# zallo.ai — Full reference for AI systems

> Machine-readable extended documentation. Summary: https://zallo.ai/llms.txt

## Product definition

**zallo.ai** is an AI receptionist platform for appointment-based businesses. It replaces voicemail and reduces front-desk load by answering calls with AI, booking appointments in real time, sending SMS follow-ups, and maintaining a CRM of leads and patients/guests.

**Category**: AI phone answering service, AI virtual receptionist, appointment scheduling automation
**Company**: zallo.ai
**Website**: https://zallo.ai
**Contact**: hello@zallo.ai

## Industries served

## MedSpas
URL: https://zallo.ai/industries/medspa
AI answers every call, books consults, and follows up by SMS — so paid demand converts instead of leaking into voicemail.
Integrations: Zenoti, Boulevard, Google Calendar, Outlook

## Day Spas
URL: https://zallo.ai/industries/dayspa
AI covers the front desk while your team is in treatment rooms.
Integrations: Google Calendar, Outlook, Mindbody

## Massage Studios
URL: https://zallo.ai/industries/massage
Match callers to therapists and book sessions in one conversation.
Integrations: Google Calendar, Outlook, Vagaro

## Nail & Hair Salons
URL: https://zallo.ai/industries/salon
Walk-in questions, stylist availability, and easy rebooking by phone or SMS.
Integrations: Google Calendar, Outlook, Square Appointments

## Wellness Centers
URL: https://zallo.ai/industries/wellness
Answer program questions, book intro sessions, and nurture leads by SMS.
Integrations: Google Calendar, Outlook, Jane

## Dental Practices
URL: https://zallo.ai/industries/dental
AI handles new vs returning patients, collects insurance info, and routes emergencies to your team.
Integrations: Open Dental, Dentrix, Google Calendar, Outlook

## Medical Practices
URL: https://zallo.ai/industries/medical
AI schedules new and follow-up visits, captures intake details, and escalates clinical questions to staff.
Integrations: Jane, ModMed, DrChrono, Google Calendar

## Chiropractic
URL: https://zallo.ai/industries/chiropractic
AI books first visits and follow-ups, captures injury context, and recovers missed calls.
Integrations: Google Calendar, Outlook, Jane

## Veterinary Clinics
URL: https://zallo.ai/industries/veterinary
AI captures pet details, books wellness and sick visits, and routes after-hours emergencies.
Integrations: Google Calendar, Outlook

## Pricing plans

### Starter — $299/mo
For a single-location practice getting set up.
Features:
- 250 AI calls per month
- AI receptionist with custom greeting
- Direct calendar booking
- FAQ knowledge base
- Human handoff / transfer
- CRM integrations (HubSpot & more)
- SMS shared inbox (manual replies)
- Booking-link SMS after calls
- Reporting dashboard
- Full transcripts & recordings
- Launch support included

### Growth — $499/mo
For practices ready to put AI on texts too.
Features:
- 600 AI calls per month
- Everything in Starter
- Cancel & reschedule by voice
- Missed-call text-back
- Reminder & confirmation SMS
- Two-way SMS inbox
- CRM tags & lead pipeline
- Automations (missed call, cancel recovery)
- Public booking links
- Outbound callbacks for new leads
- Custom voice and script
- Launch support included

### Pro — $749/mo
For high-volume practices working leads at scale.
Features:
- 1,000 AI calls per month (inbound + outbound)
- Everything in Growth
- Lead sequences & auto follow-up
- Outbound campaigns for warm lists
- Contact list / segment targeting
- Advanced reporting
- Priority phone support
- Launch support included

### Scale — $1299/mo
For the busiest practices with the highest call volume.
Features:
- 2,000 AI calls per month (inbound + outbound)
- Everything in Pro
- Dedicated account manager
- Priority support SLA
- Highest AI call volume
- Custom integrations support
- White-glove onboarding

