Can I get custom AI agents built for my practice?
Yes, for one job the standard agents do not cover, inside limits agreed before it runs. Every action is logged, and anything risky waits for a person on our team. Most practices should start with the standard agents; custom agents are on the Group plan.
Group plan, from $5,990 a month + GST · Month to month
What is a custom agent?
Software built to do one job in one practice. It has four parts, and none of them is optional.
- One job
One repeated task, with a clear start, clear inputs and a clear result.
- Agreed rules
What it may do alone and what waits for a person, written down before it runs.
- A log
Every action it takes, with its reason, so you can see what happened.
- A person on risk
A claim, an offer, a price, clinical wording or a budget change waits for a person on our team.
- The job
- One repeated task the standard agents do not do
- Works with
- Tools the practice already uses
- May do alone
- The steps agreed before it runs
- Waits for a person
- A claim, an offer, a price, clinical wording, a budget change
- Never
- The practice system, patient messages, clinical advice
- Log
- Every action, with its reason
How we write down one custom agent before it runs.
Do you need a custom agent?
Most practices do not. If the job is one of these, the standard agents already do it, on the Growth plan at $3,490 a month + GST.
Enquiries qualified and followed up inside 3 minutes, sent to your front desk.
AI automationA website chat that answers from facts you approve and hands the enquiry to your front desk.
AI live chatCampaigns run 24/7 inside the budget we agree with you, with automatic reporting.
What the agents doOne job, on tools you already use, that the standard agents do not cover. That is a custom build, on the Group plan.
How a build worksOn Growth and Group: the standard agents do this job.
On Growth and Group: the standard agents do this job.
Google Ads and SEO on every plan; automatic reporting from Growth.
Only on Group: one extra job, built for your practice.
Diagram: ad data, website data and call data flow into one custom agent, which builds one report for the practice and logs each step.
The custom agent running today
One custom agent runs today, for one practice. It builds a report the standard agents do not, from the practice’s ad, website and call data. The practice stays private.
- The job
Custom reporting: one report that brings the practice’s figures together.
- Reads
Ad data, website data and call data, from tools the practice already uses.
- Never reads
The practice-management system or anything clinical.
- Logs
Each step, with its reason.
How does a custom build work?
Four steps, in this order, over 2 to 4 weeks. Nothing runs on your accounts until the third step is done.
- MapWe map the job
You describe the repeated task, who does it today and what the result should look like.
You and our team · On the strategy session
- LimitsWe agree the limits
What the agent may do alone, what waits for a person, and what it never does. Written down before it runs.
You and our team · Signed off together
- Build and testWe build and test it
Our strategist checks the written rules and a test run before the agent runs on your accounts.
Our strategist · Checks the rules and a test run
- LogIt runs on a log
Every action is written down with its reason, so you can see what happened and when.
The agent · Inside the agreed limits
What our agents will not do
Some jobs are not ours to build. If your brief needs one of these, a custom agent is not the answer.
| The job | Our agents, custom or standard |
|---|---|
| Book, reschedule or cancel appointments | |
| Answer the phone, or run recall | |
| Message patients or people who enquired | |
| Give clinical advice, or read clinical notes | |
| See the practice-management system | |
| See My Health Record, healthcare identifiers or Medicare numbers | |
| Publish patient stories or testimonials about clinical care | |
| Publish anything without the approval agreed in its limits |
Which plan includes custom agents?
The Group plan. It is the only plan with custom workflows. Foundation includes neither the website chat nor custom agents; Growth includes the chat and the front-desk automations.
Growth is $3,490 a month + GST. Plans are month to month, with 30 days’ notice.
Compare every planGroup
from $5,990 a month + GST
Month to month
See the plans- Custom workflows
- Priority on new agent builds
- A named strategist
Custom agents are sold only inside the Group plan. There is no separate build fee.
Questions about custom agents
If your question is not here, ask it in your strategy session.
Do I need a custom agent, or is Growth enough?
Most practices do not need one; the standard agents cover the common jobs.
| The job | Plan |
|---|---|
| Enquiries qualified and followed up inside 3 minutes, sent to your front desk | Growth and Group |
| A website chat that hands enquiries to your front desk | Growth and Group |
| Automatic reporting | Growth and Group |
| One extra job the standard agents do not cover | Group only |
Growth is $3,490 a month + GST; Group is from $5,990 a month + GST. If your job is in the first three rows, it is not a custom build. If it is not, bring it to a strategy session and we will tell you which side it falls on. See what the standard agents do.
What counts as one job?
One repeated task with a clear start, clear inputs and a clear result.
The custom agent running today is an example: it builds one report the standard agents do not, from a practice’s ad, website and call data. One task, three inputs, one output, every step logged.
A brief is not one job when:
- It mixes several unrelated tasks. That is several jobs, each with its own limits.
- It needs the practice-management system or patient records. That is a job we do not build.
- It has to talk to patients. That is also a job we do not build.
Which plan includes custom agents?
The Group plan, from $5,990 a month + GST.
Group is the only plan with custom workflows. It also includes:
- Priority on new agent builds.
- A named strategist.
- Per-location budgets, agents and reporting.
- A written monthly report for each location, and a call when you ask for one. Each quarter, the report looks back over the last 3 months.
