AI agents for dental practices that pick up the new patient call on the first ring, answer "do you take my insurance?" and "how much is a check-up?" from the material you gave them, offer real open slots and book the one the caller picks. On the phone, by text, on your website and in your DMs, at any hour, with every conversation kept.
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A new patient rings at 12:40 while the front desk is checking someone out and the hygienist is asking about a room. The agent answers on your own Twilio number, in real time, in the voice you chose. It asks what they need, answers the questions a new patient asks first, and offers the open slots from your calendar for the week ahead. When the caller picks one, it is written into the calendar and confirmed before they hang up.
Answering and dialling are separate switches, so you can have it pick up only what the desk misses, or answer everything on the new patient line and leave the main number to the team. Every call lands in the inbox with the recording and the transcript, tagged as a call, so the treatment coordinator can read what was said before the patient walks in.
A booking the agent takes is confirmed in the same conversation it was made in. For the reminders, run a short text sequence at the week's list: export the booked patients as a CSV, or pull the segment from a connected CRM, and set the steps, two days before, the morning of, with your wording. The text card carries the number it sends from, the texts-per-hour pace for that number, the sending window and the Reply STOP line.
A patient who replies "can I move it to Thursday?" is answered by the agent, which offers Thursday's real open slots and books the one they pick. A reply of STOP is honoured on every channel at once, and the text step, like every step, sends nothing outside the days and hours you set.
One line of script puts a chat widget on your website in your colour, with your image and a greeting you write. A parent asking whether you see children, a new arrival asking whether you are taking NHS or private patients, someone asking what a crown costs: each is answered from your knowledge base, and the widget asks for an email address when the conversation is worth keeping.
The same agent answers Instagram, Messenger and WhatsApp messages, and eight other DM platforms, on your own app credentials, inside each platform's reply window. Somebody who found you on Instagram and messaged at 10pm gets the answer at 10pm and an offer of Tuesday morning, and their DM, their later email and their phone number become one contact record.
Every practice has a list of patients who are six, twelve or eighteen months past their last hygiene visit. Export it as a CSV, or pull the segment out of a connected CRM, and run a recall sequence at it: an email on day 0, a text on day 3, a call on day 7, in your words, inside your hours. The agent answers the replies, offers real open slots and books the appointment, and the sequence stops for anyone who books, replies or opts out.
The dashboard counts patients, not messages: how many were reached, how many replied, how many booked, and the value won against a goal you set with a dollar figure for a hygiene visit or a new patient exam. So you learn whether it is the text or the call that brings a lapsed patient back.
A dental practice does not have a marketing problem so much as a front desk problem. The advertising works, the reviews are good, the phone rings, and the phone rings at the exact moment the receptionist is taking a payment, the hygienist needs a room, and the dentist has a question about the 2pm. The call goes to voicemail. New patients do not leave voicemails. They ring the next practice on the map, and that practice gets the exam, the hygiene visits and the family that follows. An AI receptionist for dentists exists to answer that call, and the text, and the website chat, and the Instagram message, at the moment it arrives, and to book the appointment while the person is still there.
Bold Agent Kit gives you one agent per practice, built from your own material. Give it your fee guide, your opening hours, the insurance plans and payment options you accept, your new patient information, the pages of your own site it may link to, and your answers to the questions the desk hears every day. Connect the phone number, a mailbox, the website widget and the social accounts you use, and the calendar the appointments need to land in. From then on it answers as your practice, from that material only, and books real open slots into Google Calendar, Microsoft 365, Acuity Scheduling, Square Appointments, Zoho Bookings or the other calendars it connects to. It cannot invent a time and it cannot double-book a chair, because it is only ever shown slots that are genuinely free.
It also does the outbound jobs nobody at the desk has an afternoon for. The confirmation and reminder texts for the week. The recall sequence to patients overdue a hygiene visit. The reactivation campaign to the patients who have not been seen in two years. Each is a campaign you build once, with the steps, the days and the hours you set, and the agent works the replies, books the appointments, and stops the moment somebody books, answers or asks it to.
It is not a medical device and it does not practise dentistry. It does not give clinical advice, and it should not be collecting health information in conversation: you decide what it asks for and what it stores, and you write the rule that sends a patient describing pain, swelling or a knocked-out tooth to a person with the transcript. Responsibility for the regulations that apply to your practice, HIPAA, GDPR or whichever applies where you are, stays with the practice, as it would with a member of staff on the same phone. What the software gives you is the controls: what it asks, what it keeps, what it says, when it hands over, and a record of every conversation.