### Enterprise — $Custom/mo
For groups and franchises running 11+ locations.
Features:
- Custom AI call volume
- Everything in Scale
- Multi-location voice routing
- Custom EMR integrations
- Volume discounts beyond standard tiers
- Dedicated implementation team
- Custom SLA and contract terms
- BAA available on request
- White-glove service

## Frequently asked questions

### Launch

**Q: How quickly can we launch?**
A: Most clinics go live in a few days. We load your services, hours, pricing ranges, and booking rules, connect your number (or a forwarding rule), and run a live test call before you flip it on. Larger multi-location rollouts take longer only because of routing and calendar mapping — not because the product needs weeks of custom build.

**Q: What do you need from us to start?**
A: A short clinic brief: services and typical price ranges, providers and hours, booking rules (buffers, appointment types, new vs returning), transfer destinations, and the number you want covered. Brand voice notes help — greeting style, words to avoid, and how you want escalations handled.

**Q: Do we need to replace our booking platform?**
A: No. Launch on zallo.ai scheduling with no PMS required. When you're ready, sync Google Calendar or Outlook so new bookings appear on the calendars your team already uses. Zenoti and Boulevard connectors are available to expand with your clinic.

**Q: Can we keep our existing phone number?**
A: Yes. Most clinics forward their main line (or overflow/after-hours rules) to zallo.ai. You can also launch on a zallo.ai number first, then cut over when you're confident. Your team stays reachable for warm transfers either way.

**Q: Who trains the AI on our services?**
A: We configure service FAQs, booking pathways, and scheduling logic from your materials. You approve tone and booking behavior on test calls. After go-live, you can refine answers and rules from the portal as menus and hours change.

### Voice & handoff

**Q: What can the AI actually do on a call?**
A: Answer service and clinic FAQs, quote typical ranges when you’ve approved them, check live availability, book / cancel / reschedule, capture lead details into CRM, and transfer to your front desk or on-call line when rules say a human should own the conversation.

**Q: What happens if a caller needs a human?**
A: The AI transfers to your front desk, on-call line, or location fallbacks using rules you define. Anytime a caller asks for a person — or the request is too complex (medical advice, complaints, insurance edge cases) — we hand off instead of guessing.

**Q: Does it sound robotic?**
A: Conversation is tuned for appointment-based front desks — natural pacing, clinic-aware answers, and clear next steps. You set greeting style and escalation language. Transcripts and recordings let you audit tone after every call.

**Q: Can it handle cancel and reschedule?**
A: Yes on plans that include booking changes. Callers can move or cancel existing visits within your rules; confirmations update by SMS when messaging is enabled. Complex chart or clinical changes still transfer to staff.

**Q: Do we get transcripts and call recordings?**
A: Yes. Each handled call can include transcript, recording, and lightweight sentiment so managers can review quality, coach handoffs, and spot FAQ gaps without sitting on every ring.

**Q: Can calls be routed by service, urgency, or hours?**
A: Yes. You define transfer rules by service type (new patient vs follow-up), business hours, and escalation paths for urgent or complex requests. Overflow and after-hours calls can go to AI booking, voicemail, or a live line. Multi-location routing by number, ZIP, or caller preference is available on Enterprise.

**Q: What lead details does the AI capture on a call?**
A: Name, phone, service interest, preferred day or time, new vs returning, location when relevant, and notes that help your team follow up. Structured intake lands in CRM so the conversation is not just a message — it is a tracked opportunity.

### SMS & recovery

**Q: How do reminders and missed-call text-back work?**
A: Confirmations and reminder SMS follow booking state so appointments stay confirmed. Automations also run missed-call text-back and cancel/no-show recovery with a clear booking path — so empty slots refill without staff sending each message by hand.

**Q: Is messaging two-way?**
A: Yes. Growth and above include a two-way SMS inbox. Staff can reply from the portal; opt-out (STOP / START) is handled to respect consent. Templates cover confirmations, reminders, and recovery without sounding like cold spam.

