Reception AI
Supports approved inbound front-desk conversations, captures intent, and routes or books the next step. Reception is the only assistant with a verified live browser voice and phone demonstration.
AI Assistants
Role-specific AI assistants, connected to one CRM.
Each assistant is configured for a defined job, audience, set of actions, and escalation path. Together they help practices respond, organize follow-up, and keep routine front-office work moving without handing sensitive judgment to automation.
What it does
Six featured roles with defined boundaries
Lead Response AI
Runs a consent-aware follow-up sequence across approved channels and stops or escalates according to the configured rules.
Bookings AI
Connects availability, booking, confirmations, reminders, rescheduling, and no-show follow-up.
Review AI
Requests timely feedback, gives the team visibility into dissatisfaction, supports service recovery, and sends honest public-review requests.
Closer AI
Organizes proposal, engagement-letter, and e-signature follow-up while keeping the opportunity and human owner visible.
Social AI
Supports planning, approval, publishing, and performance review for a consistent social presence.
Connected delivery
Guardrails before automation
Every configuration defines what the assistant may do—and when a person takes over.
- Eligible audience
- Consent and suppression rules
- Allowed topics and actions
- Human approval requirements
- Escalation conditions
- Stop conditions
How it connects
One shared foundation
The assistants work from the connected CRM rather than isolated tools. Approved calls, messages, bookings, and status changes attach to the relevant contact and opportunity so the practice can see context and decide what happens next.
Reception AI is live through browser voice and phone. Its typed experience remains a clearly labeled guided workflow, not live AI text.
Frequently asked questions
Clear answers before the next step.
Do I need every assistant?
No. The recommended starting point depends on the work that is currently delayed or fragmented. Additional roles can be added when their audience, permissions, and handoffs are clear.
Can assistants communicate with existing clients?
They can when the role requires it and the configuration includes appropriate consent, suppression, topic, approval, escalation, and stop rules. Sensitive matters still move to a person.
Which assistant has a live demo?
Reception AI is the only live conversational demonstration. Other roles use explanatory workflows, timelines, and sample plans rather than pretending to be interactive.
Your next step
Map the assistant roles that fit your practice.
Start with the breakdown that matters most. We will map the right first step and how it connects to the wider system.