You spend $2,000 on a Google Ads campaign for new patient exams. The ad is sharp. The landing page converts. A potential patient picks up the phone and calls your dedicated campaign number.
Kate answers. She's professional, warm, ready to help. But then she says:
Kate:"I can schedule you for a New Patient Exam, Cleaning, Emergency Visit, Consultation, or Follow-Up. Which would you like?"
The caller pauses. They saw an ad for a new patient exam. Now they're being asked to choose from five options they didn't come for. Some book anyway. Some get confused and say they'll call back. They don't.
Your focused campaign just got diluted by your own phone system. And you'd never know because it just looks like a low conversion rate.
If your practice runs multiple AI employees through Yobi, a general office line, a campaign-specific number, a specialty department line, they all shared the same appointment type menu. Kate didn't know that the caller who reached your Google Ads number should only hear about new patient exams. She offered everything, because that's all she could do.
For practices running marketing campaigns, this was a silent conversion killer:
For multi-location and multi-specialty practices, the problem was operational: a caller reaching your orthodontics line could accidentally book a cleaning. A suburban office agent would offer services only available downtown.
Per-Agent Appointment Type Filtering lets you control exactly which appointment types each AI employee can offer and book. Your campaign agent only knows about the service you're promoting. Your general line keeps the full menu. Your specialty line stays focused on its specialty.
That's it. Kate's next call on that line will only present the types you selected.
Before (no filter):"We can schedule you for a New Patient Exam, Cleaning, Emergency Visit, or Consultation. Which type of appointment would you like?"
After (filtered to New Patient Exam only):"I'd love to help you schedule a New Patient Exam. Would you like me to find the next available time?"
Clean. Focused. Exactly what your ad promised.
Run dedicated AI employees for each advertising channel - Google Ads, Facebook campaigns, direct mail responses. With each one only offering the promoted service. Track true conversion rates without appointment type confusion.
Example: Your "Invisalign Special" Facebook ad drives calls to Kate on a dedicated line. She only books Invisalign consultations. No distractions. Perfect attribution. Higher conversion.
Different phone lines for different specialties, each with its own AI employee and appointment menu.
Example: Your orthodontics line only offers ortho consultations. Your hygiene recall line only offers cleanings. Callers get exactly what they're looking for, every time.
Create separate experiences optimized for different patient types.
Example: New patient lines offer intake-friendly appointment types only, comprehensive exams, consultations. Existing patient lines keep the full menu including routine cleanings and follow-ups.
Each location has different service offerings. Now each location's AI employee matches.
Example: Your downtown location offers orthodontics; your suburban location doesn't. Each agent only presents what that specific office can actually deliver.
Better marketing ROI. When your ad promises a specific service and Kate delivers exactly that conversation, conversion rates improve. No confusion, no decision paralysis, no missed opportunities. Practices using Yobi already see 7% more new customers and focused agent experiences push that even further.
Cleaner analytics. Track which campaigns drive which appointment types without guesswork. Each agent's scope matches its purpose, making attribution crystal clear.
Superior caller experience. Callers reached you because they wanted something specific. Give them exactly that and not a cafeteria menu. Focused experiences convert better and feel more professional.
Operational flexibility. Run as many agents as you need, each tailored to its role, without complicating your NexHealth setup. Zero integration changes required on your end.
This feature is available now for all Yobi customers with NexHealth integration. No upgrade required. No additional cost.
Only if you configure it. Agents without filters continue working exactly as they do today with full access to all appointment types.
Absolutely. Update or clear filters anytime from Integration Settings. Changes take effect immediately on the next call.
Your AI Agent only knows about it's allowed types. The agent will naturally guide the conversation toward the available options without confusing the caller.
Yes. When a caller wants to reschedule, the AI agent only offers appointment types within her allowed list.
Each agent's scope matches its campaign purpose. When your "New Patient Exam" agent only books new patient exams, you know every booking from that line came from that campaign. Clean attribution, no guesswork.
About Yobi: Yobi is the premier agentic platform with AI employees that work like real team members, not tools you have to manage. Yobi's AI employees have scheduled over 50,000 appointments for 500+ businesses. Dental practices using Yobi see 7% more new customers.