🦷 Dental suite

The Dental workflow suite — 7 workflows, pre-installed

Fill the schedule automatically — fewer no-shows, more reactivated patients, less front-desk phone tag. These are the 7 workflows that arrive already wired together when you pick Dental at signup — no importing, no building.

The suite

7 workflows, one connected system.

Speed-to-Lead

Fires the moment a new lead arrives.

The moment a new-patient inquiry comes in: add them to the pipeline, text instantly, and let the AI triage pain/urgency and book a New Patient Visit.

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Appointment Confirmation

Fires when an appointment is booked.

Confirms a booked visit by email + text, then lands a friendly reminder during business hours to cut no-shows.

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No-Show Re-Book

Fires when an appointment is missed.

Recovers a missed visit fast — warm, zero guilt — then graduates to gentle nurture if the patient doesn't re-book.

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Treatment Plan Rescue

Fires when a deal goes quiet.

Re-engages a patient whose treatment plan went quiet — answers the real hesitation, then hands warm ones back to the AI.

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Win-Back

Fires when a deal is marked lost.

Re-approaches a lapsed or lost patient after 30 days — warm and judgment-free; hands re-engaged ones back to the AI.

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Long-Term Nurture

Started by you, one contact or a whole list.

Long-term, low-pressure dental education for patients who aren't ready yet — friendly tips in the office's voice, with a soft visit offer along the way.

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Re-Engagement Detector

Fires when a contact opens an email.

Flags a hot patient lead who's re-opening emails so the front desk (or the AI) can reach out.

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What installs with it

The workflows are one piece of the playbook.

A 12-stage Dental pipeline, pre-wired
7 workflows, connected and running from day one
Agent Goals on 5 pipeline stages for Autopilot (included on the Pro and Agency plans)
Arianna drafts every AI touch — texts and calls queue in your Approvals inbox, consent-gated

You don't import this. Pick Dental at signup and all 7 of these workflows install themselves before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.

See where this fits in the platform: the full product tour → · How workflows run · Autopilot & Agent Goals

Pre-installed, not imported

Get this running without building it.

Pick Dental at signup and the whole 7-workflow suite installs itself before onboarding ends — nothing to import, nothing to build.

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