Features
Everything a front desk does, with the safety rails written in code.
Ten capabilities, each with what it does, what your team controls, and where it lives in the console. One carries a short film, and one shows the screen itself.
Emergency routing
Deterministic keyword floor approved by your veterinarian; the AI may only raise it. Uncertainty escalates. During open hours, if your hospital has approved the rule, an emergency caller can be booked into a same-day emergency exam. After hours they hear your approved emergency instructions and your referral facility by name, address and phone.
- Vet-approved emergency floor and call script
- Open hours: book an emergency exam, when your hospital approves the rule
- No silent return to routine booking
Console: Settings → Phone & AI → Emergency instructions
Warm transfer
When a caller asks for a person during business hours and live transfer is set up, the assistant offers to connect them and rings your first line. The caller is connected only when someone on your team answers. If nobody does, the assistant takes a callback and your team gets a task.
Console: Settings → Phone & AI → Call handling & transfers
PIMS sync
ezyVet and Rhapsody live, Google Calendar as the fallback. Each adapter is capability-based; provenance is shown on every appointment.
Console: Settings → Connections · Appointments
SMS
Transactional confirmations, reschedule and cancellation notices carry “Reply STOP to opt out”. STOP is stored per hospital and phone and enforced fail-closed before anything is queued.
Console: Settings → Messaging → Client notifications
“Hi, this is Ava, the AI Assistant of Riverbend Animal Hospital, calling about Bella. If you have any questions or concerns, please call us at 301-555-0100. Thank you.”
Follow-up calls
After a visit, a cancellation or a missed appointment, your team starts a call from the Follow-Up Calls list and the assistant phones the client, introducing itself by your hospital’s own assistant name. If nobody answers it leaves a voicemail. It records how the pet is doing, any client concerns and whether a follow-up appointment was wanted.
- The list shows every appointment your practice system has for the dates you choose
- Your team starts the calls, one row or several at once, from your hospital’s own number
- Every result is in one table, and staff can call again
Console: Follow-Up Calls · Calls and Results tabs · Settings → Phone & AI → Follow-ups
The Follow-Up Calls screen. Click its three tabs.
Follow-Up Calls
Visits from the dates you choose, and the follow-up calls made for them
Manual mode: calls are placed only when you select clients and press Call. Automatic follow-ups are off.
Calling hours: 9:00 AM - 7:00 PM
| Client | Pet(s) | Appointment type | Appointment date and time | Visit status | Follow-up | Last outcome | Attempts | Phone | Call details | Call | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Maria Chen | Bella | Wellness visit | Thu, Oct 1 · 9:20 AM | Completed | Not called yet | No calls yet | Not called | •••-•••-0142 | Call | ||
| Devin Park Already called in the last 24 hours | Rex | Recheck | Thu, Oct 1 · 10:40 AM | Completed | Answered | Reached the client | 1 call | •••-•••-0177 | View in Calls | Call again | |
| Priya Nair | Milo | Sick visit | Thu, Oct 1 · 11:30 AM | No-show | Voicemail left | Left a voicemail | 1 call | •••-•••-0119 | View in Calls | Call again | |
| Sam Ortiz | Luna | Dental | Thu, Oct 1 · 2:00 PM | Cancelled | Not called yet | No calls yet | Not called | •••-•••-0163 | Call | ||
| Jordan Lee End-of-life visit - not called | Coco | Surgery | Thu, Oct 1 · 3:15 PM | Completed | Not called yet | No calls yet | Not called | •••-•••-0108 | Call | ||
| Alex Kim Visit has not happened yet | Peanut | Vaccinations | Fri, Oct 2 · 4:30 PM | Upcoming | Not called yet | No calls yet | Not called | •••-•••-0155 | Call | ||
| Nora Patel | Mango | Wellness visit | Thu, Oct 1 · 8:20 AM | Completed | Not called yet | No calls yet | Not called | •••-•••-0124 | Call | ||
| Luis Romero | Biscuit | Wellness visit | Thu, Oct 1 · 8:40 AM | Completed | Not called yet | No calls yet | Not called | •••-•••-0131 | Call | ||
| Hannah Cole | Ziggy | Recheck | Thu, Oct 1 · 9:00 AM | Completed | No answer | No answer | 1 call | •••-•••-0190 | View in Calls | Call again | |
| Omar Haddad Already called in the last 24 hours | Pepper | Wellness visit | Thu, Oct 1 · 9:40 AM | Completed | Answered | Reached the client | 1 call | •••-•••-0112 | View in Calls | Call again | |
| Grace Liu | Mochi | Dental | Thu, Oct 1 · 10:00 AM | Completed | Not called yet | No calls yet | Not called | •••-•••-0148 | Call | ||
| Ben Carter Already called twice for this visit | Scout | Sick visit | Thu, Oct 1 · 10:20 AM | Completed | Voicemail left | Left a voicemail | 2 calls | •••-•••-0136 | View in Calls | Call again | |
| Ivy Brooks | Olive | Wellness visit | Thu, Oct 1 · 11:00 AM | Cancelled | Not called yet | No calls yet | Not called | •••-•••-0171 | Call | ||
| Theo Marsh | Rosie | Recheck | Thu, Oct 1 · 11:40 AM | No-show | Not called yet | No calls yet | Not called | •••-•••-0102 | Call | ||
| Lena Fischer Pet is inactive in the practice system | Bruno | Wellness visit | Thu, Oct 1 · 1:00 PM | Completed | Not called yet | No calls yet | Not called | •••-•••-0185 | Call |
Every appointment your practice system has for the chosen dates is listed. Sample data, no real client or patient information. Nothing here places a call.
