Implementation playbook
The workflow details buyers need before a demo.
Resolve the practical workflow details before routing callers: what the agent says first, which fields it captures, when it stops, where the record goes, and which plan shape usually fits.
Sample call flow
- Classify appointment, emergency, medication, records, billing, grooming, boarding, or new-client intent with a fast human escape path.
- Identify pet, owner, reason for call, urgency, and preferred appointment window
- Answer approved administrative questions only
- Transfer urgent or clinical questions to staff
- Confirm the next step, repeat any commitment made to the caller, and write a reviewable summary for the team.
Qualification fields
- Caller, pet name, species, clinic, appointment reason, urgency, callback number, and preferred time
- Existing client status, medication or records request type, and language preference
- Outcome label, next action, transcript link where allowed, owner, due window, and failed-write status
Human handoff rules
- Transfer emergencies, medication questions, euthanasia, angry callers, clinical advice, and post-op concerns
- Create callbacks for records, billing, grooming, and routine booking questions
- Transfer or create a callback when the caller asks for a person or the agent is uncertain.
Do not automate
- Do not give veterinary medical advice, medication dosing, diagnosis, or emergency instructions beyond approved transfer language
- Do not collect more clinical detail than staff need for callback
- Do not continue automation when approved knowledge, consent, destination access, or fallback ownership is missing.
Stack handoff
- Clinic calendar, callback queue, CRM or patient admin note, Teams or Slack urgent alert
- Structured call summary with intent, urgency, caller details, next action, and review status
Plan fit
- Growth for routine booking and safe callbacks
- Scale for multi-location clinics and emergency routing
- Enterprise for custom retention and clinical governance review