Illustrative solution scenario · Dental
AI chatbot workflow for a dental practice
A hypothetical dental practice's front desk spends much of the day answering the same insurance and hours questions. This is an example of how we'd approach it, not a completed client project.
Hypothetical businessNo invented resultsApproach + measurement plan
Illustrative
Starting point
The situation
Repetitive phone questions
After-hours visitors leave without booking
Privacy concerns about AI
New-patient requests scattered across channels
Approach
How we would approach it
STEP 1
Knowledge
Approved answers for insurance, hours, new-patient visits and policies.
STEP 2
Guardrails
No clinical questions, no collecting health details, clear handoff.
STEP 3
Booking
Appointment requests passed to the front desk or scheduling tool where possible.
STEP 4
Review
Monthly review of conversations and answer updates.
Step five: Compliance check. Setup reviewed with the practice's compliance adviser.
Measurement plan
How success would be measured
We define these before starting. We don't publish predicted numbers.
Questions answered without staffTracked from day one; target set with the client
After-hours appointment requestsTracked from day one; target set with the client
Handoffs to staffTracked from day one; target set with the client
Answer accuracy in monthly reviewTracked from day one; target set with the client
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Services in this scenario
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