SD
Sunnyvale Dental Care
Sunnyvale, CA · NexHealth linked
AI Agent Active

Good evening, Alok

Wednesday, May 20 · 14 leads booked today, 3 by your front desk and 11 by the AI

Lead-to-booked rate
67%
▲ 18.4% vs last 30 days
Leads today
47
▲ 12 vs yesterday
Avg speed-to-lead
38s
▼ 4 min vs front desk only
After-hours bookings
14
▲ 9 this week
Lead-to-booked appointment rate
Last 30 days · AI bookings vs front desk bookings
View analytics →
Active conversations
AI engaged with 6 patients right now
See all →
DM
Daniel Morales
2m ago
Confirming Wed May 21, 9:00 AM emergency slot...
Emergency AI handling
SR
Sarah Reyes
4m ago
Picking from 3 Invisalign consult slots offered...
Invisalign AI handling
MK
Michael Kim
6m ago
Collecting DOB for All-on-X consult booking...
All-on-X AI handling
JT
Jenna Taylor
12m ago
Asked about insurance, handed off to call center
Handoff
Today's appointments
11 AI-booked, 3 front desk · synced from NexHealth
Open calendar →
9:00
AM
Daniel Morales AI
Emergency · 60 min · Dr. Anderson · Op 2
Emergency
10:30
AM
Sarah Reyes AI
Invisalign consultation · 45 min · Dr. Patel · Op 1
Invisalign
12:00
PM
Marcus Davidson AI
New patient exam · 60 min · Dr. Anderson · Op 3
New patient
2:00
PM
Michael Kim AI
All-on-X consult · 90 min · Dr. Patel · Op 1
All-on-X
3:30
PM
Linda Park
6-month recall · 60 min · Dr. Anderson · Op 2
Recall
AI agent activity
Last 24 hours
Conversations handled fully by AI 42 / 47
Handed off to call center 5
Booked in NexHealth 31
Confirmation sent 31 / 31
Top intents resolved
Invisalign consult12
New patient exam9
Emergency visit6
All-on-X / implants4

Live conversations

6 active · 23 resolved today · 5 needing human follow-up

All conversations
Active AI Handoff Resolved
SR
Sarah Reyes
4m
Wednesday at 3 works
InvisalignAI
DM
Daniel Morales
2m
Yes confirm me for 9 AM tomorrow
EmergencyAI
MK
Michael Kim
6m
My DOB is 3/14/1962
All-on-XAI
JT
Jenna Taylor
12m
Does Sunnyvale take Delta Dental?
Handoff
RB
Rebecca Bell
18m
Booked Friday May 22 at 11 AM
InvisalignBooked
AH
Aaron Huerta
24m
I'll think about it and call back
Cold
SR
Sarah Reyes
+1 (408) 555-2891 · GHL Form · Invisalign Landing Page
Today · 10:42 PM
⏺ Concierge AI
Hi Sarah, this is the booking assistant for Sunnyvale Dental Care. I see you just requested information about Invisalign. Is now a good time to chat?
10:42 PM · delivered
Yes
10:42 PM · read
⏺ Concierge AI
Great. Are you a new patient or have you visited Sunnyvale Dental Care before?
10:42 PM
New patient
10:43 PM
⏺ Concierge AI
Welcome! For Invisalign we start with a 45-minute consultation where the doctor scans your bite and shows you what treatment would look like. Want me to find you a time this week?
10:43 PM
Yes please
10:43 PM
⏺ Concierge AI
Checking NexHealth availability...
✓
Wednesday, May 21 at 3:00 PM
Dr. Patel · 45 min
2
Thursday, May 22 at 11:00 AM
Dr. Patel · 45 min
3
Friday, May 23 at 4:30 PM
Dr. Patel · 45 min
10:44 PM
Wednesday at 3 works
10:44 PM
⏺ Concierge AI
Patient
NameSarah Reyes
Phone+1 (408) 555-2891
Emailsreyes@gmail.com
DOBPending
Patient typeNew
Source
ChannelGHL Form
CampaignInvisalign Meta
Landing page/invisalign
First touch10:41 PM today
AI Booking Progress
Lead identified
Patient type confirmed
Appointment type matched
NexHealth slots fetched
Slot selected, confirming
Collect DOB
Booking in NexHealth
Update GHL contact
Send confirmation
AI Confidence
94%
No handoff recommended