Growth, at $3,490 a month + GST, includes the website chat and the front-desk automations, but not custom workflows. Foundation, at $1,990, includes neither. Every plan is month to month, and your ad spend is paid directly to Google and Meta, with no markup from us. See pricing.
Is there a build fee outside the Group plan?
No. Custom agents are sold only as part of the Group plan, and there is no separate build fee.
What that means in practice:
- The Group fee, from $5,990 a month + GST, covers custom workflows along with the rest of the plan.
- Group is month to month, with 30 days’ notice.
- No custom work starts until the job is mapped and its limits are agreed.
We do not build custom agents as one-off projects outside a plan. If your job turns out to be one the standard agents already do, Growth at $3,490 a month + GST covers it, and we will tell you so on the strategy session.
How long does a build take?
A build takes 2 to 4 weeks.
Where a build falls in that range depends on:
- How clearly the job can be described.
- Which tools the agent has to read from.
- How many limits need agreeing.
- The test run our strategist checks before it runs on your accounts.
You are not waiting on the build to start: the standard agents go live in the first week, and the custom agent joins them once it has been checked. The build is part of your Group plan, so it adds no separate fee.
Who writes the limits?
We write them with you, before the agent runs.
The limits answer three questions, and they are written down at step two of the build:
| Question | Example answer |
|---|---|
| What may it do alone? | The steps agreed for its one job |
| What waits for a person? | A claim, an offer, a price, clinical wording, a budget change |
| What does it never do? | Use the practice system, message patients, give clinical advice |
We sign them off together. If the job changes later, the limits are agreed again before the agent does anything new.
Who checks the agent before it runs?
Our strategist checks it before it runs on your accounts.
The strategist checks two things: the written rules, and a test run of the agent doing its job. The test run has to show four things:
- Does it do the one job, and nothing else?
- Does it stay inside the agreed limits?
- Does it log each action with its reason?
- Does it hand anything risky to a person?
Only then does it run. From then on, every action is in a log you can read, so you can check the same things yourself.
Can it connect to our practice-management system?
No. Our agents have no access to practice-management systems.
That rule covers every agent, standard or custom. They also never see:
- My Health Record.
- Healthcare identifiers.
- Medicare numbers.
- Clinical notes.
A custom agent works with the tools the practice already uses for its marketing, such as its ad accounts, its website and its call data. If a job needs patient records, it is not a job we build. The patient-data page sets out how we work; it is not a legal opinion. See how our agents handle patient data.
Can it book appointments, run recall or take clinical notes?
No. None of our agents do these, custom or standard.
Our agents never:
- Book, reschedule or cancel appointments.
- Answer the phone, or run recall.
- Read or write clinical notes.
- Give clinical advice.
These jobs need the appointment book and patient records, and they carry clinical risk. A custom agent works on tools the practice already uses for its marketing.
If your brief is an agent that takes bookings or talks to patients, a custom agent is not the answer, and we will say so on the call.
Can it message patients without a person?
No. Our agents never message patients or people who enquired.
Automations send to your front desk only. On Growth and Group, the standard agents qualify an enquiry and pass it to your team inside 3 minutes; a person at your practice replies.
The same rule holds for a custom agent:
- No texts or emails to patients.
- No replies to people who enquired.
- Nothing published under the practice’s name without the approval agreed in its limits.
If a job only works by messaging patients, it is not a job we build.
What is logged?
Every action the agent takes, with its reason.
Each line in the log tells you:
- What the agent did.
- Why it did it.
- When it did it.
- Whether it went ahead, or waited for a person.
For the custom reporting agent running today, that means each step of building the report is written down. For the standard agents, it means every change to your campaigns and pages.
The log is how you check that an agent stayed inside its limits, without having to take our word for it.
What if the agent does something outside its limits?
We pause it, undo the action where we can, and tell you the same business day.
The limits are written before the agent runs: what it may do alone, what waits, and what it never does. Our strategist checks the rules and a test run before it runs on your accounts. If it still steps outside them:
- The agent is paused.
- The action is undone, where that is possible.
- You are told the same business day, with the log line that shows what happened.
If you see something in the log you did not expect, tell your account lead. A person replies within 1 business day.
Who owns the agent if we stop?
You keep it all, including the custom agent’s rules and its log.
Plans are month to month, with 30 days’ notice. When a practice leaves, it keeps:
- The custom agent’s written rules and its full log.
- Its Google Ads and Meta accounts, campaigns and keyword lists.
- Its website content, landing pages and the change log.
- Its Google Business Profile, which it holds the login to throughout.
We remove our access within 5 business days. The rules describe the job in plain words, so another team can see exactly what the agent did.
What should we bring to the strategy session?
A short description of the job, and the tools it touches.
- The task, in a sentence.
- Who does it today, and how long it takes them.
- The tools it reads from.
- What the result should look like.
- Anything it must never do.
The call is free and takes 30 minutes, on video or by phone. A person replies within 1 business day to book it.
If the job turns out to be one the standard agents already do, we will tell you, and you can start on Growth instead.
Bring us the job. We will tell you if it needs a custom agent.
Book a free 30-minute strategy session, on video or by phone. Describe the task, who does it today and the tools it uses. If the standard agents already do it, we will say so.
A person replies within 1 business day.


