AI workflows
Put agents on the routine.
Inquiry to follow-up, order to fulfilment, booking to reminder. Built as workflows, with agents on the routine steps and your team approving what matters.
AI workflowsSolutions · Dental and orthodontics
Recall, reactivation, reviews and new-patient campaigns that run across offices, approved by the practice and recorded with every result.
Pilot Client work in progress; confirmed per practice
The problem
A practice runs on its practice-management system, and that system is closed. The schedule, the recall list and the treatment plans live there; the website, the review requests and the marketing emails live everywhere else, and the front desk connects them by hand.
A multi-office group multiplies the problem. Each office has its own campaigns, its own phone script and its own idea of who approved what. Reactivating lapsed patients, the most valuable list in the practice, waits for a quiet afternoon that never comes.
What Steepworks builds
We build the operations layer around the practice-management system rather than replacing it. Campaigns, recall sequences, review requests and new-patient intake run as workflows across every office, drafted by agents and approved by the practice administrator before anything reaches a patient.
Every send, approval and result is recorded with who approved it. Patient data stays in the practice's own systems under the practice's authority. We agree the data boundary, consent and retention for each practice before work begins.
Plan a practice workflowAI workflows
Inquiry to follow-up, order to fulfilment, booking to reminder. Built as workflows, with agents on the routine steps and your team approving what matters.
AI workflowsMarketing
Campaigns and follow-up built on real customer history, with agents drafting and your team approving before anything is sent.
MarketingCustomer engagement
One record for every customer: what they asked, bought and booked, with support and follow-up that pick up where the last conversation ended.
Customer engagementAnalytics engine
Website analytics and operating records in one place you own, with dashboards for your team and the same data for your agents.
Analytics engineStart with one office and one sequence, usually recall or reactivation, and agree the consent and data boundary.
Agents draft the campaign and the audience. The practice administrator reviews and approves. The sequence runs and records its results.
Add the other offices and the next sequence on the same approval model.
Illustrative scope. We agree the features, integrations and proposal price with you before work begins.
Client work · In progress
Campaign drafting, approval and publication across offices, acted on by the practice administrator with every action recorded.
Our own products and client work in progress. Project examples describe our work, not measured business results.
We do it for you. Our team and agents lead and implement your website or application, with a scope and build price you agree.
We do it with you and your agents. Our team contributes to the build alongside yours, with clear responsibilities and a price for our part of the work.
Co-Build is a shared engagement with our team. The automated agent request-to-preview integration is planned. Developer & agent guide
Tell us what you need. We’ll agree the scope and proposal price with you.
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