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DentalOS AI Workforce Tile: View Agents and Hire a New Agent

Michael Satterfield
Updated

Quick Answer

The AI Workforce tile on the DentalOS dashboard displays your organization's active and available AI agents, including performance results and Total ROI. Users with the Purchasing Authority permission can hire a new agent directly from the tile by selecting 'Hire agent' and completing the purchasing flow.

Applies To

Product: DentalOS
Plan: All plans
Role: Users with Purchasing Authority permission

What the AI Workforce Tile Shows

The AI Workforce tile on the DentalOS dashboard has two possible parts.

  • Active agents: Shows the results of agents that are live, including a combined Total ROI, and results for agents in a trial. A new agent displays "Collecting data" until there is enough activity to report results. Paused agents are shown as paused.
  • Available agents (blue section): Lists the AI agents your organization can adopt. Each one shows a 'Hire agent' button.

The AI Workforce tile showing active agents with Total ROI and available agents with Hire agent buttons in the blue section

If your organization has every agent active, the blue section is removed and only your active agents are shown.

Before You Begin

  • You must have the Purchasing Authority permission to see the AI Workforce tile and hire agents.

Steps

  1. On the DentalOS dashboard, locate the 'AI Workforce' tile.

    2. -> You will see the Active agents section and, if applicable, the blue Available agents section listing agents your organization can adopt.

  2. In the blue Available agents section, find the agent you want and select 'Hire agent' beneath it.

    3. -> The purchasing flow for that agent opens.

    The DentalOS dashboard showing the AI Workforce tile with available agents and the Hire agent button highlighted

  3. Follow the purchasing flow to complete hiring the agent.

    4. -> Once complete, the agent will appear in your Active agents section.

Expected Result

When complete, the newly hired agent will appear in the Active agents section of the AI Workforce tile. It will display "Collecting data" until there is enough activity to report results. If the agent does not appear after completing the purchasing flow, see Troubleshooting below.

Need More Help?

If these steps did not resolve your issue, contact Planet DDS Support and include the following:

  • Screenshot or screen recording of the issue
  • Your account name or Practice Group ID (PGID)
  • The exact error message text, if any
  • What you were doing when the issue occurred

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