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

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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
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apps/Backend/src/storage/twilio-storage.ts
+4 -1
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@@ -109,10 +109,12 @@ export const twilioStorage = {
reminderGreeting: all["_ai_call_reminder_greeting"] ?? "Sure, I can help with that.",
newPatientGreeting: all["_ai_call_new_patient_greeting"] ?? "No problem, let's get you set up.",
generalFallback: all["_ai_call_general_fallback"] ?? "Sure, how can I help?",
recallGreeting: all["_ai_call_recall_greeting"] ??
"Hi {firstName}, this is Lisa from {officeName}. We wanted to check in — you're due for a routine exam and cleaning, which most insurance plans cover at no cost. Would you like to schedule one?",
};
},
async saveAiCallTemplates(userId: number, templates: { greeting?: string; reminderGreeting?: string; newPatientGreeting?: string; generalFallback?: string }) {
async saveAiCallTemplates(userId: number, templates: { greeting?: string; reminderGreeting?: string; newPatientGreeting?: string; generalFallback?: string; recallGreeting?: string }) {
const settings = await db.twilioSettings.findUnique({ where: { userId } });
const existing = (settings?.templates as Record<string, string>) || {};
const updated: Record<string, string> = { ...existing };
@@ -120,6 +122,7 @@ export const twilioStorage = {
if (templates.reminderGreeting !== undefined) updated["_ai_call_reminder_greeting"] = templates.reminderGreeting;
if (templates.newPatientGreeting !== undefined) updated["_ai_call_new_patient_greeting"] = templates.newPatientGreeting;
if (templates.generalFallback !== undefined) updated["_ai_call_general_fallback"] = templates.generalFallback;
if (templates.recallGreeting !== undefined) updated["_ai_call_recall_greeting"] = templates.recallGreeting;
return db.twilioSettings.upsert({
where: { userId },
update: { templates: updated },