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For clinics and dental practices

Fewer calls to move an appointment.

Patients reschedule in your portal with a confirm step, and get answers about hours, services and aftercare from your own pages.

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Answers only from your own pages. Not medical advice.

Not medical adviceMuted · 25s · loops
Brightsmile Dental adds its pages, a reschedule action and a welcome note in the admin, then a patient moves a cleaning after confirming the new time.

Set up · in the admin

  1. Add your clinic pages
  2. Add rescheduling
  3. Set your welcome note

In action · in your patient portal

  1. Patient asks
  2. Finds open slots
  3. Confirms the change
  4. Moved

Set up in the admin, then watch it in the Brightsmile patient portal. Select a chapter to jump.

How it works

Rescheduling in your portal in four steps.

The same steps the demo shows. Select one to jump the clip to it.

  1. Set up

    Add your clinic pages

    Documents → Add from sitemap

    Import services, hours, insurance and aftercare pages. They reach Ready in seconds.

  2. Set up

    Add rescheduling

    Tools → Add tool

    Register reschedule_appointment with Require confirmation: Always.

  3. Set up

    Set your welcome note

    Assistant → Welcome message

    Say it doesn't give medical advice, and give your phone number for anything urgent.

  4. In action

    Patients reschedule in the portal

    Your patient portal

    It finds the appointment, offers open slots and moves it after the patient confirms.

Use cases

Less time on the phone.

  • Reschedule or cancel

    Through your booking system, with the patient's own portal session and a confirm step.

  • Clinic info from your pages

    Hours, services, insurance accepted and aftercare.

  • Your disclaimer and phone line

    Set in your welcome message, shown before the first question.

  • Answers in their language

    Patients can ask in their own language.

  • Passes it to the front desk

    A Zendesk ticket with the summary when a person should reply.

  • See what patients ask

    Questions your pages don't cover show up under Unanswered.

Products it uses

One assistant, the agents you need.

All agents share one admin and one widget.

Integrations

Works with your front desk tools.

  • Zendesk Works with
  • Freshdesk Works with
  • Google Sheets Works with
  • Your booking system Connect with AgentActions

Connect your own system with AgentActions: your developer adds one handler, and it runs in the patient's portal session.

Request an integration

Trust and guardrails

Careful with your patients.

  • Answers only from your content It answers from the pages and files you add, and says when it doesn't know instead of guessing.
  • Nothing changes without a yes Actions that change something show a confirm card first, and run only after the person taps Confirm.
  • Hands off to a person When your team should answer, it offers a Zendesk ticket with the summary. It is a ticket, not a live chat.
  • Kept separate per account Content and conversations are isolated per account. The widget runs in a sandboxed iframe, only on your allowed domains.
  • Who processes messages Anthropic, our AI provider, processes visitor messages, the relevant passages and tool results to write each answer. Conversations are stored with your account.

What it won't do

  • Give medical advice, diagnose or triage
  • Guess when your pages don't cover it
  • Move an appointment without the patient's confirmation
  • Handle emergencies. Your welcome message points to your phone line

Need a data processing agreement or a security questionnaire? DPA on request.

Read the security model Ask for a DPA

FAQ

Questions about AgentMySite for clinics and dental practices.

Can't find it? Ask the assistant on this page, it runs on AgentMySite.

Does it give medical advice?

No. It answers only from your published pages, says when it doesn't know, and offers to pass the question to your front desk. Your welcome message can point to your phone line for anything urgent. Welcome message

Which booking systems does it work with?

Any system your developer can call from your patient portal. They register the reschedule action and one handler, and it runs with the patient's own session. AgentActions

What patient data is stored?

The conversation and any tool results, linked to a random visitor ID. Anthropic, our AI provider, processes the messages to write answers. Keep clinical records out of the chat. Security model

Does it answer in other languages?

Yes. Patients can ask in their own language, and the assistant replies in that language from your content.

What counts as a credit?

Every reply is 1 credit, and each lookup or reschedule adds 1 more. Credits and billing

Pay per reply, not per person.

Every reply is 1 credit. Each lookup or reschedule adds 1 more.

Start on Free with your pages. Add rescheduling on Starter.

  • Actions from Starter
  • Free plan to start
See pricing

Give your front desk its mornings back.

Start free, or try the live demo on your own site first. No credit card.

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