Agentic AI for Dental Clinics: Patient Intake, Recall & Growth Automation
Converiqo automates customer self-service, surveys, lead enrichment, business analytics, and employee self-service delivering premium dental care experiences with operational precision.
Challenges Holding Dental Clinics Back
Automate every repetitive touchpoint so your teams can focus on patient outcomes.
Inconsistent Bookings & Follow-Ups
Missed calls, manual reminders, and disjointed calendars lead to empty slots, double bookings, and patient drop-offs.
High Volume of Patient Queries
Patients want instant answers on treatments, costs, insurance, and reports overloading front desks and clinicians.
Manual Treatment & Recall Workflows
Tracking treatment plans, recalls, aligner visits, and hygiene reminders across spreadsheets slows growth.
Multi-Clinic Coordination Gaps
Dental chains juggle multiple branches, specialties, and providers, making it hard to standardize processes and quality.
Unqualified Lead Enquiries
Enquiries lack context about patient preferences, budget, insurance coverage, or treatment history, making personalization difficult.
Low Patient Feedback Collection
Post-treatment feedback, satisfaction surveys, and review requests depend on staff bandwidth, so insights and improvement opportunities slip away.
How Converiqo Transforms Dental Operations
Automation & AI orchestrate every patient, provider, and branch workflow.
Luxury-Grade Customer Self-Service
AI-powered self-service portals deliver instant responses, bookings, and information maintaining premium service standards 24/7.
Automated Survey & Feedback Collection
Post-treatment surveys, NPS tracking, and sentiment analysis provide real-time insights for continuous improvement.
Intelligent Lead Enrichment
Automatically enrich leads with patient history, preferences, insurance status, and predictive insights for personalized experiences.
Business Panel & Analytics
Unified dashboards track bookings, revenue, provider performance, patient satisfaction, and operational KPIs across clinics.
Core modules
Complete Automation Platform for Dental Clinics
Four integrated modules working together to streamline operations and enhance patient experience.
Core module
Customer Self-Service Automation
24/7 AI-powered self-service maintains premium standards while reducing staff workload.
24/7 AI-powered booking across WhatsApp, SMS, web widgets, and mobile apps with real-time availability and slot locking.
Conversational menus showcase treatments, pricing, provider bios, amenities, and policies without staff intervention.
Automated confirmations plus pre-visit reminders cover preparation steps, documents, arrival guidance, and accessibility notes.
Post-treatment journeys push aftercare tips, medication prompts, and rebooking nudges tuned to procedure history.
Self-serve FAQs, multi-language support, and accessibility options resolve insurance, payment, and clinic queries instantly.
Instant modifications, cancellations, and waitlist upgrades sync calendars across providers and channels automatically.
Core module
Survey & Feedback Automation
Automated feedback collection with real-time insights and action triggers.
Auto-trigger surveys via WhatsApp, SMS, and email within hours of key milestones to capture fresh sentiment.
QR and kiosk workflows collect instant feedback in reception, treatment rooms, and recovery zones.
Contextual templates fire after treatments, loyalty events, upsells, or promotional campaigns for precise insights.
Structured question banks track quality, provider performance, ambience, value, and NPS in both anonymous and identified modes.
AI sentiment tagging routes urgent issues to managers while recovery workflows schedule follow-up surveys automatically.
Dashboards reveal scores, trending topics, and provider/location comparisons in real time for leadership.
Core module
Lead Enrichment & Intelligence
Automatically enrich leads with patient data for personalized experiences and higher conversion.
Auto-enrich every enquiry with PMS, insurance, and historical visit data the moment it lands in the inbox.
AI lead scoring blends preferences, booking patterns, treatments, and coverage to spotlight the highest-converting prospects.
Treatment history analysis suggests next-best services, preferred providers, and ideal appointment slots.
Predictive signals highlight communication channels, seasonal triggers, and even emergencies that deserve fast-tracking.
Corporate, group, and social listening insights add budget context, decision-makers, and expectation notes to each profile.
Multi-clinic recognition keeps experiences consistent when patients move between branches or brands.
Core module
Business Panel & Analytics Dashboard
Unified dashboards for real-time insights and data-driven decision making.
