Veterinary client communication software: every call, text, email and fax in one inbox

PupPilot is the phone system and client communication platform for veterinary practices. Calls, texts, emails and faxes arrive in one shared inbox, each tied to the client and the patient, so your team can see what was asked, what PupPilot AI already handled and what needs a person. Reminders, follow-ups and review requests go out from the same record.

Client communication

What is veterinary client communication software?

Veterinary client communication software is how a practice keeps in touch with pet parents: the calls, texts, emails and faxes that come in, and the reminders, follow-ups and review requests that go out. PupPilot runs all of it on its own phone system, in one shared inbox where every conversation is tied to the client and the patient. Communications are included in every plan.

  • πŸ“ž Unlimited calling & texting in every plan
  • ☎️ Professional desk phones included
  • 🧠 Chart-aware AI on every line
  • πŸ”’ Keep your numbers, with porting handled
One conversation in PupPilot: a phone call with its summary, to-dos and recording, the confirmation text that followed, the client’s reply and a note from the team.
Illustrative example

One inbox for every channel

Every call and voicemail, text, email and fax lands in one list, each as a work item with a state. The client and the patient sit beside every item, and the action-required queue shows your team what needs a person and nothing else.

  • Calls and voicemails
  • Texts
  • Emails
  • Faxes
  • Website chats Coming soon
Veterinary shared inbox

Your team's inbox

One Shared Inbox

One shared inbox for every call, text and email, each as a work item with a state.

Action Required

An action-required queue, so the team sees what needs a person and nothing else.

Reply in Place

Answer a text without leaving the item.

Internal Notes

Internal notes for whoever picks it up next.

Client and Patient Alongside

The client and the patient beside every item β€” no second screen.

Move Between Departments

Move an item to another department in one click.

Search and Filter

Search and filter by department, category, or what was said.

Full History

Full history for any client across phone, text and email.

Reporting

Reporting on volume, response time, call length, channel mix and what people are calling about.

What PupPilot AI handles first

PupPilot AI answers the calls your team can't get to and finishes the work on the call. On a scheduling call, it checks your calendar, books the visit into your practice-management system and texts the confirmation, as in the example below. On a website PupPilot builds, PupPilot AI answers the chat with the same knowledge it uses on the phone.

Illustrative example | Tuesday 2:15 PM, a new booking on the main clinic line
2:15 PM Client: Hi, I need to bring my dog Biscuit in β€” he's due for his annual and I think his rabies vaccine expires this month.
2:15 PM PupPilot: Hi Jordan β€” I have Biscuit's chart here, and you're right: his rabies vaccine is due by the 28th and his annual wellness exam is due as well. Dr. Okafor has openings Thursday at 10:15 AM or Friday at 3:40 PM. Would either work?
Caller-ID match loads the chart; the AI relays documented due dates and reads real-time availability from the PIMS calendar.
2:16 PM Client: Thursday at 10:15 works great.
2:16 PM PupPilot: Booked β€” Biscuit is on Dr. Okafor's schedule Thursday at 10:15 AM for his annual exam and rabies vaccine. I've written it to your clinic's system and texted you a confirmation. Anything else while I have his chart open?
The appointment is written to the PIMS, the confirmation text goes out from the same clinic number, and the front desk sees the whole interaction β€” call, booking, and message β€” in one place.

Texting, email and fax

Unlimited Texting

Unlimited two-way business texting from your clinic's number.

Veterinary text messaging

Your Clinic's Number

Texts go out from the number PupPilot runs for your clinic: your own number once it has moved to PupPilot, or a new one.

Messages

A Messages view for every text conversation, with photos and attachments both ways.

Missed-Call Text-Back

Missed-call text-back: a caller who hangs up without saying what they need hears from you anyway.

Email

Email on the same footing β€” client replies come into the inbox, and reminders go out by email as well as text.

Fax

Fax, sent and received in the same place as everything else.

Your Look on Email

Your own look on outbound email.

Opt-Outs Handled

Opt-outs and unsubscribes handled for you on both channels.

