Most bookings start on WhatsApp. Most lost bookings are lost there too. A patient asks about a price late at night. Reception sees it the next afternoon. Nobody knows which chats still wait, or which patient was close to booking.
This drop adds three things to WhatsApp. Each one stays off until you turn it on.
Smart filters: who is still waiting
In the WhatsApp inbox, a row of chips sits above the chat list. Each chip shows a count. Tap one to see only those chats:
- Unanswered: the patient wrote last, and nobody replied yet
- Waiting > 2h: waiting for a reply for more than 2 hours
- We replied today and Patient replied today
- Needs human: the bot handed the chat to staff, or it is paused
- Bot only: the last reply came from the bot
- Gone quiet: you replied 3 to 30 days ago, and the patient never answered
A waiting chat shows how long it has waited. When nobody waits, you see All caught up.
Not sure what a chip means? The Smart filters menu explains each one in a line.
Hot leads, unhappy patients, follow-ups ready
The nightly review adds three more chips: Hot leads, Unhappy, and Follow-up ready. Every AI tag gets its own chip too.
No tags yet? In the AI sales settings, open Tags & Stages and press Add recommended AI tags. You get six ready tags: Booking inquiry, Price question, Complaint, Booked, Needs follow-up, and Not interested. Tags you already have stay as they are.
A sales review every night
Turn on Sales review. Every night, the AI reads the day's chats. For each chat, it:
- writes a short summary
- scores how ready the patient is to book
- adds tags. If you link a tag to a CRM stage, the lead moves there
- drafts a follow-up message for your team to review
Then it looks at the team. It scores how each staff member sells, and lists the questions nobody could answer. The manager gets a daily report.
Open Sales review to work through it: Overview, Conversations, Follow-ups, Team, My performance, and Drafts. Each staff member can see My sales score.
You tell it how to work
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. It does not change your CRM data. When you trust it, switch to Live, and it can apply the automation rules you allowed.
Patient chat AI
Turn on Patient chat AI. When a patient writes on WhatsApp, the AI reads the new messages and suggests updates to the patient file. A doctor approves or rejects each suggestion. Nothing goes into the file without a doctor's approval.
Voice notes, and the right patient file
Two settings on each WhatsApp number help with all of this:
- Transcribe voice / describe images: the bot turns voice notes into text, and describes images.
- Auto-link chats to patients by phone: a chat links to the right patient file by itself.
Turn on what you need
Everything here is off at the start. Each part turns on from its own settings. The AI parts use your AI credits.