Features for every dental desk workflow

From the first patient call to follow-up, IntelliDent automates the work that steals chair-side time.

AI Receptionist

Never miss a patient call

A natural-sounding AI voice agent that handles inbound and outbound calls 24/7. Answers questions, schedules appointments, routes urgent calls, and keeps the desk covered after hours.

  • Natural voice conversations in Australian English
  • Handles appointment scheduling and rescheduling
  • Answers fee and health-fund questions from your own documents
  • Routes emergency calls to on-call providers
  • Other languages configurable per agent (in testing)
  • Call transcripts and callback messages for your team

Common use cases

  • After-hours call handling
  • Overflow during peak hours
  • New patient intake calls
  • Appointment confirmation callbacks
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Smart Scheduling

Bookings from your real availability

Books, moves and cancels appointments using the availability your calendar or practice system reports. Times are never guessed.

  • Offers only times your calendar or practice system reports as free
  • Books, reschedules and cancels in IntelliDent's calendar, Outlook, CalDAV or a connected PMS
  • Google Calendar: new bookings only today
  • Respects providers, staff hours and appointment types in IntelliDent's calendar
  • Multi-location practices, each site with its own providers
  • Roadmap: waitlist and automatic cancellation backfill

Common use cases

  • After-hours booking requests
  • Managing multi-provider practices
  • Moving appointments without a phone call to the desk
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Patient Communication

The right message at the right time

SMS, email and web chat in one place, with appointment reminder calls and a recall agent built in. Reminder calls respect the patient's consent and opt-out.

  • SMS, email, and webchat from one platform
  • Appointment reminder calls before the visit
  • Recall agent for hygiene and check-up cycles
  • Two-way conversational messaging
  • Consent checks and spoken or SMS opt-out
  • Roadmap: post-visit follow-ups and treatment campaigns

Common use cases

  • Reducing no-shows with reminders
  • Bringing patients back for recall
  • Answering routine questions by SMS
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AI Agent Builder

Custom agents, no code

A wizard to build, configure, and deploy agents for your practice. Choose providers, channels, knowledge base, and behavior in a step-by-step flow.

  • Step-by-step builder: basics, model, knowledge, prompt, voice, intents and channels
  • Support for OpenAI and Anthropic models
  • API key validation with live connection testing
  • RAG knowledge base with document upload
  • Custom system prompts with pre-built templates
  • Phone, SMS, email and web chat channels

Common use cases

  • Deploying a 24/7 AI receptionist
  • Automating patient recall outreach
  • Building a triage agent for emergency calls
  • Creating a scheduling assistant for providers
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Multi-Model Intelligence

Pick the best model for each task

Select the optimal model per agent for speed, accuracy, cost, or context window. Bring your own API keys for full control.

  • Included on paid plans: GPT-4.1 mini (OpenAI) and Claude Haiku 4.5 (Anthropic)
  • Other OpenAI and Anthropic models with your own API key on paid plans
  • Free trial: GPT-4.1 mini only
  • Validated API keys with instant connection testing
  • Economy, Standard, and Premium pricing tiers

Common use cases

  • Using a larger model on your own key for complex conversations
  • Using Claude Haiku for high-volume simple queries
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Practice Management (PMS) Integration

Enterprise, connected from your portal

Enterprise practices can connect their practice management system so phone and SMS agents work from the PMS record instead of a separate calendar. A practice owner or admin connects it from the IntelliDent portal, and it starts working once your PMS vendor approves IntelliDent's access. What is possible depends on the API that vendor makes available. A connection is not guaranteed for every PMS.

  • Enterprise plan only, connected by a practice owner or admin from the IntelliDent portal
  • Dental4Windows / Dental4Web and Core Practice: connectors built from vendor documentation, not yet confirmed on a live clinic system
  • EXACT, OASIS and Praktika: need a partnership with the vendor before they can be connected
  • Patient and appointment data read from the PMS where the vendor API allows
  • Booking into the PMS only where the connected system supports it
  • Phone and SMS agents only today: the website chat widget and reminder calls do not use the PMS
  • Not a copy of your PMS, and not a real-time or guaranteed two-way sync

Common use cases

  • Looking up an existing patient or their appointments on a call or SMS conversation
  • Offering and booking appointment times held in the PMS
  • Requesting a PMS that is not listed, from the portal
  • Native Open Dental and Dentrix connectors are on the roadmap, not available today
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Revenue Cycle Management

On the roadmap

Insurance verification and claims automation are planned. There is no Revenue Agent in AGENT_TYPES today. Ship front-desk voice, scheduling, recall, and support agents first.

  • Not available in the agent builder today
  • No live claim-submission agent path
  • Ask Contact about early access if RCM is a deal requirement

Common use cases

  • Roadmap only. We will announce when an RCM agent ships
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AI Scribe

On the roadmap

Ambient clinical documentation is planned. Until it ships, use Receptionist, Scheduler, Recall, Reminder, and Support agents for front-desk work only. Never for clinical advice.

  • Not available in AGENT_TYPES today
  • No Open Dental or Dentrix scribe integration yet
  • Request early access via Contact if you need documentation automation

Common use cases

  • Watch this space. We will announce when a scribe agent type ships
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Insurance Automation

On the roadmap

Eligibility checks, pre-authorisations and claims help are planned, not available today. Agents can already answer general health-fund questions from your own documents.

  • Not available in the agent builder today
  • General health-fund questions answered from your knowledge base
  • Ask Contact about early access if insurance automation is a deal requirement

Common use cases

  • Roadmap only. We will announce when insurance automation ships
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Ready to see these features live?

Book a live demo tailored to your practice workflows.