Delivery Confirmed

Delivery confirmed, not assumed.

Reminders and outreach

Appointment reminders and confirmation requests go out by text and email, drawn from your schedule or from a list, and never two for the same visit. Vaccine and heartworm reminders reach clients from your practice-management system or from a list you upload, and post-visit follow-up calls and texts check in after a surgery, a dental or a sick visit. Replies come back to the inbox.

Veterinary reminder software

Records from other clinics Beta

Records requested from other clinics and filed to the patient.

Veterinary medical records software

Review requests after the visit

After a visit, PupPilot asks the client for a review, with a link to the review site you choose. It reads your schedule, so it knows when a visit is over, and every client whose visit qualifies is asked.

Veterinary reputation management

Scheduling, deposits and forms

PupPilot AI books the appointment on the call, tells the caller when a deposit is needed and texts the link, and sends a form when a caller asks for one.

  • Veterinary scheduling software that books on the call, checks your schedule in your practice-management system and writes the appointment back.
  • Veterinary online booking through your clinic's own booking link, texted during a call or offered in the website chat.
  • Appointment deposits for the appointment types you choose, at the amount you set for each, paid from a link sent by text or offered online.
  • Veterinary digital forms on the website PupPilot builds for your clinic: new client, intake, referral or any form you use today.

The phone system underneath

Layer 1: Connect

PupPilot is the veterinary phone system itself: unlimited inbound and outbound calling, professional desk phones and E911 registration on every ported line. Your main line, after-hours line, fax and direct lines move over when you switch phone systems and keep your number. Your team makes and takes calls and texts from the desktop and mobile apps, on your clinic's number.

Layer 2: Route

Veterinary call routing with phone menus, hold queues, warm transfers, voicemail transcription, call recording and administration for multi-location veterinary groups, configured by describing your clinic in plain English instead of building call trees.

Layer 3: Identify

Caller ID matches against your practice-management system, the patient chart loads in real time, and PupPilot AI greets the client by name with the context of the last visit and your clinic's protocols.

Layer 4: Complete

The call ends with the work done: booked into the practice-management system, confirmation text sent, urgent cases escalated by protocol with a briefed handoff, outcome documented. A caller who asks for a person gets one, with the name, patient and reason already on your team's screen.

Everything in the system

Phone System

Your numbers, unlimited calling, routing, queues and voicemail β€” the full phone service, not a layer on top of one.

Veterinary phone system

Business Texting

Unlimited two-way texting on your clinic's number, with a shared inbox and AI conversations after hours.

Veterinary text messaging

Desk Phones & Hardware

Professional desk phones included with every plan, provisioned and shipped ready to plug in.

Desk phones included

Reliability

E911 on every line, failover when the internet goes down, and one accountable support line.

Phone system reliability

Switching & Porting

The managed 10-step migration β€” port first, cancel second, both systems in parallel until cutover.

Switching phone systems

AI on the Line

PupPilot AI answers the calls your team can't get to β€” after hours, overflow, and when the desk is busy.

AI inbound call handling

Live Call Transfer

Calls reach your team with the caller's name, patient and reason already on screen.

Live call transfer

After-Hours Coverage

The same chart-aware AI answers nights, weekends and holidays β€” every call, not a voicemail box.

After-hours coverage

Emergency Triage

Protocol-driven triage that routes urgent cases by your clinic's own rules.

AI emergency triage

Scheduling

Booked into the PIMS by phone, with real-time calendar checks.

AI appointment scheduling

Outbound Follow-Up

Reminders, recalls and post-visit check-ins from your own number, with replies routed to the right person.

AI outbound follow-up

Medical Intelligence

Every conversation has real-time access to the patient chart.

Medical intelligence

Integrations

130+ veterinary PIMS β€” cloud, on-premise and hybrid β€” with real-time read and writeback.

