Sully.ai’s AI Receptionist can instantly automate both inbound and outbound call workflows, using your existing human call scripts, no redesign required. It reads your scripts (Word, PDF, etc.), extracts key logic, and turns them into fully automated phone interactions.

How it works

1. Upload your call scripts: Practices upload their existing scripts (e.g., screenings, care gaps, ER follow-ups, medication refills).

2. Script extraction: Sully.ai scans the document, identifies global instructions, transfer numbers, and protocols, and automatically structures them for agent use.

3. Call setup & testing: You can test calls right away, entering a number and call context (e.g., “cholesterol medication refill”).

4. Live conversation:

   • The AI calls the patient using your script’s logic.

   • It engages naturally, answers questions, handles objections (e.g., cost, side effects), and offers to connect, text, or transfer to the office if needed.

5. Handoff or transfer: When escalation is required (e.g., booking an appointment or connecting to a provider), the AI can automatically transfer the call or send follow-up info via text.

Appointment scheduling

While the AI can discuss appointment-related topics (e.g., medication follow-ups or provider referrals), actual scheduling can either:

• Be fully automated if connected to your scheduling system, or

• Transferred to your front desk via phone or text if your workflow requires human booking.

Audit & configuration

• All extracted call logic, numbers, and actions are logged in Sully.ai for review.

• You can configure transfer targets, custom disclosures, and escalation rules directly in the dashboard.