Website chat
Answers about treatments, opening hours and next steps from approved practice content.
Agent Workflows
Dental Reception Automation
Chat and voice agents answer routine patient questions, prepare booking requests and follow up on unfinished journeys, while reception keeps control of the diary and clinical questions.
What this workflow covers
Built for dental practices whose reception team juggles phones, website enquiries and follow-up.
Calls and messages
Routine calls answered and messages taken, with a summary for reception.
Clinic task list
Booking requests and follow-up tasks prepared for reception to confirm.
Example sequence
Step by step
Fictional example; booking rules and handoffs are agreed with each practice.
Input
A patient asks to book a check-up next week.
Context
Use approved practice information and, where supported, PMS availability.
Decision
Check whether the request fits the agreed booking rules.
Tool action
Prepare the booking request or a call-back task.
Human approval
Reception confirms anything outside the rules.
Recorded outcome
Record the booking or task with the conversation summary.
Where people stay in control
Rules and approvals are agreed for each implementation.
- Refer every clinical question to the practice team.
- Let reception confirm bookings outside the agreed rules.
- Agree retention for transcripts and call recordings.
Common questions
No. Supported PMS connections can prepare bookings directly; without one, the agent creates a request for reception.
Yes. Read how Optima Dental Care uses a chat agent for treatment questions and bookings.
Learn moreWe choose the model and provider for each task during scoping, based on the language, accuracy, latency and data-handling requirements. The workflow is not tied to one provider, so a step can be changed later if the agreed requirements change.
Discovery call
Start with the work that slows you down.
Bring us a process, a recurring enquiry or a pile of documents. We will explore where agents fit and what a useful implementation needs.
Book a discovery call