Cajoon · Practice Automation

Run your practice
while you sleep.

Recall pipelines that work the queue without anyone touching it. An AI assistant that picks up calls when the office is closed. Automation rules that fire the moment a patient checks out, books, or no-shows.

Recall Pipeline AI After-Hours Booking Workflow Triggers Pre-Built Playbooks
Live Call
01:23
SM
Sarah Mitchell
+1 (407) 555·2391
Live Transcript
AI
Thanks for calling Sunshine Dental. I'm the after-hours assistant. How can I help?
SM
I need to book a cleaning.
AI
Got it. New patient or existing?
SM
Scroll
Three Layers of Automation

What your practice stops doing by hand

Recall, after-hours coverage, and the small operational things that happen between every appointment.

Recall Pipeline

Every overdue patient flows through stages automatically. No spreadsheets, no manual flagging, no patients lost between visits.

  • Auto-detection of overdue patients
  • Stage-based pipeline view of the whole queue
  • Sequence runs on its own across SMS and email

AI After-Hours Booking

An AI assistant picks up calls and messages when the office is closed. It books appointments, takes information, and hands off to your team in the morning.

  • Voice and chat AI for after-hours coverage
  • Books straight to your calendar
  • Full transcript saved to the patient record

Workflow Triggers

Patient checks out, books online, signs a treatment plan, or no-shows? Cajoon fires the right follow-up at the right time, without anyone remembering to.

  • Trigger-action rules for every patient event
  • Multi-step sequences across SMS, email, and tasks
  • Editable, pausable, customizable per scenario
Recall Pipeline

The whole queue, on one screen.

Cajoon turns recall into a visible pipeline. Every overdue patient lands in Due Soon, moves to Sequenced when their re-engagement starts, jumps to Engaged when they respond, and lands in Booked when they're back on the schedule. You can see exactly where the work is at any moment.

Recall is just one pipeline. Every patient and prospect lives in Cajoon's full CRM, where each opportunity moves through stages your practice defines. Build your own pipelines for implant consults, membership plans, or new patient follow-up, and the same automation works every column.

Auto-detection Custom pipelines Stage-based view No spreadsheets Real-time updates
Recall Pipeline
Hygiene patients overdue
Today
Due Soon
47
Sarah Mitchell
7 mo overdue
James Liu
9 mo overdue
Maria Kim
6 mo overdue
+44 more
Sequenced
35
Aisha Reyes
Day 2 of 7
Tom Park
Day 4 of 7
Elena Voss
Day 1 of 7
+32 more
Engaged
12
Marcus Bell
Replied yesterday
Priya Shah
Asking about insurance
+10 more
Booked
18
David Brooks
Wed 10am
Lila Chen
Fri 2pm
Aisha Reyes
Mon 9am
+15 more
After-Hours Call
02:14
JL
James Liu
+1 (407) 555·8123
Transcript
AI
Thanks for calling. We're closed right now, but I can book you. What works best?
JL
Sometime next week, morning if possible.
AI
I have Tuesday at 9am or Thursday at 10:30am. Which works?
JL
Tuesday 9am works.
AI
Booked. You'll get a confirmation text in a moment.
AI After-Hours Booking

The office stays open when you can't.

Cajoon's AI assistant picks up calls and chat messages when your front desk isn't there. It greets the patient in your practice's voice, qualifies them as new or existing, checks your real calendar, and books them in. By morning, the appointment is on your schedule and the transcript is saved to the patient's record.

Voice AI for calls Chat AI for web Reads your real calendar Books or routes
Coverage
24/7
Handoff
Always
Workflow Triggers

When this happens, do that.

Set up rules once. Every time the trigger fires, Cajoon runs the action automatically. No staff intervention, no missed follow-ups. Triggers also reach beyond Cajoon: webhooks and a public API let practices that connect other systems fire the same rules from anywhere.

When
Patient books online
Then
Send intake form + confirmation SMS
When
No-show happens
Then
Trigger no-show recovery sequence + rebook offer
When
Treatment plan signed
Then
Schedule follow-up reminders at Day 3, Day 10, Day 30
When
24 hours after a visit
Then
Send review request via SMS + email
When
It's a patient's birthday
Then
Auto-text greeting with optional booking link
When
6 months since last visit
Then
Add to recall pipeline + start sequence
Playbook Library

Pre-built automations ready on Day 1

Cajoon comes loaded with the playbooks every dental practice runs. Activate them in one click. Edit any of them to match your voice.

