Keep the job small and clear
AI can answer approved public questions about hours, care, location, and ways to pay. It can also ask the office to call a lead back.
Do not ask for health details
Tell people not to share health history, chart notes, insurance IDs, or care details. Send health questions to the dental team.
Track lead results
Track reply time, finished chats, call-back requests, and lead source. This can help booking without making a patient record system.
Keep patient data out
Use public facts and total business numbers. Do not send patient names, charts, health facts, or visit details.