Everything in one library
Short videos, checklists, and written guides cover agents, scheduling connectors, recall, and intake — searchable when you need a refresher.
Training
Virtual & on-demand training for every role
Learn at your pace with workflow-driven lessons, then reinforce with live sessions tailored to how your practice books, recalls, and handles the phone.
How your team learns
Training is organized around real dental workflows — not generic software tours — so adoption sticks after the first week.
Role-based learning paths
Assign tracks for front desk, practice managers, and admins so each person practices the workflows they own.
Progress you can see
Managers get a simple view of who has completed required lessons before go-live and as you hire new staff.
Live virtual sessions
Trainer-led walkthroughs during onboarding answer questions in real time using your practice’s configuration.
Suggested learning tracks
Start with the track that matches each person’s day-to-day job.
Front desk
Calls, booking & patient updates
- Working with Amy on inbound calls
- Reschedule and cancel flows
- Queue handoffs and notes
Practice manager
Oversight & performance
- Dashboard and call review
- Recall and intake campaigns
- Team training progress
Admin
Setup & connectors
- Practice profile and hours
- Agent configuration
- Scheduling connector health
FAQ
Training questions
Live sessions, progress tracking, and new-hire onboarding.
Yes. Live virtual sessions are part of onboarding, and you can schedule follow-up coaching for new workflows or new hires after go-live.
Practice managers can review completion status for assigned learning paths from the training dashboard in the practice portal.
New users can be added to the same role-based tracks used at go-live — on-demand lessons plus optional live refreshers — so onboarding stays consistent as the team grows.
Absolutely. The library stays open 24/7, and release webinars highlight new agent capabilities and connector updates as they ship.
More questions? Contact us at info@aisolutioncompany.com
Need help getting your team trained?
Talk with us about onboarding, learning paths, and what go-live looks like for your practice.