Audrey is the voice-first AI agent for clinic consult capture.
Audrey answers calls first, then captures forms, email, and Instagram DMs in the same staff-controlled workflow. It qualifies intent, prepares the handoff, and keeps clinical decisions with your team.
Pricing is scoped after workflow review, not from a public price table. Review Audrey pricing and fit.
Hear Audrey answer a live call right now. Call (365) 360-4369 and listen to it handle a sample practice. No signup. No sales pitch. Just listen.
Voice
first channel
4
inquiry sources
0
clinical decisions
Audrey consult console
Voice call active
Patient
I wanted to ask about a rhinoplasty consult.
Audrey
I can help with that. Are you looking for a first consultation or a follow-up?
Patient
First consultation. I would prefer not to wait until next week for a call back.
Audrey captured the request, preferred timing, procedure interest, and follow-up path.
Morning record
Voice-first, not voice-only
Audrey captures the inquiries your team cannot reach in time.
The first leak is usually the phone. The larger product is consult capture across the places patients already ask questions.
Voice-first intake
Calls
Audrey answers after hours, during overflow, or inside configured windows when staff cannot pick up.
Form inquiry capture
Website forms
New requests can be turned into structured consult records instead of scattered inbox notes.
Inquiry follow-up
Approved replies and routing rules help staff respond faster without losing control of the conversation.
Social inquiry routing
Instagram DMs
High-intent DMs can be qualified, routed, or moved into the clinic follow-up workflow.
Why consult capture deserves its own product.
Specialty patients often call after work, after research, and after comparing clinics. The first clinic that answers professionally gets the next conversation.
High intent
The patient already decided the problem matters.
High value
One booked consult can outweigh months of software cost.
High leakage
Voicemail creates a direct opening for the next clinic.
Start with one module. Add the rest when it earns trust.
Audrey starts with the workflow a clinic can evaluate quickly. Then it expands only where the operating leak is clear: new inquiry intake, missed-demand recovery, or staff-facing workflow visibility.
Capture new demand
Audrey Intake
Answers calls, qualifies consultation intent, collects contact details, and prepares a clean request for staff review.
Follow up on missed demand
Audrey Recovery
Supports approved missed-call, voicemail, and stale-inquiry follow-up when the clinic defines the cadence and messages.
Make the workflow visible
Audrey Ops
Creates structured records, routing notes, and performance signals so staff can see what was captured, routed, or deferred.
How buyers should think about it
Buy the first module that fixes a visible leak. Add the next module only after the call quality, handoff quality, and staff review loop are trusted.
The pilot math should be easy to judge.
Audrey does not need to win every call. It only needs to recover a small number of missed consult opportunities for the pilot to make sense.
Plastic surgery pilot lens
If a clinic captures even one additional qualified consultation, the revenue case can become clear quickly.
24
missed calls per month
3
recoverable consults
C$27,000
potential monthly value
This is directional planning math, not a promise. Real value depends on call quality, staff process, schedule availability, and clinic economics.
A call flow built for real clinics.
The first version does not need to be perfect integration theater. It needs to answer, qualify, route, and reduce the morning backlog.
Answers the call
Audrey picks up after hours, on overflow, or during configured windows, with approved fallback paths for exceptions.
Qualifies intent
Procedure interest, urgency, location, preferred time, referral source, and contact details.
Books or captures
If scheduling access is available, Audrey can book. If not, Audrey captures a clean consult request for staff.
Hands off cleanly
Your team gets a structured record with call notes, patient intent, and next action.
Choose the first market wedge.
Audrey is not trying to be the biggest generic AI receptionist. The first wedge is the specialty workflow where a missed call, slow reply, or unclear handoff has real economic weight.
Canada
Strongest wedge
Canada-first specialty clinic rollout with PHIPA and PIPEDA-aware workflow planning.
Where Audrey should compete
Specialty clinics that need practical AI automation without a PMS migration.
Packaged by market. Built as one product.
Audrey Dental, Audrey Plastic Surgery, and Audrey Med Spa are market packaging paths around the same core product. The configuration changes by workflow, but the product architecture stays consistent.
Audrey Dental
Dental and dental specialty inquiry capture, including practice-approved FAQ and staff handoff rules.
