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Welcome to Dial AI

To personalize your AI receptionist, please select your primary industry or business type.

🍽️

Restaurant / Café

Menu, reservations, orders

🦷

Dental / Medical

Appointments, insurance, care

🔧

Auto Shop

Service, quotes, bookings

💇

Salon & Spa

Stylists, bookings, loyalty

🏠

Real Estate

Listings, viewings, agents

⚖️

Law Firm

Intake, practice areas

🛍️

Retail Store

Hours, stock, orders

🛠️

Home Services

Quotes, callouts, bookings

🏨

Hotel / Hospitality

Rooms, amenities, front desk

💪

Gym / Fitness

Memberships, classes, trials

✨

Other / Custom

Any other business type

AI Web Scraper

Provide your business website. Our AI will scan your site to automatically generate your agent's knowledge base, FAQs, and business profile.

Business Name

Website URL *

AI Agent is Working...

Connecting to website...

Agent Configuration

We've pre-filled this profile based on your website. Review the details below, fill in the Needs Input fields, and launch your receptionist.

Business Identity

Company Name *

Website URL

Industry *

Country / Region *

Google Maps Link

Business Address *

Main Phone *

Timezone *

Agent Name *

Brand Tone & Personality

Voice & Accent *

Language Support *

Short Description (Agent Context)

Booking & Call Routing

Booking Platform *

Booking Mode *

Booking System Link *

Google Calendar and Google Sheets connect in the client portal. Paste your link so we can wire booking correctly.

Custom software noted

We don’t offer this integration out of the box yet. Our team will contact you shortly to set it up for your clinic.

After Hours Booking *

Angry Caller Response *

Urgent Situations (Escalate immediately)

If caller triggers these, AI will immediately transfer the call.

Emergency Transfer Number *

Severe Pain / Medical Emergency Very Angry / Upset Caller Same-Day Cancellation

Software you currently use (optional)

Tell us what clinic / CRM / booking software you run today (e.g. Dentrix, Open Dental).

Integrations note

Live booking works with Google Calendar and Google Sheets via the client portal. For EMR, CRM, or other tools we don’t support yet, our team will contact you shortly after setup to arrange the integration.

Department Routing Optional

Route specific inquiries to specific numbers (e.g. Billing, Sales).

AI Knowledge Base & Rules

Greeting Script *

What the AI should NEVER say *

Information to Collect (Select all that apply) *

Full Name Phone Number Email Address Date of Birth Reason for Visit / Symptoms Insurance Provider Preferred Appt Time

Common Patient Questions (FAQs) *

What are the most common questions patients ask on a call? Provide the questions and exactly how the AI should answer them.
e.g., Are you taking new patients? What are your hours? Do you take my insurance? How much is a consultation? Do you do emergencies?

Competitor Policy (Optional)

Missing Information

Please provide these details not found on your website.

Parking & Access Required

Payment Plans Required

Operating Hours & Notes Required

After-Hours / Emergency Surcharge

Important for AI to quote correct out-of-hours fees.

Providers & Staff

List your doctors, specialists, or key staff members.

Insurances & Billing Policies

Define which insurances you accept and how to handle out-of-network callers.

Accepted Insurances

Out-of-Network / Uninsured Callers *

If a caller doesn't have an accepted insurance, what should the AI do?

Services & Pricing

List your main services and their costs.

Additional Information & Documents

Did we miss anything? Let us know any other crucial details.

Is there any other important information the AI MUST know?

If you feel we missed a specific topic, policy, or detail that patients frequently ask about, please type it here.

Upload Documents or Knowledge Base files

PDF, DOCX, or TXT up to 10MB (Optional)

Primary Contact & Portal Access

Who should our team contact if we need more information while building your AI agent?

Point of Contact Name *

Contact Email *

Locked to your Dial AI account email.

WhatsApp / Phone Number *

I confirm that the AI agent should strictly follow telemarketing and AI calling compliance rules for my region. I understand that the agent will be monitored for quality assurance.

Setup PDF preview

Your setup profile opens as a PDF below. Download it, or go back to fix amber gaps, then launch.

— Completeness

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