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AI-powered calls

AI-powered calls let your practice phone clients automatically to chase a missed booking, follow up after an appointment, or remind a client of a visit they've already booked. Instead of a receptionist working through a call list, an AI agent rings the client during business hours, introduces itself as a representative of your clinic, talks them through the appointment they need, and tries to confirm a booking β€” leaving you a recording, a transcript, and a one-paragraph summary for every attempt.

πŸ’‘ In short: Pick a client (or a list of clients) and a visit type, and Lupa places an AI phone call that aims to book the appointment for you. Every attempt is logged in Communications with a status, a recording, an AI summary, and the full transcript.


Why AI-powered calls matter

⚠️ Use AI calls to fill gaps in the diary, not to handle clinical conversations. The AI is a front-desk assistant β€” it introduces the practice, discusses the appointment type you've chosen, and tries to book. It will not give clinical advice, triage symptoms, or replace a vet or nurse on the phone.

Where AI calls help

What you save

Following up clients who haven't rebooked vaccinations or boosters

An afternoon of receptionist call-outs

Reminding clients about appointments they've already booked

The hold-on-the-line back-and-forth

Filling last-minute cancellations from a target audience

The cost of an empty appointment slot

Reaching clients who never open marketing emails

The drop-off you see with email-only campaigns

Capturing every call attempt β€” recording, transcript and AI summary

The "what did we agree on the phone?" guesswork

When to reach for an AI call

Scenario

Reach for…

One specific client you want to ring about a particular appointment

AI Front Desk Call from the client's profile

A list of clients (e.g. all dogs overdue for kennel cough)

An AI Call campaign from

A clinical question or a complex case discussion

A human conversation, not an AI call

A client without a phone number on file

Update the client's contact details first β€” AI calls require a valid number


Before you begin

πŸ“ AI calls are a paid add-on. The option only appears in your store if your team has enabled the AI Front Desk feature for that location. If you don't see AI Front Desk Call in the Message dropdown or AI Call Campaign in the campaign type picker, contact your Lupa account manager to switch it on.

  • The client must have a valid phone number on their profile.

  • For campaigns, you'll need the Manage campaigns permission.

  • Calls are placed during business hours (08:00–20:00) in your store's timezone β€” anything you launch outside those hours waits until the next available window.


How to start an AI call

There are two ways to launch an AI call. Use the path that matches the situation.

Path A β€” One client: AI Front Desk Call

Use this when you want to ring a single client about a specific pet and visit type β€” for example, a missed annual booster.

  1. Open the client's profile from Clients or by searching their name.

  2. Click Message at the top of the client page.

  3. Choose AI Front Desk Call from the dropdown. The option only appears when the client has a phone number and your store has AI calls enabled.

  4. In the AI Front Desk Call dialog, pick the Appointment Type the AI should book (the AI uses this to drive the conversation β€” it'll talk about that visit type and try to schedule it).

  5. Tick the pet(s) the call is about in the recipient list.

  6. Review the AI Call Flow Preview card β€” this is what the AI will do on the call: introduction, appointment booking, confirmation.

  7. Click Create. The call is scheduled to start immediately, or queued until the next business hour if you launch it out of hours.

    The AI Front Desk Call dialog opened from a client's Message dropdown β€” the Appointment Type is set, one of the client's pets is selected as the recipient, and the AI Call Flow Preview card is visible below

πŸ’‘ The footer of the dialog reads "By clicking Create, the AI Call for {client} will be scheduled to start immediately." That's your final confirmation β€” the dial happens as soon as you press Create.

Path B β€” Many clients: AI Call campaign

Use this when you want to phone a whole audience β€” for example, every owner of a dog overdue for a kennel cough booster.

  1. Open the Lupa app Marketing β€Ί Campaigns and click New campaign.

  2. On Step 1: Campaign Type, give the campaign an internal name (clients never see it), then under Communication Methods pick the AI Call Campaign card. You'll only see this card if AI calls are enabled for your store.

