Administrative help.
Use approved responses for hours, location and the next scheduling step. Route medical advice, emergencies and sensitive questions to the practice’s approved process.
AI-assisted follow-up
Keep the next step from slipping away.
Plan inquiry responses, follow-up, appointment handoffs and staff escalation around your practice’s workflow and communication preferences.
After the inquiryA clear next step
Administrative automation with people in the loop.
After the inquiry
Give every inquiry a clear next step.
Inquiry arrives1
Acknowledge the request
Send an approved response through an eligible channel. Delivery depends on configuration and communication permissions.
Conversation begins2
Offer an administrative next step
AI-assisted replies can help with approved administrative questions. Clinical questions go to staff.
Ready to schedule3
Offer a booking route
Use a supported calendar or create a clear task for the practice team.
No reply4
Follow up on an agreed schedule
Use the practice’s chosen cadence and quiet hours. Stop on opt-out, booking or staff takeover.
Later5
Re-engage eligible inquiries
Only where permission and the agreed workflow allow it. Do not treat silence as unlimited permission to message.
Example sequence. Your practice approves timing, wording, channels, escalation and stop rules. No guaranteed response or booking time is implied.
Built around your team
Automation needs boundaries.
A human can take over.
Define escalation, staff availability and notifications. Stop automated follow-up when the person opts out, books or needs a staff-led conversation.
Connection comes first.
Check eligible phone events, communication permissions and calendar compatibility before enabling the workflow. Carrier and system delivery can vary.
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