- Sales introduces your dedicated implementation lead who stays with you through launch.
- Kickoff call covers timelines, stakeholders, success metrics, and practice priorities.
- You receive portal access and early orientation materials for key staff.
- We begin secure access planning for any scheduling or PMS connection work.
Onboarding
A calm path from demo to day one
Switching to AI agents should not disrupt the front desk. Our onboarding playbook is built for dental practices — clear owners, short feedback loops, and support that stays close through go-live.
Implementation timeline
From kickoff to post-launch coaching
Expand each phase to see what happens, who is involved, and what “done” looks like before you move on.
Built for real dental teams
Whether you are a single office or a growing group, onboarding stays practical — not a multi-month software project.
Designed for every role
Front desk, clinical, and admin tracks so people learn only what they need to run the day.
Patient experience first
Call handling, booking, and recalls are validated before patients ever hear a change on the line.
Support that stays close
Launch-week coverage plus ongoing help so your team never feels alone after the cutover.
FAQ
Onboarding questions
What practices ask most often before they switch.
Most single-location practices go live within 48 hours to two weeks depending on connector readiness and staff availability. Multi-location rollouts can run in parallel or phased waves — we recommend a timeline during kickoff.
No. We validate in a sandbox first, then cut over during a planned window. Your existing phone and scheduling workflows continue until you approve the live switch.
Plan on a weekly 45–60 minute project call for your operations lead, plus short role-based training sessions. Most staff complete on-demand lessons in under two hours before live practice calls.
Your implementation lead shares milestone status, open risks, and next actions on each project call. Delayed items are flagged early so owners can unblock them before go-live.
More questions? Contact us at info@aisolutioncompany.com
Want a walkthrough of the onboarding plan?
Book a demo and we will map your practice’s timeline, connectors, and training plan together.