It's 6:45pm. Your front desk left at six. A new patient calls about a toothache that's been bothering them since lunch.
Annie answers on the second ring, understands why they're calling, checks real availability, and books tomorrow's first opening — before they've even considered calling the practice down the street.
How It Works
Annie's full workflow, step by step.
Not a feature list — the actual sequence this employee runs, every time.
Stage 01 / 06
Call Received
Annie answers immediately — no hold music, no voicemail, day or night.
Call ReceivedAnnie answers immediately — no hold music, no voicemail, day or night.Intent DetectedDetermines why the caller is reaching out: new patient, existing patient, emergency, billing question, or something that needs a human.Information VerifiedConfirms or collects the details needed to act — name, reason for the visit, insurance if relevant.Availability MatchedChecks real, live schedule availability against the request — not a static calendar someone forgot to update.Booking ConfirmedConfirms the appointment on the call and writes it directly into the PMS, EHR, or POS.Escalation When NeededRecognizes what genuinely needs a human — a true emergency, an angry caller — and hands it off immediately rather than trying to script through it.
Pain Points Resolved
The specific problems this employee exists to solve.
Calls that ring out after hours
The Problem
The majority of new-patient calls that go unanswered never call back — they call the next result on Google instead.
How Annie Resolves It
Annie is on every call, every hour the phone can physically ring, so "after hours" stops being a category of lost business.
One receptionist, three calls at once
The Problem
A single front-desk staffer physically cannot answer more than one call at a time — the second and third callers get hold music or voicemail.
How Annie Resolves It
Annie handles concurrent calls natively, so call volume spikes stop translating directly into lost bookings.
Inconsistent call quality
The Problem
Different staff members handle calls differently depending on who picks up, their mood, and how busy the room is.
How Annie Resolves It
Every caller gets the same attentive, accurate handling regardless of what else is happening at the front desk that day.
Not One Script
How Annie's role adapts by industry.
Dental & Medical
Handles new-patient intake questions, insurance basics, and appointment types specific to clinical scheduling.
Automotive Service
Books service appointments, quotes rough wait times, and triages "is this urgent" the way a service advisor would.
Hospitality & Dining
Confirms real-time table or room availability instead of a generic "let me check."