Dr. Cleo, the dental receptionist
Dental

Meet Dr. Cleo, your dental receptionist.

Dr. Cleo answers the number you forward, takes the caller's name, number and what they need — in the words a dental practice actually uses — and writes one sentence on the record. From $49 a month, on the full EngageSuite360 CRM shaped for dental.

How Dr. Cleo answers
Dr. Cleo saysThanks for calling your business, this is Dr. Cleo. I'll take your name, number and a note for the team.

Then Dr. Cleo listens. Short sentences, one question at a time, the number read back once, and what happens next: you call back.

What callers usually need

Dr. Cleo sorts every call into the words your trade uses

That word is in the sentence Dr. Cleo writes, so your callback list reads like a dental desk, not a voicemail box.

Why every call matters in dental

The call you miss is the one that goes elsewhere

A new-patient call that hits voicemail during a procedure is a patient who books with the office that picked up. Dr. Cleo answers that call, every time, and you decide what happens next.

By the numbers: A February 2026 analysis of 4,280 calls across 26 dental practices found 38% of inbound calls went unanswered (vendor call data from Peerlogic, a dental phone-software company). Source: Peerlogic (dental phone vendor; own call data), 2026.

The CRM, in dental words

Callers become patients, and work becomes treatment plans

Every plan includes the EngageSuite360 CRM, set up for dental from the first login. Dr. Cleo writes each call onto the right record in those words.

Treatment Plans stages

New Patient Inquiry → Insurance Verified → Consultation Scheduled → Treatment Planned → Treatment In Progress → Follow-Up

Dental records

  • Appointments — scheduled patient visits
  • Recalls — patients due for preventive care

On every patient: Insurance Provider, Last Cleaning, Preferred Hygienist, Next X-Ray Due.

The record

What is on the CRM after a call

One sentence, on the contactJeff called from (727) 555-1212 — new patient, wants a call back this afternoon.

The caller becomes a contact, the company is matched from the number, and the sentence is emailed to you. No recording, no transcript on the Starter plans — that is the AI Front Desk plan, one rung up, same number, same CRM.

Pricing

How much is an AI receptionist for a dental business?

From $49 a month. There are three Starter sizes — $49, $149 and $299 a month — and the only thing that changes between them is how many inbound minutes are included; the smallest is 250. Every one of them answers each call, takes the name, the number and what the caller needs, writes one sentence on the record and emails it to you, on the full EngageSuite360 CRM. If you need the calls heard, texted and booked too, the AI Front Desk plans start at $397 a month with unlimited inbound minutes. Annual billing is two months free, and the 7-day trial takes real calls and charges nothing until day 8.

More from Dr. Cleo

The guides, and the CRM Dr. Cleo writes into

Dr. Cleo's dental guides

How a dental practice handle calls, follow-up and the work behind them — written by Dr. Cleo on AgentWorks Studio.

Read Dr. Cleo's dental hub →

The CRM Dr. Cleo writes into

EngageSuite360 arrives shaped for dental: the pipeline, the fields and the vocabulary. Free to start; Dr. Cleo writes every call into it.

Free CRM for dental →

Questions

About Dr. Cleo

How much is an AI receptionist for a dental business?

From $49 a month. There are three Starter sizes — $49, $149 and $299 a month — and the only thing that changes between them is how many inbound minutes are included; the smallest is 250. Every one of them answers each call, takes the name, the number and what the caller needs, writes one sentence on the record and emails it to you, on the full EngageSuite360 CRM. If you need the calls heard, texted and booked too, the AI Front Desk plans start at $397 a month with unlimited inbound minutes. Annual billing is two months free, and the 7-day trial takes real calls and charges nothing until day 8.

What does Dr. Cleo say when answering?

"Thanks for calling your business, this is Dr. Cleo. I'll take your name, number and a note for the team." Then Dr. Cleo listens, takes the name, the callback number and what they need, reads the number back once, and says you will call back.

What does Dr. Cleo never do?

Dr. Cleo never quotes a price or a range, confirms an appointment time, sends a text or an email, transfers the call, or pitches anything. On the Starter plans it is one logged sentence and you call back; the AI Front Desk plans add transcripts, texting and booking.

What lands in my CRM after a dental call?

A contact (or the one you have), the company when the number matches, and one line on the record that names what they needed — new patient, emergency pain, routine cleaning, cosmetic consult, insurance question. The same line is emailed to you.

What does the CRM call my patients?

Patients, with treatment plans moving through New Patient Inquiry, Insurance Verified, Consultation Scheduled, Treatment Planned, Treatment In Progress, Follow-Up. The EngageSuite360 CRM in every plan is set up for dental, with appointments and recalls as records of their own.

Why does a missed call cost a dental business so much?

A new-patient call that hits voicemail during a procedure is a patient who books with the office that picked up. Dr. Cleo answers every call you forward, so that caller reaches someone.

Other receptionists

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