Owner setup center

Set up your Dental AI Receptionist snapshot.

Work straight down this page after installing the snapshot. Both agents, both workflows and all four appointment types are already built; these steps connect them to your practice.

7 setup steps10 acceptance callsSynthetic patient onlyAgents stay off until you finish
START HEREOWNER SETUP

Dental
Activation

Practice globalsRequired
Appointment typesRequired
Staff phoneRequired
Email senderRequired
01 · Practice globals

What patients see in their confirmation.

VariableUsed inSet it to
company_name_Patient confirmations

Your practice name.

dental_patient_registration_urlPatient confirmations

Your new-patient registration link.

dental_practice_directionsPatient confirmations

Directions, parking and arrival instructions.

Where: Settings, then Global Variables.
02 · Appointment types

Make visits bookable.

  • 1
    Assign providers and locations

    General Appointment, Gum & Implant Consultation, Secondary Location Gum & Implant and Sleep Appliance Consultation ship with a placeholder provider.

  • 2
    Set hours and length

    Each ships at 30 minutes with 24-hour and 1-hour reminders.

  • 3
    Rename and publish

    Remove the SETUP REQUIRED label once each type is ready.

03 · Staff transfer

Where transfers go.

  • 1
    Add your staff phone

    On the Call Forwarding step in both agents, with office hours and time zone.

  • 2
    Choose the from-number

    The caller ID used when transferring.

04 · Email

Patient confirmations and team notices.

  • 1
    Select an email sender

    On the patient confirmation and team emails.

  • 2
    Confirm the support address

    Team notices go to your account's support email.

05 · Practice information

Let Nova answer common questions.

  • 1
    Fill the practice knowledge base

    Hours, services, insurance, payment and new-patient policies. Never add treatment advice.

06 · Phone line

Where calls arrive.

  • 1
    Assign the English agent to your practice line

    Spanish speakers are handed to the Spanish receptionist, which needs no number of its own.

07 · Test and activate

Prove it with a synthetic patient, then go live.

Dental setup journey
Setup order. Activate only after the calls pass.
Text version of this diagram

Install the snapshot, set the practice name, patient registration link and directions, set up the four appointment types with provider, location and hours and publish them, enter the staff phone and office hours on both transfer steps, connect an email sender and confirm the team support address, add approved practice information to the knowledge base, assign the English agent to the practice line, run the acceptance calls in English and Spanish with a synthetic patient, then activate both agents.

TestExpected behaviorPass condition
Ask to book a cleaningGeneral Appointment

Offered times, booked; confirmation email with registration link and directions; team notice.

Ask for an implant consultation at the second locationSecond location

Booked on the second-location appointment type.

Ask about a sleep applianceSleep Appliance

Booked on the sleep appliance consultation.

Ask to confirm an appointmentConfirmation

Name, phone, date and location; Confirmation Request stage; team email; no claim to see the calendar.

Cancel and decline to rescheduleCancellation

Cancellation Request stage; team email; told the team will confirm; call ends.

Cancel and ask to rescheduleReschedule

Returned to the service question and booked.

Leave a messageMessage

Left a Message stage and a team email.

Ask for staff after hoursStaff fallback

A message is taken for the team.

Speak SpanishSpanish

Handed to the Spanish receptionist, which books in Spanish.

Speak another languageOther language

Transferred to staff.

Setup complete.

When the calls pass, activate both agents.

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