For dental clinics and practices

AI Customer Service on WhatsApp for Dental Clinics: From First Contact to Assessment

Whoever reaches out through the ad or the website gets a reply in seconds, at any hour. The AI finds out the treatment of interest, whether there is pain, and the best time, and hands off to the front desk to book the evaluation. Diagnosis, treatment plan, and quote always stay with the dentist.

Talk to a specialist
  • Replies in seconds, 24/7
  • Pain and urgency with same-day slots
  • Treatment handled as sensitive data

Where the patient slips away today

People in pain won't wait for the front desk to hang up the phone

  1. A message from someone in pain arrives in the middle of an appointment and goes unanswered until the end of the day.

  2. A delivered quote with no follow-up ends up in a drawer: nobody remembers to contact the patient again.

  3. Booked assessments fall through without a reminder, and the chair time is lost.

The patient's journey

A straight line from first contact to closed treatment

Today, the patient waits for the front desk to have time to reply. Here, the AI replies right away, asks only what the schedule needs, and logs every step on the pipeline card.

  1. AdForm or click to WhatsApp
  2. AI repliesIn seconds, at any hour
  3. Assessment to bookTreatment, pain, and preferred time
  4. With the front desk30 min to offer a time slot
  5. Assessment scheduledReminder 24 h before
  6. Quote deliveredLeaves the evaluation, with the dentist
  7. Treatment closedSyncs back to your system

Done in the dashboardSyncs back to your system

Built for dental practices

Chairs full and a front desk with time for the people in front of it

Front desk notified, with a deadline

Once a patient is ready to book, they reach the front desk with the treatment of interest, preferred shift, and health insurance already noted. The front desk has 30 minutes to offer a time slot.

The pipeline the dental clinic uses

New contact, evaluation to book, with front desk, evaluation booked, quote delivered, and treatment closed. The quote requires the amount, and closing requires the payment method.

Professional council safeguards already on

The AI books like a front desk: it doesn't say which treatment a person needs, doesn't diagnose from photos, and doesn't quote prices that aren't in the knowledge base. The quote comes from the in-person assessment.

From Spend to Closed Treatment

Upload your ad spend spreadsheet and see, by campaign, ad set, and ad, what each contact, each evaluation, and each closed treatment cost.

A quote that doesn't sit in a drawer

A quote that's delivered and unanswered alerts the front desk to follow up, with no automatic discount and without naming the treatment in the phone notification.

Examples use fictional companies, people and numbers.

Ready on day one

During onboarding, the specialist sets up your account for the “Dentistry” industry, and it starts out ready to go

This is what your account gets on first login, taken from the same template that builds the dashboard. You can change everything later, from stage names to questions.

The pipeline

  1. New contact
  2. Assessment to book
  3. With the front desk
  4. Assessment scheduled
  5. Quote delivered
  6. Treatment closed

The qualification questions

  • Treatment of interest“Which treatment are you looking for?”
  • Pain or urgency“Are you in pain right now?”
  • Insurance or self-pay“Do you have dental insurance?”
  • Payment method“If you need treatment, would you prefer to pay upfront or in installments?”
  • Who it's for“Is the treatment for you or for someone else?”
  • Best time“Do you prefer mornings, afternoons, or evenings?”

By the numbers

Pipeline stages
6
Deal fields
7
Qualification items
6
Re-engagement messages
3

Industry considerations: Health data is sensitive: the AI books like a front desk, with no diagnosis, no treatment plan, and no prices advertised in campaigns. This summary guides the setup and is not legal advice.

Book a demo

How it starts

In one afternoon, without replacing your clinic's system

Connect the clinic's WhatsApp

The official account, with approved templates. The patient gets the first reply within seconds.

Choose the Dentistry template

In Pipeline → New board, the board comes with the stages, the fields (treatment and description flagged as sensitive), and quote follow-up.

Build the front desk's knowledge base

Treatments offered, health insurance plans accepted, dentists, hours, and address. The AI answers only what's in the knowledge base.

Does the AI tell me which treatment I need?

No. It doesn't give diagnoses, not even from a photo, and it doesn't build treatment plans. It only asks whether there is pain, swelling, or a broken tooth, to request a priority slot, and books the evaluation with the dentist.

Does the AI quote treatment prices?

Only what you registered in the knowledge base, and only for people who asked in the conversation. In campaigns and follow-up messages, prices, discounts, and “complimentary evaluations” are never sent, as required by Brazil's Dental Code of Ethics.

What about LGPD?

The treatment requested and what the patient reported are health data: masked on screen, left out of notifications to other systems and out of exports. The reminder and the follow-up don't name the treatment.

Can I promote the clinic in campaigns?

Yes, as long as the message includes the clinic's name and CRO registration number and those of the technical lead, and doesn't advertise prices, no-cost offers, or payment terms. That reminder comes built into the industry's safeguards, inside your account.

Watch your next patient get a reply in seconds

We'll show you with your own calendar and ads.

Talk to a specialist