feat: add AI recall calling — books existing patients for routine cleanings

Adds a new recall conversation flow (recall-graph.ts) triggered from the
Patient Connection "AI Call" button: offers an existing patient a routine
exam & cleaning, classifies their yes/no reply, then books directly onto
the schedule (Column A, 30-minute slots, real conflict checking against
office hours and existing appointments) instead of only capturing a
preference for staff to follow up on.

Also adds a "Voice call" label in the message thread to distinguish call
transcripts from SMS, and updates the Call Templates settings UI with an
editable recall greeting.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

apps/Backend/src/routes/ai-settings.ts

@@ -240,8 +240,8 @@ router.put("/call-templates", async (req: Request, res: Response): Promise<any>
   try {
     const userId = req.user?.id;
     if (!userId) return res.status(401).json({ message: "Unauthorized" });
-    const { greeting, reminderGreeting, newPatientGreeting, generalFallback } = req.body;
-    await storage.saveAiCallTemplates(userId, { greeting, reminderGreeting, newPatientGreeting, generalFallback });
+    const { greeting, reminderGreeting, newPatientGreeting, generalFallback, recallGreeting } = req.body;
+    await storage.saveAiCallTemplates(userId, { greeting, reminderGreeting, newPatientGreeting, generalFallback, recallGreeting });
     const updated = await storage.getAiCallTemplates(userId);
     return res.status(200).json(updated);
   } catch (err) {

apps/Backend/src/routes/twilio-webhooks.ts

@@ -19,7 +19,7 @@ import {
 } from "../ai/patient-conversation-router";
 import {
   getHandoff, getAfterHoursHandoff,
-  getStage, setStage, resetConversation,
+  getStage, setStage, resetConversation, startRecallConversation,
   setPendingReschedule, getPendingReschedule, clearPendingReschedule,
   type ConversationStage,
 } from "../ai/aiHandoffStore";
@@ -696,6 +696,7 @@ router.post("/webhook/ai-voice", async (req: Request, res: Response): Promise<an
   try {
     const { CallSid, SpeechResult } = req.body as { CallSid?: string; SpeechResult?: string };
     const patientIdParam = req.query.patientId as string | undefined;
+    const purposeParam = req.query.purpose as string | undefined;
     if (!CallSid) return res.send(aiVoiceHangup("Sorry, something went wrong. Goodbye."));
 
     let session = aiCallSessions.get(CallSid);
@@ -713,13 +714,17 @@ router.post("/webhook/ai-voice", async (req: Request, res: Response): Promise<an
 
       const language = patient.preferredLanguage || "English";
       const locale = voiceLocaleFor(language);
+      const isRecallCall = purposeParam === "recall";
 
       // Resume an in-progress cross-channel conversation (e.g. mid-reschedule
-      // from a prior text) if one exists; otherwise start a fresh reminder-style
-      // check-in call, matching the default the reminder-SMS batch send uses.
+      // from a prior text) if one exists; otherwise start a fresh check-in call.
+      // A "recall" call (staff-triggered from Patient Connection, offering an
+      // existing patient a routine exam & cleaning) seeds a different stage
+      // than the default reminder-style check-in.
       const currentStage = await getStage(patient.userId, patient.id);
       if (currentStage === "initial" || currentStage === "done") {
-        await resetConversation(patient.userId, patient.id);
+        if (isRecallCall) await startRecallConversation(patient.userId, patient.id);
+        else               await resetConversation(patient.userId, patient.id);
       }
 
       const officeContact = await storage.getOfficeContact(patient.userId);
@@ -732,7 +737,7 @@ router.post("/webhook/ai-voice", async (req: Request, res: Response): Promise<an
       };
       aiCallSessions.set(CallSid, session);
 
-      const rawCallTemplate = callTemplates.greeting?.trim() ||
+      const rawCallTemplate = (isRecallCall ? callTemplates.recallGreeting?.trim() : callTemplates.greeting?.trim()) ||
         "Hi {firstName}, this is Lisa, the AI assistant at {officeName}. How can I help you today?";
       const greeting = rawCallTemplate
         .replace(/\{firstName\}/g, patient.firstName || "there")

apps/Backend/src/routes/twilio.ts

@@ -127,7 +127,7 @@ router.post("/make-ai-call", async (req: Request, res: Response): Promise<any> =
     const userId = req.user?.id;
     if (!userId) return res.status(401).json({ message: "Unauthorized" });
 
-    const { to, patientId } = req.body;
+    const { to, patientId, purpose } = req.body;
     if (!to || !patientId) return res.status(400).json({ message: "to and patientId are required" });
 
     const settings = await storage.getTwilioSettings(userId);
@@ -149,7 +149,8 @@ router.post("/make-ai-call", async (req: Request, res: Response): Promise<any> =
     } catch (err: any) {
       return res.status(500).json({ message: err.message });
     }
-    const webhookUrl = `${publicBaseUrl}/api/twilio/webhook/ai-voice?patientId=${patient.id}`;
+    const callPurpose = purpose === "recall" ? "recall" : "reminder";
+    const webhookUrl = `${publicBaseUrl}/api/twilio/webhook/ai-voice?patientId=${patient.id}&purpose=${callPurpose}`;
 
     const client = getTwilioClient(settings.accountSid, settings.authToken);
     const call = await client.calls.create({