Treatment, cost and plan enquiries
You get a straight answer about who is picking your question up and that they have your details, in one exchange — rather than a booking form for a consultation you have not decided to have, or a figure guessed at you by a chatbot.
- Industry
- Dental
- Shape
- Get it to the right person
- Plan
- Starter and above
Across Dental: Reception work only — scheduling and admin. No clinical questions, no triage.
The situation it is for
Implant, orthodontic and cosmetic enquiries are the highest-value messages a practice receives and the ones most often lost to a slow reply — and they arrive as questions, overwhelmingly about money. This takes the qualifying off the front desk: whoever picks it up already knows which of the four it is and how to reach the person, and the consultation chair is not blocked by somebody who was only asking.
Somebody is thinking about implants, straightening their teeth or cosmetic work, and what they actually send is a question: what does it involve, what does it cost, am I covered, I have been referred. The bot works out which of the four it is, says who deals with it, takes a name, a number and an email, and a colleague picks it up. It does not advise, it does not price and it does not fill in an appointment nobody has agreed to yet.
Who runs it
Practices selling implant, orthodontic or cosmetic treatment, and any practice with a plan or an insurance arrangement to explain.
It starts when somebody types
- “how much are implants”
- “i'm interested in braces”
- “invisible aligners”
- “do you take my dental plan”
- “i've been referred by my dentist”
The conversation
What it asks
4 questions, asked in this order. Every answer is written down for whoever picks the job up.
- 01What you need
“What's your question about — what a treatment involves, what it costs and ways of paying, practice plans and insurance, or a referral from another dentist?”
Decides which route the conversation takes and which team is named to the customer. Nothing is booked here, so no appointment length is read.
- What a treatment involves
- What it costs, and ways of paying
- Practice plans and insurance
- I've been referred by another dentist
- 02Name
“And who should we put this down for?”
The name the appointment or enquiry is recorded under.
- 03Phone
“What's the best number to reach you on?”
The only way to reach the customer if anything changes.
- 04Email
“And an email address they can reach you on?”
The email address it is recorded against.
Those options are the starting set. The services you configure — and, where a process asks for them, the languages you work in — replace them, and the wording follows.
The rules that run
Checks, not judgement calls. The same answer every time, from your own settings.
- Is this a number that actually dials?
What you need set up
Settings in your own account. Nothing here is guessed on your behalf.
- Your services, their length and their price
How it can end
The complete list. There is no other ending it can reach.
- Handed to a person
- Visitor left
Available, with a limit
The limits
This process runs, and it stops short of something its name suggests. Here is exactly what, in full.
- The bot never presents itself as a clinician, never gives clinical advice, and never decides what a person needs.
- If a visitor volunteers something clinical mid-flow, the turn is classified as an aside and falls through to the normal assistant.
- The team is named, not assigned. Either way the conversation goes to whoever picks it up, with the right team written down in front of them.
- No price is given, and none can be. 'How much is an implant?' is the most common message this entry will receive and the one thing it must not answer; that is why it is a conversation to be picked up rather than an appointment to be filled in.
- It books nothing, and that is the design rather than a limitation. What could not be expressed as another bookable service was the question itself, which is what this is for.
- Nothing about suitability is asked or answered. Whether somebody can have an implant, whether aligners will work for them and how long treatment would take are all clinical assessments; this process gets a person to them and offers no view of its own.
- No plan, insurance or payment arrangement is checked or confirmed.
- No photograph, treatment plan or estimate can be attached — the process takes words only, and a file sent mid-conversation leaves it waiting on its last question.
- In the numbers, a successful enquiry is recorded with the same word as a booking that had to be handed to a person — so this process’s success cannot be told from a booking process’s failure in a single figure.
And what is not in the product at all
Not a setting you have missed, and not on a list of things arriving shortly.
- Nothing works out a price. A figure given in a chat window would be invented, so none is given.
- A handoff writes down the right team and nothing delivers the conversation to it. It reaches whoever picks it up, with the team named in front of them.
- Nothing inside a process can take a deposit, a subscription, or a payment of any kind.
More for dental
Built on the same engine and the same settings — get it to the right person is one of 6 shapes the whole catalogue is made from.
- DENTAL-01Available now
New patient appointment
Dental
You register and get an appointment in one conversation, at a time the practice really has, and a chatbot asks you nothing about your teeth.
- DENTAL-02Available, with a limit
Existing patient — change a booked appointment
Dental
You give the details the appointment is under and either pick a new time from what is genuinely free or cancel it — without ringing the practice at lunchtime.
Run this one on your own hours, services and postcodes.
Starter and above. Your settings decide the wording, the durations, the prices and the times it offers — nothing on this page is a template you have to accept as written.