A custom agent that handles reminders, refill follow-ups, and after-hours questions from inside your practice-management system — ezyVet, Cornerstone, or whatever your clinic runs. Built once for your workflows, then operated for you on a monthly retainer.
Concrete examples, not a feature list. Each build starts from one workflow like these, scoped against the systems you already run.
Pulls the next day’s schedule from ezyVet or Cornerstone and sends reminders by SMS or email, writing confirmations back to the calendar. No-shows get a reschedule prompt the same day instead of falling off the list.
Flags prescriptions due for refill and drafts owner messages for staff approval before anything is sent. When IDEXX or in-house lab results land, it queues the routine all-clear notes so techs only handle the abnormal ones.
Answers routine questions — hours, pricing, boarding, pre-surgery instructions — by SMS or web chat overnight. Anything that reads like an emergency goes straight to your on-call protocol, not to an AI answer.
Works through overdue vaccine and dental recalls in your PMS and drafts outreach in batches. Staff review the list once; the agent handles the sending and the replies that only need a booking link.
Single-task tools like AI phone answering run roughly $50-500/month and can be all a small clinic needs; the retainer is for clinics that want several workflows wired into their PMS, built once and owned by them.
Setup is fixed-scope and quoted after discovery. Retainers start at $3,000/month depending on workflow complexity and support level.
We map your operations and pick the one workflow where an agent saves the most hours or revenue. You leave with a written scope, a timeline, and a fixed setup quote.
We build the agent on your tools, your data, and your compliance requirements — not a template. You review it against real cases before it goes live.
We host, monitor, and keep improving the agent: hosting and model costs, uptime monitoring, a monthly iteration cycle, and support with a response-time SLA.
No. HIPAA covers human health records, so it does not apply to veterinary medicine. Your client contact, payment, and medical-history data still deserve care: we scope the agent’s PMS access to the minimum the workflow needs, and several states have their own veterinary record-confidentiality rules that we design around.
ezyVet and most modern cloud PMS platforms have APIs we integrate directly. Older server-based systems like Cornerstone usually work through exports or scheduled syncs instead. We confirm exactly what your system supports during discovery, before you commit to anything.
The agent does not give medical advice. It handles logistics — appointments, refills a vet has already approved, clinic policies — and hands anything clinical to your team with the full conversation attached, so staff pick up with context instead of starting over.
Book a discovery call. We will scope one workflow, quote a fixed setup, and tell you honestly if an agent is not the right fix.
See the full Custom Company Agents offeringOther ways to put agents to work — managed plans, internal assistants, and full custom development.
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