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Upfirst (AI receptionist)

Replace a costly answering service with an AI that texts patients and tags each call

Quick answer

The Flossery, a three-dentist practice in Waltham, Massachusetts, dropped a human answering service that cost more and took wrong phone numbers. The AI answers patient questions, takes their details, texts new patient policies, and tags each call so the front desk can see which ones are scheduling requests.

Business type: Clinics & dental. Tool used: Upfirst (AI receptionist). Result: Every call is now documented with a written summary of who called and what they need, so missed calls aren't lost.

Source: Upfirst case study (Company case study) · Added Tue, Oct 20 · Last updated 2026-10-20

ToolUpfirst (AI receptionist)BusinessClinics & dentalTaskAnswering calls, Customer supportSourceUpfirst case study (Company case study)

How they set it up

  1. Build a knowledge base with your practice details and policies.
  2. Let the AI text callers key info, like new patient policies, before staff call back.
  3. Have it tag each call by type (scheduling, general question).
  4. Send full call summaries to email and text.

Result

Every call is now documented with a written summary of who called and what they need, so missed calls aren't lost. (as reported by the source)

Guide: AI receptionist for small business: real examples and how to set one up

Starter prompt

Our own prompt for copying this setup. Swap in your details. Not quoted from the source.

You answer calls for [Dental Practice]. Answer questions from our practice info only. For new patients, get name, phone and insurance and text them our new patient policy. Tag the call as Scheduling, Billing or General. Never give medical advice.

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