AI Agents Overview

Last updated: July 22, 2026

AI Agents are your inbound & outbound voice assistants. They place and answer calls on your behalf, following your instructions and training for each workflow. Each agent handles a specific workflow — open one to review its activity or adjust its settings.

Where to find them

Go to Comms → Admin → AI Agents. The page shows one card per workflow that supports an agent.

The three agents

Each patient-outreach workflow has its own dedicated agent:

  • Hygiene Reactivator (Hygiene Recare) — calls patients who are overdue for their hygiene visit and helps them get rescheduled.

  • TXP Followupper (Treatment Plans) — follows up with patients who have unscheduled treatment to help them book it.

  • Appt Confirmer (Confirmations) — reaches out ahead of upcoming appointments to confirm them and cut down on no-shows.

💡 Tip: The Appointment Requests workflow does not have an AI agent — agents are for proactive outreach (hygiene, treatment plans, confirmations).

How an agent relates to its workflow

An agent is tied to one workflow and its patients. It works from the same outreach queue as the workflow — when the agent places a call and records the result, that outreach is logged and the patient moves through the workflow just like a manual attempt. Agents also power the AI phone call touches inside Campaigns.

Each agent has three tabs

  • Analytics — call volume, success, and outreach results over time.

  • Conversations — the call history, with transcripts, summaries, and recordings.

  • Settings — configure the agent (name, voice, phone number, scripts, FAQs, workflows).

Getting access

AI Agents require the AI Voice feature to be enabled for your practice. Anyone with access can view an agent's Analytics and Conversations; editing an agent's Settings requires the manage AI agents permission.

A note on cost

AI calls are billed as part of Campaigns, on a per-touch basis alongside the campaign's other channels — there's no separate per-minute charge. Logging and reviewing calls is part of the feature.

What's next

  • Setting Up Your First AI Agent

  • Agent Settings Reference

  • How AI Calls Work (Call Cases)

  • Reviewing Agent Activity (Analytics & Conversations)