Client-Ready Sales Asset
AI Automation Demo for Dental Practices
What was built, how it works, what it costs, and how to sell it. One page — everything your client needs to understand the value.

What Was Built

The Bright Smile Dental Demo

A live AI receptionist on a dental practice website that handles appointment bookings, insurance FAQ, service questions, and contact collection — with a full back-end workflow that captures every lead, logs it to CRM, and triggers a follow-up email automatically.

Demo URL: Live chat widget — try it now · Workflow dashboard →

Stack

No-Code Tools — Fast to Build, Easy to Explain

CLOAK AI Chatbot

$297 – $497 / mo

AI receptionist — handles booking, FAQ, contact capture, intent detection, and response generation. 24/7, never misses a lead.

GoHighLevel (CRM)

$49 – $79 / mo

Pipeline management, contact database, lead scoring, and automation triggers. No technical knowledge needed.

Zapier / Make

$20 – $49 / mo

Connects chatbot → CRM → email. When a lead is captured, Zapier creates the CRM entry and triggers the email sequence.

Resend (Email)

$20 / mo

Transactional and marketing emails. Follow-up emails to new leads are fully automated once the trigger fires.

Twilio

$25 – $50 / mo

Phone number + SMS. Enables missed call handling — voicemail AI that transcribes and responds to unanswered calls.

Custom Widget (Embed)

Built into CLOAK

Chat widget embedded directly on the dental practice website. No redirects, no third-party popups. Clean UX.


Process

The Automated Lead Workflow

1

Patient visits the website

AI chatbot widget opens automatically or on click. Greets the visitor and asks how it can help.

2

Patient asks a question or requests to book

AI detects intent (booking, insurance, services, hours) and responds in real time with accurate practice info.

3

AI captures contact info

For bookings: asks name and phone. Data is captured without requiring a form. Lead is created immediately.

4

Lead enters CRM automatically

Zapier receives the webhook, creates the contact in GoHighLevel with name, phone, intent, and source pre-filled.

5

Follow-up email fires within 2 minutes

Automated email confirms receipt, offers next steps, and includes a direct booking link. Personal and professional.

6

Staff is notified — one tap to call back

Slack/email notification with lead details. Staff calls back while the lead is still warm. Appointment conversion jumps.


Return on Investment

Why This Pays for Itself

Estimated Impact

40%
Reduction in front desk call volume
2–3
More appointments per week recovered from missed calls
$180K+
Avg annual revenue recovered (1 appt/day × $500 avg × 365)

* Estimates based on similar dental practice implementations. Actual results vary based on call volume and patient conversion rates.


Investment

What the Client Pays

CLOAK AI Chatbot$297 – $497 / mo
GoHighLevel CRM (optional, recommended)$49 – $79 / mo
Zapier / Make automations$20 – $49 / mo
Resend email$20 / mo
Twilio phone/SMS (optional)$25 – $50 / mo
Total Monthly Investment $411 – $695 / mo

Setup fee: $1,500 – $3,000 (one-time, includes widget integration, workflow setup, and 30-day support)

Ready to close this client?

Book the call, walk them through the demo, and close at $2K/mo.

Open the Demo →