And it is $25 a month, or $200 a year, for the whole account. Unlimited agents, so a group with four practices runs four, each with its own number, calendar and knowledge base. No per-call, per-minute or per-message charge from us. You pay your carrier and your AI provider at cost, usually a few dollars a month each, and you keep every new patient it books.
The clinical work is good and the reviews say so. Four things between the advert and the appointment book cost a practice patients every week, and none of them is the dentist.
The phone rings while the receptionist is taking a payment and the other line is holding. A patient with a chipped tooth or a new job in town does not leave a message. They hang up, ring the next practice on the map, and book there. The practice never knows the call existed, so it never appears in any report.
A parent looking for a family dentist does the research at 9pm. Someone in pain searches at 6am. The website chat is a contact form, the Instagram message sits until Monday, and by Monday they have booked somewhere that replied. Practices pay for the click, then close the door on the visit.
The list of patients overdue a hygiene visit is printed every month and worked for an hour, if at all. Two hundred names, one phone, and a desk that is already busy. The patients who need a third and a fourth reminder, on a different channel, are the ones who never get one, and they are the cheapest appointments a practice has.
Do you take my plan? How much is a check-up? Are you open Saturday? Do you see children? Where do I park? Each answer is two minutes of a receptionist's attention, taken from the patient at the desk. The answers never change, and they are never written down anywhere a machine could read them.
You build the agent once, from your own material. From then on it answers the phone, the texts, the website and the DMs as your practice, books into your calendar, and fetches a person only for the conversations you named.
Your fees, your hours, the plans you accept, the payment options, the parking, the new patient process, all loaded as documents, Q&A pairs and data points. Every answer on every channel comes from that material and is stored alongside it, so when a patient asks "how much is a crown?" they get your price, your caveat about the exam first, and a link to the page on your own site you allowed. It never quotes a fee you did not give it.
The agent is given the open slots from your connected calendar for the week ahead and offers a few. When the caller picks one, that choice is checked against what was offered, written to Google Calendar, Microsoft 365, Acuity, Square Appointments or Zoho Bookings, and confirmed in the same conversation. It cannot book a time that was not free and it cannot cancel an appointment it was not shown.
You write the rules. A caller describing pain, swelling, bleeding or a knocked-out tooth is told a person will ring them straight back, and the thread lands in your inbox with the recording and transcript, the agent standing down on that conversation. The same for a complaint, a question about a treatment plan, or anything else you name. It gives no clinical advice, because you told it not to.
Every call transcript, text, email, website chat and DM lands in one inbox, newest first, tagged with the channel it arrived on. Filter it to the new patient line, to a single mailbox or to one practice's agent. When a conversation needs a person, the coordinator replies in the thread and the agent stands down on that conversation, so it never talks over the team. Hand the thread back when the treatment plan is agreed and the agent picks up where it left off.
Every reply the agent wrote is stored with the material it was generated from. When a patient says "I was told the exam was free", the thread, the timestamp and the Q&A pair it answered from are there. That is also how you tune it: read what it said, correct the data point, and every channel is corrected at once.
Each one answers a problem above, and each one runs without the front desk remembering to do it.
On the first ring, at 12:40 on a Tuesday or 9pm on a Sunday, on your own number, by an agent that knows your fees, your hours and your plans, and books the exam before the caller looks at the next practice on the map.
The phone, the text, the website widget and the Instagram DM are answered by the same agent, from the same material, and the parent who messaged on Instagram and then rang is treated as one patient with one history.
An email, a text and a call over ten days to every patient overdue a hygiene visit, every month, and the agent books the appointment when they reply. It stops for anyone who books, answers or opts out, and it never gets bored of the list.
Recordings, transcripts, texts and DMs, on one row per patient, with the source of every reply the agent gave. Ready for the treatment coordinator before the visit, and for the complaint that never comes.
Every call, text, DM, reply and booking is recorded against a patient and reported as a funnel, per agent and across all agents. This is the part that tells you whether the Instagram spend or the Google spend is filling the diary.
The funnel counts people rather than messages: how many the agent reached, how many replied, how many went on to visit your website, and how many booked, with the total value won and the median time from first contact to the appointment. Give a new patient exam a dollar value as a goal and a recall campaign reports what it brought into the practice, not how many texts it sent.
Below the funnel, a channel table shows where each patient first made contact and which channel they were on when they booked, so you learn whether the website widget or the phone line is doing the work. One row per patient shows every message, call and booking in order. With a one-line snippet on your site, visit triggers close the loop: when a known patient reads the implants page and leaves without booking, the agent can follow up after a delay on the channel they last used.
