Lead capture & routing
Bring website enquiries into a selected CRM or inbox, with the service interest and source attached. Route them to the appropriate coordinator.
AUTOMATION / BUILT AROUND YOUR TEAMFewer loose ends.
Fewer loose ends.
More useful conversations.
Connect the steps between a website enquiry and a practice response. Keep the context together, make the next action visible and give your team a workflow they can follow.
THE ENQUIRY WORKFLOW
INTERACTIVE SIMULATIONFrom first hello to a clear next step.
01New enquiryWebsite / WhatsApp
02Understand intentInterest & preferences
03Prepare a replyApproved clinic information
04Team handoffReview & confirm
A patient asks about an initial consultation. Run the example to follow the journey.
Simulated sequence only. No AI model, messaging service or live calendar is connected here.
WHAT WE CAN HELP YOU CONNECTA practical role
A practical role
for automation.
Start with the steps your team repeats. Automate useful handoffs, then keep exceptions with the people who can handle them.
Follow-up tasks
Create reminders or draft follow-up steps around your process. Timing, ownership and consent requirements should be agreed before launch.
Booking handoff
Help a patient request the right next conversation. A connected booking provider and the clinic determine actual availability and confirmations.
Team notifications
Notify the right person when an enquiry needs attention. Avoid flooding everyone with the same message.
Source & status visibility
Track how enquiries arrive and what action is due. Reporting should reflect the connected data, not invented performance numbers.
Content & review workflows
Prepare routine administrative drafts for review. Keep clinical content approval with qualified members of the practice.
HOW WE IMPLEMENT ITStart with the process.
Start with the process.
Then connect the tools.
An automation should make the team’s work easier to understand—not hide it behind another system.
We map the current journey, identify the repeatable steps and agree what should happen when something fails. Integrations depend on your chosen providers, their available APIs, access and subscription plans.
This page demonstrates a workflow. No live messages, bookings or automations run from the simulation.
Discuss your workflowFOR AMBITIOUS DENTAL PRACTICES
Discuss your websiteYour next chapter starts with a conversation.
See what a complete digital patient experience could look like for your practice. Let’s make it yours.