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Integrations & deployment

Works with the systems your clinic actually has.

Including the ones with no API. VoclyAI connects at whichever level your system allows, and every level still answers every patient.

Adapter ladder · your clinic
  1. 01API connectorLive

    Where your clinic system or calendar has an API, the agent reads availability and books into your calendar in real time.

  2. 02Scheduled exportDaily

    Where there is no API, your system exports appointments or availability on a schedule (CSV). Reminders and recalls run from the list.

  3. 03Request modeMorning handoff

    Where nothing can be connected yet, the agent captures the verified request and your desk confirms it from the morning handoff.

We start on the highest rung your system supports today. We name your system as connected only once a connector is live.

  • API connector, scheduled export or request mode
  • Your SIP trunk or ours, and WhatsApp calling
  • Client-controlled access with an audit trail

Telephony

Your SIP trunk or ours. Keep your numbers.

Calls arrive on the numbers patients already know. Route them to VoclyAI all day, only after hours, or only when lines are busy.

Patient dials04 ··· 2210
Vocly AIanswers, books
Desk ext. 201warm transfer

Same clinic number · your SIP trunk or ours

Route calls to VoclyAI
  • All day
  • After hours only
  • Overflow · when lines are busy
  • WhatsApp calling
  • Your SIP trunk, your numbers
  • Numbers we provide through licensed UAE telecom partners
  • WhatsApp calling
  • All day, after hours only, or overflow only
  • Warm transfer to your extensions
Messaging and CRM

The channels and tools patients and teams already use

Messaging6 channels
  • WhatsApp Business API
  • Instagram
  • TikTok
  • Web chat widget
  • Email
  • SMS

Every channel in one shared inbox

WhatsApp, Instagram, TikTok, web chat, email and SMS all land in the Omnichannel Shared Inbox.

CRMOptional sync
  • Built-in pipeline
  • HubSpot
  • Zoho
  • Webhooks
  • REST API
  • CSV export

The pipeline runs inside VoclyAI

If you already use a CRM, leads, stages and outcomes sync to it through its API and webhooks.

Security of access

You decide what VoclyAI can reach

Each connection is scoped to what a workflow needs. You can see it, limit it and withdraw it.

Connection scopes · Downtown branch
  • CalendarRead availability · create bookingsOn
  • Patient lookupName and phone match onlyOn
  • Clinical notesNo accessOff
  • BillingNo accessOff
  • Client-controlled scopes
  • Least privilege by default
  • Every action in the audit trail
  • Access withdrawn by you at any time
Timeline

What a typical go-live looks like

Typical steps. Your proposal sets the actual plan, which depends mainly on the integration rung.

  1. Week 1

    Discovery

    Demo call, systems check, which rung applies, escalation contacts. Health Business Associate Agreement (HBAA) and Data Processing Agreement (DPA) signed.

  2. Week 1 to 2

    Setup

    Knowledge base loaded, numbers and channels connected, flows written in your clinic's words.

  3. Week 2 to 3

    Validation

    Your team tests every flow, including urgent cases and handover, before patients hear it.

  4. After validation

    Go-live and review

    Live with the dashboard on, and regular reviews of transcripts and outcomes with your team.

FAQ

About integrations

Our clinic system has no API. Can we still use VoclyAI?

Yes. Most clinics start on a scheduled export or in request mode. The agent still answers every call and message; only the last step, how the booking reaches your system, changes.

Which clinic systems do you connect to?

We work from what your system supports: an API, an export, or neither. Tell us which system you use and we will tell you on the demo call which rung of the ladder applies.

Do we keep our phone numbers?

Yes. Calls can run on your SIP trunk and numbers, or on numbers we provide. Patients keep calling the number they know.

Who controls what VoclyAI can access?

You do. Access is scoped to what each workflow needs, can be withdrawn at any time, and every action is written to the audit log.

Is there a setup fee?

Only when an integration is needed. Without one, there is no setup fee; the proposal sets out the details.
7 days · no IT disruption

Start with a 7-day pilot.

Seven nights on your after-hours line. No IT disruption, and an ROI audit at the end.

Period
7 days
Pilot
After-Hours
Covers
Nights, weekends, holidays
Ends with
ROI audit