DSO AI RECEPTIONIST PILOT

Pilot AI reception before rolling it across the group

DentDesk helps dental groups test one call workflow, one location cohort, and one scorecard before expanding AI receptionist coverage.

Plan the Pilot Back to DSO Pillar

PILOT DESIGN

The first pilot should prove trust, not just technology

A DSO rollout fails when every location gets the same workflow too early. Start narrow, validate rules, then expand with evidence.

Pick the workflow

Start with after-hours, peak-hour overflow, or missed-call recovery. Do not launch every call path at once.

Choose the cohort

Select locations with clear call volume, manager buy-in, and enough staffing pain to make the pilot meaningful.

Approve the rules

Define greeting, disclosure, appointment types, urgent routing, fallback contacts, and PMS scope before launch.

Measure the outcome

Track answer rate, handoff quality, booking requests, routed urgent calls, and location adoption.

SCORECARD

Expansion should require measurable proof

Use the first pilot to prove that AI call coverage is trusted by leadership, managers, and front desk teams.

Coverage lift

Shows whether overflow or after-hours callers received a live path instead of voicemail.

Booking readiness

Separates safe direct booking from requests that still need staff review.

Handoff quality

Confirms that office teams receive caller intent, urgency, contact details, and next action.

Expansion fit

Identifies which locations or workflows should move into the next cohort.

NEXT DSO STEP

Connect the pilot to routing, overflow, and PMS readiness

After pilot scope is clear, review multi-location call routing, call center overflow, and PMS integration readiness.

DSO PILOT REVIEW

Map your first AI receptionist pilot

Choose the workflow, location cohort, and scorecard.

FAQ

Questions? We've got answers.

Start with one workflow across a small location cohort. The safest pilots usually focus on overflow, after-hours, or missed-call handoff before direct PMS writeback.

Three to five locations is usually enough to expose operational differences without making the first launch too complex.

Track answered calls, missed-call recovery, booking requests, urgent routing, handoff quality, staff adoption, and location-level outcomes.

Only when permissions, appointment rules, and fallback mode are approved. Many groups start with capture-and-handoff before direct writeback.

Choose locations with clear call volume, a cooperative office manager, documented escalation rules, and enough missed-call or overflow pressure to make the outcome measurable.

Expansion should wait until the pilot has trusted scripts, acceptable handoff quality, clean location reporting, and a clear decision on which workflows remain staff-owned.