For medical clinics
AI sales and marketing tool for medical clinics.
Ads, website and WhatsApp on one screen. Before the AI, "do you take my insurance?" gets the answer the clinic approved, exam requests and follow-up visits go to reception, and the appointment request arrives with specialty and insurance or private pay, ready to book.
- Professional WhatsApp
- Website
- Paid traffic management
Day-to-day pains
Where the clinic loses patients in the WhatsApp queue.
Patients give up before reaching reception
The phone is busy, WhatsApp is overloaded, and the appointment goes to another clinic.
"Do you accept my insurance?" all day long
The same question, from many people, while the front desk waits.
What is serious gets lost in the middle
Test requests, complaints and cases that need a person sit behind the repeated questions.
Nobody knows how many went unanswered
With no WhatsApp numbers to look at, reception is managed in the dark.
High reception turnover
Each new person learns how to reply from scratch, and the history is scattered.
New specialty, more messages
Opening a specialty or a new location multiplies conversations without multiplying the team.
Reception doesn't need more people.It needs to separate the simple from what needs a person.
How it works
Three destinations for every patient message.
- 1
Comes in
The message lands on the clinic's official WhatsApp, with several people answering on the same number.
- 2
Decides
Before the AI, the decision reads the message: a simple question, a case for the team or a conversation for the agent.
- 3
Replies
The simple question gets the approved reply, with buttons; the AI agent answers the rest with the clinic's material.
- 4
Routes
Appointment requests and what needs a person go to reception, tagged and in the right stage.
What XBASE does for medical clinics
Official WhatsApp, a decision before the AI and reception with a dashboard.
Several people on the same number
The clinic's official WhatsApp, with one owner per conversation.
See official WhatsAppApproved replies with buttons
Insurance, address and opening hours answered with the text the clinic approved.
See approved messagesAn agent with safety rules
The agent replies with the approved material and follows the rules you turn on.
See the AI agentAppointment request ready
Specialty, preferred time of day and insurance in the record, for reception to book.
Unanswered conversations on the dashboard
Conversation volume and how many went unanswered, per day.
See the inboxSatisfaction score
A satisfaction stage in the pipeline after the appointment, with the automation built by the team.
To be fair
What stays with your reception and your doctors.
Stays with your team
Where XBASE helps
Stays with your team
Booking and rescheduling appointments
Where XBASE helps
The request arrives ready, and the XBASE calendar shows the open slots.
Stays with your team
Test requests and sensitive cases
Where XBASE helps
The conversation goes to the team, tagged, without going through the AI.
Stays with your team
Answering clinical questions
Where XBASE helps
The team sees the record and the history before replying.
To be fair
- The agent does not book, confirm or cancel appointments: it leaves the request ready, and the team books it on the XBASE calendar.
- The agent answers administrative questions (insurance, prices, address, opening hours) with the material the clinic approved. No clinical guidance.
- There is no integration with clinic management software, patient records or insurance providers, and no automatic appointment reminders.
What you are searching for
WhatsApp, CRM and AI for clinics: what each search finds here.
WhatsApp for medical clinics
The clinic's official WhatsApp in the browser, with the whole reception team on the same number.
Chatbot for clinics
Approved replies with buttons for simple questions and an AI agent for what needs a conversation, with the team on what is serious.
Automated replies for medical practices
Insurance, address and opening hours answered right away, and the appointment request ready for reception.
CRM for medical clinics
Patient record, conversation history and service stages, with unanswered conversations on the dashboard.
Frequently asked questions
Questions about WhatsApp and CRM for medical clinics.
How do I answer "do you accept my insurance?" without blocking reception?
With a reply approved by the clinic, with buttons, that goes out right away for the simple question. Reception stays available for those who need a person.
Isn't it risky to have AI talking to patients?
A simple question gets the answer the clinic approved, what needs a person goes to the team, and the AI only answers the rest, with the approved material and safety rules.
Does the agent schedule the appointment?
No. It leaves the request ready, and reception books it on the XBASE calendar.
Does it integrate with the clinic's software or patient records?
There is no integration with management software, patient records or insurance providers.
How do I know how many conversations went unanswered?
The dashboard shows conversation volume and how many went unanswered.
Are there Meta costs?
Yes. Meta charges per message on official WhatsApp, separately from the XBASE plan. The cost calculator shows the amount before you start.
Diagnosis with the expert team
Book a diagnosis of your operation with us and find out how we can help.
In a video call, the team learns the questions that arrive most and designs with you the approved replies, the agent and how conversations pass to reception.
Do what UPS did
- Meeting by video call
- Nothing to install
- WhatsApp through Meta's official API