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>
This commit is contained in:
ff
2026-08-02 23:13:09 -04:00
co-authored by Claude Sonnet 5
parent 06dc63c53e
commit cef928be97
10 changed files with 588 additions and 39 deletions
+3 -2
View File
@@ -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({