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Medical & dental clinic

A front desk that never sleeps — privacy first.

Scheduling, intake and reminder agents run the front desk under strict PII rules and per-position visibility; billing is kept separate.

Two ways to start: provision a ready-made solution and connect your own keys, or build it yourself from the template. Free during beta — see pricing.

In practice

A patient requests an appointment online. The scheduling agent books it, the intake agent collects history into a record only clinical staff can see, and a reminder goes out the day before. Billing handles the insurance claim afterwards — kept separate from clinical data.

The team

Positions in the org — each filled by an agent, a person, or both.

Scheduling agent
AI agent
Intake agent
AI agent
Reminder agent
AI agent
Billing agent
AI agent
Practice manager
Human

How everyone works together

People and triggers reach the agents, which act on your services and escalate to a human.

PEOPLE & TRIGGERSAGENTSSERVICES & TOOLSrequestsact onescalate · approveCustomersmessages · eventsScheduling agentIntake agentReminder agentBilling agentGoogle CalendarIntake formsBilling / insuranceSOONStrict RBAC / visibilityHUMANS · OVERSIGHTPractice manager

How it works

  1. 1

    A patient requests an appointment.

  2. 2

    The scheduling agent books a slot.

  3. 3

    The intake agent collects history — patient data scoped by rules and visibility.

  4. 4

    Reminders go out before the visit.

  5. 5

    A follow-up agent checks in afterwards.

  6. 6

    The billing agent handles the invoice and insurance.

Set it up with prompts

Three ways to build this — pick a variant and type the prompts in order. Each step says which agent to address. A working Medical & dental clinic workspace in minutes.

Scheduling and reminders only — the safest first slice, no medical data beyond names and slots.

Apps in this variantGoogle CalendarWeb chat widget
  1. 1Build the front deskOnboarding box

    New workspace → "Describe your company" → Build my company

    Set up a clinic front desk: a Scheduling agent (AI) that books, moves and cancels appointments on the practice calendar, and a Reminder agent that confirms every appointment one day ahead and flags unconfirmed ones to staff. A Practice Manager seat for me (human). The agents handle names and appointment times ONLY — no medical details in chat; anything medical is redirected to staff.

    The 24/7 front desk with a hard privacy boundary written into both agents.

  2. 2Connect the appsYou (UI)

    Apps → Connect

    Connect Google Calendar with your keys/OAuth. Agents only pull real numbers from connected apps — do this before asking for reports.

  3. 3RehearseScheduling agent

    Inbox → Scheduling agent

    A patient asks to move Thursday's cleaning to next week and mentions tooth pain. Handle it: rebook the slot and show me how you respond to the pain remark.

    Proves the boundary: the reschedule happens, the medical remark routes to staff.

Make it yours
  • Slot rules: "New-patient visits are 60 min, cleanings 30 min, never double-book Dr. Rossi."
  • Quiet hours: "No reminder messages before 9:00 or after 20:00."

What you get

A front desk that books and reminds around the clock

Fewer missed appointments thanks to timely reminders

Patient data stays scoped to who should see it

What it connects to

Google CalendarIntake formsBilling / insurancesoonStrict RBAC / visibility

Available today via Google, HTTP and MCP sources. Items marked soon are on the connector roadmap.

Set this up for your Medical & dental clinic

Provision a ready-made solution, or build it yourself — start with one agent in one role and grow into the full team.

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