue Recovery

Accepted-but-unbooked treatment plans chased until scheduled.

Unscheduled Treatment Follow-Up

Patients not seen in 12–18 months re-engaged in sequence.

Lapsed Patient Win-Back

“Use it before you lose it” campaigns ahead of year-end.

Insurance Benefits Reminders

See what slipped each week — and what was recovered.

Revenue Leak Dashboard

Find out what your front desk is costing you.

We call your clinic three times, test your website and Google profile, and send a one-page scorecard with a conservative dollar figure. Free, no strings, 48 hours.

Book my free audit ↗
HOW IT WORKS
1
AuditThree mystery calls, website and Google profile checked.
2
ScorecardOne page: what slipped, what it is worth, which modules fix it.
✓
Go liveLive in about 14 days — no new software for your team.