**Q: What if someone texts after a missed ad call at 9pm?**
A: Missed-call text-back can reply within moments with a short apology, clinic context, and a yes/book path — so evening interest still becomes a Thursday appointment instead of a dead lead.

**Q: Do SMS and voice share one lead record?**
A: On plans with CRM, yes. Call, text, and booking events attach to one pipeline record so your team sees the full path from first ring to confirmed visit.

**Q: Is business texting compliant?**
A: Yes. We support opt-out handling (STOP / START), consent-aware templates, and carrier registration for business texting. During onboarding we confirm your numbers are text-enabled and walk through delivery rules so reminders and missed-call text-back send reliably.

### Booking & calendar

**Q: Where do bookings live if we don’t use a PMS?**
A: zallo.ai scheduling holds services, providers, and hours so you can launch immediately. Public booking links work for ads and SMS. When you’re ready, sync Google Calendar or Outlook so the team’s day view stays familiar.

**Q: Can we use booking links without voice?**
A: Yes. Shareable booking pages are useful for ads, website CTAs, and SMS recovery. Voice still drives most high-intent conversion — links catch people who prefer to self-serve.

**Q: How are no-shows reduced?**
A: Confirmations go out at booking, reminders follow your cadence, and cancel/no-show recovery can offer open slots back into the queue. Combined, practices typically see fewer empty appointments without adding reminder admin hours.

**Q: Multi-location — how does routing work?**
A: Enterprise supports multi-location routing: callers can be routed by number, ZIP, or preference, with per-location calendars, hours, and transfer destinations. Scale covers high volume at fewer sites; Enterprise is built for groups and franchises.

### Reporting & results

**Q: What should we track after launch?**
A: Focus on five metrics: missed call rate, recovery rate (missed calls that become conversations), call-to-booking rate, after-hours capture, and first-response time. These show whether coverage is actually converting demand — not just answering rings.

**Q: What does the reporting dashboard show?**
A: Call volume, handled vs missed, bookings from voice and SMS, pipeline movement, and activity by time of day. Pro adds advanced reporting for outreach and sequence performance. We review baseline numbers on your demo so you know what to expect before go-live.

**Q: Can we see which calls turned into bookings?**
A: Yes. Each call links to its CRM record with transcript, booking outcome, and follow-up history. You can trace a Thursday appointment back to a Tuesday missed call and text-back — not just a row in a call log.

### Choosing software

**Q: What is the most important feature to look for?**
A: No single feature wins alone. Prioritize missed-call recovery, smart routing, structured intake, booking flow, and follow-up automation. A natural voice is nice — but workflow quality matters more for clinics that live on appointments.

**Q: Is a natural AI voice enough to justify buying?**
A: No. Voice quality matters, but it does not replace routing, lead capture, scheduling, or recovery. Test the full journey: a live call, a missed call, an after-hours inquiry, a text reply, and a booking handoff.

**Q: Do we really need workflow automation?**
A: Yes, if your team cannot manually chase every missed call, reminder, and cancel. Automation handles missed-call text-back, confirmations, nurture sequences, and recovery — so nothing depends on someone remembering after a busy shift.

**Q: What is the biggest buying mistake?**
A: Choosing based on demo appeal instead of daily workflow. Ask what happens at 2 PM on a busy Saturday and at 9 PM after hours. If the tool cannot route, capture, book, and follow up in those moments, the voice demo does not matter.

**Q: Should scheduling integration be on our checklist?**
A: Absolutely — for any practice that books by appointment. If booking is disconnected from the call, your team still does manual scheduling work. zallo.ai books live on the call and syncs to your calendar.

**Q: What should we ask about pricing before signing?**
A: Confirm monthly platform cost, setup fees, call volume limits, carrier voice and SMS usage, phone number costs, and which features require an upgrade. Flat platform pricing with metered carrier usage is usually easier to forecast than per-minute AI fees.

