Toni · Healthcare

Toni AI

Oakfield Dental
Tue 25 Aug
08:14
Needs you first
3 things need a decision

$31,000 of treatment patients said yes to is not scheduled. Two implant inquiries have waited 11 hours.

Show me

The big picture

DMY$Patients
September 2026
$96,840
treatment booked · forecast $195,000
Hold for daily
RevenueMTDQTDYTD
$96,840+9.8%vs the same days last month
Run rateMonthQuarterYear
$112k+6%this month's pace vs last month
Profit & lossLast monthLast qtrThis qtrYear avg
$18,900+4%September profit vs August

Daily Personal Briefing

07:00
Your key quarterly business constraint

This constraint keeps you, your team and Toni focused on the same thing. Need help with this? Get Toni to do a live scan now. Toni will look for constraints across the business and help you prioritize the most important.

Friday Finishers
Today

Growth, marketing & sales

Google implant ads brought 17 of them and half the value. Whitening ads are cheap but rarely book.

Toni's take. Move a third of the whitening budget to implant ads. On last month's numbers that is about 5 more consults.

Chat to Toni about this

Twelve patients said yes and left without a date. The oldest is from May.

Toni's take. Have Rachel call them oldest first this week. I can have the list and what each was quoted ready for her by 9.

Chat to Toni about this

Two mention Dr Patel by name.

Toni's take. Worth giving Dr Patel some public praise at the team meeting. People repeat what gets noticed.

Chat to Toni about this

Your messages

Replies to all four are drafted and waiting for Rachel to send.

Toni's take. Get the two implant replies out before 10. Inquiries answered inside the hour book about twice as often.

Chat to Toni about this

From your team chat and Slack.

Toni's take. The shade is the urgent one, Thursday's fit depends on it. Cover can wait until Friday.

Chat to Toni about this

If the shade goes today, Thursday's fit still works.

Toni's take. Tell me the shade and I'll email the lab now.

Chat to Toni about this

Nothing needed you.

Toni's take. Quiet night. The front desk is in good shape.

Chat to Toni about this

Your kit is installed and your AI team is waiting. They cannot do anything yet because they cannot see anything yet.

1 One interview about how you work How you speak to patients, what you never say, who does what. About ten minutes, answered once. Everything your team does afterwards reads from it.
2 Connect what you already use Your practice software, your email, your calendar. Nothing is moved and nothing is replaced. We read what is already there.

Daily Personal Briefing

Not yet

No briefing yet

The first one lands the morning after you connect your email and calendar. Until your team can see something, there is nothing honest to put in here.

Friday Finishers

This one works today. It is yours, not ours, so it needs nothing connected.

Daily Business Briefing

Not yet

Nothing connected to watch

Money, marketing and the schedule come from your own systems. Connect one and this fills in overnight. We would rather show you nothing than show you a guess.

Hired and waiting. None of them has done anything, because none of them can see anything.

Alex · Communications Waiting on your email
Rosa · Recalls Waiting on your practice software
Tristan · Team Manager Ready. Your team can message him now
Today

Each one has a name, a job and only the skills you give them. You talk to Toni. Your team talks to Tristan. They run the rest.

Lead agents

Everything you ask goes to Toni and he decides who does it. Your team cannot see this conversation and cannot message him, so you can say what you actually think.

Chief of staff
  • Answers anything you ask about the practice, from any tab, at any hour
  • Hands work to the right one of your team instead of you having to know who
  • Takes the real jobs: "did the new practice manager accept? If so send the welcome email and book a 30 minute onboarding call"
  • Thinks it through with you: "we interviewed six candidates, who fits best and why?"
  • Builds the automations that lift manual work off your team
  • Nobody else can see this conversation or message him
His voice

That is the whole choice. You are picking an assistant, not browsing a voice library.

Every skill your team has

Need a quick task sorted? Ask Toni. Need something automated to save the practice money? Ask Toni.

