Product updates
What we've shipped.
AI Support Voice
Successfully created an end-to-end voice proof of concept, to answer and book, edit and cancel appointments within a PMS.
In-House Treatment Types
Control which treatments to assess for in-house finance
50% Deflection Rate
Scaled from 5% to 50% traffic; achieving 50.6% ticket deflection with guardrails, escalation logic, and daily QA review.
Lead Detection & Knowledge Base
10 user stories shipped including lead detection with opportunity scoring, spam filtering, contact extraction, and 50 Q&As built for the knowledge base.
Command Center Live
Analytics, inbox, knowledge base, agent config pages, and A/B testing (StatSig) all built; engineering metrics dashboard and prompt injection protection test suite implemented.
Bulk transfer enhancements
Bulk transfers now automatically split group payers into individual memberships for a smoother onboarding experience.
Self-serve claims management
View and remove claimed treatments and perks directly from the member record.
Support Bot
Your very own AI assisted support bot to free up desk time.
Pay in 3
Split treatment costs into 3 equal instalments
Email Digest - Finance Tracker
Weekly email digest on your finance pipeline
Dentally PMS Integration - Payments
Auto-book Finance payouts to eliminate manual entry
Member activity timeline improvements
Filter activity by account or payment events and quickly understand member status at a glance.
Dentally integration
View plan information and invite patients to plans without leaving Dentally.
Payment status notifications
Improved payment status visibility with clearer activity history and visibility of member communications.
Dentally PMS Integration - Links
Send Finance links to patients without leaving your PMS
Bulk plan price changes
Update plan pricing for multiple members at once with automated communications and compliance controls.
Authentication Framework
Authentication framework in progress with admin panel design locked down for beta; internal HubSpot testing strategy defined with 30% missed call rate opportunity identified
Open Banking Improvements
Income checks through Open Banking improved by 40%
Command Centre
Manage your inbox of leads in one central place.
Dentally PMS Integration - Payments
Auto-book Card transactions to eliminate manual entry