Choose the first workflow
Start with a defined appointment, practice-question or approved insurance follow-up task.
CONTROLLED ROLLOUT
Configure the work, then expand with evidence.
Choose the practice workflow, save its assistant configuration and review the behavior before routing patient calls. Saved revisions keep changes identifiable as the team refines its scope.
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PRACTICE CONFIGURATION
Give staff a clear view of what each assistant can do.
Each assistant has its own instructions, conversation settings and capabilities. The practice maintains services, hours and approved answers, while the server checks tool arguments and workflow prerequisites before an action runs.
Saved drafts and published revisions remain identifiable. A call pins its assistant configuration and practice information when it starts, so a later edit does not change an ongoing conversation.
Set practice rules
Maintain clinic information and enable only the assistant capabilities the task requires.
Try realistic conversations
Review transcripts and tool events for incomplete information, ambiguous identity and failed actions.
Review actual outcomes
Check unresolved work with staff before broadening the call scope or introducing another workflow.
IMPLEMENTATION PATH
Keep configuration changes visible.
The practice can review a saved draft and the configuration used by a call.
- 01
Define
Agree on the patient request, permitted actions and staff owner for exceptions.
- 02
Save
Save instructions and capabilities as an identifiable draft revision.
- 03
Review
Use an isolated browser conversation to inspect responses and tool activity.
- 04
Publish
Publish the selected assistant revision and configure the approved telephone routing.
- 05
Refine
Use call records and staff feedback to prepare the next revision.
RELEASE CONTROLS
The saved draft and the call configuration stay identifiable.
Versioned drafts
Saved assistant revisions keep instructions and capability settings together.
Pinned calls
Active calls retain their starting configuration and practice knowledge while staff makes later changes.
Recoverable changes
Failed saves report the error. The prior working configuration remains available for recovery.
TALK TO VOCARI
See your dental office's workflow in Vocari.
Explore dental insurance verification, AI calling, scheduling and tooth-level charting with your team's work in mind.
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