Your staff message Tristan, not Toni. He answers what they ask, keeps them on track and chases what has slipped. Toni tells him what matters; he never repeats what you said.

Accountability · The one your team talks to
  • Answers your team from your own procedures: "what do we do when this happens?"
  • Finds things instantly: "has this patient paid their invoice?"
  • Shows how fast each treatment coordinator answered new inquiries this week, and in how many touches
  • Chases what has slipped, twice, then brings it to you
  • Tells them what the practice is focusing on so they can judge their own work
  • Never repeats a word of what you said to Toni
Safety
  • Talks to your team only. Never a patient, never a supplier.
  • Chases twice, then it comes to you instead of nagging.
  • Never repeats anything you said to Toni.
Change what this one is allowed to do
AccountabilityMotivationTask chasing

Try: chase anything two days late before it reaches me.

Specialists

Email, SMS, the website form, social messages and the notes from missed calls, all in one place. Alex reads every one and can draft or respond proactively, depending on your preferences.

Speed to lead · Missed message rescue
  • Answers a new inquiry in minutes at any hour, which is where most practices lose the patient
  • Reads email, SMS, social messages, the website form and missed call notes in one place
  • Writes the reply in your words and hands it to Rachel to send
  • Flags the ones worth a phone call instead of a message
Safety
  • Works any hour. Replies are written overnight and wait for Rachel.
  • Drafts or sends, whichever you set. Currently draft only.
  • Skips anyone on the do not contact list (14 people).
Change what this one is allowed to do
Inquiry handlingDental termsYour tone of voiceCall summaries

Try: when it is an implant inquiry, tell me as well as Rachel.

Ruth can build and run your campaigns, or be your eyes and ears on whoever does your marketing now, so you can make your own informed calls. No more spray and pray spend.

Campaigns · Agency oversight · Local ideas
  • Shows where every pound of marketing went and what it booked
  • Builds and runs campaigns, or checks your agency's work in plain English
  • Suggests offline ideas off local trends, like a care home toothbrush campaign that opens denture and implant consults
  • Tells you when spend is not turning into patients, before the month is out
Safety
  • Never changes a budget without your yes.
  • Currently reporting only.
Change what this one is allowed to do
Meta adsGoogle adsLocal campaignsYour brand

Try: what did we spend on implant ads last month, and how many consults did it book?

Emily sends or drafts, whichever you choose. Twice a day she reports on your inbox, answers the simple things, archives the spam and forwards inquiries the moment they land. The hours you spend on email come back.

Inbox · Inquiry follow up
  • Morning and afternoon inbox report: what matters and what she already handled
  • Answers simple emails in your voice
  • Archives spam and the newsletters you never read
  • Forwards new patient inquiries instantly, then follows them up
Safety
  • Drafts or sends, whichever you set. Currently draft only.
  • Never answers a complaint or a clinical question. Those come to you.
Change what this one is allowed to do
Your email voiceInbox triageInquiry follow up

Try: anything from the lab goes straight to Rachel, not me.

David knows your growth targets and checks the numbers against them every day. He tells you early when something is drifting, and suggests what to change in your projections and spend.

Growth targets · Live finance review
  • Revenue against target, by clinician and by treatment, whenever you ask
  • A weekly finance review without waiting for the accountant
  • Proactive suggestions on projections and spend
  • Answers "can we afford it?" with your actual numbers
Safety
  • Read only. He never moves money or pays anything.
Change what this one is allowed to do
Financial modellingForecastingYour targets

Try: if we hire another hygienist in January, when does it pay for itself?

Upload your clinic photos and tell her how you sound. Sally builds a content calendar for you to review, writes the posts, schedules them on every platform and replies to Facebook and Instagram comments.

Content calendar · Posting · Comments
  • Builds a month of content for your review, inside the rules you set
  • Posts your real photos with your words, on every platform
  • Reads and replies to Facebook and Instagram comments
  • Passes anything that looks like an inquiry straight to Alex
Safety
  • Only ever posts your own photos. No AI images of patients or results.
  • Nothing goes out until you approve the calendar.
Change what this one is allowed to do
Content calendarYour voiceSchedulingComment replies

Try: one post a week about implants, and never show a patient's face.

