A patient asks about a price late at night. Another one sends a voice note. A third asked yesterday, got an answer, and went quiet.
By morning, the WhatsApp list is long. Reception answers from the top, so the oldest question waits the longest. Nobody remembers who was ready to book. Nobody knows which staff member closes the booking, and which one loses the patient after "how much?".
That is not a messaging problem. It is a follow-up problem. And it costs bookings.
This release puts it in front of you. The dated changelog is on What’s new. The evergreen product page is Messaging.
Start the morning with the right chats
Above the chat list, there is a row of chips with counts. Unanswered shows the chats where the patient wrote last. Waiting > 2h shows the ones that waited longest. Gone quiet shows patients who stopped answering 3 to 30 days after your reply. Those are the easiest follow-ups you will make this week.
Each waiting chat shows how long it has waited. When nobody waits, you see All caught up.
Let the AI read the day after you close
Turn on Sales review. Every night, the AI reads the day's chats. For each one, it writes a short summary, scores how ready the patient is to book, adds tags, and drafts a follow-up message. Your team reviews the draft first.
In the morning, the inbox has three more chips: Hot leads, Unhappy, and Follow-up ready. Start with the hot leads.
Link a tag to a CRM stage, and the lead moves there by itself. Your board stays current without copy-paste.
See how the team sells
The review also looks at your team. Each staff member gets a sales score, and sees it under My sales score. The manager sees the questions nobody could answer, and gets a daily report.
Those questions are your next team training. And your next quick reply.
You stay in control
In Sales review settings, write in plain words what a hot lead means for your clinic.
Start in Shadow. The AI reviews and you watch. Your CRM data stays as it is. Switch to Live when you trust it.
The patient file, kept up to date
Patients send more than questions. Turn on Patient chat AI, and the AI reads new messages and suggests updates to the patient file. A doctor approves or rejects each one. Nothing goes into the file without that approval.
With Transcribe voice / describe images on, voice notes become text the AI can read. With Auto-link chats to patients by phone on, a chat links to the right patient file by itself.
Turn on what you need
Each part is off until you turn it on. The AI parts use your AI credits.
Start with the filters today. Turn on the sales review in Shadow tonight. Read what it found in the morning.