Built from the cookie, email address and phone number attached to that contact, so activity months apart on different channels appears on one row.
Page goals and visit triggers require a one-line snippet on your website. Conversations, bookings and manually marking a deal won work without it.
Each of these is usually a separate service, a separate subscription or another pair of hands, and most are priced per call, per minute or per message. Here they are one plan.
| The job | What it normally takes | Bold Agent Kit |
|---|---|---|
| Answering the new patient line when the desk is busy | A dental answering service, priced per call or per minute | Included, on your own number |
| Answering at night and at weekends | Voicemail, or an on-call service | Included, every channel, at any hour |
| Booking the appointment while the patient is on the line | A callback, or a booking link and hoping they use it | Included, into your calendar |
| Confirmation and reminder texts | A reminder platform, priced per patient or per message | Included, you pay only your carrier |
| Working the recall and reactivation list | An hour of the receptionist's month, if that | Included, email, text and call |
| Answering DMs on Instagram, Messenger and WhatsApp | Checked by hand on Monday | Included |
| Knowing which channel booked the patient | Attribution most practices do not have | Included |
| The AI itself | Metered per call, per minute or per credit | Your own key, billed by your provider at cost |
Bold Agent Kit is $25 a month, or $200 a year, for the whole account: every agent, every channel, every practice in the group, no per-call and no per-message charge. The only other costs are your carrier's, for calls and texts, and your AI provider's, typically a few dollars a month per agent.
The same agent covers all of these. A single-site practice usually runs one; a group runs one per practice, each with its own number, calendar and material.
An inbound-only agent on the new patient number, the website widget and the social accounts. No campaign is created. It answers the questions a new patient asks first, from your material, books the exam into your calendar, and sends anything clinical or urgent to a person with the transcript.
The overdue hygiene list and the patients not seen in two years, worked every month by a campaign you built once. Export the list as a CSV or pull the segment from a connected CRM, set the steps and the hours, read the plan, and press Start. The agent answers the replies and books the appointments.
A group with several practices runs one agent per practice: its own number, its own calendar, its own fee guide and hours, and nothing shared between them. Invite the practice manager into their own agent and they see their practice's conversations, bookings and numbers, and nobody else's.
Connect the tools you already run and the agent works them like an assistant would: it takes appointments straight into your calendar, writes notes and outcomes back to the CRM, and reads your store to see what somebody has bought before it answers them.
Bookings are real, not guesses. It is only ever given slots that are genuinely free, and it can only take one it actually offered — so it cannot invent a time or double-book you. The same connection pulls a segment of past customers into a list when you want to run a campaign at them.
HubSpot
GoHighLevel
Housecall Pro
ServiceTitan
Jobber
Google Calendar
Microsoft 365
Calendly
HubSpot Meetings
Zoho Bookings
Acuity
Cal.com
Square
Stripe
Shopify
WooCommerce
Wix
SquarespaceEach agent uses a model on your own API key, in the same way it sends from your own mailbox and your own phone number. Sixteen providers are supported: OpenAI, Anthropic, Gemini, xAI and Mistral; DeepSeek, GLM, Kimi, Qwen and MiniMax; Groq, Together, Fireworks and OpenRouter; and Ollama or any other OpenAI-compatible endpoint you host yourself.
Bring your own credentials and you own the whole stack: your model provider, your mailboxes, your carrier, your CRM. We charge for the software and nothing else — no token markup, no metering, no credit packs — so your provider bills you direct at their rates, usually a few dollars a month per agent.
OpenAI
Anthropic
Gemini
xAI
Mistral
DeepSeek
GLM
Kimi
Qwen
MiniMax
Groq
Together
Fireworks
OpenRouter
Ollama
Any OpenAI APIA new address sending forty cold emails a day gets filtered, and takes the domain with it. Mailboxes that opt into warm-up send each other ordinary mail on a ramp, starting at five a day. The receiving mailbox finds each message, moves it out of spam if it landed there, marks it read and replies to a share of them.
Each mailbox carries a health score out of 100 — SPF, DKIM and DMARC on the sending domain, seven days of real sends and bounces, and where its own warm-up mail is landing — with the reasons listed. A mailbox whose bounce rate or spam placement passes a threshold is pulled out of campaign rotation automatically, before it damages the domain.
Three steps. Inbound answering is a switch per channel. A recall campaign is created as a draft and shows you every patient and every step before it sends anything.
Name it after the practice, choose a model and paste your API key. Then give it what a new patient asks about: your fee guide as a document, your opening hours and the plans and payment options you accept as data points, your Q&A pairs for "do you see children?" and "is the first visit free?", and the pages of your own site it may link to, such as the new patient page and the fees page.
