Dental Office Bot Template

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

1. Welcome to [Dental Practice Name]! How can we help you today?
2. Please select an option:
   • Schedule Cleaning/Exam
   • Dental Emergency
   • Cosmetic Consultation
   • New Patient Info
   • Insurance & Payment
3. When was your last cleaning?
   • Within 6 months
   • 6-12 months ago
   • Over a year ago
   • Don't remember
4. Let's get you scheduled! What time works best?
   • Morning
   • Afternoon
   • Evening
5. We're sorry you're dealing with a dental emergency. If this is a medical emergency, such as trouble breathing or swallowing, call 911. Please tell our team what is happening by phone, not in this chat.
6. The visitor is saved as a lead, tagged:
   • dental_emergency
7. Please call us right away at [Emergency Phone] so we can get you in as soon as possible. We reserve emergency slots daily. [Dental Practice Name] [Office Address]
8. We offer a range of cosmetic dental services including teeth whitening, veneers, bonding, and Invisalign. [Dentist Name] would love to discuss your smile goals!
9. Welcome to [Dental Practice Name]! We accept new patients of all ages. Please bring your insurance card and arrive 15 minutes early to your first visit.
10. We accept most dental insurance plans. For specific coverage questions, call us at [Office Phone]. No insurance? Ask about our in-house dental savings plan!
11. What is your name? The visitor types a reply.
12. Thanks [visitor's first name]! What is the best phone number to reach you? The visitor types a phone number.
13. The visitor is saved as a lead, tagged:
    • dental_lead
14. Thank you, [visitor's first name]! Our team will reach out to confirm your appointment. You can also book online: [Online Booking Link] Or call: [Office Phone] We look forward to seeing you at [Dental Practice Name]!

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: dental_emergency, dental_lead. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

For more on using a chatbot in this kind of business, see our page on chatbots for healthcare practices.

More healthcare & medical templates

• Medical Practice Welcome BotDirect patients to appointments, office info, or the patient portal, and send refill and health questions to the office by phone.
• Appointment Scheduling BotTake appointment requests with the visit type, a preferred time, and the patient's name and contact details.
• New Patient Request BotTake a first-visit request: visit type, preferred time, whether insurance will be used, name and contact details. Registration forms stay with the practice.
• Refill Callback BotTake a callback request about a refill: name, best time to call and phone number. The office takes the details by phone.
• Office Hours & Location BotShare practice hours, location, providers, and contact information.
• Insurance & Billing BotAnswer billing questions, accepted insurance, and payment options.