Zentry Assistant: a customizable AI agent, pre-trained for your practice

What Zentry Assistant is

Zentry Assistant is an AI agent offered by Zentry that handles the repetitive conversations every practice has dozens of times a day: “Are you open Saturday?”, “Do you take my insurance?”, “I need to reschedule”, “Can I get a copy of my invoice?”. It answers on your practice number, in your text threads and in a chat window on your website, using the knowledge and rules you approve.

It is customizable rather than generic. You decide what it knows (hours, locations, services, policies, intake questions), how it sounds (greeting, tone, languages), what it may do (answer, collect details, queue a request, transfer) and where it must stop and hand off to a person. Every answer it gives comes from that approved knowledge, not from the open internet.

Pre-trained for every vertical we serve

Zentry Assistant ships with a vertical template for each practice type ZentryVoice serves. A template is a starting set of intents, intake questions, vocabulary and guardrails written for that profession, so a dental office starts with recall, emergency and insurance-verification flows, and a law firm starts with new-matter intake and conflict-check details.

Because the hard part is already done, deployment means reviewing and editing a template, not training a model from scratch. You change the answers that are specific to you, switch off the flows you do not want, and test it on your own number before it ever speaks to a client or patient.

How a conversation works

Every channel follows the same pattern, so behaviour is predictable and auditable.

1. 1It greets and understandsThe caller, texter or website visitor says what they need in their own words; the assistant identifies the intent.
2. 2It answers from approved knowledgeHours, locations, accepted plans, fees you publish and policies come only from the knowledge you have reviewed.
3. 3It collects what staff needName, callback number, reason and the intake questions in your template, so nobody has to call back just to ask them.
4. 4It queues or transfersAppointment and callback requests go to a staff queue to confirm; urgent or sensitive conversations transfer to a person or ring group immediately.
5. 5Everything is on the timelineA transcript and summary land on the same contact timeline as calls, texts, voicemail and fax.

Guardrails and compliance

Zentry Assistant is designed to stay inside the lines regulated practices work within. It does not diagnose, give legal advice, or recommend investments, and those boundaries are built into every vertical template rather than left to a prompt. When a conversation crosses one, the assistant says so plainly and hands off to a person.

For medical and dental practices, conversations are protected health information and are covered by the same Business Associate Agreement countersigned at signup. For law firms and financial offices, transcripts are retained on the contact timeline so they can be kept with the matter or client record your rules require.

• checkDiscloses that it is an automated assistant at the start of every conversation
• checkAnswers only from knowledge your practice has approved
• checkNever books, cancels, prescribes, advises or moves money on its own; requests go to staff to confirm
• checkEscalation rules you set: keywords, topics, after-hours routing and a “talk to a person” option at any time
• checkInbound conversations only; it does not place automated outbound calls

Pricing: $20 per user per month, per service

Zentry Assistant keeps the same promise as the rest of ZentryVoice: a flat $20 per user per month for the service, month-to-month, with no per-minute AI fees and no setup charge for the vertical template. A user is a staff member who works with the assistant: reviewing its queue, editing its knowledge or taking its handoffs.

It is its own service, so you can add it to a ZentryVoice phone system ($20 per seat) or start with the assistant alone and add phones later.