Write the instructions last: how it should speak, what it may offer, that it gives no clinical advice and does not ask for health information, and the exact situations in which it should stop and fetch a person. Pain, swelling, trauma and a complaint are the usual four.
Add the practice's number for calls and texts, the mailbox that new patient enquiries arrive at, the one-line chat snippet for your website, and the Instagram, Messenger or WhatsApp accounts you use. Each runs on your own account, so the number the patient sees is the one on your door.
Then connect the calendar the appointments need to land in, and, if you use one, the CRM that holds the patient list, so a recall segment can be pulled straight into a contact list without a spreadsheet.
Switch auto-reply on for the channels you want answered and the agent starts working what already arrives: the calls, the texts, the widget and the DMs. That is the whole setup for a practice that only wants the front desk covered.
For recall, reminders and reactivation, build a campaign across the channels you want, set the days, hours and time zone it may contact anyone, and read the whole plan on the review screen. Nothing leaves until you press Start. Pause it at any point and resume it later.
One account runs unlimited agents, one per client, and nothing is shared between them. A knowledge base belongs to a single agent, and content from one agent is never used to generate replies for another.
Invite a client by email address and they get their own login, which opens onto the one agent you gave them: its conversations, its numbers, its analytics and a reply box. They cannot see your other clients, your API keys, your settings or your billing. Access is deny-by-default.
No seat tiers, no credit packs, no per-agent or per-channel pricing, and nothing held back behind an enterprise call.
| Agents | |
|---|---|
| How many | Unlimited — one per business, brand or job |
| Shared brain | The same identity, instructions and knowledge on every channel |
| Knowledge base | Documents, Q&A pairs, data points and pages of your own site |
| Isolation | One agent's content is never used to reply for another |
| Client seats | Invite a client into one agent, with their own login |
| Channels | |
| As many mailboxes per agent as you connect, rotated by campaigns | |
| Text messages | Nine providers — Twilio, Telnyx, SimpleTexting, Plivo, Vonage, Sinch, Bandwidth, MessageBird, ClickSend |
| Phone calls | Answering and dialling, with recordings and transcripts |
| Transcription | Google, or Deepgram nova-3 on your own key |
| Voices | Google, Amazon Polly and ElevenLabs, or your own ElevenLabs / Fish Audio account |
| Voice cloning | Record a voice in the browser and clone it on your ElevenLabs or Fish Audio key |
| Website chat | A widget on your site with your colour, image and greeting |
| Social DMs | Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit, X |
| Inbox | |
| One list | Every channel's conversations together, newest first, tagged by channel |
| Filters | By channel, by mailbox or number, or by agent |
| Takeover | Reply yourself and the agent stands down on that thread |
| Hand back | Return the thread to the agent when you are done |
| Campaigns | |
| Multichannel sequences | Email, text and call steps in one campaign, each with its own timing |
| Send conditions | Send a step only if they opened, did not open, clicked or did not click |
| Schedule | The days, hours and time zone anything may be sent |
| Stop rules | A reply, a booking or an opt-out on any channel ends the sequence |
| Pacing | Per-mailbox and per-number hourly limits, pausable and resumable |
| Review before start | The full plan is shown; a campaign sends nothing until you start it |
| Templates | Email, text and call scripts, saved once and reused |
| Analytics | |
| Funnel | Reached, replied, visited, converted, plus value won and time to convert |
| By channel | Where each person started, and the channel they converted on |
| Pages | Which pages known people read, and how many of them converted |
| Journeys | One row per person: every message, visit, call and booking in order |
| Goals | A page rule or a manual "won", each with a dollar value |
| Triggers | A known person returns to a page — notify you, or send a follow-up |
| Open and click tracking | Recorded per campaign and added to that person's history |
| Integrations | |
| Calendars | Google, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square, HubSpot Meetings |
| CRMs and commerce | HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix, Squarespace |
| Booking | Real open slots offered, and only an offered slot can be booked |
| CRM import | Import a segment of customers into a contact list |
| Deliverability and compliance | |
| Mailbox warm-up | Ramped sending across the network, with spam rescue and replies |
| Health score | SPF, DKIM, DMARC, bounce rate and inbox placement, with reasons |
| Auto-rest | A failing address is removed from rotation automatically |
| Unsubscribes | One click, honoured automatically, including on queued mail |
| Reply limits | One reply per thread, per-sender daily and per-channel hourly caps |
| Filtering | Bounces, out-of-office and no-reply addresses ignored |
| List building | |
| Contact extraction | Emails, phone numbers and social profiles, on any site. Unlimited. |
| Deep scan | Follows the pages of a domain most likely to carry contact details |
| Domain queue | Load a CSV of sites and work through them one at a time |
| Contacts and lists | Unlimited, by email or phone, with CSV import and export |
| AI | |
| Your own key | Sixteen providers, including any OpenAI-compatible endpoint you host |
| What we charge for AI | Nothing — no markup, no metering, no credit packs |
| On calls | Uses your provider's fastest model automatically |
| Account | |
| Platforms | Chrome side panel and web dashboard on one login |
| Members' forum | Six boards, visible only once you are signed in |
| Referral program | $50 a year per referral ($5 a month), recurring for the life of the account |
| Support | support@boldagents.co |
Billed monthly. No add-ons, no seat tiers. Cancel anytime.
