Keep your phone system
PupPilot AI Front Office
What's included
AI front office
With your protocols and your records behind every call.
- AI answering on every line: after hours, overflow, and when the desk is busy
- Real availability read from your practice management system, and the appointment written back before the call ends
- Callers recognized by household and pet, and greeted by name
- Live call transfer with the caller's name, patient and reason on screen
- "Are you open?" answered from your real hours, holidays included
- A text sent during the call — directions, a confirmation, a link — picked from what the caller asked for in their own words
- After-hours partners handed the referral directly, on their own channel
- Every call categorized and summarized, and flagged when someone needs to act
- Voices you choose and hear before you commit
- An assistant that reads your setup and proposes changes for you to approve — it never edits on its own
Routing, departments and on-call
Your phone tree, rebuilt around what callers actually want.
- A routing builder with a front door per number, the intents callers arrive with, and where each one reaches
- Ring rules you set: who it tries, in what order, for how long, and what happens if nobody picks up
- A disaster route, for the day the internet goes down
- Preview the whole route before it goes live
- Departments with their own transfer destination, after-hours behavior and notification list
- The assistant works out which department the caller needs, during the call
- An on-call roster on a weekly grid, with date exceptions for the weeks that don't look like the others
- Emergencies escalated to your on-call team, or handed to your emergency referral partner
- Answer screening, so an automated pickup on the other end doesn't swallow the call
- Named clients who always skip the AI and ring the team
- Health checks that catch a broken setup before a caller does
Your team's inbox
Where the work gets done, instead of a dashboard nobody opens.
- One shared inbox for every call, text and email, each as a work item with a state
- An action-required queue, so the team sees what needs a person and nothing else
- Answer a text without leaving the item
- Internal notes for whoever picks it up next
- The client and the patient beside every item — no second screen
- Move an item to another department in one click
- Search and filter by department, category, or what was said
- Full history for any client across phone, text and email
- Reporting on volume, response time, call length, channel mix and what people are calling about
- The front office itself runs in any browser
- One login across every location, with per-site settings
Clients, patients and records
The record layer that makes the AI useful instead of generic.
- Households, people and pets in one place, with duplicates merged
- Contact preferences honored on every channel
- A patient timeline built automatically from the records you upload
- Plain-language patient summaries and trends, with the source document one click away
- Records chased from referring practices by email or phone, sorted on arrival, and filed Beta
- A dedicated clinic email address that pulls reports out of your practice management system
- Your client and patient base imported to start, then kept current
Scheduling and outreach
The desk stops answering and starts reaching out.
- A clinic calendar with day and week views, booking, rescheduling and cancellation
- Your own appointment types, with an explanation the assistant uses when a caller asks
- Scheduling rules, notices, and windows where the assistant must not book
- Appointments confirmed back to the clinic, automatically for the types you choose
- A brand-new client booked on the call and created in your system as it happens, where your system supports it
- Appointment reminders by text and email, drawn from your schedule or from a list, and never two for the same visit
- Follow-up calls after a visit or a procedure, paused or canceled whenever you want
- Campaigns to start from — post-op checks, post-adoption check-ins, care due — with your wording where you want it
- Audiences built straight from the schedule
- Replies that arrive by email read and attached to the right follow-up
Built for veterinary clinics
The parts a horizontal AI receptionist cannot copy.
- PIMS sync with 130+ practice management systems
- Four things PupPilot does with your practice management system: signs in, reads your schedule, reads your whole client and patient base, and writes a booking during a live call
- Systems with no availability endpoint still take bookings — we derive the open slots inside your bookable hours
- Connections monitored, with sync runs and coverage you can see
- The patient's chart in view on the call
- Your clinic's own protocols for triage and escalation
- Clinical judgment stays with your team: the AI relays what's documented
- A care network from day one — poison hotline, behaviorist, urgent care and your emergency referral, each one swappable
- Texting registration filed with the carriers for you
- Your practice management password collected over a one-time link and held in a vault you can lock
- Roles built from individual permissions, and sign-in activity for everyone on your team
- Sign in to your own portal with PupPilot, through OpenID Connect
- A product tour anyone on your team can replay, and documentation inside the product
Everything PupPilot AI does, it does on the phones you have. Make PupPilot the phone system too and it does more: your team's own calls, texts, email and fax land in the same inbox, texting runs from your main number, desk phones arrive provisioned, and a warm transfer rings your team while the AI keeps the caller company, with the chart on screen. See PupPilot Phone System.
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