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An automation system was implemented to process incoming and outgoing calls for a dental clinic. The solution not only records every call but also converts it into structured data for further work with patients and quality control of administrators. The system receives call data from Binotel, performs speech-to-text transcription, analyzes conversations, sends results to Cliniccards CRM, and generates weekly analytics for all interactions.

How the solution works:

1) The system automatically receives data for every incoming and outgoing call from Binotel.
2) Call recordings are automatically converted into text for further analysis.
3) Based on the conversation, the system identifies the main intent:
appointment booking, consultation, rescheduling, interest in specific services, and other details.
4) Data is automatically transferred to Cliniccards CRM:
- If a patient does not exist — a new record is created.
- If the patient already exists — their data is updated.
5) The system evaluates call quality based on predefined criteria:
greeting, clinic introduction, правильні питання, correct closing of the conversation.
6) Weekly reports are generated with key metrics:
number of new patients, most common requests, communication quality, and other KPIs.

Key business benefits:

- Improved call handling quality
No calls are missed or left unanalyzed. Management gains full visibility of staff performance.

- Automatic CRM data population
All call data is automatically saved in patient profiles without manual input.

- Staff performance control
The system evaluates communication quality and helps identify improvement areas.

- Deep call analytics
The clinic receives insights into patient needs, popular services, and new client flow.

- Time savings
No need to manually listen to calls or update CRM — everything is automated.

Conclusion:
Call automation enabled the clinic to combine telephony, AI analysis, and CRM into a single system. The business now has full control over communication, structured data, and actionable analytics for decision-making.

#AI #AIAgent #AIAssistant #OpenAI #GPT #n8n #Makecom #Automation #BusinessAutomation #Binotel #Ringostat #Twillio #CRM #CallAnalysis #SpeechToText #Transcription #DentalClinic #Automation #calltracking
Work details
Budget 1200 USD
Added 29 March
317 views

1 like
Freelancer
Mykyta Lashchonov
Ukraine Lvov  70  2

Available for hire Available for hire
69 Safes completed
On the service 4 years