$16.67 a month, billed once a year. No add-ons, no seat tiers. Cancel anytime.
Yes. The agent answers on your own Twilio number, in real time, in the voice you chose, and it uses your provider's fastest model on a call so it does not leave silences. Answering and dialling are separate switches, so it can pick up only the calls the desk misses, or take everything on the new patient line. It answers from your material, offers real open slots from your calendar and books the one the caller picks. Every call lands in the inbox with the recording and transcript, tagged as a call, so the team can read it before the patient arrives.
It books. The agent is given the genuinely open slots from your connected calendar for the week ahead and offers a few of them. When the patient picks one, that choice is checked against the slots it offered, written to Google Calendar, Microsoft 365, Acuity Scheduling, Square Appointments, Zoho Bookings, Calendly, Cal.com or HubSpot Meetings, and confirmed in the same conversation. It cannot book a time that was not free, it cannot double-book a chair, and it cannot cancel an appointment it was not shown. When you would rather it took a message, write that in its instructions and the thread comes to your inbox.
We do not claim HIPAA compliance and we do not sign business associate agreements. What we say instead is this: the agent should not be collecting health information in conversation, and you configure what it asks for and what it stores. Its job is fees, hours, plans, directions and booking, not symptoms or history. Anything clinical is handed to a person by a rule you write. Whether your setup meets HIPAA, GDPR or whichever regime applies where you practise is the practice's responsibility, exactly as it would be with a member of staff on the same phone. The software gives you the controls and a record of every conversation.
From what you gave it. Load your fee guide as a document, the plans you accept and your payment options as data points, and your own answers to "do you take my plan?" and "how much is a check-up?" as Q&A pairs. It answers from that material and links only to the pages of your own site you allowed, such as the fees page. It never quotes a fee you did not give it, and it will not guess at what a plan covers; if the answer is not in its material, it says so and offers to have a person call back. Every reply is stored with the source it was generated from.
That is the conversation you tell it to hand over. Write the rule in its instructions: a caller describing pain, swelling, bleeding or a knocked-out tooth is told a person will ring them straight back, and the thread lands in your inbox with the recording and transcript, the agent standing down on that conversation. It gives no clinical advice, because you told it not to. You can also give it your out-of-hours emergency number as a data point so it can pass that on when the practice is closed.
Yes, as campaigns you build once. For reminders, run a short text sequence at the week's list: a CSV of the booked patients, or a segment from a connected CRM, with steps two days before and the morning of, in your wording, inside the sending window. For recall, run an email, a text and a call over ten days at the patients overdue a hygiene visit. The agent answers the replies, offers real open slots and books the appointment, and the sequence stops for anyone who books, replies or opts out. A reply of STOP is honoured on every channel at once.
The agent connects to calendars and CRMs, not to practice management systems. Bookings go into Google Calendar, Microsoft 365, Acuity Scheduling, Square Appointments, Zoho Bookings, Calendly, Cal.com or HubSpot Meetings, and patient lists come in as a CSV export or as a segment from HubSpot or GoHighLevel. Most practices connect the calendar their booking column already syncs with, or run the agent on a dedicated new patient calendar the desk transfers from. If your system exports a CSV, the recall list can be loaded in minutes.
The same as for one: $25 a month, or $200 a year, for the whole account, with a 7-day free trial. Agents are unlimited, so each location gets its own, with its own number, calendar, fee guide and hours, and nothing shared between them. There is no per-agent, per-call, per-minute or per-message charge from us. You pay your carrier for the calls and texts and your AI provider for the model, both at cost and usually a few dollars a month per agent.
One subscription, unlimited agents. What changes is the knowledge base, the channels and the instructions.
Load the fee guide, connect the number and the calendar, switch it on. The call is answered, the exam is booked, and the desk gets to look after the patient in front of it.
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