SuperClini
CRM & campaigns

The CRM inbox: filter and send tasks

SuperClini TeamUpdated May 2, 20264 min
SuperClini · CRM
CRM Inbox
✨ New task
18
Total
5
Pending
4
Scheduled
6
Sent
3
Answered
Ana Pérez✨ IAhace 10min
Pending review follow-up
💬Pending
João Silvahace 3h
Treatment plan to approve
✉️Scheduled
María López✨ IAhace 1d
Membership renewal
📞Sent
Carlos Rojashace 2d
Collection · overdue
📱Answered
Each task with its patient, channel and status; AI ones carry a special mark.

The inbox shows tasks with counters by status: pending, scheduled, sent and replied. A dentist sees only their own; admin and reception see all. You can filter by topic, channel and origin (AI or manual).

  1. 1Open a task to see the detail and an editable message draft.
  2. 2Click “Send now” to send it by WhatsApp or email; review the text before sending.
  3. 3With “New task” you create one by hand: choose patient, channel, topic and priority.

When the patient replies on WhatsApp, the task marks itself as replied. Sending by WhatsApp requires Sofía connected; by email, the clinic's mail set up.

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The CRM inbox: filter and send tasks · SuperClini