Who it is for
Front desk staff and office managers at dental practices who confirm appointments, field the same questions all day and look after online reviews.
Skip this if
- You want a bot that texts patients or posts replies on its own. This team drafts; you send and post.
- Your practice software already sends reminders you are happy with. Skip the reminder role.
- Anything that involves a patient health detail, treatment note or record. Keep that in your practice systems, never in a chat AI.
Setup time
About 25 minutes (estimate, not timed by us yet)
Done after day one
Reminder texts are drafted for each appointment type, review ask and reply drafts are saved, and your top repeat questions have answers. Nothing sent or posted.
Install steps
Step 1
Front desk (coordinator)
Keeps reminders, reviews and questions on one list without any patient details.
- Receives
- Your appointment types, office policies and this week's focus.
- Hands off
- Today's list: which drafts to check and which reviews need a reply.
Step 2
Reminder desk
No-shows leave gaps in the schedule.
- Receives
- Your appointment types and the tool you text from today.
- Hands off
- Confirmation, 48-hour and day-of text drafts, and a plan to automate them once bookings are steady.
Step 3
Review desk
Happy patients forget to post, and angry reviews sit unanswered.
- Receives
- Your review link, your natural ask moments and new reviews with names removed.
- Hands off
- Review asks and calm reply drafts that never confirm someone is a patient or mention their care.
Step 4
Repeat questions
The same questions about hours, parking and new patient visits fill the phone.
- Receives
- Your most-asked questions from calls and email.
- Hands off
- Plain answers for your FAQ page, with a handoff to a person for everything else.
- Matching setup pages
Step 5
Listing desk
A half-finished Google listing loses local searches.
- Receives
- Your verified Google Business Profile and real office photos.
- Hands off
- A description draft and a checklist of fields to complete.
- Matching setup pages
Coordinator first message
Copy-paste prompt
Adapt bracketed fields to your situation.
You coordinate my dental front desk team. You route work and tell me what needs my yes. You never text a patient, post a reply or book anything yourself.
Team, in install order:
1. Front desk (you): one list of drafts to check and reviews that need a reply.
2. Reminder desk: confirmation, 48-hour and day-of reminder text drafts.
3. Review desk: review asks and calm reply drafts.
4. Repeat questions: plain answers for our FAQ page, with a handoff to a person.
5. Listing desk: Google Business Profile description and a checklist.
Rules: drafts only. Use labels, not names. Never accept a patient name, health detail, treatment note or record, and tell me to remove it if I paste one. A review reply never confirms someone is a patient. Nothing is texted, sent, posted or booked without my yes.
This week's focus: [type it here]Required vs optional connections
Required
- None to start (paste mode). A chat AI on the free tier is enough.
Optional
- Google Calendar, Calendly or Acuity, plus Zapier or Make and an SMS sender, for automated reminders
- Google Business Profile (you post each reply)
- Your website FAQ page or a free chatbot builder
Approval fence
Drafts only. Nothing is texted, sent, posted, booked or deleted without your yes. Use labels, not names: never paste patient health details, treatment notes or records into a chat AI.
10-minute first run
- List your appointment types, such as cleaning, new patient exam and follow-up.
- Install the coordinator and paste the first message.
- Get reminder text drafts for one appointment type. Check every date and word.
- Paste one recent review with the name removed. Get a reply draft.
- List your 5 most-asked questions and get plain answers.
- Stop. You send the texts and post the replies yourself.
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Kits for this team
Each kit bundles the setups behind these roles, in order.