Ready

New Patient Welcome

Welcome SMS, intake form link, day-of reminder. Onboards new patients before they walk in.

Book Intake Reminder
Ready

Six-Month Recall

Three-touch sequence at Day 1, Day 3, Day 7. Pulls overdue patients back into the chair.

Email SMS SMS
Ready

No-Show Recovery

Same-day SMS asking to reschedule, follow-up at Day 2 and Day 7. Recovers most no-shows.

Day 0 Day 2 Day 7
Ready

Treatment Plan Nurture

Patient leaves with an unscheduled plan? Day 3, 10, 30 nudges with easy booking links.

D3 D10 D30
Ready

Review Request

24 hours after a positive visit, send a one-tap link to Google or Facebook. Build social proof.

24h Tap Review
Ready

Birthday Greeting

Auto-sent on the patient's birthday with a soft booking nudge. Personal touch, zero effort.

Trigger SMS Link
AI Behind the Scenes

The work you never see, handled before you ask

Building automations, reading the numbers and deciding which lead matters most are the jobs that quietly eat a practice manager's week. Cajoon takes all three.

Workflow AI

Describe the automation you want in plain English and Cajoon builds it, then walks you through the edits.

  • Triggers, actions and conditions generated for you
  • Smart routing and branching built in
  • Suggestions to improve it after it goes live

Insights AI

Reads what the practice actually did last week and tells you what moved, in language you can act on.

  • Weekly summary across bookings, reviews and calls
  • Alerts when conversion or recall drops off
  • Trend and forecast analysis, not raw numbers

Lead AI

Scores every new enquiry so the front desk works the ones most likely to book, first.

  • Scoring from 0 to 100 on every lead
  • Qualified by source, behaviour and history
  • Hot leads tagged, segmented and surfaced first
In Practice

A day on autopilot

What happens in your practice without anyone lifting a finger. And for group practices, automations and reporting roll up across every location, so the whole picture lives on one screen.

1

The overnight booking

Patient calls at 10:42 PM. AI assistant picks up, qualifies them, offers Tuesday at 9am. By the time the front desk arrives, the appointment is already on the calendar.

Call AI Books Confirmed
2

The 6-month flag

Cajoon detects 47 patients passed the 6-month mark this week. They auto-enter the recall pipeline. Sequenced messages start. The front desk only handles the patients who reply.

Detect Sequence Book
3

The post-visit lift

Patient checks out at 3pm. 24 hours later, a review request goes out. 72 hours later, a recall reminder is scheduled for 6 months out. None of it touched by staff.

Checkout Review Recall Set
FAQs

Questions about Automation

Will the AI actually sound like my practice?

Yes. The voice and chat assistant uses configurable scripts that match your practice's tone, your appointment types, and your booking rules. We tune it during onboarding using real call examples from your front desk if you have them. Patients hear a warm, professional voice that introduces itself as your practice's assistant.

What happens when the AI can't handle a request?

It hands off gracefully. The AI is configured to detect anything outside its scope (emergencies, complex insurance questions, clinical concerns) and either route to your on-call line, leave a detailed message for the morning team, or schedule a callback. The full transcript is always saved.

Does this replace my front desk?

No. Cajoon is a force multiplier, not a replacement. The front desk still owns the patient relationship, handles complex situations, and runs the practice. Automation just absorbs the repetitive, after-hours, and behind-the-scenes work so the team can focus on patients who are actually in the office.

Can I pause or edit any automation?

Every automation is editable, pausable, and scoped per scenario. If a patient is in active treatment and you don't want automated messages going to them, pause their automation. If you want to tweak a sequence, edit the template. Nothing runs without your say-so.

Does the recall pipeline connect to my practice management software?

Yes. Cajoon pulls patient visit history and overdue status from your PMS (Dentrix, Eaglesoft, Open Dental, Curve, and others) to know who belongs in which stage. We confirm the integration during onboarding.

How long does it take to get the playbooks running?

The pre-built playbooks activate in one click. You'll be running the basics (new patient welcome, six-month recall, no-show recovery, review requests) in your first week. The AI after-hours assistant takes a bit longer to tune properly, usually 1 to 2 weeks of refinement based on call patterns at your practice.

Ready when you are

Stop running the practice.
Start running the playbook.

See Cajoon Automation in action. We'll walk through your current workflow and show you where the hours go.