Reads the recall list against the schedule and works out who to bring back and when. Holding 19 patients because they have an open complaint, and waiting on you to confirm that is right.

Reactivation · Empty schedule rescue
  • Finds the patients who are overdue and the sessions going out empty, and matches them
  • Rings the list in the order most likely to book, not alphabetically
  • Stops on anyone mid complaint and asks you rather than guessing
  • Reports what it recovered, so you can see whether it paid for itself
Safety
  • May contact patients 09:00 to 17:00, Monday to Saturday.
  • At most 30 a day, so a mistake cannot run away.
  • Stops on an open complaint. Holding 19 right now.
Change what this one is allowed to do
Recall schedulingDiary optimisation

Try: keep holding them, and tell me the day a complaint closes.

Ready to hire. Already trained, nothing to set up:

Ivy · Compliance Works through iComply for you, ticks what is genuinely done, and brings you only the boxes that actually need a person.
Solomon · Sales Learns how you sell treatment, continuously reviews the sales process, and helps you understand where cases are being lost and how to fix it.
Sarah · SOPs Turns a recording of you doing something into a written procedure, so anyone in your team can follow it to the same standard.

Skills you can train your AI team on. Take one from our library, or write your own in a sentence.

Inquiry handling Treatment plan follow up Review responses Local SEO Consultation review Cash flow forecasting
Inquiry to booked consult From a recording of Rachel · updated 12 Aug
The implant consultation From a recording of you · updated 3 Aug
Handling a complaint Written in February. Nothing has read it since March.

Rules you set once for everyone. Every agent follows them, and a rule beats anything a skill or an SOP says.

ENFORCED

No agent ever messages a patient. Drafts go to Rachel and a person sends them.

ENFORCED

Never contact a patient who has an open complaint.

GUIDING

Talk about treatment the way we do in the chair. No jargon, no pressure, no scarcity.

Nothing is read until you connect it.

Dentally Gmail Calendar Google Business Meta Ads Xero WhatsApp

What your AI team knows about you. Answered once, and read by every one of them before they write a word in your name. This is the difference between a draft you send and a draft you rewrite.

Oakfield Dental, two surgeries in Gloucester. General and implant dentistry, private for adults, NHS for under 18s where a parent is registered.

Want more of: implants and full arch. Want less of: single visit whitening.
You travel from: a 25 minute radius, further for implants.

Try: add that we are opening a third surgery in January.

Rachel, front desk, sends everything patient facing.
Two associates, general. One hygienist, three sessions a week.
You do every implant case and sign off anything clinical.

Nothing goes to a patient without Rachel, and nothing clinical without you.

Try: the new hygienist starts in October, she covers Tuesdays and Thursdays.

Implant from $2,400, full arch from $14,000, hygiene $75, new patient exam $95.

You quote a range on the phone and a firm figure only after a consultation. You never discount, you offer finance. Nobody quotes a full arch without you.

Try: hygiene goes to $85 from October, do not quote the old price.

Target 85% hygiene utilisation, currently 62%.
Treatment plan acceptance target 70%, currently 58%.
New patient inquiry cost under $50, currently $41.
First reply to a new inquiry under 1 hour, currently 5h 51m.

Try: I want first reply under twenty minutes, not an hour.

Nobody told them any of this. They noticed it doing the work, and it shows where it came from. Bin anything that is wrong and they will not use it again.

Implant inquiries almost never book on the first call. They book on the second, about eleven days later.

From 34 implant inquiries since May

Try: let's do something about this, what would you suggest?

You never say "cheap" or "offer". When cost comes up you move to finance within a sentence.

From 60 messages Rachel sent

Try: let's do something about this, what would you suggest?

Nobody in the practice answers anything between 12:30 and 14:00.

