All of your clinic's WhatsApp in one inbox.
Your team replies from one place and you can see who answered each message. Sofía, the assistant, joins when you decide: as a copilot, only after hours, or replying on her own.
- VS
Valentina Soto
Perfect, Thursday at 10
PatientSofía replies - ML
Martín León
How much is a cleaning?
NewTeam in charge - LD
Laboratorio Dental Sur
Here is our price list
Supplier
Who replied
- Sofía approved by Julia
- Tomás from the inbox
- Clinic phone
Your whole team replies. And you know who it was.
The module works without Sofía: it is the clinic's WhatsApp, organized, so nothing goes unseen and nobody replies twice.
- The administrator decides who gets into the module, user by user.
- Every message keeps its author: whoever replied from the inbox, the clinic phone, or Sofía with the name of who approved.
- Take over and Hand back to Sofía, from the inbox or with a keyword from the phone.
- Pending, Team in charge and No record filters.
- What your team writes does not use conversations.
Valentina Soto
Team in chargeCan I move my Thursday appointment?
Sofía · approved by Julia
Sure. I have Friday 4:30 pm or Monday 10:00 am.And the crown estimate?
Tomás
Sending it now with the details.Clinic phone
Done, check the PDF.Patient, supplier or team. Every contact in its place.
Not everything that reaches the clinic's WhatsApp is a patient. The lab, suppliers and your own team write too, and they are handled differently.
- Each conversation is marked as Patient, Supplier, Team or Other.
- Sofía only talks to patients, and never joins groups.
- A team member's number is marked as Team automatically.
- The conversation is linked to the patient record. If a phone matches several records, the system does not guess: you choose.
- VS
Valentina Soto
PatientRecord: Valentina Soto - +56
+56 9 0000 1287
NewPossible record: Martín León - LD
Laboratorio Dental Sur
Supplier - AV
Dr. Andrés Vera
Team
Contact type
- Patient
- Supplier
- Team
- Other
Supplier · Sofía does not reply to this contact.
First she suggests and learns from your team. Then she replies on her own.
- 1
Connect WhatsApp
Scan a QR code from the clinic's WhatsApp, keeping the same number.
- 2
Set up Sofía
Payment methods, insurance agreements, cancellation policy and which professionals she offers, with options and no manual to write.
- 3
Copilot
Sofía writes the reply and someone on the team sends, edits or discards it. Nothing goes out without approval.
- 4
Learns and replies on her own
She learns from how your team corrects her suggestions; what she learns only applies once someone approves it. When you trust her, let her reply on her own.
Every week you see how many suggestions went out unchanged.
That number tells you when to let her reply alone, and you can always go back to copilot.
- In copilot, booking or cancelling only happens when someone on the team sends the suggestion.
- Sofía proposes what she learned: a clinic fact, a way of speaking or a rule.
- Nothing reaches her replies until someone approves it, and you can add what she should know.
Sofía's suggestion
I have Friday 4:30 pm or Monday 10:00 am. Which works for you?
What Sofía learned
RuleTo reschedule, send the online booking link.
ApprovedJaviera
By day your team replies. At night, Sofía.
You choose separately what Sofía does during opening hours and outside them, using the clinic's hours or her own.
- During opening hours: off, copilot, or replies on her own.
- After hours, weekends and holidays: off, closed notice only, copilot, or replies on her own.
- If someone on the team writes in a conversation, Sofía stays out of it for the time you set: 3 hours by default.
- New conversations only: if you want, Sofía stays out of conversations that were already going.
Only when the clinic is closed
During opening hours your team replies. At night, on weekends and holidays, Sofía replies.
Opening hours
Off, the team replies
After hours and holidays
Replies on her own
Monday to Friday
Sofía doesn't just chat: she books.
Every reply checks the clinic's schedule and records. The appointment she books shows up in the schedule right away.
- Find the patient
- Register a new patient
- List professionals
- List specialties
- Check available times
- Book the appointment
- Look up the patient's appointments
- Confirm the appointment
- Reschedule
- Cancel
- Look up procedures
- Share clinic information
- Hand over to a person
Sofía is counted per conversation. Your team isn't.
1 conversation = 24 hours with the same contact
The window opens with the first message Sofía sends. A suggestion nobody sends does not count.
Alerts at 75% and 90%. If they run out, the inbox keeps working and new conversations stay with your team.
In the membership
400 conversations a year
If you need more
Packs last 12 months and are used before the included ones.
Frequently asked questions
No. The module is the clinic's WhatsApp inbox: your team replies from it, you see who answered each message, and what the team writes does not use conversations. Sofía is only turned on if you want her.
Whoever the administrator allows: module access is granted user by user. Every message keeps its author: the name of whoever replied from the inbox, Clinic phone if it was sent from the phone, or Sofía with the name of who approved the suggestion.
No. Each conversation is marked as Patient, Supplier, Team or Other, and Sofía only talks to patients. A team member's number is marked as Team automatically, and Sofía never joins groups.
In copilot, Sofía suggests and your team sends, edits or discards. From those corrections she proposes what she learned (a clinic fact, a way of speaking or a rule), and nothing reaches her replies until someone approves it. You can also add what she should know by hand.
Yes. You choose what Sofía does during opening hours and what she does at night, on weekends and holidays, using the clinic's hours or her own, with a lunch break.
Sofía stays quiet in that conversation for the time you set, 3 hours by default. You can also take it over from the inbox, or with a keyword from the phone, and hand it back to Sofía later.
Yes. She checks available times, offers options and creates the appointment in the clinic's schedule; she also reschedules, cancels and confirms. In copilot, those actions only happen when someone on the team sends the suggestion.
Per conversation: a 24-hour window with the same contact, opened by the first message Sofía sends. A suggestion nobody sends does not count. The membership includes 400 conversations a year, and if you need more you add a pack of 500 or 1,500 that lasts 12 months.
You get alerts at 75% and 90%. If they run out, the inbox keeps working and new conversations stay with your team until renewal or until you add a pack.
By scanning a QR code from the clinic's WhatsApp, keeping the same number.
Your clinic's WhatsApp, organized. Sofía, when you want.
The WhatsApp module and Sofía are included in the annual membership.