Automate dental calls and appointment handling
They built a phone agent that manages clinic scheduling, answers routine questions, and alerts the doctor about urgent calls.
- What they did
- They assembled a six-part workflow for a dental office using self-hosted n8n. The phone system takes bookings, moves visits, cancels them, checks availability, and handles common caller questions, with ElevenLabs and Vapi supplying the voice layer. When a call needs attention from a person, it sends a Telegram notice to the doctor. GPT-4 then reviews the call, logs the details in Supabase CRM, and Calcom keeps the calendar in sync.
- How it went
- The builder said the clinic saw fewer missed calls and a lower no-show rate. They also used the setup to reconnect with patients who had been inactive for 90+ days, but they did not share exact numbers.
- Tips
- If you copy this pattern, make compliance the first check. The builder said HIPAA was not relevant where they live, so a U.S. clinic would need to sort out privacy and healthcare rules before launch.
Try it yourself with Lindy
Build a phone-based agent for [clinic name] that can answer incoming calls, book new appointments, reschedule visits, cancel bookings, check open time slots, and reply to routine questions about [hours, services, insurance]. If the caller describes [urgent symptoms, emergencies, or anything the staff should handle directly], pause automation and notify [doctor/staff member] in [Telegram or another channel]. Before any confirmation message, reminder, cancellation notice, or calendar change is sent, show me the exact draft and wait for my approval. After each call, summarize the conversation, store it in [CRM system], and sync approved bookings with [calendar system]. Finish by giving me a simple test checklist for one sample call.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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