Quick Answer
In DentalOS, users with Purchasing Authority can browse available AI agents on the AI Workforce tile, hire an agent directly from that tile or from the Agent Dashboard, and then monitor agent activity and ROI from the Agent Dashboard.
Applies To
Product: DentalOS
Plan: All plans
Role: Users with Purchasing Authority permission
Before You Begin
- You must have the Purchasing Authority permission enabled on your account. A Super Admin must turn this on. See "Add a new user in DentalOS".
- Agents that contact patients through Denticon require Denticon Patient Communications (DPC) to be turned on before they can go live. If DPC is not enabled, you will be directed to your Account Manager. Contact your Account Manager for pricing.
Available Agents
The following agents are offered on the AI Workforce tile. New agents are added over time, and agents you already use do not appear as available to hire.
| Agent | What It Does |
|---|---|
| Confirmation Agent | Calls patients to confirm upcoming appointments and handles rescheduling requests, so fewer appointments end in last-minute cancellations or no-shows. |
| Recall Agent | Calls patients who are overdue or coming due for recall. Fills open appointment slots automatically, gets patients in the door on time, and writes results back to Denticon. |
| Cancellation Recovery Agent | Automatically rebooks cancelled appointments. Contacts patients who cancelled to rebook, reschedules cancellations promptly, and recaptures lost appointment revenue. |
| Missed Rescheduling Agent | Calls patients who missed their appointment and rebooks them. Books the new appointment automatically to help fill your chairs. |
| AI Receptionist | Answers inbound calls and books appointments 24/7. Answers questions within seconds, can respond in English or Spanish, and transfers the call to your team when needed. |
Hire an Agent
- On the DentalOS dashboard, find the agent you want on the 'AI Workforce' tile and select 'Hire agent'. You can also select 'Agents' in the top navigation to open the Agent Dashboard and hire from there.
- Complete the purchasing flow inside the agent's own application and follow the steps to set up the agent for your locations.
- When setup is finished, return to DentalOS using the top navigation.
The agent experience is built into DentalOS, so you can move between DentalOS and your agents through the top navigation.
Review Your Agents on the Agent Dashboard
Select 'Agents' in the top navigation to open the Agent Dashboard.
- ROI overview: Shows the return your agents are delivering. Use the time range selector at the top of the dashboard to change the period, such as the last 7 days.
- My agents: Lists each agent you have, with its status. Select 'View activity' to see what an agent has done.
- Usage: The 'Usage' page in the left menu shows how much your agents are being used.
- Export and ROI settings: Use these buttons at the top of the dashboard to export your data or adjust how ROI is calculated.
Agent Status
- Active: The agent is live and working.
- Trial: The agent is being tried before you commit. Trial results are shown on the AI Workforce tile.
- Collecting data: The agent is new and does not have enough activity yet to report results. Results appear once there is enough activity.
- Paused: The agent is not currently contacting patients.
Expected Result
When setup is complete, the hired agent appears under 'My agents' on the Agent Dashboard. Once the agent has enough activity, ROI data and results populate in the dashboard. If the agent shows a status of 'Collecting data', results will appear after sufficient activity has been recorded.
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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