Every patient conversation.
One place.
Calls, texts, web chats — all in a single timeline. See who handled what, listen to call recordings, and reply to patients without switching apps.
Sarah Johnson
(555) 012-3456
Wednesday, March 26, 2026
Call ended
Ira answered · 2:34
10:23 AM
hi
11:15 AM · STAFF · Vijay Tupakula
Saturday, March 28, 2026
Call ended
Ira answered · 1:12
3:32 PM
Five channels. One inbox.
Voice Calls
Inbound and outbound calls with full recordings.
SMS
Two-way text messaging from your practice number.
Webchat
Live chat embedded on your practice website.
Reach patients on the app they already use.
Patient emails threaded alongside calls and texts.
Every message lands in the same patient timeline — no app switching, no lost conversations. Your team sees the full picture whether a patient called last week or texted five minutes ago.
Know your patient before you say hello
When you open a conversation, the sidebar shows everything you need: upcoming appointments, demographics, insurance status, and a complete communication history. No clicking through tabs. No asking the patient to repeat themselves.
Patient data syncs directly from your practice management system, so the sidebar is always current. If a patient called yesterday and texted this morning, both interactions are right there — along with their next scheduled visit and provider.
Already using Open Dental? Patient records flow into the inbox automatically. Your front desk starts every conversation with full context instead of scrambling through charts.
Sarah Johnson
Age 34 · Female
Upcoming Appointment
Cleaning
Thu Mar 27, 2:00 PM · Dr. Smith
ConfirmedCommunication
12 calls · 34 texts
Last contact: 2 hours ago
Contact
See exactly who handled what
Every message in your inbox shows which AI agent or team member was responsible. No guessing, no confusion — just a clear record of every interaction.
Hi Sarah! I see you're calling about your appointment. Let me check Dr. Smith's schedule for you.
I've booked you for Thursday at 2 PM with Dr. Smith. You'll get a text confirmation shortly.
Call with Sarah Johnson
Duration: 1:42 · Handled by Ira
Appointment reminder sent via SMS.
Sarah, your insurance has been verified. See you Thursday!
Thank you!
Color-coded badges make it easy to follow the thread. Want your AI receptionist to handle more? You can see exactly where it picks up and where your staff takes over.
Every call recorded and summarized
Every phone call that comes through your practice is recorded and stored inside the patient's conversation thread. Press play to listen, or read the AI-generated summary to get the highlights in seconds.
Need the full details? Expand the transcript and read the entire conversation word-for-word. It is the simplest way to review what was discussed without asking your team to recall from memory.
Summaries are generated instantly after each call ends. They capture the reason for the call, any actions taken, and what was promised to the patient — so nothing falls through the cracks.
Call with Sarah Johnson
Handled by IraAI Summary
Patient called to reschedule cleaning. Moved from Thursday 2 PM to Friday 10 AM. Confirmation SMS sent.
Take over any conversation with one click
Your AI agents handle routine conversations beautifully. But sometimes a patient needs a human touch — a sensitive billing question, a complicated treatment plan, or a frustrated caller who needs empathy that only your team can provide.
When that happens, click one button to pause the AI and start typing. Your team picks up right where the agent left off, with the full conversation history visible above. The patient never knows there was a handoff — the experience is seamless.
When you are finished, re-enable the AI and it will resume handling that patient's future messages with full awareness of what your staff discussed. Context is never lost.
Ira and Novi are responding to this patient.
Paused by Jessica at 2:15 PM
Your inbox is always current
New calls and messages appear instantly. No refreshing, no checking tabs. Whether Ira just finished a call or a patient texted back, you will see it the moment it happens. Your front desk is never behind.
New call from Sarah Johnson
Ira answered · just now
Works with your existing systems
Ira writes directly to your PMS. No new dashboards, no data entry. Scheduling and notes stay accurate automatically.
See your patient conversations
in one place
Book a demo and we'll show you the inbox with your practice's data. See how calls, texts, and chats look when they all live together.