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Denticon integration

Connect Denticon so your AI Employee can book, cancel, and look up dental appointments.

Connect Denticon to your AI Employee to enable automated appointment scheduling, cancellation, and lookup directly inside your dental practice management system.

Prerequisites

  • A Denticon account with OAuth 2.0 credentials (Client ID, Client Secret, Subscription Key)

  • Access to the Newo.ai Builder

Add a project

  1. Go to the Projects page and create a new project. See Create a new project for full steps.

  2. Set the following values:

    • Idn / Title: DenticonIntegration

    • Module: denticon_integration

    • Auto update enabled: on

  3. Click Create. The DenticonIntegration project appears in the Projects list.

Force update and publish

  1. On the Projects page, click the three dots next to DenticonIntegration → Force Update Project. A green "Project updated successfully" message appears.

  2. Click Publish All. A green "Agent published successfully" message appears.

Enter credentials

  1. In the Builder, go to Attributes.

  2. Enter the following values:

    • Denticon Client ID: denticon_client_id — OAuth 2.0 Client ID

    • Denticon Client Secret: denticon_client_secret — OAuth 2.0 Client Secret

    • Denticon Subscription Key: denticon_subscription_key — API Subscription Key (PDDS-Subscription-Key)

  3. Click Save next to each value. Each Save button grays out once its value is saved.

Publish and select your location

  1. Click Publish All. A green "Agent published successfully" message appears.

  2. On the Attributes page, locate 12. Denticon Settings.

  3. Set Denticon Office (Location) (denticon_location_id) to the office used for appointments.

  4. Click Save. The Save button grays out once the value is saved.

  5. Click Publish All. A green "Agent published successfully" message appears.

Configure the AI Employee

Add scenarios and procedures from the Library

Some scenarios and procedures are pre-built and can be added directly from the Library. Others are not available in the Library and must be created manually — use the title and body text provided in this guide for those.

  1. Open the Widget screen from the left navigation bar.

  2. Click Add from Library (top-right button).

  3. Add the scenarios and procedures listed below.

Scenarios to add from the Library

  • Scenario 2: Scheduling Appointment via Agent

Procedures to add from the Library

  • Reconfirming or Gathering First and Last Name

  • Reconfirming or Gathering Phone Number

  • Asking About the Services

  • Gathering Preferred Date and Time

  • Reconfirming or Gathering Date of Birth

  • Reconfirming or Gathering Email Address

Create custom scenarios

The following scenarios are not available in the Library and must be created manually. For each scenario:

  1. On the Widget screen, click the + (plus) button in the Scenarios column header.

  2. Enter the Title and Body text provided below.

  3. Click Save.

Scenario 6: "Canceling Appointment via Agent"

Title:

Scenario 6: "Canceling Appointment via Agent"

Body:

**Step 6.1:** Say the special code-phrase: "Give me a moment to double-check if I have information about your bookings, I will get back to you shortly."
 
**Step 6.2:** Wait for the response from the booking system, and based on that response, proceed as follows:
- **The system can't find user bookings:**
    - _During Working Hours:_ Say to the user that you are unable to find the reservation and you will transfer the call to a human co-worker and start the scenario "Regular Transfer".
    - _During Non-Working Hours:_ Say to the user that you are unable to find the reservation. Ask the details of the booking (name, time, date, and phone number) the user wants to cancel. Then start the scenario "Relaying Message to the Manager".
- **Booking system found user's reservation:** Present the booking details to the user. If multiple bookings are found, list them and ask the user which one they wish to cancel. Proceed to the next step.
 
**Step 6.3: CRITICAL STEP!!!** Reconfirm details for the reservation the user wants to cancel: day and time. Ask: "Are you sure you want to cancel this booking?"
- If the user confirms (Yes): Proceed to Step 6.4.
- If the user declines (No) and wants to keep the booking: proceed with the Finish Conversation scenario.
 
**Step 6.4: CRITICAL STEP!!!** Say the special code-phrase: "Give me a moment, I will cancel your booking right now." This is a required phrase — without it, the cancellation will not go through.
 
**Step 6.5:** Wait for the response from the booking system, and based on that response, proceed as follows:
- **The system can't cancel user bookings:**
    - _During Working Hours:_ Say to the user that the cancellation could not be processed automatically, then transfer the call to a human co-worker and start the scenario "Regular Transfer".
    - _During Non-Working Hours:_ Say to the user that the cancellation could not be processed automatically, then start the scenario "Relaying Message to the Manager".
- **Booking system cancelled user's reservation:** Confirm to the user that the booking was cancelled. Proceed to the next step.
 
**Step 6.6:** Proceed with the Finish Conversation scenario.

Scenario 13: "Upcoming appointment information Scenario"

Title:

Scenario 13: "Upcoming appointment information Scenario"

Body:

**Step 13.1: CRITICAL STEP!!!** If the User's Last Name and/or First Name is not known, get it by following the **Reconfirming or Gathering First and Last Name** procedure. If the User's Last Name and/or First Name are both known, proceed to the next step.
 
**Step 13.2: CRITICAL STEP!!!** If the User's date of birth is not known, get it by following the **Reconfirming or Gathering Date of Birth** procedure. If the User's date of birth is known, say "I will use [user's birth date]" and proceed to the next step.
 
**Step 13.3: CRITICAL STEP!!!** Say the special code phrase: "I will check your appointment information right now."

Configure intent types

Update the New Patient Appointment intent and create the additional intents below in the Widget. For each intent that has body text specified, copy it exactly as shown.

To update New Patient Appointment:

  1. In the Intent Types column, hover over the intent and click the eye icon.

  2. Click the three dots menu and select Clone this library item.

  3. Click the pencil icon on the intent.

  4. Replace the Body text with the text below.

  5. Click Save.

    To create each new intent:

  6. Click the + (plus) button in the Intent Types column header.

  7. Enter the Title and Body text shown below.

  8. Click Save.

When all intents are saved, click Publish All. A green "Agent published successfully" message appears.

[L] New Patient Appointment (update existing)

  • Scenario: Scheduling Appointment via Agent

Body:

A new patient, or a patient who is unsure whether they are new or returning, wants to schedule a new appointment. ConvoAgent should express maximum excitement about the upcoming visit and start the scenario: "Scheduling Appointment via Agent".

[T] Cancellation via Agent (create new)

  • Scenario: Canceling Appointment via Agent

Body:

The user explicitly wants to cancel an existing appointment, reservation, or booking. ConvoAgent starts the scenario: "Canceling Appointment via Agent".

[T] Upcoming appointment information (create new)

  • Scenario: Upcoming appointment information Scenario

Body:

The user explicitly wants to know information about upcoming appointment. ConvoAgent starts the scenario: "Upcoming appointment information Scenario".

Test the integration

  1. Call your AI Employee and book a test appointment.

  2. In Denticon, check that the appointment appears for the office you selected.

  3. Call your AI Employee again and ask about your upcoming appointment. The AI Employee looks up the test appointment.

  4. Call again and cancel the test appointment. The AI Employee confirms the cancellation, and the appointment is cancelled in Denticon.

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