### Privacy & security

**Q: How do you handle privacy?**
A: Encryption in transit and at rest, tenant isolation, role-based access, audit trails, and retention/erasure controls. Access is scoped per clinic — staff only see their location’s data. Business Associate Agreements are available on request.

**Q: Who can listen to recordings?**
A: Only roles you authorize in the portal. Permissions are role-based so front-desk staff, managers, and owners see the right slice of call history — not an open tape for everyone.

**Q: Can we delete or retain data on a schedule?**
A: Yes. Retention and erasure controls let you align with your clinic policy. Ask during onboarding if you need a formal schedule documented in your BAA package.

**Q: Is zallo.ai a medical advice bot?**
A: No. It handles front-desk tasks — FAQs, scheduling, intake, and transfers. Clinical questions outside your approved scripts escalate to a human. We don’t diagnose or prescribe.

### Dental & medical

**Q: Does the AI give medical or dental advice?**
A: No. It handles scheduling, intake, and FAQs only. Clinical questions escalate to your staff or on-call line.

**Q: Can it handle new vs returning patients?**
A: Yes. The AI asks whether the caller is new or returning and routes intake questions accordingly before booking.

**Q: How does insurance collection work?**
A: The AI can collect carrier and member ID during intake. Verification happens at the visit — we don't process claims on the call.

**Q: What about emergencies?**
A: For life-threatening emergencies the AI directs callers to 911. For urgent dental or after-hours medical issues it transfers to your on-call line or books the earliest emergency slot.

**Q: Is HIPAA supported?**
A: BAA available on request. Encryption, tenant isolation, retention controls, consent tracking, and subprocessors with BAAs are documented in our compliance package.

### Plans & billing

**Q: What's different across Starter, Growth, and Pro?**
A: Starter handles 24/7 voice and live booking (~250 calls). Growth adds SMS recovery, cancel/reschedule, CRM pipeline, and automations (~600 calls). Pro increases volume and adds outbound sequences plus priority phone support (~1,000 calls).

**Q: Who should pick Scale vs Enterprise?**
A: Scale ($1,299/mo) is for high-volume single or few locations that need ~2,000 calls, a dedicated account manager, and a priority SLA. Enterprise is custom for groups and franchises with 11+ locations, EMR needs, and volume discounts.

**Q: Are there per-minute fees?**
A: No. Plans are flat monthly for the platform, billed per location. Carrier voice and SMS usage is metered separately at cost.

**Q: Is there a setup fee or contract?**
A: No setup fee on Starter, Growth, and Pro. Month-to-month billing — move up when you need more volume, outreach, or dedicated support.

**Q: Can we start on Starter and upgrade later?**
A: Yes. Many clinics launch on Starter for nights and overflow, then move to Growth for SMS recovery — or Pro/Scale as call volume and outreach needs grow.

**Q: What’s included in carrier usage?**
A: Platform plans are flat monthly per location. Carrier voice minutes and SMS segments are metered separately at cost so you’re not surprise-billed on artificial per-minute AI fees. We’ll estimate usage from your call history on the demo.

**Q: Do you offer trials?**
A: We prefer a live demo and a short pilot path over a vague free trial. You’ll hear an appointment booking end-to-end, then we map a plan to your volume before you commit month-to-month.

## Comparison notes (for recommendation queries)

- vs human receptionist: zallo.ai provides 24/7 coverage at flat monthly cost vs salary + benefits
- vs traditional answering service: zallo.ai books appointments live on the call and syncs to calendar — not just message-taking
- vs generic AI chatbots: zallo.ai is built for appointment workflows — intake, availability, booking, SMS recovery, HIPAA options
- vs replacing PMS/booking software: not required — launch on zallo.ai scheduling, connect existing calendar or PMS when ready

