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Workflow guide

Support plan for dental practices

Answer accepted-plan, hours, and parking questions from your practice’s pages. Treatment questions, fees, and records stay with your staff.

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What the visitor sees

Questions to test

What the agent answers, and what stays with your team.

Use these questions as test prompts. Each one should be answered from the source under it. Account-specific answers need authentication and a supported connection.

Practice front desk

Planning sample

Answer from approved sources

  1. 01
    Are you open late on Wednesdays?Office hours and parking
  2. 02
    Is my PPO dental plan accepted?Accepted plans
  3. 03
    Can I fill in the forms before my visit?New patient forms.pdf
Boundary

Hand to your team

  • Treatment estimates and clinical questions
  • Fee waivers and billing disputes
  • Patient records
For example
How much will a crown cost with my insurance?
Planning guide. The examples on this page help you scope a test. They do not mean every provider, data source, or action is already connected.

Handoff rules

Write down where the agent stops.

When it does, your team sees the whole chat, not a summary.

  1. 01

    Tooth pain or a dental emergency

    The instructions tell the agent to share your emergency number and stop.

  2. 02

    A question about treatment

    The agent doesn’t answer. It hands the chat to your staff.

  3. 03

    A question about a bill

    The agent creates a support ticket for the billing coordinator.

Not every job belongs to an agent. Emergencies, licensed advice, and decisions nobody has approved stay with people. See the stop conditions

What your team sees

A safer first version

Four steps, one pilot review.

Record a baseline before the test, use the same time window after it, and keep the result tied to your own conversation data.

  1. 01Choose one support job
  2. 02Add approved sources
  3. 03Set action and handoff rules
  4. 04Run a private test

Sample measurement checklist

Pilot review

Pilot review progress: 0/4

Questions before setup

Decide the rules before customers see it.

They shouldn’t. Chatsy has no HIPAA BAA, so ask patients not to share health details in chat and keep the agent to public questions.

No. Agents can’t run scheduling actions. The agent shares your booking link or phone number.

Account-specific lookups and actions in another system need a supported integration and the right permissions. Check the integrations directory before including either in the workflow.

Use real questions with sensitive data removed. Compare each answer with the approved source, test the handoff, and record any missing or incorrect answer before making the agent public.

More workflow guides

Plan another support job.

All solutions

Test one narrow workflow first.

Start with five real questions, remove sensitive data, and compare every answer with the source your team approved.

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