Industry Solution
Dental practice messaging automation: reminders, recall and reviews
The operations side of a dental practice's messaging: nudging quiet inquiries, asking for reviews, and keeping opt-outs honoured.
Free to build and test · 7 days free on yearly
The short answer
This page covers dental operations rather than first replies. On Growth and above, Instant Reply can nudge a quiet inquiry up to three times inside WhatsApp's 24-hour window and send a review request once staff mark a conversation complete. Pro adds Google Calendar booking with a ten-minute reminder. Multi-week recall campaigns are not built in.
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Where to focus in the interactive demo
Creating a no-reply follow-up rule
Marking a conversation complete to send a review request
Opt-out handling
Key facts
- Nudges: up to 3, spaced 1 to 23 hours, inside the 24-hour window.
- Review requests: sent after staff mark the conversation complete.
- STOP and similar opt-out words are detected and honoured, including in queued follow-ups.
How a conversation runs
- 1
Create the rule
In the Automations Hub, add a no-reply follow-up on Growth or above. It is off until you do.
- 2
Set delay and nudges
Pick the first delay (30 minutes to 24 hours in the interface), up to three nudges, 3 to 12 hours apart.
- 3
Replies and opt-outs stop it
A customer reply, a confirmed booking, a human handoff or a STOP message ends the sequence.
- 4
Close the loop
Mark the conversation complete and the review request goes out after your chosen delay, if the last customer message is under 24 hours old.
Which plan you need for this
Plan requirements checked against the product code. Meta's own WhatsApp fees are billed to your Meta account and are not in these prices. See pricing for limits.
| Capability | Starter$59/mo | Growth$129/mo | Pro$349/mo |
|---|---|---|---|
| WhatsApp (official Meta API)Growth and above. Meta's own message fees are billed to your Meta account. | Not included | Included | Included |
| No-reply follow-upsUp to 3 nudges, each 1 to 23 hours apart, and only inside the 24-hour reply window. Off until you create the rule. | Not included | Included | Included |
| Review requestsSent after your team marks a conversation complete, if the customer's last message is under 24 hours old. | Not included | Included | Included |
| Calendar bookingGoogle Calendar: checks real free slots and books. Calendly: shares your link. | Not included | Not included | Included |
| Human handoff and ticketsUncertain or flagged conversations go to a person. | Included | Included | Included |
Break-even check
Not a forecast. This only divides the Growth plan price by what one customer is worth to you. Change the numbers to your own.
Common pain points
- Inquiries that asked about pricing go silent after the first reply.
- Nobody owns the review request after a visit.
- Patients who write STOP must not be messaged again.
What the product helps with
- A follow-up rule that nudges quiet inquiries without staff effort.
- Review requests tied to the moment staff close the conversation.
- Opt-outs recorded at phone-number level for WhatsApp follow-ups.
Questions from dental practices
Can a dental practice automate follow-ups over WhatsApp?
Yes, on Growth and above. A no-reply rule nudges up to three times, each 1 to 23 hours apart, only while the patient's last message is under 24 hours old. Outside that window WhatsApp requires an approved template, which this rule does not send.
How do review requests work?
When staff mark a conversation complete or resolved, a review request is scheduled with the delay you chose (1, 4 or 24 hours). It is skipped if the patient has been silent for more than 24 hours or the sentiment was negative.
What happens when a patient replies STOP?
The opt-out is detected, recorded against the phone number, and queued WhatsApp follow-ups to that number are skipped.
Does it send appointment reminders?
With Google Calendar on Pro, bookings made through the AI get one reminder DM ten minutes before. There is no 24-hour or 72-hour reminder sequence.
Is patient data handled as PHI?
Do not use the inbox as a clinical record or assume a HIPAA/PHI environment. Keep medical details out of automated replies and confirm your obligations with your own counsel.
When to skip us
If you need weeks-long recall campaigns or automated appointment reminders from your practice software, this is not that. Those need approved WhatsApp templates sent as campaigns, and do not connect to dental scheduling systems.
What it does not do
- No recall campaign sequence over weeks from patient records.
- No integration with dental practice-management systems.
- Not a HIPAA/PHI environment. Keep clinical details out of messages.
Further reading
- Smart follow-ups. How no-reply nudges are timed and stopped.
- How to set up smart follow-ups. Step-by-step rule setup.
- Review automation. When review requests send.
- Dental clinics: new-patient inquiries. The first-reply and consultation side.
Related solutions
See it in context
Open the interactive demo, compare plans, or talk to the team.