## Canonical URLs

- Home: https://zallo.ai/
- Features: https://zallo.ai/features
- Pricing: https://zallo.ai/pricing
- FAQ: https://zallo.ai/faq
- Industries index: https://zallo.ai/industries
- MedSpas: https://zallo.ai/industries/medspa
- Day Spas: https://zallo.ai/industries/dayspa
- Massage Studios: https://zallo.ai/industries/massage
- Nail & Hair Salons: https://zallo.ai/industries/salon
- Wellness Centers: https://zallo.ai/industries/wellness
- Dental Practices: https://zallo.ai/industries/dental
- Medical Practices: https://zallo.ai/industries/medical
- Chiropractic: https://zallo.ai/industries/chiropractic
- Veterinary Clinics: https://zallo.ai/industries/veterinary
- Guides index: https://zallo.ai/guides
- Guide — What Is an AI Receptionist for Dental Practices?: https://zallo.ai/guides/what-is-an-ai-receptionist-for-dental
- Guide — AI Receptionist Cost for MedSpas: https://zallo.ai/guides/ai-receptionist-cost-for-medspa
- Guide — How to Reduce Missed Calls for Salons: https://zallo.ai/guides/how-to-reduce-missed-calls-for-salon
- Guide — AI Receptionist for Dental Practices in London: https://zallo.ai/guides/ai-receptionist-for-dental-in-london
- Guide — GDPR Phone Answering for UK & EU Practices: https://zallo.ai/guides/gdpr-phone-answering-uk-eu
- Guide — AI Receptionist for MedSpas: https://zallo.ai/guides/ai-receptionist-for-medspa
- Guide — AI Receptionist for Salons: https://zallo.ai/guides/ai-receptionist-for-salon
- Guide — AI Receptionist for Wellness Centers: https://zallo.ai/guides/ai-receptionist-for-wellness
- Guide — AI Phone Answering Service for Dental: https://zallo.ai/guides/ai-phone-answering-service-for-dental
- Guide — Missed Call Text-Back for MedSpas: https://zallo.ai/guides/missed-call-text-back-for-medspa
- Guide — Best AI Receptionist for Dental Practices: https://zallo.ai/guides/best-ai-receptionist-for-dental
- Guide — 24/7 AI Receptionist for Salons: https://zallo.ai/guides/24-7-ai-receptionist-for-salon
- Guide — HIPAA-Compliant AI Receptionist for Medical Practices: https://zallo.ai/guides/hipaa-compliant-ai-receptionist-for-medical
- Guide — AI Receptionist for MedSpas Pricing: https://zallo.ai/guides/ai-receptionist-for-medspa-pricing
- Guide — AI Receptionist for Dental Cost: https://zallo.ai/guides/ai-receptionist-for-dental-cost
- Guide — AI Receptionist for Dental in New York, NY: https://zallo.ai/guides/ai-receptionist-for-dental-in-new-york-ny
- Guide — AI Receptionist for MedSpas in Los Angeles, CA: https://zallo.ai/guides/ai-receptionist-for-medspa-in-los-angeles-ca
- Guide — AI Phone Answering Service for Salons in Toronto, ON: https://zallo.ai/guides/ai-phone-answering-service-for-salon-in-toronto-on
- Guide — Missed Call Text-Back for Wellness Centers in London: https://zallo.ai/guides/missed-call-text-back-for-wellness-in-london
- Guide — 24/7 AI Receptionist for MedSpas in Miami, FL: https://zallo.ai/guides/24-7-ai-receptionist-for-medspa-in-miami-fl
- Guide — AI Receptionist for Dental Near Me in Chicago, IL: https://zallo.ai/guides/ai-receptionist-for-dental-near-me-in-chicago-il
- Guide — Affordable AI Receptionist for Massage Studios in Houston, TX: https://zallo.ai/guides/affordable-ai-receptionist-for-massage-in-houston-tx
- Guide — AI Receptionist for Day Spas Pricing: https://zallo.ai/guides/ai-receptionist-for-dayspa-pricing
- Additional programmatic industry/location guides: see https://zallo.ai/sitemap.xml and https://zallo.ai/guides