Set up once. Approve as you go.

Avery AI knows your services, providers, hours, and booking rules from a guided setup. On calls she triages, books, and takes messages. Anything outside her rules waits for your approval.

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   Step 1: Connect practice

   Start with your practice details. If you want Avery AI to book straight into your schedule, connect your practice software too. It is optional: Avery AI also works with no practice software at all.

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   Step 2: Build practice brain

   A guided setup builds the practice brain: your services, providers, hours, insurance answers, and the tone Avery AI uses on the phone. You review it and correct anything.

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   Step 3: Connect your number

   Decide when Avery AI picks up. Forward calls after hours or on overflow, or let Avery AI answer first.

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   Step 4: Set booking rules

   Set the appointment types Avery AI can book, which providers take them, your blockouts, and what needs approval. Anything outside the rules waits for your team to approve.

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   Step 5: Meet Avery

   Rehearse with Avery AI by chat, or place a test call. Hear how she triages, books, and takes messages for your practice before anything goes live.

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   Step 6: Review calls

   Every call lands in one console with its recording, transcript, and summary. Your team reviews calls and runs QA there.

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   Step 7: Go live

   Start with after-hours calls, then widen to full coverage when you are ready.