Savvy Agents
The operations layer for the AI dental practice

Every task. Every agent. One practice in motion.

The work does not stop when the conversation ends.

Agent Hub finds the work, keeps every next step moving, and gives your team one place to see what finished, what is waiting, and what needs judgment.

  • Starts from real practice signals
  • Keeps context between every step
  • Brings staff in with the full story
See it with your practice Explore workflows

One connected operating layer

One signal in. One clear next step out.

Context stays attached. Agent Hub carries practice rules, patient context, and history from the first signal to the final outcome.

Illustrative practice flow

The practice signals

  1. 01

    Appointments two days away

    Visits are waiting for a clear answer.

  2. 02

    New patient booked

    Forms and insurance details need attention.

  3. 03

    Visit completed

    The patient experience is ready for follow-up.

Agent Hub

Rules · context · history

The team sees

  1. Visit confirmed

    The correct appointment is updated.

  2. Ready before arrival

    Forms and coverage are visible to the team.

  3. Team attention

    Changes and concerns arrive with context.

Start with a proven workflow

The control plane behind the work

Tell Agent Hub when to act, what it may do, and where the answer should go.

This is more than a list of automations. Your practice shapes how each agent starts, the skills it carries, the access it receives, and how the team sees the result.

01 Start automatically

The clock—or the practice—can start the work.

Run confirmations for appointments two days away every afternoon. Choose from supported appointment, form, call, insurance, and patient-message events to start the next step. Agent Hub reacts to the moment instead of waiting for someone to remember.

  • Recurring schedules follow the practice timezone
  • Event triggers can continue work as selected practice events change

Triggers

When this agent should start automatically

Example setup

Confirmations due in 2 days

Daily at 4:15 PM · Practice timezone

Appointment changed

Confirmation, reschedule, or cancellation

Form changed

Sent, submitted, or updated

Message received

A patient reply enters the open workflow

Trigger matched

Daily schedule

Appointment Confirmation

Find unconfirmed visits two days away and begin the approved text-and-call sequence.

Next step Starting outreach

Appointment event

Visit Change Follow-up

Carry the new time or status into the exact patient’s next step.

Next step Visit context updated

Form event

New Patient Forms

Recognize the submitted form and continue the patient’s preparation.

Next step Form step resumed

Patient reply

Patient Reply Follow-up

Match the reply to the waiting conversation and continue with context.

Next step Conversation resumed

Build the agent

Reusable guidance plus exact access

4 capabilities

Reusable skill

Selected

Appointment Reminders

Outreach, reply handling, scheduling changes, and clear stop criteria.

Skills carry proven workflow guidance so a practice does not start from a blank prompt.

Capabilities

Allowed access
Appointments
Write with confirmation
Messaging
Write with confirmation
Voice Outreach
Write with confirmation
Staff Handoff
Write autonomously
02 Compose the agent

Build from reusable skills. Grant only the access the work needs.

When you build a custom workflow, attach reusable workflow knowledge, then choose whether the agent may read, suggest, write with confirmation, or make selected low-risk changes automatically. The guardrails are part of the configuration, not a promise hidden in a prompt.

03 Change with confidence

Test the next revision without rewriting yesterday.

Simulation records the decisions and actions an agent proposes without taking external action. Configuration history keeps every revision visible, and a previous setup can be restored when the practice wants to step back.

A live run stays pinned to the configuration it started with—even if the agent is edited later.

Run test

Preview the decision path

Simulation on
1 · Search appointments Proposed
2 · Send confirmation text Preview only
3 · Wait for patient reply Next
External actions None taken

Configuration history

Saved
Revision 23

Edit

Current · Edited today

Revision 22

Edit

Previous configuration

Restore
Revision 21

Edit

Earlier configuration

Restore

Appointment Confirmation

Appointment Reminder Report

Example practice · Today

Delivered
9:00 AM Confirmed Patient confirmed their appointment.
10:30 AM Awaiting reply The initial text and call are complete.
1:00 PM Sent Confirmation is still pending.
Daily at 5:00 PM · Practice timezone To: frontdesk@examplepractice.com
04 Deliver the result

The report arrives. Your team does not have to hunt for it.

For supported workflows, choose a daily, weekly, or monthly email schedule and the people who should receive it. Agent-specific reports show the work in practice language—what was sent, what was confirmed, and what is still waiting.

Inside the product

Choose the work. See every step.

Start with a workflow, review what it will do, and adjust the schedule, events, access, and team attention rules for your practice.

Real product view
Agent Hub template library showing six dental workflow templates
Captured from the Agent Hub template library. The public image is cropped to the product workspace and contains no patient records. Six starting workflows.

Six dental workflows

Start with the work your team repeats most.

Each workflow starts with a clear goal, a visible finish line, and a defined moment for staff to step in. Open any one to see the complete story.

01

Appointment Confirmation

Texts eligible patients and calls about upcoming visits, records clear confirmations, watches for replies, and alerts the front desk when help is needed.

See the complete workflow
02

Insurance Collection

Collects missing policy details before a visit, waits for the patient update, and then checks eligibility.

See the complete workflow
03

New Patient Forms

Sends the right forms, nudges when needed, and resumes when a submitted-form event arrives.

See the complete workflow
04

Unscheduled Treatment

Finds diagnosed treatment that is not scheduled and starts a guarded patient follow-up workflow.

See the complete workflow
05

Review Management

Checks in after completed visits, sends review links to happy patients, and routes concerns to staff.

See the complete workflow
06

Patient Reactivation

Reaches out to patients due for recall and stays with the conversation until a booking or staff takeover.

See the complete workflow

One connected AI workforce

The agents handle the work. Agent Hub keeps it connected.

Ira, Sia, Milo, and Novi each have a focused role. Agent Hub gives their recurring work a shared structure and a visible next step.

I

Ira

AI receptionist

Answers calls, schedules visits, and helps patients when a workflow becomes a conversation.

 S

Sia

AI clinical scribe

Turns visits into review-ready notes while clinical decisions stay with the care team.

 M

Milo

AI insurance coordinator

Collects policy details, verifies benefits, and makes unclear results easy to review.

 N

Novi

AI retention manager

Keeps recall, reviews, and unscheduled-treatment follow-up moving.

See it with your practice

Show us the work your team repeats. We’ll show you how it moves through Agent Hub.

See the six workflows, practice rules, activity view, and team attention experience with your own front office in mind.

Book a live demo