CRM & campaigns
AI-generated patient follow-up tasks, templates and segmented campaigns.
5 articles
Articles in this collection
- What the CRM is and where tasks come fromA queue of patient follow-up tasks, generated by AI or created by your team.4 min
- The CRM inbox: filter and send tasksFilter by status, topic or channel, and send each task by WhatsApp or email.4 min
- CRM message templatesReuse messages with variables like {{paciente_primeiro_nome}}.3 min
- Campaigns: reach a segment in bulkGenerate tasks for many patients at once, filtering by AI tags.4 min
- CRM reportsMeasure how many tasks are sent and how many patients reply.3 min