AI Receptionist Build: Real Dental Clinic Case

Welcome to this hands-on tutorial where I, Mark Tomlet, show you how to create a HIPAA-compliant AI receptionist for dental clinics. This real client case study is packed with insights to guide you through seamless integration using VAPI for handling calls, emails, and SMS via Make.com.


join my community here: https://www.skool.com/pioneers/about

(head to the classroom tab and click the course that begins with 'secret' there you will find the links mentioned in this video.)

🤝 Work with us: https://smileline.co/

In this video, you'll learn:

1. How to build a real dental clinic call flow with VAPI.
2. Manage SMS, email, and Google Sheets integration with Make.com.
3. Customize AI to meet specific client needs.
4. Handle multiple notification channels for patient communication.
5. Ensure HIPAA compliance in patient interactions.

*Important Note*

These resources are available—the exact ones I used in this video—in my Skool community so that you can go out and build off this yourself and sell to dental clinics. Please note, this video is only a small fraction of what it takes to build out one of these agents for a real clinic. This is a component, not the whole thing, like management, operations, and testing. This is a blueprint I’ve worked weeks on testing, which you can white-label and use yourself. I’m giving my best to you for free.

Timestamps:
[00:00] - Intro to AI Receptionist
[00:32] - Workflow Overview
[01:27] - AI Call and Appointment Process
[03:28] - Live AI Call Demo
[06:03] - Email and Data Logging
[07:31] - Data Handling in Make.com
[12:39] - VAPI Prompting and Config
[18:25] - VAPI Tools Setup
[24:54] - Real-Time Tools Test
[26:20] - Engineering Make.com Endcall Scenario
[27:45] - Google sheets as a CRM in Make.com
[29:06] - Send emails through Make.com
[32:44] - Send SMS with Make.com
[38:15] - HIPAA Compliance Discussion
[46:54] - Final AI Test and Notifications


Resources:

Get Started with VAPI: https://vapi.ai/?aff=mark
Get Started with Make.com

#VapiToolCalling #Automation #MakeAutomation #vapi