AI lead intake that qualifies, routes and books
A complete intake system for a medical practice: new leads are captured, checked for consent and eligibility, spoken to by AI, and routed to the right follow-up based on the procedure they asked about.
- Conversation AI with booking, contact capture and human handover actions
- Voice AI answers mapped into structured CRM dropdown fields
- Procedure-based branches that send tailored SMS
- Consent gate, opportunity creation and tagging