Booking, revenue, and chair-utilization dashboards update in real time for every clinic, daypart, and specialty.
Provider scorecards combine bookings, ratings, revenue contribution, and utilisation to spotlight coaching needs.
Patient satisfaction views merge NPS, complaints, recovery timelines, and loyalty impact in one panel.
Revenue intelligence tracks treatments, memberships, insurance collections, upsells, and campaign ROI side by side.
Lead funnels, marketing attribution, and patient segmentation expose which channels and cohorts fuel growth.
Demand forecasting highlights trending procedures, seasonal peaks, and capacity gaps before they hurt service levels.
Core module
Lead & Appointment Booking Automation
Convert every enquiry whether from website, phone, or walk-ins into a confirmed appointment.
Automation Flow
Lead Conversion & Scheduling Orchestration
Capture and qualify leads from web, social, partner, field, and walk-in sources with automated routing.
Real-time availability checks reserve consult, treatment, or emergency slots across every clinic.
Digital menus share pricing, packages, and personalized recommendations tailored to each patient profile.
Adaptive follow-up cadences nudge consult requests, plan approvals, and confirmations based on lead score.
Multi-language scripts on WhatsApp, web, and phone flows keep conversations consistent and on-brand.
VIP, loyalty, and high-intent leads jump to dedicated coordinators for white-glove handling.
Analytics and nurturing sequences track channel performance, patient segments, and education journeys.
Tight PMS integration and emergency routing ensure seamless handoffs, continuity, and priority escalation.
Core module
Team Enablement & Clinical Workforce Self-Service
Keep dental teams aligned, confident, and ready for every patient preference through self-service portals.
Automation Flow
Employee Self-Service (Dentists, Staff & Coordinators)
Mobile portals let dentists and staff manage schedules, leave, and attendance without HR intervention.
Chat-based knowledge bases answer HR, SOP, and clinical protocol questions instantly.
Unified ticketing handles equipment, IT, supply, and facility requests across every clinic.
Shift swaps, roster assignments, and workload balancing run through automated approval flows.
Broadcast tools push announcements, policy changes, and training reminders to targeted teams.
Performance dashboards tie patient feedback, quality metrics, and coaching plans to each employee.
Clinical task boards track treatment plans, lab coordination, and follow-up reminders from any device.
Certification, compliance, and education renewals trigger automated reminders and progress tracking.
Workflow Automation
Workflow Automation from Plan to Payment
Connect treatment plans, billing, and multi-clinic operations.
Automation Flow
Workflow Automation Across Dental Operations
Treatment plan sequences with pre/post appointment workflows, insurance coordination, and patient preference automation.
Membership and loyalty journeys with personalized benefits, renewal reminders, and tier upgrade notifications.
Multi-step treatment workflows covering orthodontics, implants, cosmetic procedures, and preventive care coordination.
Patient feedback loops tied to CRM, clinical coordinators, and clinic leadership with automated escalation and resolution tracking.
Automation Flow
Plan-to-Payment Control Room
Visual timeline for treatment plans, authorisations, and lab coordination with live status markers for every branch across clinic teams.
Insurance sync tracks documentation status, benefit limits, and co-pay alerts without manual follow-up.
Single-pane view surfaces team ownership, SLA timers, and follow-up accountability in one glance.
Multi-location revenue view links chair utilisation, payments, and outstanding claims for fast decisions.
Benefits for Dentists, Chains, and Patients
Clinic owners, teams, and patients stay coordinated with an automation-first CX stack.
Clinic Owners & Practice Managers
- Higher clinic revenue through faster conversions, automated upsells, and improved patient satisfaction.
- Consistent brand-standard experiences across solo practices, multi-chair clinics, and dental chains with unified operations.
- Actionable data on utilization, membership, patient sentiment, and revenue performance through business panel.
Dentists & Clinical Teams
- Real-time oversight of appointments, patient cases, clinical KPIs, and patient satisfaction through unified dashboards.
- Automated workflows reduce manual coordination, allowing focus on patient care and clinical excellence.
- Instant visibility into patient feedback, treatment outcomes, provider performance, and operational efficiency metrics.
Front Desk & Coordinators
- Clear schedules, patient notes, and VIP preferences accessible through self-service portals.
