Back to Home
Case Study

Dallas Dental Concierge

A full AI Voice Receptionist & CRM system — built, deployed, and live in 3 days. The agent handles all inbound calls, routes existing patients to the office, and books new patients autonomously.

Client Dallas Dental Concierge
Industry Healthcare / Dental
Services Voice Agent + Custom CRM
The Challenge

Missed calls were costing real revenue

Dallas Dental Concierge's front desk was drowning — fielding calls from existing patients while trying to handle new patient inquiries at the same time. During peak hours, calls went unanswered. After hours, everything went to voicemail.

Every missed call was a new patient walking to a competitor. And there was no system in place to track who called, what they needed, or whether anyone followed up.

Missed calls during peak hours
No after-hours availability
Manual patient tracking
No visibility into lead pipeline
The Solution

A complete AI-powered front office

We designed and deployed a complete system in 3 days: an AI Voice Receptionist that intelligently routes existing patients to the office and handles new patient intake autonomously — paired with a Custom CRM to track every interaction.

01

AI Voice Receptionist

  • 24/7 inbound call handling with 100% uptime
  • Automatically routes existing patients to the office
  • Handles new patient intake & booking autonomously
  • Insurance & service type qualification
  • Outbound appointment reminders
02

Custom CRM System

  • Full patient pipeline — first call to booked appointment
  • AI-generated call summaries & transcripts
  • Automated follow-up workflows for no-shows
  • Real-time analytics dashboard
  • Complete setup: phone number, hosting, and integrations
The Results

The numbers speak for themselves

3
Days from kickoff to live — full system deployed and handling calls
100%
Uptime — every call answered seamlessly since day one
24/7
Coverage — nights, weekends, holidays. No gaps, no voicemail
0
Missed new patient calls — AI handles intake while staff focuses on in-office care
Before
After
Missed calls during peak hours & after close
Every call answered 24/7 with 100% uptime
Front desk juggling existing patients & new inquiries
AI routes existing patients to office, handles new ones itself
No system for tracking calls or patient pipeline
Custom CRM with full pipeline, transcripts & analytics
Manual appointment reminders & follow-ups
Automated outbound reminders & no-show follow-ups
Weeks to set up new phone systems or software
Entire system live in 3 days — phone, CRM, agent, hosting
Demo

Watch the full system in action

See how the AI voice agent handles a real call — routing existing patients, booking new ones, and logging everything into the CRM automatically.

Your Turn

We built this in 3 days. Imagine what we can build for you.

Whether you're a dental practice, med-spa, or any service business — we'll design an AI system tailored to your operations and have it live fast.

Book a Call