Audrey Plastic Surgery
Aesthetic consult capture for high-intent callers comparing procedures, timing, and next steps.
Audrey Med Spa
Treatment inquiry capture with approved operational answers and clean routing to the clinic team.
Answering service
Good for basic coverage and message taking.
Human phone coverage
Audrey gives clinics a structured consult record, qualification logic, and a workflow that can expand beyond phone calls.
Generic voice agent
Good for fast experiments with simple call handling.
Phone AI
Audrey starts with specialty clinic scripts, clinical boundaries, and staff-ready handoff quality.
Website chatbot
Good for visitors already on the site.
Web inquiry capture
Audrey is voice-first, then connects forms, email, and DMs to the same consult capture workflow.
CRM workflow
Good after the inquiry is already captured.
Staff task routing
Audrey helps create the record before it reaches the CRM, including missed calls and after-hours demand.
Full system project
Useful when the clinic already knows the workflow is worth integrating.
Deep integration
Audrey can start with phone and handoff first, then add deeper access only after the pilot proves value.
Trust is an implementation detail.
Clinics do not need vague AI promises. They need clear boundaries, a practical deployment path, and a workflow their staff can trust on Monday morning.
Privacy-aware implementation
Audrey is planned around minimum necessary data, staff review, and PHIPA and PIPEDA-aware workflows for Canadian clinics.
No clinical decisions
Audrey does not diagnose, assess candidacy, or make clinical recommendations. It routes those moments to the clinic team.
PMS-flexible first release
Audrey can start as a phone and handoff layer while live schedule access, data export, or writeback are validated.
Where your data is stored
Patient call data that Attainment stores at rest is kept in-country, on the local regions of Microsoft Azure and Amazon Web Services. We currently support in-country storage in the markets listed below.
Canada
Stored on Canadian regions of Azure and AWS
United States
Stored on US regions of Azure and AWS
United Kingdom
Stored on UK regions of Azure and AWS
Australia
Stored on Australian regions of Azure and AWS
New Zealand
Stored on New Zealand regions of Azure and AWS
The first pilot should be deliberately narrow.
Audrey should earn trust in one operational workflow before expanding into deeper scheduling, email intake, referrals, or charting support.
Best first use case
After-hours consultation capture, with a clean morning handoff and staff-controlled follow-up.
Call design
01We define the after-hours script, qualification questions, escalation rules, and staff handoff format.
Voice build
02Audrey is configured for the clinic's tone, specialty, intake rules, and common patient questions.
Clinic workflow
03The pilot starts with phone capture and staff handoff, then adds schedule access when the system path is clear.
Weekly tuning
04Calls are reviewed, scripts are tightened, and the workflow is adjusted around real patient behavior.
Questions buyers ask before the first call.
The short version: Audrey can start without a PMS migration, staff stay in control, and clinical boundaries are explicit.
What does Audrey do first?
The first pilot usually starts with the Intake module for after-hours and overflow calls. Audrey answers, qualifies the caller, captures the consultation request, and sends staff a clean record.
Is Audrey only a voice agent?
No. Audrey is voice-first because missed calls are often the clearest consult leak, but it can also capture website forms, email inquiries, Instagram DMs, and approved follow-up paths as the workflow expands.
Does Audrey need to connect to the clinic PMS?
No. Audrey can start as a phone and handoff layer. Live availability, booking, and writeback can be added when the clinic system and access method are validated.
Can Audrey handle clinical questions?
Audrey can answer approved operational questions and route clinical moments to staff. It does not diagnose, assess candidacy, or make clinical recommendations.
Who is Audrey best for?
Audrey is best for clinics where missed calls, slow follow-up, and unclear handoffs create consult leakage. It can be packaged for dental, plastic surgery, med spa, and other specialty clinic workflows.
Where is our patient data stored?
Patient call data that Attainment stores at rest is kept in your clinic's country, on the local regions of Microsoft Azure and Amazon Web Services. We support in-country storage for Canada, the United States, the United Kingdom, Australia, and New Zealand.
Start with the workflow your team can judge in the first month.
Test the voice, the intake logic, and the handoff quality. Then decide whether the first pilot should focus on Intake, Recovery, Ops, or a narrower clinic-specific workflow.