Lead pipeline

142 leads in pipeline · drag and drop to manually advance stages

New
8
Trevor Williams
All-on-X · GHL Form
Meta · 32s ago All-on-X
Priya Shah
Invisalign · LP form
Google · 1m Invisalign
Carlos Reyes
Emergency · Inbound call
Phone · 2m Emergency
Engaging
14
Daniel Morales
Confirming emergency slot
Meta · AI Emergency
Michael Kim
Collecting DOB
LP · AI All-on-X
Sarah Reyes
Selecting slot
Meta · AI Invisalign
Aaron Park
Asking about cost
Google · AI Invisalign
Slot offered
11
Lisa Wright
3 slots offered · awaiting reply
Meta · AI Invisalign
Robert Chen
2 slots offered
LP · AI New patient
Maria Santos
Awaiting reply 8 min
Google · AI Hygiene
Booked
31
Rebecca Bell
Fri May 23 · 11:00 AM
Meta · AI Invisalign
James Liu
Mon May 26 · 9:30 AM
LP · AI Implant
Marcus Davidson
Wed May 21 · 12:00 PM
Google · AI New patient
Handoff
5
Jenna Taylor
Insurance question
LP · AI Handoff
David Park
Wants to talk to doctor
Meta · AI All-on-X

Practice calendar

Synced live from NexHealth · Concierge AI bookings highlighted

May 19 - May 25, 2026
Invisalign Emergency Implant Recall AIAI-booked
Mon
19
Tue
20
Wed
21
Thu
22
Fri
23
Sat
24
Sun
25
9 AM
AIM. Davidson
New patient · Dr. A
AID. Morales
Emergency · Dr. A
AIR. Bell
Invisalign · Dr. P
10 AM
A. Chen
Recall · Dr. P
AIS. Reyes
Invisalign · Dr. P
AIL. Wright
Invisalign · Dr. P
11 AM
P. Mitchell
New patient · Dr. A
AIS. Reyes
Invisalign · Dr. P
H. Lee
Recall · Dr. P
12 PM
AIM. Davidson
New patient · Dr. A
2 PM
K. Brown
Invisalign · Dr. P
AIM. Kim
All-on-X · Dr. P
AIP. Singh
Invisalign · Dr. P
3 PM
AIS. Reyes
Invisalign · Dr. P
J. Wong
Recall · Dr. A
AIJ. Liu
Implant · Dr. P
4 PM
L. Park
Recall · Dr. A
AIR. Bell
Invisalign · Dr. P

AI agent configuration

Customize how Concierge handles conversations for this location

Agent is live and handling conversations for Sunnyvale Dental Care
Agent persona
Appointment types
Office hours
Handoff rules
Knowledge base
Compliance
Integrations
Notifications

Agent persona

Set the voice and tone for how Concierge talks to your patients.
This is how the AI introduces itself to patients.
Variables: {{first_name}}, {{service_interest}}, {{practice_name}}, {{campaign}}

Behavior rules

Define what the AI can and cannot do without escalating.
Auto-book appointments
Confirm and write bookings directly to NexHealth without front desk approval.
Quote pricing
Share starting prices for major services like Invisalign and All-on-X.
Discuss insurance coverage
Always hand off insurance verification questions to the call center.
Send appointment reminders
Automatic 24 hr and 2 hr reminders before booked appointments.
Reactivate cold leads
Reach out to leads who went cold after 48 hours of no reply.

Connected integrations

Concierge syncs with these systems to do its job.
NexHealth
Open Dental synced · Last poll 22 seconds ago · 4 providers, 6 operatories
Connected
GoHighLevel
Sub-account: Sunnyvale Dental · Webhook receiving leads · Contact writeback enabled
Connected
Twilio SMS
From: +1 (408) 555-0001 · A2P 10DLC registered · TCPA opt-out enabled
Connected
Claude (Anthropic)
Sonnet 4.6 · HIPAA BAA in place · Conversation logs encrypted at rest
Connected