Veterinary PIMS integrations

Connected to the PIMS you already run

ezyVet Live
Cornerstone Live
Covetrus Pulse Live
Digitail Live
IDEXX Animana Live
IDEXX Neo Live
Provet Cloud Live
Hippo Manager Live
Rhapsody Live
Shepherd Live
AVImark Live
Instinct Live

Don't see your PIMS? Contact us

130+ PIMS syncs with deep read/write during calls

See all PIMS integrations β†’

What it replaces

Separate tools

  • A carrier or UCaaS platform for dial tone, plus an AI receptionist layered on top β€” two vendors, two support lines, and calls forwarded between them.
  • The phone system knows the caller ID. The AI tool knows the conversation. Your PIMS knows the patient. None of them talk to each other.
  • A separate texting tool, so a client's texts and calls sit in different places.
  • A reminder service, separate from the phones and the inbox.
  • An answering service that takes a message for the morning.
  • A fax line and a paper tray.
  • A separate review tool.
  • Phone bill + answering service + AI subscription, each scaling on its own meter.

One platform

  • PupPilot owns the line: the AI that answers your calls is the phone system, so nothing is forwarded, lost, or double-billed.
  • One system reads the chart on caller-ID match, completes the workflow, and writes the outcome back to the PIMS.
  • Texts and calls from the same client in one inbox, on your clinic's number.
  • Reminders, confirmations and follow-ups sent from the same client record, with replies coming back to the inbox.
  • PupPilot AI answers after hours, books into your practice-management system and escalates urgent calls by your protocols.
  • Fax, sent and received in the same place as everything else.
  • Review requests sent after the visit, from the platform that already has the appointment.
  • Communications included in every plan β€” unlimited calling and texting for your team.

Questions clinics ask

What is veterinary client communication software?

It's the software a veterinary practice uses to stay in touch with pet parents: the calls, texts, emails and faxes that come in, and the reminders, follow-ups and review requests that go out. PupPilot puts every channel in one shared inbox, with each conversation tied to the client and the patient, and runs it on the phone system PupPilot provides.

Does it replace our phone system or sit on top of it?

It replaces it: PupPilot is the veterinary phone system itself, with your numbers, calling, routing, voicemail and desk phones. A clinic that isn't ready to move its lines can start with PupPilot AI answering calls forwarded from its current phones, and port later. We run both systems in parallel through the cutover, so the clinic never misses a call.

Can clients text our main number?

Yes. PupPilot texts from the number it runs for you: your own once it has moved to PupPilot, or a new one. Texts land in the same inbox as your calls, tied to the client and the patient. More on veterinary text messaging.

Does it work with our practice-management system?

Yes. PupPilot connects to 130+ practice management systems, cloud, on-premise and hybrid, with real-time read and writeback. During a call, PupPilot AI reads the patient's chart and your schedule, and writes the booking back where your system supports it. See the veterinary PIMS integrations.

Who answers when the front desk is busy?

PupPilot AI. It answers the calls your team can't get to, after hours and when the desk is busy, and you choose whether it answers first on every call or only on overflow. When a caller needs a person, the call goes to your team with the caller's name, patient and reason already on screen: live call transfer.

Can we keep our phone number?

Yes, your numbers stay yours. We handle the letter of authorization with your current carrier, port your main line, after-hours line, fax and direct numbers, and run old and new lines in parallel until cutover. Here's how to switch phone systems and keep your number.

What does every PupPilot plan include?

The phone system and everything on it: business phone service, unlimited inbound and outbound calling, unlimited business texting, fax, number porting, professional desk phones, routing and voicemail, and mobile and desktop access. Every item is listed under See what's included.

Is this different from an answering service?

Yes β€” an answering service sits on top of your phone bill and takes messages. PupPilot replaces the phone bill and completes the work: booking into the PIMS, routing refill requests for approval, and escalating per your clinic's protocols with a briefed handoff. If after-hours coverage is all you need today, start with the veterinary answering service.

How does the AI stay medically safe?

PupPilot AI reads and relays what your team has documented, collects structured information, checks clinic-approved protocols, and escalates when trigger conditions appear. It never generates its own clinical judgment: what it brings is medical context, protocol execution and safe escalation.

One system for every conversation your clinic has.

Meet with our medical team, not our sales team.