For clinics and dental practices
Fewer calls to move an appointment.
Patients reschedule in your portal with a confirm step, and get answers about hours, services and aftercare from your own pages.
Answers only from your own pages. Not medical advice.

Set up · in the admin
- Add your clinic pages
- Add rescheduling
- Set your welcome note
In action · in your patient portal
- Patient asks
- Finds open slots
- Confirms the change
- Moved
Set up in the admin, then watch it in the Brightsmile patient portal. Select a chapter to jump.
How it works
Rescheduling in your portal in four steps.
The same steps the demo shows. Select one to jump the clip to it.
- Set up
Add your clinic pages
Documents → Add from sitemapImport services, hours, insurance and aftercare pages. They reach Ready in seconds.
- Set up
Add rescheduling
Tools → Add toolRegister reschedule_appointment with Require confirmation: Always.
- Set up
Set your welcome note
Assistant → Welcome messageSay it doesn't give medical advice, and give your phone number for anything urgent.
- In action
Patients reschedule in the portal
Your patient portalIt finds the appointment, offers open slots and moves it after the patient confirms.
Use cases
Less time on the phone.
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Reschedule or cancel
Through your booking system, with the patient's own portal session and a confirm step.
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Clinic info from your pages
Hours, services, insurance accepted and aftercare.
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Your disclaimer and phone line
Set in your welcome message, shown before the first question.
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Answers in their language
Patients can ask in their own language.
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Passes it to the front desk
A Zendesk ticket with the summary when a person should reply.
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See what patients ask
Questions your pages don't cover show up under Unanswered.
Products it uses
One assistant, the agents you need.
All agents share one admin and one widget.
Integrations
Works with your front desk tools.
- Zendesk Works with
- Freshdesk Works with
- Google Sheets Works with
- Your booking system Connect with AgentActions
Connect your own system with AgentActions: your developer adds one handler, and it runs in the patient's portal session.
Request an integrationTrust and guardrails
Careful with your patients.
- Answers only from your content It answers from the pages and files you add, and says when it doesn't know instead of guessing.
- Nothing changes without a yes Actions that change something show a confirm card first, and run only after the person taps Confirm.
- Hands off to a person When your team should answer, it offers a Zendesk ticket with the summary. It is a ticket, not a live chat.
- Kept separate per account Content and conversations are isolated per account. The widget runs in a sandboxed iframe, only on your allowed domains.
- Who processes messages Anthropic, our AI provider, processes visitor messages, the relevant passages and tool results to write each answer. Conversations are stored with your account.
What it won't do
- Give medical advice, diagnose or triage
- Guess when your pages don't cover it
- Move an appointment without the patient's confirmation
- Handle emergencies. Your welcome message points to your phone line
Need a data processing agreement or a security questionnaire? DPA on request.
FAQ
Questions about AgentMySite for clinics and dental practices.
Can't find it? Ask the assistant on this page, it runs on AgentMySite.
Does it give medical advice?
No. It answers only from your published pages, says when it doesn't know, and offers to pass the question to your front desk. Your welcome message can point to your phone line for anything urgent. Welcome message
Which booking systems does it work with?
Any system your developer can call from your patient portal. They register the reschedule action and one handler, and it runs with the patient's own session. AgentActions
What patient data is stored?
The conversation and any tool results, linked to a random visitor ID. Anthropic, our AI provider, processes the messages to write answers. Keep clinical records out of the chat. Security model
Does it answer in other languages?
Yes. Patients can ask in their own language, and the assistant replies in that language from your content.
What counts as a credit?
Every reply is 1 credit, and each lookup or reschedule adds 1 more. Credits and billing
Pay per reply, not per person.
Every reply is 1 credit. Each lookup or reschedule adds 1 more.
Start on Free with your pages. Add rescheduling on Starter.
- Actions from Starter
- Free plan to start
Give your front desk its mornings back.
Start free, or try the live demo on your own site first. No credit card.
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