A messaging agent and a phone agent that book from the real calendar, plus a proper session report for every client.
This is a demo build. It runs on sample data. We keep the clinic's name private.
At a glance
Demo build, sample data
Most clients at this clinic are on packages: six sessions of laser, a course of facials. So the front desk spends the day on the same questions. Is there a slot this week? How many sessions do I have left? Can I move Thursday?
Then there are reminders, prep notes, aftercare and review requests. None of it is hard. All of it takes time, and when the phones get busy something slips.
The owner also wanted clients to leave with a real record of what was done, not a note on a card.
Clients write the way they normally would. The agent works out what they want, finds their package and the sessions left, checks the clinic calendar and each therapist's diary, and offers times that are actually open. Then it books and sends the prep notes.
It answers the phone, books and reschedules during the call, copes with people talking over it, and writes a summary into the call log when the call ends.
Each session becomes a clean report on the clinic's letterhead: assessment scores, progress on the treatment plan and the next dates. A clinician signs it off, then it goes to the client as a PDF.
The clinic's rules. Treatments, packages, booking rules, prep and aftercare guidance, and what the reports need to show.
The booking system. We build on what the clinic already uses, so the agents see the same calendar the front desk sees.
A first version in about 10 days. Staff can step into any conversation at any time.
Client information stays with the clinic, under its own privacy obligations, and isn't used for anything else.
See also AI for clinics and healthcare and the AI phone agent.
Book a call and we'll walk you through the demo, from the first message to the signed report.
