Visionary Agents

AI Receptionist · Calls & scheduling

Meet your AI Receptionist. Every call answered, your way.

Dental answering that follows your practice rules.

It picks up on the first ring, answers everyday questions, books the visits your schedule allows and hands anything else to your team with the full story attached.

Book a Demo
HIPAA safeguards Set up with your team Staff can take over anytime
Visionary Agents · Inbox · Live call

Rohan Gupta

+91 98XXX X2210 · AI Receptionist on the line

01:12

Live transcript

Hi, I'd like to book a cleaning this week.

Thursday

3 providers · 2 chairs open

9:00 AM Arjun K. · Exam
11:30 AM Meera R. · Gum check
2:00 PM Leo P. · Crown prep
Answered on the first ring
Booked into your schedule

Watch it work

See the AI Receptionist at work

A real-time walkthrough of one session, from the first word to the finished result. Names and details are sample data.

AI Receptionist

Call answered on the first ring

REC
Patient

“Hi, I'd like to book a cleaning this week.”

Incoming callStep 1 of 4

PatientH

0:00 / 0:26
AI Receptionist AI Scribe AI Perio Charting AI Insurance Agent AI Retention Manager

Omni-channel

One receptionist. Every channel covered.

Patients reach you however they like. The AI Receptionist answers each channel with the same rules and the same voice.

Phone calls Active

Every call answered around the clock, including lunch, busy mornings and after hours.

SMS & text Active

Instant replies to booking requests, reschedules and reminder responses.

Website chat Active

Turns website visitors into booked patients, even at 11 PM.

24/7

Availability

3

Channels

Live

Schedule sync

Website chat

Smile Studio · AI assistant

PatientDo you see kids on Saturdays?

AI AgentYes, Saturdays 9 AM to 1 PM. Want me to find a time for your child?

PatientYes please, next Saturday.

AI AgentBooked for Saturday at 10:30 AM. A confirmation is on its way.

In action

See it handle real conversations

A few of the requests your AI Receptionist handles every day.

Smart scheduling

Finds open times, books the visit and sends a confirmation.

Can I come in next Tuesday morning?

Tuesday at 9:30 AM is open with Dr. Iyer. Shall I book it?

Instant answers

Answers questions about insurance, procedures and the office.

Do you take my PPO plan?

Yes, we're in network. I can check your benefits before the visit.

Easy rescheduling

Handles cancellations and changes without a phone tag.

I need to move my Friday appointment.

No problem. Monday at 4 PM or Wednesday at 11 AM?

Proactive reminders

Reminds patients about check-ups so fewer visits are missed.

Oh, is my cleaning due?

It is. Your last one was in April. Would next week suit you?

Seamless handoffs

Transfers to your team with the reason for the call attached.

I have a question about my bill.

Let me connect you with our billing coordinator. I've shared the details.

Urgent requests

Follows your escalation rules for pain and emergencies.

My tooth is really swollen.

I'm sorry. I'm alerting the on-call dentist now and holding a same-day slot.

How it works

What happens when your AI Receptionist picks up?

Clear behaviour for every kind of call, set up with your team before go-live.

After-hours and busy-time coverage

Calls forward to the AI Receptionist when your team is busy or the office is closed.

Incoming callStep 1 of 4

Call answered on the first ring

PatientHi, I'd like to book a cleaning this week.

AI AgentHappy to help. I have Thursday at 10:00 AM or Friday at 3:30 PM.

PatientThursday works.

Booking into your schedule

Availability is checked against your scheduling rules before anything is offered.

Checking rulesStep 2 of 4

Matched to your scheduling rules

Visit typeAdult cleaning · 60 min
ProviderHygiene chair 2
Existing patientIdentity verified
InsuranceOn file · check queued

Transfers and urgent requests

Calls that need a person go to the right person, with context.

BookingStep 3 of 4

Appointment created in your schedule

PatientRohan Gupta
WhenThu · 10:00 AM
StatusBooked
ConfirmationText sent

Messages for follow-up

When nobody can take a transfer, the request is captured and tracked.

Wrap-upStep 4 of 4

Your team sees the full story

Call summary saved to the patient record
Insurance check handed to the AI Insurance Agent
Nothing waiting for staff

Built for the front desk

Designed for every call, chat and booking

Calls, WhatsApp, SMS and voicemail land in one inbox, and every booking goes straight into your schedule. Scroll to walk through it. Patient data shown is sample data.

Every conversation in one inbox

Calls, WhatsApp, SMS and voicemails together. The AI replies and books, and your team can take over anytime.

Visionary Agents · Inbox

Meera Rao

+91 98XXX X4120
AI active

Conversation · WhatsApp

Hi, my gums bleed when I brush. Can I see someone this week?

Sorry to hear that, Meera. Dr. Iyer has Thursday at 11:30 AM or Friday at 4:00 PM for a gum check and cleaning.

Thursday please.

Booked: Thursday, 11:30 AM with Dr. Iyer. I'll send a reminder the day before.

✓ Appointment created · confirmation sent

Reply by WhatsApp

Free-text window open
Type a message…

Features

Command center for every location

Live calls, bookings and handoffs across your practices, in one view.

Live call view

See every conversation in progress and what it's about.

Bookings as they happen

New, moved and cancelled visits, synced to your schedule.

Handoff queue

Callbacks and transfers waiting for staff, with full context.

Transcripts & summaries

Every call recorded, summarised and saved to the patient.

Your rules, per location

Hours, visit types and providers set per practice.

HIPAA safeguards

Encrypted data, access controls and audit trails.

The transformation

Before & after the AI Receptionist

Before

  • Missed calls during procedures and lunch
  • New patients lost to voicemail after hours
  • Front desk stretched between phone and patients
  • No-shows from forgotten appointments
  • Insurance questions that slow every call
  • Long holds and phone trees

After

  • Every call answered, day and night
  • New patients booked even after hours
  • Staff focused on patients in the office
  • Automatic reminders and confirmations
  • Insurance checked before the visit
  • No hold music, no phone trees

Integrations

Works with your existing systems

The AI Receptionist connects to your practice management software, so schedules, patients and records stay in sync without double entry.

Two-way sync Real-time updates HIPAA safeguards No maintenance

AI workforce

The Receptionist works with the whole team

Clinical notes

AI Scribe

The provider stays in control.

Meet the Scribe

Voice perio charting

AI Perio Charting

Hands on the probe. Eyes on the patient.

Meet the Perio Charting

Insurance

AI Insurance Agent

Coverage, timestamps and exceptions in one place.

Meet the Insurance

Recall & follow-up

AI Retention Manager

Reactivate patients and fill your schedule automatically.

Meet the Retention

Agent workflows

The Receptionist in your daily workflows

01

Appointment confirmation

Text and voice reminders that end in a confirmation, a reschedule or a handoff to staff.

02

New patient forms

Sends your intake forms after booking and follows up until they're done.

FAQ

Frequently asked questions

View more

Ready to never miss another patient call?

See the AI Receptionist answer, book and hand off calls for a practice like yours.

Book a Live Demo Talk to us
HIPAA safeguards White-glove setup Personalized demo