| Client and pet | Appointment | Called | Answered | Voicemail left | How the pet is doing | Client concerns | Follow-up appointment | Staff follow-up | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Maria Chen · Bella | Wellness visit Thu, Oct 1 · completed | Fri, Oct 2 · 10:31 AM Attempt 1 | Yes | No | Has not improved | Still itching after the new shampoo | Requested, not yet booked | Needed | View details |
| Devin Park · Rex | Recheck Thu, Oct 1 · completed | Fri, Oct 2 · 10:12 AM Attempt 1 | Yes | No | Doing well | None raised | Not needed | Not needed | View details |
| Priya Nair · Milo | Sick visit Thu, Oct 1 · missed | Fri, Oct 2 · 10:20 AM Attempt 1 | No | Yes | Not discussed | None raised | Not needed | Not needed | View detailsCall again |
| Sam Ortiz · Luna | Dental Thu, Oct 1 · cancelled | Fri, Oct 2 · 2:05 PM Attempt 2 | No | No | Not discussed | None raised | Not needed | Not needed | View detailsAlready called twice for this visit |
| Ravi Shah · Nala | Wellness visit Thu, Oct 1 · completed | Fri, Oct 2 · 9:40 AM Attempt 1 | Yes | No | Doing well | None raised | Not needed | Not needed | View details |
| Zoe Bennett · Tucker | Recheck Thu, Oct 1 · completed | Fri, Oct 2 · 10:00 AM Attempt 1 | Yes | No | Doing well | None raised | Booked | Not needed | View details |
| Marco Diaz · Willow | Dental Thu, Oct 1 · completed | Fri, Oct 2 · 10:20 AM Attempt 1 | Yes | No | Doing well | None raised | Not needed | Not needed | View details |
| Ada Novak · Finn | Wellness visit Thu, Oct 1 · completed | Fri, Oct 2 · 11:00 AM Attempt 1 | Yes | No | Doing well | None raised | Not needed | Not needed | View details |
| Caleb Stone · Daisy | Sick visit Thu, Oct 1 · completed | Fri, Oct 2 · 11:40 AM Attempt 1 | Yes | No | Doing well | None raised | Already rebooked by the client | Not needed | View details |
| Mina Park · Otis | Wellness visit Thu, Oct 1 · cancelled | Fri, Oct 2 · 8:20 AM Attempt 1 | No | Yes | Not discussed | None raised | Not needed | Not needed | View detailsCall again |
| Jonah Reed · Hazel | Recheck Thu, Oct 1 · missed | Fri, Oct 2 · 8:40 AM Attempt 1 | No | Yes | Not discussed | None raised | Not needed | Not needed | View detailsCall again |
| Tessa Young · Gus | Wellness visit Thu, Oct 1 · completed | Fri, Oct 2 · 9:00 AM Attempt 1 | No | No | Not discussed | None raised | Not needed | Not needed | View detailsCall again |
One row per follow-up call, newest first. Sample data.
Used for: Wellness, annual, checkup, puppy, kitten and senior exams.
“Hi Alex, it's Ava, the AI Assistant of Riverbend Animal Hospital on a recorded line. I'm following up on Bella's visit yesterday. Is now a good time for a quick check-in?”
- Once the owner says now is a good time, VetDesk asks: "How has Bella been doing since the wellness exam?"
- Whether Bella has been their usual self since the visit.
- Whether the owner has questions about anything the team talked about at the visit. VetDesk passes each one to the team and does not answer it.
- If Bella is not doing well, is not improving, or something is worrying the owner, VetDesk offers to book a recheck exam once, and accepts a no. If Bella is doing well, no recheck is offered.
“Thank you for your time, Alex. If anything comes up, the team at Riverbend Animal Hospital is there on 301-555-0100. Take care.”
“Hi, this is Ava, the AI Assistant of Riverbend Animal Hospital, calling about Bella. If you have any questions or concerns, please call us at 301-555-0100. Thank you.”
Recordings & transcripts
Recording is announced. Transcripts go to configured recipients only, never to caller-supplied addresses. Playback and download are permission-gated.
Console: Calls → call detail · Settings → Recording & privacy
Readiness
One page lists what still blocks going live, each fault with the exact next step and a link to the setting. An activation gate keeps the number from going live until the checks pass and test calls have been made.
Console: Settings → Configuration readiness · Setup → Activation gate
Training
Questions the assistant could not answer are listed as knowledge gaps. Your team writes the answer, with suggested wording to start from, and publishes it for your hospital’s assistant.
Console: Training
Wording your hospital controls
Nothing the assistant says to your clients is hidden from you. The console shows the wording used on follow-up calls, with separate examples for the greeting, what is discussed, how the call ends and the voicemail, and it shows every text message a client can receive. Clinical wording is reviewed by your veterinarian before it is presented as approved.
- The greeting uses your hospital’s name and the assistant name you chose
- One switch per client message; a message that cannot be turned on yet says why
- Each message has its own Save and Cancel, so changing one never changes another
Console: Follow-Up Calls → What VetDesk says · Settings → Messaging → Client notifications · Settings → Phone & AI → Voice & greeting
“Hi Alex, it’s Ava, the AI Assistant of Riverbend Animal Hospital on a recorded line. I’m following up on Bella’s visit yesterday. Is now a good time for a quick check-in?”
“Riverbend Animal Hospital: Bella is booked for Thu, Oct 8 at 9:20 AM with Dr. Alvarez. Reply STOP to opt out.”
Test calls & scenarios
Every assistant is run against 300 scripted scenarios with transcript-level checks, and every hospital gets a test-call checklist before the line goes live.
- Identify, emergency, booking, refill, transfer and speech-confusion families
- Scored on the transcript and the audit record
Console: Test runs · Onboarding → Test-call checklist
Read the calls, not the claims.
Six sample calls show the transcript and what the assistant decided on each one.
See the sample calls