Playbook · Dan Latham · Updated 16 September 2026

Dental clinic receptionist

Clinics want the phone to stop ringing with “do you take new patients?” They do not want an agent inventing clinical advice. The playbook is conservative knowledge, clear capture, and Human Handover.

Dental clinic receptionist

Approved copy only

Treatments, fees ranges the clinic already publishes, hours, and finance notes. If a dentist would not put it on the website, the agent does not say it.

Capture and escalate

New-patient details as a Contact Request. Pain, swelling, or “is this an emergency?” goes to a person. Write that rule down before go-live.

The monthly review

Show the practice which treatment pages still fail. That is website work you already know how to sell.

Open the dental solution

Job, workflow, and product mapping.

AI receptionist for local businessesLead capture that is worth routingEstate agent qualificationAfter-hours capture for trades

Sell the service.

Keep the infrastructure.

Create an agency workspace