Example automation: how this system works for a business like yours

An AI front desk for dental clinics: answers, books, tracks and follows up

For
Dental clinics
Industry
Dental clinic — example automation
Year
2026
Services
AI receptionist, Knowledge base from your documents, Booking, Patient records, Attendance, Escalation, Feedback, Dashboard
AI receptionist workflows for a dental clinic: booking, escalation and feedback
AI receptionist on mobile

01 — The challenge

The same questions arrive all day: prices, opening hours, whether a dentist does implants, how to prepare for a treatment. Every answer, booking and follow-up depends on the front desk being free, and records end up scattered.

  • 24/7patient answers
  • Owndocuments as the source
  • 1 tapattendance marking
  • Safehandover rules

02 — How it works, step by step

CustomerAISystemYour team

  1. 01Customer

    A patient asks a question

    On Messenger or chat they ask about prices, opening hours, a treatment or how to prepare.

    Northside DentalWebsite chat · example

    How much is teeth whitening and do you do it on Saturdays?

  2. 02AI

    It answers from the clinic's own documents

    The receptionist searches the clinic's price list, policies and treatment notes, so the answer matches what the clinic would say.

    Northside DentalWebsite chat · example

    In-chair whitening is £350 (sample price) and we offer it on Saturday mornings. Would you like me to book a consultation?

    Yes, this Saturday if possible

  3. 03System

    It books with the right dentist

    It checks each dentist's availability, confirms with the patient and creates the appointment.

  4. 04System

    The patient record updates itself

    New patients are added and existing records updated automatically, so there's no copy-typing.

    Patient record (sample)
    Name
    Jordan P.
    Status
    New patient
    Next visit
    Sat 10:00 · Dr Ahmed
    Reason
    Whitening consultation
  5. 05Your team

    Reception marks attendance with one tap

    On the day, reception marks each patient present or absent from their phone. No-shows are recorded for follow-up.

  6. 06AI

    Anything it shouldn't answer goes to a person

    Clinical questions or anything outside its documents open a support ticket and email the team, so a person replies.

    Support ticketTEAM
    Patient
    Alex R.
    Asked
    Is this swelling normal after my extraction?
    Why
    Clinical question
    Sent to
    Dental team inbox
  7. 07System

    Feedback and a dashboard for the owner

    After each completed visit it asks for feedback, and the owner sees tickets, appointments and treatments on one dashboard.

Names, messages and figures in these examples are fictional sample data.

03 — What it changes for your business

  • Accurate answers at any hour

    Patients get the clinic's real prices and policies, not guesses.

  • Less time on repeat questions

    The front desk stops answering the same twenty questions all day.

  • Tidy records without typing

    Bookings and patient details are saved automatically.

  • A person for anything clinical

    The agent knows its limits and hands over straight away.

04 — What you need

You provide

  • Price list, policies and treatment information
  • Dentists and their working hours
  • Who should receive handed-over questions

Accounts we connect

  • Facebook Messenger or website chat
  • Your calendar and patient list
  • An email inbox for tickets

Decisions to make

  • Topics it must never answer
  • Which bookings it can make alone
  • What the dashboard should show

05 — How set-up works

  1. Day 1

    Discovery call

    We go through how you work today, what the automation should handle and what it must never do.

  2. Week 1

    Build and connect

    I load your documents into its knowledge base and connect chat, calendar and patient list.

  3. Week 2

    Test together

    We ask it every awkward question we can think of and check each answer against your documents.

  4. End of week 2

    Go live

    It goes live with real customers. I watch the first week closely and adjust the wording and rules.

06 — Questions owners ask

Will customers know it's automated?

They should, and it says so up front. People mostly care that they get a fast, accurate answer and can reach a person when they need one.

Where does it get its answers?

Only from the documents you give it. If the answer isn't there, it says so and passes the question to your team.

What if it gets something wrong?

It works from your own information, hands over anything it isn't sure about, and every conversation is logged so you can see exactly what was said and fix the rule.

What does it cost to run?

Running costs are the messaging and AI usage, usually a small monthly amount at a small business's volume. Set-up is a one-off cost. I give a fixed quote after the discovery call.

Want to see this working for your business?

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