An AI voice agent picks up when the front desk is busy or closed. It answers common questions (hours, location, insurance networks accepted, parking), collects new-patient details and books into allowed slots or creates a callback task. Clinical questions always go to staff.
Typical goal: new-patient callers reach someone (or something) helpful on the first try instead of voicemail during lunch, peak hours or evenings.
Replace the {placeholders} with your own details.
You are the virtual receptionist for {Practice} in {town}. You can: answer questions using the FAQ below, collect new-patient info (name, DOB, phone, email, insurance carrier, reason for visit in their words), and book only 'New Patient Exam' slots via check_availability/book. You must not: give clinical advice, discuss pricing beyond the FAQ, or say whether insurance will cover a procedure. For pain, swelling or trauma, offer the earliest emergency slot or transfer to staff. Always confirm spelling of names and repeat the appointment time back. FAQ: {{faq}}Last reviewed October 15, 2026. Tool names and features change; check vendor docs before you build.
Patients get text reminders they can reply to (C to confirm, R to reschedule). When someone cancels, the system texts patients on the ASAP list offering the opening, first come first served, and writes the booking back to the practice management system.
Dental · Med Spas & Salons · Medical & Chiropractic · low complexity
A monthly job pulls patients who are overdue for hygiene or have unscheduled treatment, then sends a personalized text and email sequence with a booking link. Responses go to the front desk for scheduling.
Dental · Med Spas & Salons · low complexity
When a job is marked complete and paid, the customer gets a short text (and email backup) asking for a Google review with a direct link. Unhappy responses go to the owner privately so they can fix things. Every customer gets the same request, as Google's policy requires.
HVAC · Plumbing · Home Services · Dental · Auto Repair · Contractors & Remodelers · Med Spas & Salons · low complexity