AI AgentsIntake & Scheduling

Intake & Scheduling Agent

Active

Voice & Tone

Voice Persona

Speaking Pace

SlowFast

Sample Preview

“Hello, this is the AI assistant for Brightside Family Dental. How can I help you smile today?”

PMS Connection

Open Dental

Synced 2 min ago

Allowed Actions

Read ScheduleBook AppointmentsCheck Patient History

Escalation RulesAI Routing

Emergency Detection

If caller mentionspain, bleeding, emergencytransfer to

On-call Line (+1 555-0199)

Complex Billing Inquiry

If AI detects intentbilling_dispute, insurance_authtransfer to

Front Desk Queue

Cancellation & No-Shows

If action iscancel_appointment < 24hrsinform policy & log

Add Note to Patient File

Business Hours & Behavior

Enforce Hours

Active Hours

Mon - Fri

–

Sat - SunClosed

After-Hours Behavior

Voicemail Only

Agent does not pick up, standard clinic VM plays.

AI Triage & Booking

Agent informs caller clinic is closed, but can schedule for next day or route emergencies.