DENTAL

Lake Norman Dental

Healthcare · Dental · Cornelius, NC

9:41
EpochCore
§ 00 · WELCOME · DENTAL · 2-WEEK FREE TRIAL

Stop missing

patient calls.

Insurance questions, recall reminders, and after-hours pain triage — answered 24/7 by an agent trained on your practice.

No card. No commitment. Install ($99) only if you keep it.
01 · Welcome
9:41
§ 01 · BUSINESS INFO

Tell us about your practice.

Practice name
Lake Norman Dental
Practice mgmt software
Dentrix · cloud
Insurance carriers accepted
Delta · Cigna · BCBS · MetLife
Hygienists on staff
3

Best fit: 1–6 chair practices. We integrate with Dentrix, Eaglesoft, and Open Dental.

02 · Business info
9:41
§ 02 · VERIFY EMAIL

Check your inbox.

We sent a 6-digit code to jamie@lknorthodontics.com

4
2
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1
Didn't get it? Resend in 0:24
03 · Verify email
9:41
§ 03 · CHANNEL

Where should your agent live?

Most dental patients book through your website. SMS is great for recall reminders.

Website widget
Floating chat on your site
RECOMMENDED
SMS
Text message conversations
Email autoresponder
Automated email replies
04 · Channel
9:41
§ 04 · KNOWLEDGE

Top questions your agent handles

Do you take Delta Dental PPO?
INSURANCE
How much is an Invisalign consult?
PRICING
I have tooth pain, can I be seen today?
URGENT
Do you see pediatric patients?
SCOPE
When is my recall due?
RECALL
Pain phrase → urgent triage
If the patient says "pain", "swelling", or "broke", the agent flags it urgent and offers a same-day callback within 1 hour.
Hand off ready cases to Front desk · Sandra · for insurance verification
05 · Knowledge
9:41
§ 05 · PLAN

Free for 2 weeks. Keep it for $249/mo.

2
2-week free trial
No card. No commitment. Full access to all features.
Monthly
Cancel anytime
$249/mo
BEST VALUE
Annual
Save $993/yr vs monthly · $83/mo
$999/yr
$99 installation — only if you keep it after the trial
06 · Plan
9:41
§ 06 · KICKOFF CALL

Book your kickoff call.

30 min · Zoom · We configure everything live.

Mon
19
Tue
20
Wed
21
Thu
22
Fri
23
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM

Agent goes live within 72 hours of this call. We handle setup end-to-end.

07 · Kickoff
HVAC

Carolina Comfort HVAC

Trades · HVAC · Mooresville, NC

9:41
EpochCore
§ 00 · WELCOME · HVAC · 2-WEEK FREE TRIAL

Capture every

emergency call.

After-hours dispatch, maintenance reminders, and "no heat / no cool" triage — handled instantly by an agent trained on your operation.

No card. No commitment. Install ($99) only if you keep it.
01 · Welcome
9:41
§ 01 · BUSINESS INFO

Tell us about your operation.

Business name
Carolina Comfort HVAC
Service area (zip codes)
28117 · 28115 · 28036 · 28031
Brands serviced
Carrier · Trane · Lennox · Goodman
Trucks on the road
4

Best fit: 2–15 truck residential / light commercial. Brands list drives the agent's warranty answers.

02 · Business info
9:41
§ 02 · VERIFY EMAIL

Check your inbox.

We sent a 6-digit code to mike@carolinacomforthvac.com

4
2
8
1
Didn't get it? Resend in 0:24
03 · Verify email
9:41
§ 03 · CHANNEL

Where should your agent live?

HVAC emergencies happen by text. SMS first, web second.

Website widget
Floating chat on your site
SMS
Text message conversations
RECOMMENDED
Email autoresponder
Automated email replies
04 · Channel
9:41
§ 04 · KNOWLEDGE

Top questions your agent handles

My AC isn't cooling, can someone come today?
EMERGENCY
Do you service Carrier and Trane?
BRANDS
How much for a new system install?
QUOTE
When does my maintenance plan expire?
PLAN
Do you do commercial HVAC?
SCOPE
No heat + < 35°F → text the owner
If a customer says "no heat" and the outside temp is below 35°F, the agent escalates to your cell directly, not just the dispatch queue.
Hand off ready cases to Dispatch · Mike · with truck ETA
05 · Knowledge
9:41
§ 05 · PLAN

Free for 2 weeks. Keep it for $249/mo.

2
2-week free trial
No card. No commitment. Full access to all features.
Monthly
Cancel anytime
$249/mo
BEST VALUE
Annual
Save $993/yr vs monthly · $83/mo
$999/yr
$99 installation — only if you keep it after the trial
06 · Plan
9:41
§ 06 · KICKOFF CALL

Book your kickoff call.

30 min · Zoom · We configure everything live.

Mon
19
Tue
20
Wed
21
Thu
22
Fri
23
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM

Agent goes live within 72 hours of this call. We handle setup end-to-end.

07 · Kickoff
LAW

Brightline Law

Legal · Estate planning · Davidson, NC

9:41
EpochCore
§ 00 · WELCOME · LAW · 2-WEEK FREE TRIAL

Screen estate-

planning intakes.

Conflict checks, paid-consult routing, and post-call follow-ups — handled by an agent that, by design, never gives legal advice.

No card. No commitment. Install ($99) only if you keep it.
01 · Welcome
9:41
§ 01 · BUSINESS INFO

Tell us about your firm.

Firm name
Brightline Law
Practice areas
Estate planning · Probate (contested)
Jurisdictions
NC · SC
Consult retainer
$200 / 20 min · credited

Best fit: 1–3 attorney boutique firms. The agent enforces your conflict-check policy before any intake.

02 · Business info
9:41
§ 02 · VERIFY EMAIL

Check your inbox.

We sent a 6-digit code to r.brightline@brightlinelaw.com

4
2
8
1
Didn't get it? Resend in 0:24
03 · Verify email
9:41
§ 03 · CHANNEL

Where should your agent live?

Most estate-planning intakes arrive by email. Web second, SMS off by default.

Website widget
Floating chat on your site
SMS
Text message conversations
Email autoresponder
Automated email replies
RECOMMENDED
04 · Channel
9:41
§ 04 · KNOWLEDGE

Top questions your agent handles

Do you handle contested probate?
SCOPE
How much is a basic will?
PRICING
Can you update my existing trust amendment?
AMENDMENT
Do you do power of attorney filings?
SCOPE
I have a question, can you advise me?
GUARDRAIL
Never give legal advice
If a prospect says "should I" or asks for advice, the agent routes them to a paid 20-min consult. It never opines on a matter.
Hand off ready cases to Paralegal · for conflict check before any intake
05 · Knowledge
9:41
§ 05 · PLAN

Free for 2 weeks. Keep it for $249/mo.

2
2-week free trial
No card. No commitment. Full access to all features.
Monthly
Cancel anytime
$249/mo
BEST VALUE
Annual
Save $993/yr vs monthly · $83/mo
$999/yr
$99 installation — only if you keep it after the trial
06 · Plan
9:41
§ 06 · KICKOFF CALL

Book your kickoff call.

30 min · Zoom · We configure everything live.

Mon
19
Tue
20
Wed
21
Thu
22
Fri
23
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM

Agent goes live within 72 hours of this call. We handle setup end-to-end.

07 · Kickoff

Three flows. Three businesses. One intake pattern.

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Tweaks
Ambiance
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