How it works
How does a done-for-you automation rollout work?
It runs in four steps. We start with a free audit of your phones and booking data, then build and test scripts, integrations and privacy setup. We launch gradually on overflow and after-hours calls while your team keeps answering first, then optimise monthly and add new automations only when you are ready.
What happens at each step?
- 01
Free audit
We test your phones at busy times (opening, lunch, closing, after hours) and review your call and booking data. You get a short written report with the leaks we found and an estimate of what they cost, with every assumption shown.
You: 20-minute call and read-only data access
- 02
Build and test
We write scripts with you, connect call forwarding and your scheduling system where it allows, set up the privacy paperwork (BAA in the US) and run dozens of test calls before any patient hears it.
You: approve scripts and escalation rules
- 03
Gradual launch
We switch on overflow and after-hours calls first. Your team still answers when they can. Every call produces a written summary, and we review them with you weekly.
You: read summaries, flag anything odd
- 04
Monthly optimisation
Each month we review results, tune scripts and booking rules, and agree whether to add the next automation, such as reactivation or insurer follow-up.
You: 30-minute monthly review
Curious about what we build? See our AI receptionist, scheduling automation and privacy approach, or read how we measure missed calls.
Straight answers
Frequently asked questions
How much of our time does this take?
Most of the work is ours. Expect a kickoff call, script approval, and a short weekly review during launch, then a monthly review.
Do we have to switch everything on at once?
No. We launch on overflow and after-hours calls first, and widen only when you are comfortable.
What do you need access to?
Usually call reports from your phone provider and read access to scheduling data for the audit. Booking access comes later, only where needed.
What if a script says something wrong?
You can tell us any time and we fix it, usually the same day. Every call has a written summary so problems are spotted quickly.
Can patients always reach a person?
Yes. Patients can ask for a person at any point and are transferred or promised a callback, by rules you set.
Free practice audit
Find out what missed calls and lost sessions are costing you.
Free audit, no commitment. We test your phones at busy times and show you the numbers.