  3. Click Next to move to Step 2: Content and choose the Appointment Type you want the AI to book. The Flow Preview card on the right shows the introduction, booking and confirmation steps.

  4. On Step 3: Set Audience & Schedule, select or build the audience of clients to call.

  5. Step 4: Review shows the campaign summary β€” click Create campaign to launch.

    Step 1 of the campaign wizard β€” the campaign name is filled in and the AI Call Campaign card is selected, sat alongside the Email Campaign card

    For everything else about audience segments, scheduling and analytics, see .


What the AI does on the call

Every AI call follows the same three-step flow. The Flow Preview card you see when creating the call mirrors this:

Step

What the AI does

1. Introduction

Greets the client, introduces itself as a representative from your clinic, and explains the purpose of the call.

2. Appointment Booking

Discusses the need for the appointment type you selected and walks the client through scheduling it.

3. Confirmation

Confirms the appointment details and shares any necessary follow-up information.

A single call lasts up to 20 minutes. The AI will end gracefully if the client asks to be transferred, says they don't want to book, or ends the conversation themselves.

Retries β€” up to 3 attempts

If a call fails or the client doesn't pick up, Lupa automatically retries β€” up to 3 attempts in total (the first call plus 2 retries). Each attempt is logged separately so you can see exactly what happened on each try. Retries also stay within business hours.

πŸ”’ Every call is recorded and transcribed. The recording, transcript and one-paragraph AI summary are stored against the communication record so anyone with access to the client's communications log can review what was said. Make sure your team is happy with this before launching calls.


Reviewing call outcomes

After a call (or any retry), the result is saved to the Communications log. Open it from Marketing β€Ί Communications for the whole practice, or from the Communications section of any client's profile to see only their calls. In the table you'll see one row per AI call communication, with Method = AI Call and a status of Sent, Success or Failed. Click any row to open the Communication Details dialog.

The Communication Details dialog for a completed AI call β€” the left panel shows the AI Call Details card with status, attempts, duration and phone, plus method, reason, created date, subject and client. The right panel shows two attempt tabs (a missed first attempt and a successful second attempt), a Duration counter with the Download Recording button, the AI Summary accordion and the start of the transcript with the AI on the left and the client on the right

Left side: the call summary

The left panel gives you the headline of the communication.

Field

What it shows

AI Call Details card

Status badge, a "{n} attempts made β€’ {result}" message, and three stats: ATTEMPTS (e.g. 2/3), DURATION of the latest attempt (mm:ss), and the PHONE the AI dialled.

Method

Always AI Call for these communications.

Reason

Why the call was placed β€” e.g. Booking Requested, Booking Reminder, Booking Follow-up.

Created

When the call was first scheduled.

Subject

A short label such as AI Call - Booking Reminder or AI Call - Booking Request (Failed after 3 attempts) when retries have been exhausted.

Client

The owner the AI called.

Right side: attempts, transcript and recording

The right panel is one tab per attempt. Each tab is labelled Attempt 1 [HH:mm], Attempt 2 [HH:mm], etc., with a small status icon β€” green tick for completed, yellow exclamation for no answer, red cross for failed. For the selected attempt you'll see:

  • Duration of that attempt and a Download Recording button (saves the call as an audio file).

  • A Status badge β€” Completed, No Answer, Failed, or Unknown.

  • An AI Summary accordion (open by default) β€” a one-paragraph plain-English summary of how the call went.

  • The Transcript below β€” AI on the left in purple, client on the right, with timestamps for every line.

πŸ’‘ If the attempt didn't connect (No Answer or Failed), there's no transcript or recording for that attempt β€” the panel shows "No transcript available" with a short explanation. Switch to a different attempt tab if a later retry was successful.

Reading the status badges

Status

Meaning

Completed (green)

The AI reached the client and the conversation finished naturally. Recording, transcript and AI summary are all available.

