Dashboard
Agent Flows
Patients
Analytics
Calls Today
24 calls
↑ +8 vs yesterday
Appointments Booked
19 appts
↑ 79% conversion
No-Shows Contacted
3 patients
↑ 2 rescheduled
Follow-ups Sent
11 sent
↓ 1 no-response
Recent & Live Calls
View agents →
MC
María Castro
Booking — General consultation · Inbound
🔴 LIVE
2m 14s
JR
Jorge Ramírez
Follow-up — Post dermatology visit
🔴 LIVE
0m 48s
AL
Ana López
Booking — Dentist · Apr 2, 10:00 AM
BOOKED
09:02 AM
PM
Pedro Morales
No-show recovery — Missed Mar 25 appt
RESCHEDULED
08:47 AM
SF
Sofía Fernández
Booking — Pediatric checkup
PENDING
08:31 AM
RV
Ricardo Vega
Follow-up — Post physio session feedback
FOLLOW-UP
08:15 AM
Today's Slots
+ Add slot
Thursday, March 26
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
Booked
Free
In progress
Three agents work together to cover the full patient journey — from first call to post-visit follow-up.
Inbound Booking Agent
Answers all inbound calls · Collects patient data · Books via Google Calendar
ON
▶
📲
Inbound
Call
Call
Patient calls
clinic number
clinic number
👋
Greeting &
Intent
Intent
Holly answers,
detects intent
detects intent
📋
Collect
Patient Data
Patient Data
Name, DOB,
reason, insurance
reason, insurance
🗓
Check
Availability
Availability
Google Calendar
real-time query
real-time query
✅
Book &
Confirm
Confirm
Creates event,
sends SMS
sends SMS
📁
Log to
Dashboard
Dashboard
Patient record
saved
saved
🎙 Sample Conversation
HOLLY
Thank you for calling Clínica Verde! I'm Holly. Are you calling to schedule an appointment?
PATIENT
Yes, I need to see a doctor about back pain.
HOLLY
Of course! Can I get your full name and date of birth to get started?
PATIENT
María Castro, October 12, 1988.
HOLLY
Perfect, María. I have Tuesday April 1st at 10:30 AM available with Dr. Vargas. Does that work for you?
📦 Data Collected
nameMaría Castro
dob1988-10-12
reasonBack pain
phone+506 8823-4411
slotApr 1 · 10:30 AM
cal_event✓ Created
Integrations
✓ Google Calendar
✓ SMS via Twilio
⏳ Retell AI voice
Post-Visit Follow-up Agent
Calls patients 24h after appointment · Collects feedback · Flags concerns
ON
▶
🗓
Appointment
Completed
Completed
Calendar event
marked done
marked done
⏰
24h Timer
Triggers
Triggers
Auto-scheduled
outbound call
outbound call
📞
Holly Calls
Patient
Patient
Warm, personal
check-in call
check-in call
📝
Collect
Feedback
Feedback
Symptoms, meds,
satisfaction
satisfaction
🚨
Flag if
Concern
Concern
Alerts doctor
if urgent
if urgent
📁
Log to
Record
Record
Notes saved
to patient file
to patient file
🎙 Sample Conversation
HOLLY
Hi, this is Holly calling from Clínica Verde. You visited yesterday — how are you feeling today?
PATIENT
A bit better, thanks. The medication is helping.
HOLLY
Wonderful! Are you experiencing any side effects or new symptoms I should note for Dr. Vargas?
PATIENT
No, nothing unusual.
HOLLY
Great. On a scale of 1–5, how would you rate your experience with us?
📦 Data Collected
recoveryImproving
side_effectsNone
med_complianceYes
satisfaction5 / 5 ⭐
flag_urgentfalse
next_apptSuggested
Integrations
✓ Google Calendar
✓ SMS via Twilio
⏳ Retell AI voice
No-Show Recovery Agent
Detects missed appointments · Calls to reschedule · Logs reason
ON
▶
📆
Missed
Detected
Detected
Calendar slot
passed, no check-in
passed, no check-in
⏱
30-min Wait
Then Call
Then Call
Delay to confirm
it's a true no-show
it's a true no-show
📞
Holly Calls
Patient
Patient
Warm, non-
judgmental tone
judgmental tone
❓
Reason &
Reschedule
Reschedule
Offer next
available slot
available slot
🗓
Rebook on
Calendar
Calendar
New event
created
created
📊
Log Reason
& Outcome
& Outcome
Reason tracked
for reporting
for reporting
🎙 Sample Conversation
HOLLY
Hi Pedro, this is Holly from Clínica Verde. We noticed you missed your appointment today — is everything okay?
PATIENT
Oh, I completely forgot. I'm so sorry.
HOLLY
No worries at all! I have Thursday March 27th at 3:00 PM or Friday at 11:00 AM available. Which works better?
PATIENT
Friday at 11 works great!
HOLLY
Perfect, Pedro! I've rebooked you for Friday March 28th at 11:00 AM. You'll get a reminder the day before.
📦 Data Collected
no_show_reasonForgot
rescheduledtrue
new_slotMar 28 · 11:00 AM
cal_event✓ Rebooked
sms_confirm✓ Sent
reminder_set24h before
Integrations
✓ Google Calendar
✓ SMS via Twilio
⏳ Retell AI voice
👤 Patient Records
🔍 Search patients…
Export CSV
Patient
Phone
Reason
Next Appt
Status
María Castro
+506 8823-4411
Back pain
Apr 1 · 10:30
BOOKED
Jorge Ramírez
+506 7712-9934
Dermatology
Mar 27 · 09:00
FOLLOW-UP
Ana López
+506 6654-2201
Dental checkup
Apr 2 · 10:00
BOOKED
Pedro Morales
+506 8899-1122
Hypertension
Mar 28 · 11:00
RESCHEDULED
Sofía Fernández
+506 7700-5566
Pediatric — fever
TBD
PENDING
Ricardo Vega
+506 8811-3300
Physio follow-up
Apr 4 · 14:00
FOLLOW-UP
Booking Rate
79%
Calls → confirmed appts
No-Show Recovery
67%
No-shows rescheduled
Avg Call Duration
2m 47s
Across all agent types
📊 Calls This Week
Mon
Tue
Wed
Thu ←
Fri
🤖 Agent Performance
📞 Inbound Booking
79%
💬 Follow-up Agent
91%
🚫 No-Show Recovery
67%