Feature List by Plan
Everything included with your OzyOps service, organized by plan tier.
All Plans Include
These features come standard with every OzyOps plan:
OzyOps (24/7)
- Answers every call -- nights, weekends, holidays, lunch breaks
- Qualifies callers: identifies what they need, urgency level, service type
- Books appointments or adds to callback list
- Captures caller name, phone, email, and reason for calling
- Natural, human-like conversation powered by advanced AI
- Multilingual support -- 61 languages with automatic detection
- Emergency call handling -- recognizes urgent situations and escalates immediately
Call Recording and Transcripts
- Every call recorded with a full searchable transcript
- Call summaries generated automatically
- Review any call from your dashboard
Live Call Transfer
- Transfer callers to staff or on-call personnel in real time
- Configure who receives transfers and when
- Emergency transfers available 24/7 on all plans
- Fallback behavior (voicemail/callback promise) when staff unavailable
Customer Dashboard
- View all calls with status, urgency, and caller details
- Filter by call type, date range, urgency level
- Claim calls and track resolution status
- Add notes and tags to any call
- Team access -- invite staff with Owner, Manager, or Viewer roles
Good Faith Estimate Workflow (Healthcare)
- Detects self-pay patients automatically
- Flags calls requiring a Good Faith Estimate (No Surprises Act compliance)
- Tracks GFE sent status
EMR/EHR Connection (Healthcare)
- Connect your practice management system to OzyOps
- Supported: Open Dental, athenahealth, DrChrono, any FHIR R4 system (Epic, Cerner, and more)
- Patient lookup during calls (existing vs. new patient identification)
- Appointment requests routed to manual booking queue for staff follow-up
- Calendar view of all booking queue entries (week view with status-coded pills)
- EMR credentials encrypted with AES-256-GCM
Essential Plan -- Additional Features
Everything above, plus:
AI Appointment Booking via EMR (Healthcare)
- AI checks real-time availability in your connected EMR during calls
- Books appointments directly -- no staff action needed
- Sends booking confirmation SMS to patients with provider name and time
- Contention detection prevents double-booking
- Falls back to manual queue if EMR is temporarily unavailable
Automated SMS Follow-Up Sequences
- Day 0: Instant confirmation text after the call
- Day 3: Follow-up check-in
- Day 7: Final reminder
- Fully automated -- no manual work required
- TCPA compliant with opt-out (STOP keyword) support
Add-to-Calendar Links
- Appointment confirmation SMS includes an "Add to Calendar" link
- One tap adds the appointment to the caller's phone calendar (Apple, Google, Outlook)
- Includes date, time, provider name, location, and any prep instructions
- Reduces no-shows by keeping appointments visible on the caller's calendar
Quote and Lead Pipeline
- Visual Kanban board for tracking quotes and leads
- Pipeline stages: Sent, Follow-Up 1/2/3, Closed Won, Closed Lost
- Lead scoring based on engagement and recency
- Track which quotes need attention
Self-Serve Script and FAQ Editor
- Edit your AI's scripts, FAQs, and greetings directly from the dashboard
- Changes take effect immediately
- No limits on updates -- customize as much as you want
Verified Phone Number
- A2P-verified number for better SMS deliverability
- Reduces risk of messages being flagged as spam
Activity Audit Logs
- Complete history of all actions (claims, status changes, SMS sends)
- HIPAA compliance trail for healthcare practices
- Timestamped with user attribution
Professional Plan -- Additional Features
Everything above, plus:
Outbound AI Calling
- AI follows up with unresponsive leads automatically
- Configurable call sequences (Day 1/3/7)
- Outbound call transcripts and summaries in your dashboard
Advanced Analytics Dashboard
- Booking conversion rate tracking
- Escalation rate monitoring
- Average call duration trends
- Call volume by hour (identify peak times)
- Call type distribution breakdown
- Outcome trends over time (appointments, quotes, callbacks, emergencies)
- CSV export for all analytics data
Prescription Refill Workflow (Healthcare)
- AI captures refill requests during calls
- Tracks pharmacy details and medication info
- Status workflow: Pending, Notified, Sent, Completed
- Daily staff reminder emails for pending refills
- Full audit trail
Procedure Scheduling (Healthcare)
- Multi-appointment procedure scheduling support
- Preparation instructions tracking
- Procedure booking pipeline management
Priority Support
- Priority ticket queue with faster response times
- All tiers get 4-hour support response SLA; Professional gets priority queue
Plan Comparison
| Feature | Starter | Essential | Professional |
|---|---|---|---|
| Monthly Price (Healthcare) | $349 | $999 | $1,795 |
| Included Minutes | 500 | 1,200 | 2,000 |
| Included SMS | 1,000/mo | 5,000/mo | 15,000/mo |
| Minute Overage | $0.75/min | $0.75/min | $0.60/min |
| SMS Overage | $0.03/SMS | $0.03/SMS | $0.02/SMS |
| OzyOps (24/7) | Yes | Yes | Yes |
| Call Recording and Transcripts | Yes | Yes | Yes |
| Live Call Transfer | Yes | Yes | Yes |
| Multilingual (61 languages) | Yes | Yes | Yes |
| Emergency Handling | Yes | Yes | Yes |
| Customer Dashboard | Yes | Yes | Yes |
| Team Access (RBAC) | 3 members | 5 members | 10 members |
| GFE Workflow (Healthcare) | Yes | Yes | Yes |
| EMR/EHR Connection (Healthcare) | Yes | Yes | Yes |
| AI Appointment Booking via EMR | -- | Yes | Yes |
| SMS Follow-Up Sequences | -- | Yes | Yes |
| Add-to-Calendar Links | -- | Yes | Yes |
| Quote/Lead Pipeline | -- | Yes | Yes |
| Self-Serve Script and FAQ Editor | -- | Yes | Yes |
| Verified Phone Number | -- | Yes | Yes |
| Activity Audit Logs | -- | Yes | Yes |
| Outbound AI Calling | -- | -- | Yes |
| Advanced Analytics and Export | -- | -- | Yes |
| Prescription Workflow | -- | -- | Yes |
| Procedure Scheduling | -- | -- | Yes |
| Priority Support | -- | -- | Yes |
Healthcare pricing shown
Pricing shown is for healthcare practices. Trades and law firm pricing is being finalized -- contact sales for current rates.
How It Works
- Sign up and onboard -- Create your account, customize your AI agent with guided self-serve onboarding, and go live in minutes.
- Calls start flowing -- OzyOps answers, qualifies, and routes every call 24/7.
- You manage from the dashboard -- Edit scripts, review calls, track leads, and adjust settings anytime.
- Get help when you need it -- AI-powered help chatbot for instant answers, plus ticket-based support with a 4-hour response SLA.
Questions?
- Email: support@ozyops.com
- Book a call: calendly.com/ozyops