Cleo (dental) - the recall + treatment-plan brain
Names 17 patients overdue for hygiene + the 4 worth a personal call (high LTV + family-of-3 + lapsed past their reminder).
Same Brilliant AI platform, tuned end-to-end for dental practices. Agents that know your world, workflows that ship on day one.
14 dental practices-specific specialists orbiting Marlow + Sam. Hover any node to see who's who. Lines show who they synthesise through.
Sound familiar? Here's what changes the day your AI team comes online.
Same Brilliant AI agents, niche-tuned playbooks. They speak your trade, not generic CRM-speak.
Names 17 patients overdue for hygiene + the 4 worth a personal call (high LTV + family-of-3 + lapsed past their reminder).
3 of last month's £2k+ plans declined cited cost; 2 cited fear. Test: split-payment landing on the cost cluster, comfort-call from Dr Patel on the fear cluster.
Top 20 families = 41% of revenue this year; 3 of them haven't booked in 9 months. Drafts the personal note from the practice principal.
Treatment-plan conversion 62% (down from 68%). Pia's cluster says fear, not cost. Memo's named experiment: comfort-call protocol on plans £1k+ - track for 6 weeks.
Two examples your agents handle out of the box. Tone shifts when we tune it for your specific business.
Every dental practices sub-account ships pre-loaded with these. Switch any off, tune any with your wording.
39+ workflows and 14 specialist agent roles live for your niche. Here are the headline picks; the full catalogue is one click away.
+ 14 more niche workflows + 20 universal workflows. See them all.
+ 8 more specialist roles for dental practices. See the full fleet.
These aren't generic 'send a reminder' workflows. They model, recommend, optimise, and tell you what to do. One creative thing each, that no off-the-shelf automation tool can do for you.
Reads which treatment plans get accepted + which don't; models the patient + practitioner + price combinations that close; tells the treatment coordinator which plan to present + when.
Per-patient model of who will rebook vs who is drifting based on attendance history, recall channel response, season + practitioner change.
Watches which check-ups should have led to a hygienist booking + didn't; tells the receptionist who to call back with the right reason.
Tracks UDA performance against target; flags drift; recommends which patient mix changes recover the unit.
Per-chair + per-practitioner utilisation; identifies white space + the right pattern to fill it (recall pull-forward, emergency slot, hygiene block).
Models per-patient no-show probability for the next booking; recommends pre-emption (call vs text vs double-book buffer).
Reads every customer-facing draft against GDC advertising guidance + CQC governance standards; blocks 'painless / guaranteed / lifetime / 100% safe' claims before they ship.
Tracks review-cadence against the regional benchmark; identifies the visit moments most likely to convert into a 5* review + queues the ask.
Watches the new-patient enquiry funnel; surfaces drop-off + the right intervention per step (call-back speed / first-message tone / treatment-plan follow-up).
For patients >18 months silent, designs personalised win-back based on what changed (moved / cost concern / negative experience inferred from cancellation thread).
Identifies private patients whose mix of visits would be cheaper on a membership plan; surfaces the ones who should be offered + the ones who shouldn't (it'd cost the practice money).
Tracks NHS GP referrals + private dentist-to-specialist referrals coming in + their conversion to first appointment; identifies referrer sources to nurture.
Tracks per-associate KPIs (production, recall conversion, no-show rate, complaint rate) for honest objective performance conversations.
For practices offering facial aesthetics: tracks which dental patients are good candidates + drafts the soft intro that doesn't read as 'we just want your money'.
The agents above are the ones we lead with for dental practices. Your subscription includes the full catalogue + the feature set + every other agent we ship, ready when you need them.
A five-minute conversation with Sam captures your business, your tone and your priorities. No card needed.