From reply times across 6 weeks

Try: let's do something about this, what would you suggest?

Your team moulds around you and how you want things presented. Everyone who speaks for you, human or not, has to seem like one team with one style.

How you run things

Your procedures, the scripts Rachel uses on the phone, any process video you have already recorded walking through a job, and how you decide who sees which patient.

Why it matters most: how this practice runs lives in your head, which is why a new starter never quite gets it. Handing it over is how it stops depending on you being in.
3 documents · 2 recordings

How you actually talk to patients

Twenty recent texts and emails your team has sent, and two or three call recordings you would be happy for a new receptionist to copy.

This decides whether you approve a draft or rewrite it. Nothing else moves that needle as much.
60 messages · 2 calls

What you charge

Your fee guide, your plan terms, and a few recent treatment plans including the ones that were never taken up.

Quotes come back priced the way you price them, with the options you actually offer. The plans nobody accepted teach more than the ones they did.
Nothing yet

What you have to comply with

GDC registration numbers, who may be called a specialist, your advertising constraints, and anything your indemnity provider insists appears on patient facing work.

Nothing gets drafted or sent that would put a registration or a policy at risk. Only Marcus may be called a specialist and every agent knows it.
4 documents

The number one thing you want to work on this quarter.

Set this each quarter and you and Toni stay pointed the same way. Everything your AI team does gets weighed against it. This is what keeps your human team and your AI team aiming at the same target.

Toni is constantly reviewing your business for anything you are missing that would help it grow. What he has found is below.

Try: make this Rachel's job every Monday and show me what it recovers.

Try: have Alex write the reply within five minutes so Rachel only sends it.

Try: model the move and bring it to me before anything changes.

What the practice is focusing on this quarter

Conversion. Enough people are asking. Too many say yes and never get a date in the schedule. Set by Marcus. Everyone can see it.

Your Morning Briefing

07:00

The nine are routine: opening hours, parking, two hygiene rebookings. The implant pair have both been quoted before, so Alex has put their history at the top of each draft. Nothing goes out until you send it.

Try: which of these can wait until this afternoon?

Friday Finishers
Your day

What the practice needs from you

Today
Waiting on you 9 drafts

Alex has written the replies. They sit until you read and send them.

Chased twice Overdue

The October rota and the complaint procedure review. Tristan has asked about both.

Going well Best month

Your first reply to a new patient is down to 40 minutes from nearly six hours. That is the single biggest change in the practice this month.

Today
Morning Rachel. Nine drafts from Alex are waiting, and the October rota is the one thing that has slipped twice now.07:05
what do i say when someone asks if we take nhs patients08:31
Straight from your own procedure: adults are private only, under 18s are NHS if a parent is already a patient here. The wording you agreed is "we're private for adults, and we do see children on the NHS where a parent is registered with us".08:31
Read Inquiry to booked consult
the adeyemi plan, do i chase her or does dr shah08:34
You. She is on your eleven o'clock call list. Marcus sees her at half nine, so catch her on the way out first and only ring if she leaves without booking.08:34

Yours to adjust. Everyone else's stays theirs.

Reads email, SMS, social messages, the website form and missed call notes, then writes what you would have written. Tell him when he gets the tone wrong and he keeps it.

Your tone of voiceDental termsCall summaries

Try: keep them shorter, I sound stiff on the phone follow ups.

How things are done here. Read them, and record a new one when you work something out.

Inquiry to booked consult You recorded this one · updated 12 Aug
The implant consultation Recorded by Marcus · updated 3 Aug
Handling a complaint Written in February. Tristan has asked twice for a review.
ENFORCED

No agent ever messages a patient. Drafts come to you and you send them.

ENFORCED

Never contact a patient who has an open complaint.

Set by Marcus. You can see every rule, and you cannot change one. If a rule is getting in the way, say so to Tristan and he will put it to her.
Toni
Connecting

Same Toni, same memory. Anything said here is in the chat when you hang up.