Instant Consults, Recorded, Summarised, and Actioned — All in One Place
Virtual Consult allows your team to run real consultations instantly — directly inside SmileOX.
From the moment a lead is ready, you can move from conversation to live consult with one click — with everything automatically captured, documented, and organised.
This is where enquiries stop sitting in pipelines...
...and start becoming real consultations.
What Is Virtual Consult?
- Launches consults instantly from CX Hub
- Records every consultation
- Generates full transcripts automatically
- Creates AI-powered summaries
- Captures key discussion points
- Pushes outcomes into the consumer journey
- Books directly into the clinic calendar
Outcome: Every consultation is documented, structured, and ready for the next step — without manual admin.
Virtual Consult is the live consultation layer inside SmileOX. It enables clinics to conduct video or voice consultations with consumers — with full automation around documentation, follow-up, and progression.
What Virtual Consult Does?
Turns Leads Into Live Consults Instantly
No back-and-forth. No delays. When a consumer is ready, your team can launch a consult immediately — directly from the lead in CX Hub.
Records Every Consultation Automatically
Every consult is securely recorded — so nothing is missed, forgotten, or lost.
Generates Full Transcripts
Every word of the consultation is transcribed — giving your team a complete record of what was discussed.
Creates AI-Powered Summaries
Instead of reviewing long recordings, Virtual Consult produces clear summaries:
- •Key concerns
- •Treatment options discussed
- •Consumer intent
- •Next steps
Captures Context and Progression
The outcome of the consultation is structured and pushed into the consumer journey:
- •Interested / not interested
- •Treatment discussed
- •Objections raised
- •Follow-up required
Books the Next Step Automatically
From inside the consult, your team can book appointments, schedule follow-ups, and move the consumer through the pipeline — all synced with your clinic calendar.
Key Capabilities
One-Click Consult Launch
- Start consults directly from CX Hub
- No external tools required
- Seamless consumer experience
Automatic Recording & Storage
- Every consultation recorded
- Stored against the consumer record
- Easy access for review
AI Transcription
- Full conversation transcripts
- Searchable and structured
- No manual note-taking
AI Summary & Insights
- Key points extracted automatically
- Actionable summaries
- Saves admin time
Calendar Integration
- Book appointments during or after consult
- Sync with clinic systems
- Reduce drop-off between consult and booking
Full CX Hub Integration
- Chat Flow → Consult → Booking → Treatment
One system. One timeline.
Why Clinics Use Virtual Consult
Increase Conversion Speed
Move from enquiry to consultation instantly — while intent is high.
Reduce Admin Work
No manual notes. No scattered systems. Everything is captured automatically.
Improve Team Performance
Every consultation can be reviewed, analysed, and improved.
Create Consistency
Structured consult records ensure nothing is missed across your team.
Reduce Lost Opportunities
No more delays waiting for call-backs or scheduling gaps.
Who Virtual Consult Is Built For
- Clinics running high-value treatments (implants, aligners, cosmetic)
- Teams handling high lead volume and needing faster conversion
- Practices wanting better tracking of consult performance
- Clinics looking to reduce admin and improve documentation
- Teams wanting a complete lead-to-consult system
How Virtual Consult Fits Into SmileOX
Consumer enters via Chat Flow / Ads / Forms
Lead is qualified and tracked in CX Hub
Team engages the consumer
Virtual Consult is launched instantly
Consultation is recorded and transcribed
AI generates summary and insights
Consumer is booked or progressed
Result: Faster consults. Better records. Higher conversion.
Frequently ask
Questions
Everything you need to know about how SmileOx helps your dental clinic work smarter, communicate better, and grow faster. Here are some of the most common questions we get from practices like yours.
Still have questions?
Book a DemoNo — it protects your front desk. CX Hub filters, qualifies, and prepares patients so your team only handles conversations that matter. Your staff can focus on high-value interactions while the AI handles routine inquiries, appointment scheduling, and follow-ups automatically.
Ready to turn more website visitors into consult-ready enquiries?
Our team is here to help you make the most of SmileOX—whether you need setup support, have product questions, or want to see how AI can streamline your patient experience. Book a demo today and discover how SmileOx transforms how clinics attract, manage, and retain patents.