Getting Started
Getting started with Sera
What Sera does and the path from sign-up to answering live calls.
Quick answer
Sera is an AI front desk for dental practices: it answers and places calls, books appointments and runs insurance checks. To go live you complete checkout, work through the Setup Wizard, choose an operating mode, configure your voice agent and get a phone number attached.
Steps
- Create your account and complete checkout for the Professional plan.
- Work through Setup Wizard — practice details, locations, providers, services, hours and policies.
- Choose your operating mode: Standalone or Integrated.
- Set up your voice agent in Voice Agent and have a phone number provisioned.
- Check Command Center to see what is still outstanding before Sera can take calls.
Sera answers and places calls, books appointments, and runs insurance eligibility and benefits checks. It is not an EMR, billing or claims system.
What happens after activation
Once setup is complete the practice is activated and Sera can take calls on your provisioned number. Your operating mode is locked at that point — see "Standalone vs Integrated Mode".