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Healthcare

Your practice covered 24/7: appointments, confirmations and follow-up without overloading your front desk

We set up AI assistants that answer WhatsApp, Instagram, Facebook, web chat, phone and email, book into your schedule, confirm attendance, fill gaps from your waitlist and send reminders for the follow-up visits you order. The AI never diagnoses or prescribes: it schedules, organizes and passes anything that needs medical judgment to your team.

Physicians and medical practices● Online
Simulated sample conversation. Not a real customer.
Simulated sample conversation. Not a real customer.

What eats your time today

  • The practice's WhatsApp fills up with after-hours messages, and patients who don't get a quick reply book with another doctor.
  • Your front desk spends the morning answering the same questions: visit fees, address, which insurance you accept, whether there's an opening today.
  • Patients who don't show up or call leave gaps you can't fill, and nobody has time to call everyone to confirm.
  • The follow-up visits you order fall through the cracks: patients don't rebook and nobody checks in.
  • Appointments live in a notebook, a spreadsheet and your assistant's phone; you don't know where patients come from or how many return.

Your AI agents

WhatsApp and Social Receptionist

Replies within seconds on WhatsApp, Instagram, Facebook and web chat: hours, fees, location, accepted insurers and how to prepare. It offers real openings from your schedule and books the appointment.

Voice Receptionist

Answers calls when the line is busy or after hours, books, changes or cancels appointments, and transfers anything that needs a person to the front desk.

Confirmation Agent

Asks for confirmation 48 and 24 hours ahead with "Confirm" and "I need to reschedule" buttons, rebooks in the same chat and alerts the front desk about anyone who doesn't reply.

Waitlist Agent

When someone cancels, it notifies waitlisted patients that a slot has opened so they can book it themselves, with no phone calls.

Follow-up Agent

Sends reminders for the follow-up visits you order, shares the secure link to care instructions, checks in on how the patient is doing and asks for feedback when appropriate.

Your customer journey, automated

Pick a stage to see what the AI does.

1

Lead capture

The patient finds you on Google, social media, your website or through a referral and messages or calls at any hour. The assistant replies instantly and records where they came from.

2

Qualification

Asks only what's needed, never about symptoms: service, new or returning patient, which doctor, self-pay or insurance, and preferred timing.

3

Booking

Offers available times for the doctor and service, books the visit, collects a deposit if your policy requires one and adds the patient to the waitlist if there's no opening.

4

Confirmation and reminders

Pre-registration via link, confirmation 48 and 24 hours ahead, and a same-day reminder with the address and what to bring. If they miss it, it offers to reschedule without reproach.

5

After the visit

Thank-you message, care instructions via a secure link (never in the chat), a reminder of the follow-up you ordered and a check-in on how they're doing.

6

Reviews and return visits

Satisfaction survey, a review invitation for happy patients, periodic check-up reminders and re-engagement of patients who haven't come back.

Included automations

  1. Appointment booked: patient registration, pre-visit intake link and notice to the doctor.
  2. Confirmation 48 and 24 hours ahead with "Confirm" and "I need to reschedule" buttons.
  3. Same-day reminder with the address, grace period and what to bring, or the telehealth link.
  4. Deposit via payment link when your policy requires it, with a front-desk alert if it isn't paid.
  5. Cancellation that frees up the slot and notifies the waitlist so patients can book it.
  6. No-show: a friendly message to reschedule, and a deposit requirement for repeat no-shows.
  7. Post-visit: thank-you note, care instructions via secure link and a reminder of the ordered follow-up.
  8. Satisfaction survey, review invitation and re-engagement of patients with no recent visit.

Data saved in your CRM

  • Patient type: new or returning.
  • Doctor and service from the last visit (service name, not the condition).
  • Confirmation and deposit status.
  • Date of the last visit and the next ordered follow-up.
  • Self-pay or insurance, and whether an invoice is needed.
  • Consent for health data and for messages via WhatsApp or email.

Compliance and AI limits

  • The assistant identifies itself as automated and never diagnoses, interprets symptoms or test results, prescribes or adjusts doses.
  • At any sign of an emergency, it tells the patient to call 911 or go to the ER and hands the conversation to a person immediately.
  • Clinical data lives in your medical records system (per Mexico's NOM-004 standard), not in the CRM; the CRM only stores administrative appointment data.
  • Express consent for health data and a privacy notice in line with Mexican personal data protection law.
  • Advertising reviewed under COFEPRIS (Mexico's health regulator) rules: with the physician's license number, no promises of cures and no outcome testimonials.

Integrations

  • Google Calendar or Outlook for each doctor.
  • WhatsApp Business, Instagram and Facebook.
  • Phone line with call forwarding to the voice assistant.
  • Online payments for deposits and invoicing.
  • Medical records system or the Kold Gold ERP for intake and care instructions.

What we measure

  • First response time by channel, during and after hours.
  • Appointments booked by the assistant versus the front desk.
  • Confirmed, rescheduled and no-show appointments.
  • Slots recovered from the waitlist.
  • Patients who book their ordered follow-up and patients re-engaged.

Frequently asked questions

Can the assistant tell a patient whether a symptom is serious?

No. The assistant doesn't assess symptoms or give medical opinions. If it detects a possible emergency, it tells the patient to call 911 or go to the ER and alerts your team immediately.

Does it work with my current schedule?

Yes. We connect each doctor's calendar (Google or Outlook) so the assistant only offers times that are truly available and there's no double-booking.

Where is my patients' clinical information stored?

In your medical records system or the clinical module of the Kold Gold ERP. The CRM only stores administrative data like the appointment, the service and the confirmation status.

What if a patient would rather talk to a person?

The assistant transfers them to the front desk during business hours or creates a callback task. Your team can take over any conversation at any time.

Can I charge a deposit to prevent no-shows?

Yes, if that's your policy. You can require it from everyone, only from new patients or only from those who've missed before, with clear refund rules you write.

Recommended plan for your business

For businesses that want to hand off customer service, follow-up, content, and lead generation to a single team.

Every plan includes setup, CRM and support. Prices in US dollars (USD), excluding VAT. Channel usage is billed separately from a prepaid balance.

Recommended

Full AI Agency

The complete engine: customer service, sales, content, and prospecting.

US$1,699 /moUS$16,718 /year

Pay annually: US$16,718/year · you save US$3,670 (18% off for a limited time)

18% off for a limited time · equals US$1,393.17 per month · you save US$3,670

+ US$2,399 setup (one-time fee)

The setup fee is invoiced before your account is activated.

First year: US$22,787First year: US$19,117

  • Everything in AI Sales
  • Content: 12 pieces per month adapted for 3 social networks, approved by you
  • 2 blog articles per month for your website
  • Monthly editorial calendar and scheduled publishing
  • Cold email from a dedicated domain, with responsible sending rules
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  • Win-back campaigns and promotions with your sign-off
  • Monthly strategy review with our team

For businesses that want to hand off customer service, follow-up, content, and lead generation to a single team.

15-day trial with basic implementation included. When it ends, your subscription is charged automatically; you can cancel before then.

Choose this plan

Your practice covered 24/7: appointments, confirmations and follow-up without overloading your front desk

Book, confirm and follow up with your patients 24/7 on WhatsApp, phone and social media, without overwhelming your front desk.