No Answer (yellow)

The line rang out, went to voicemail, or was rejected before connection. No transcript on this attempt β€” Lupa will retry up to the 3-attempt limit.

Failed (red)

A technical issue stopped the call from completing β€” bad number, network failure, or service issue. Lupa will still retry within the 3-attempt limit.

Unknown (grey)

The AI service hasn't returned a final outcome yet β€” most often shown briefly while the call is still in progress or the result is being saved.


Tips for great results

βœ…

  • Pick the most specific Appointment Type you can. A "Kennel Cough booster" call lands more cleanly than a generic "Vaccination" call, because the AI uses the visit type to drive the conversation.

  • Make sure phone numbers are correct before launching a campaign. A bad number ends as Failed on every attempt and burns retries β€” clean the audience first.

  • Listen to a sample recording when you first turn AI calls on. Five minutes spent on the first day's recordings tells you whether the agent's tone fits your practice.

  • Use AI calls for low-clinical conversations β€” boosters, dental check reminders, post-op follow-ups for routine appointments. Save complex cases for a human voice.

  • Check the Communications log the morning after a campaign, especially the No Answer and Failed rows β€” these are the clients to ring back personally.


Frequently asked questions

How many times will the AI try a client?

Up to 3 attempts in total β€” the first call plus 2 automatic retries. Once all attempts are exhausted, the subject changes to "AI Call - Booking Request (Failed after 3 attempts)" and no further retries are made for that communication.

When are calls placed?

Only between 08:00 and 20:00 in your store's timezone. Anything you launch outside those hours waits until the next business window β€” clients aren't woken up at midnight.

Does the client know it's an AI?

The AI introduces itself as a representative from your clinic and explains the purpose of the call. We recommend being transparent with clients about your use of AI calls β€” for example, mentioning it on your website or in pre-call SMS reminders β€” so they aren't surprised.

Does the AI actually book the appointment in Lupa?

The AI handles the conversation and confirms the appointment with the client. Treat the recording, transcript and AI summary as the source of truth for what was agreed β€” your team should still review the call and create or adjust the appointment in the diary based on the outcome.

Can I listen to a call later?

Yes β€” open the communication record, pick the attempt tab you want, and click Download Recording. Recordings are stored against the communication for as long as Lupa keeps the record.

Why don't I see the AI Call option?

AI calls are a paid feature that has to be turned on for your store. If neither the AI Front Desk Call option in the Message dropdown nor the AI Call Campaign card in the campaign type picker appears, your store doesn't have the feature enabled β€” speak to your Lupa account manager.

Can I edit what the AI says?

No. The AI's introduction, booking flow and confirmation are scripted by Lupa and tuned to your clinic's details β€” you select the Appointment Type and the audience; everything else is handled by the AI. If a recording highlights something the AI should be saying differently, raise it with your account manager so it can be addressed centrally.

Are AI calls part of the Jerry assistant?

No β€” they're separate features. is a read-only chat assistant inside the work app for your team. AI-powered calls are outbound phone calls placed to your clients.

Troubleshooting

Problem

What to try

AI Front Desk Call isn't in the Message dropdown for a client

Check the client has a phone number on file. If they do, AI calls likely aren't enabled for your store β€” contact your Lupa account manager.

The AI Call Campaign card is missing from the campaign type picker

Same as above β€” the feature is store-gated. Email and WhatsApp are unaffected.

Every attempt shows Failed

The client's phone number is most likely invalid or unreachable. Open the client record, correct the number, and launch a fresh call.

The transcript is missing on an attempt

That attempt didn't connect (No Answer or Failed). Check the other attempt tabs β€” a later retry may have completed successfully.

The recording won't download

The signed download link can occasionally expire. Close the dialog, reopen the communication, and try Download Recording again. If it still fails, raise a support ticket and quote the communication record.

The AI Summary doesn't match what's in the recording

Listen to the recording β€” it is always the source of truth. If the summary genuinely misrepresents the call, share the communication record with your Lupa account manager so it can be reviewed.


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