- Less admin burden allows deeper focus on patient care and relationship building.
- Performance insights inspire coaching, recognition, and professional development opportunities.
Patients & Caregivers
- Effortless booking, confirmations, and follow-ups through convenient self-service channels feel personalized and responsive.
- Confidence that preferences, treatment history, and care goals are remembered and personalized.
- Responsive communication and instant access to information reinforce premium service standards and trust.
Marketing & Sales Teams
- Rich lead enrichment data enables personalized campaigns, targeted offers, and higher conversion rates.
- Survey insights inform marketing strategies, treatment package design, and promotional effectiveness.
- Business panel analytics provide data-driven insights for campaign optimization and ROI measurement.
IT & Technology Teams
- Centralized platform reduces integration complexity across multiple systems and channels.
- API-first architecture enables seamless connections with PMS, insurance, and analytics platforms.
- Automated workflows minimize manual IT support requests and system maintenance overhead.
Capabilities for Every Dental Specialty
Whether you run a single-chair studio or a multi-city DSO, Converiqo adapts.
Solo & Multi-Chair Clinics
Deliver premium patient experiences with automation-backed service standards, customer self-service, and comprehensive patient journey management.
Dental Chains & Group Practices
Serve multi-location networks with curated benefits, automated surveys, self-service portals, and personalized analytics across clinics.
Specialty Dental Practices
Coordinate orthodontics, cosmetic dentistry, pediatric care, and implant procedures with multi-location oversight, lead enrichment, and unified business panels.
DSOs & Multi-Clinic Networks
Scale operations across properties while preserving local flair with centralized analytics and consistent self-service experiences.
Hybrid Dental Models
Blend in-clinic, teledentistry, and mobile services with unified patient journeys, lead enrichment, and cross-channel analytics.
Corporate & Insurance-Focused Practices
Manage corporate dental programs, insurance partnerships, and employee wellness plans with automated eligibility verification, claims processing, and reporting.
Need-to-know
Frequently Asked Questions
Answers for clinic owners, practice managers, and operations teams.
What day-to-day CX challenges do modern dental clinics struggle with?
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Converiqo.ai helps dental clinics fix slow response, confusing communication, and waiting-room friction so patients experience organised care instead of chaos.
How can dental chains keep service quality consistent across branches?
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With Converiqo.ai, dental chains run common SOPs and service flows, ensuring every branch delivers predictable care regardless of staff mix or local footfall.
Why do dental clinic managers need real-time visibility into operations?
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Converiqo.ai gives real-time visibility into appointments, delays, and escalations, helping clinic managers act early and keep chair-time usage under control.
How can digital workflows reduce no-shows and improve treatment acceptance?
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By digitising reminders, follow-ups, and issue handling, Converiqo.ai helps clinics reduce no-shows, revive inactive patients, and grow treatment acceptance.
How can dental brands identify and nurture high-value long-term patients?
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Converiqo.ai centralises patient interactions and feedback so dental brands can identify high-value families, track experiences, and nurture long-term loyalty.
How does a self-service layer change patient interaction with clinics?
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Converiqo.ai self-service lets patients check status, raise concerns, or update details from their phone, shortening front-desk queues and freeing staff for complex work.
How can a survey system give deeper insight than basic feedback forms?
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Converiqo.ai surveys capture structured feedback after visits or procedures, revealing patterns in wait times, staff behaviour, and perceived treatment quality.
What does a business panel or CX dashboard add for dental leaders?
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The Converiqo.ai business panel shows CX scores, backlogs, and outlet trends together, so regional heads see which branches need coaching or support.
How does lead enrichment help grow high-value treatments and procedures?
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Lead enrichment in Converiqo.ai adds intent and history to enquiries, helping clinics prioritise implants, cosmetic dentistry, and other high-value treatments.
Why should dental groups use one unified CX stack instead of many tools?
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Converiqo.ai unifies self-service, surveys, dashboards, and lead flows into one CX stack, so dental groups scale faster without stitching multiple tools.
Grow Your Dental Network with Converiqo
Automate customer self-service, surveys, lead enrichment, and operations so teams can focus on delivering high-quality, timely patient care.
Trusted by premium dental clinics, aligner programs, and multi-clinic DSOs.