DocsHow Calls Work

How AI Calls Work

A complete walkthrough of the AI recall call — from the first ring to appointment confirmation.

The call flow at a glance

When you launch a campaign, SightSync contacts each eligible patient in sequence during your configured calling hours (default 9am–6pm, Monday–Friday). Here's what happens from start to finish:

1
Call placedAI calls the patient from your practice's registered number.
2
Pickup detectedThe system distinguishes a human answer from voicemail.
3
Opening disclosureAI immediately identifies itself as automated — required by law.
4
Clinical messageScript tailored to the patient's risk category (diabetic, glaucoma, etc.).
5
Patient respondsPatients speak naturally. The AI listens and responds conversationally.
6
Booking or wrap-upIf the patient wants to book, the AI checks availability and confirms live.
7
Booking confirmationSMS confirmation sent with appointment details, calendar link, and opt-out link.
8
Calendar updatedBooking added to your Google or Microsoft Calendar (if connected).
9
WhatsApp/email fallbackIf call unanswered or voicemail — WhatsApp message and email sent automatically.
10
Confirmation call24–48h before appointment, AI calls the patient to confirm attendance.

Call scripts & tone

Every call uses a GOC-aligned script matched to the patient's clinical risk category. Scripts are written to be warm, brief, and purposeful — never high-pressure. The AI identifies itself as automated in the very first sentence, which is a legal requirement under PECR.

Here's a representative example of what a diabetic patient might hear:

Example call · High-Risk (Diabetic)

AI
Hello, may I speak with James please? … Hi James, this is an automated recall message from Midland Optical. I'm calling because you're overdue for a diabetic eye examination — it's been over a year since your last visit, and as a diabetic patient your optometrist recommends an annual check. Would you like to book an appointment?

Opens with identity disclosure and clinical reason in the first sentence

P
Yes, that sounds fine. What times do you have?
AI
Let me check availability for you… We have openings this Thursday afternoon, or Tuesday morning next week. Which would work better for you?
P
Thursday afternoon works.
AI
Perfect — I've booked you in for Thursday 14th at 2:30pm with Mr Patel. You'll receive a text confirmation shortly. Is there anything else I can help with?

Booking confirmed live during the call

The script adapts based on what the patient says. If they ask a question the AI can't answer (such as a detailed clinical query), it offers to have a member of your team call them back.

Risk-specific scripts: Each clinical group — diabetic, glaucoma suspect, myopia child, contact lens, other clinical, and standard — has its own script with the appropriate clinical reason for the recall. Practice and Group plan subscribers can customise the script intro for each group from within the dashboard.

Call outcomes

Every call ends in one of the following outcomes, visible in your Live Feed and patient history:

Booked

Patient agreed to and confirmed an appointment during the call. SMS confirmation sent.

Answered

Patient spoke with the AI but did not book. No further calls attempted.

Voicemail

Call went to voicemail. A natural voicemail message was left. Retry scheduled.

No Answer

Phone rang but was not picked up. Retry scheduled.

Opted Out

Patient pressed 0 or said they didn't want to be called. Permanently excluded from future campaigns.

Failed

Call could not be completed (e.g. invalid number). No retry.

Voicemail, missed calls & 3-channel fallback

If a patient doesn't answer, the AI leaves a short, natural voicemail message identifying itself and the reason for the call, with a callback number and opt-out link.

Automatic fallback — WhatsApp & email: When a call goes unanswered or to voicemail, SightSync automatically sends follow-up messages through two additional channels:

1
AI Phone CallPrimary contact. The AI calls the patient and, if answered, books live during the conversation.
2
WhatsApp MessageSent automatically if the call is unanswered or goes to voicemail. Includes a one-click booking link. Sent if WhatsApp is enabled for your practice.
3
EmailFinal fallback. A branded recall message with a personal booking link. Sent if email recall is enabled for your practice.

Retry schedule: Each patient receives up to 3 call attempts over a 48-hour window:

AttemptDelayCondition
1st (initial)At launchDuring calling hours
2nd retry4–5 hours after 1stIf no answer or voicemail
3rd retry24 hours after 2ndIf no answer or voicemail

Retry timing includes a small random spread to prevent all patients being called at exactly the same minute after an initial batch. Calls never go out outside your configured calling hours, regardless of when a retry falls due.

Appointment confirmation calls

Once a patient books an appointment, SightSync doesn't stop there. 24–48 hours before the appointment, an automated confirmation call goes out.

During the confirmation call, the patient can:

Confirm

Patient confirms attendance. Attendance status updated in your dashboard.

Cancel

Patient cancels. The appointment slot is freed automatically. Your practice is notified.

Reschedule

Patient wants a different time. An SMS with a personal rescheduling link is sent — patient picks a new slot from your available diary.

Confirmation calls run daily at 10am and target appointments in the next 24–48 hours. They use the same conversational AI as recall calls — patients who have already spoken with the system will recognise the same voice and tone.

No-show reduction: Practices using confirmation reminders typically see a meaningful reduction in appointment no-shows, which at typical appointment values can pay for the subscription cost each month.

Live campaign monitoring

The Live Feed page shows all call activity in real time — no refreshing needed. As soon as a call connects, is answered, or results in a booking, the status updates instantly.

Each row in the live feed shows:

  • Patient name and risk category
  • Current call status (with a pulsing animation for in-progress calls)
  • Call duration
  • Time of call

Clicking any row opens the full call detail — including the call recording (where available), full transcript, and any AI summary of the outcome.

When you launch a campaign, a Campaign Progress widget appears at the top of the Calls page showing live counts for Queued, Calling, Answered, Booked, Voicemail, and No Answer — updating in real time as calls are processed.

Call recordings & transcripts

Every completed call is recorded and a full transcript is generated automatically. Both are available from the patient's profile within minutes of the call ending.

Transcripts are displayed as a conversation view — you can see exactly what the AI said and how the patient responded, turn by turn.

AI summaries are generated for each call: a one-line plain-English description of the outcome (e.g. "Patient agreed to book but asked to be called back during lunch hours").

Call recordings are retained for 12 months from the call date, then permanently deleted — regardless of subscription status. Transcripts are retained for 2 years for GOC audit purposes.