Customization
Every Concierge starts from your website and your rules. Here is exactly what that means, in the three dimensions that decide whether patients trust it.
It reads your website and builds a working knowledge of your practice. Then it holds a hard line: if a fact is not verified, it does not say it.
Your hours, services, location, providers, and the language you already use with patients. No questionnaire to fill in, no knowledge base to maintain.
The assistant answers from what it has confirmed about your practice. Anything outside that boundary gets handed to your staff instead of guessed at.
What that looks like in practice
"Yes, we accept all major insurance plans and same-day appointments are usually available."
Invented. Two claims it cannot verify, and your front desk inherits the problem when the patient arrives.
"I do not have your specific plan confirmed on my end. I can note your plan details and have the office verify coverage before your visit. Want me to start that?"
Honest about the limit, and it still moves the patient toward a booking. This is the default behavior, not a setting.
Knowledge is only half of it. The rest is judgment: what to offer, what to refuse, when to stop talking and get a human. You set those rules in plain English and you can change them at any time.
Push the services you actually want more of. If you are building the implant side of the practice, it leads with implants.
"Always mention the free consultation for new implant patients."
Hard boundaries it will not cross, no matter how the question is phrased or how many times it is asked.
"Never quote prices. Never estimate insurance coverage."
Define the moment a human takes over, and what gets captured before the handoff so nobody repeats themselves.
"Anything clinical goes to staff with name and callback number."
The hours that matter most. Set the difference between a routine question at 9pm and a genuine emergency at 2am.
"After 6pm, capture the lead and give the emergency line for urgent pain."
You write these as sentences, not as configuration. The Concierge rules field on the activation page is where they go, and you can rewrite them any time without touching your website again.
It should look like it was built by whoever built your site. We match your brand, your colors, and your typography, so it reads as part of the practice rather than a bolted-on widget.
Four practices, four different treatments. Same assistant underneath. Shape, corner style, header, and launcher all change. The voice does not.
You do not pick any of this from a menu. Send your site, and we match it. If it is not right, say so and we adjust it.
Activation takes about a minute and defaults to sensible behavior. Every rule on this page can be adjusted after you are live.