NEW AI Agent CRM with Wizard Control

AI Agent and CRM System for clinics: Patients, appointments, follow-ups

A new type of Customer Management System. Chats, leads, pipelines, outreach, tasks, documents, analytics, all driven by AI agents and a Wizard command layer.

AI Customer Management System

An AI operating system for customer work

Ten modules. One AI layer. Everything your team needs to find leads, talk to them, close them and never let anything fall through the cracks.

01 / 08
Patient Inquiries

One command center for every patient conversation

All clinic channels, WhatsApp, Telegram, Instagram, Voice, web form, in a single AI inbox tied to patient records, visit history and treatment plans. Route, confirm, reschedule, escalate.

  • Every chat linked to live patient file, visit history and treatment plan
  • AI confirms appointments, sends preparation info, answers FAQ 24/7
  • Urgent symptoms and complaints auto-flagged for the doctor
Patient Inquiries, unified AI inbox with lead details and company record
02 / 08
Patient Pipelines

Patient pipelines: never lose a booking

Run separate pipelines per service, doctor or treatment plan. AI scores every inquiry, surfaces patients about to no-show, flags dormant cases, and suggests the next message that brings them back.

  • Pipelines per service, doctor or treatment plan, Kanban or list
  • Booking-score on every card, no-show alerts at every stage
  • AI proposes next action: reschedule, treatment reminder, win-back
Patient pipeline, Kanban view with bookings across stages
03 / 08
Appointment Calendar

A calendar tied to doctors, chairs and patients

Every visit, procedure, follow-up and treatment session in one calendar, tied to the patient file and to your AI. Wizard reschedules, confirms, prevents no-shows automatically.

  • Day / Week / doctor / chair views with drag-to-reschedule
  • Visits auto-attach to the matching patient and treatment plan
  • AI confirms bookings T-24h and T-2h via WhatsApp / SMS / Voice
AI CRM Appointment Calendar, week view with staff and events
04 / 08
Any source → AI First

Connect every channel. AI replies to every patient first

Website forms, ads, messengers, webhooks, every lead is routed through AI agents that open the conversation instantly. No cold queues. No forgotten contacts.

  • Capture from booking form, DMs, ads, missed calls and API
  • Instant AI reply through Personal WhatsApp, Telegram, Viber, Voice
  • Auto-assign by service, doctor or location
Patient Inquiry Outreach automation
05 / 08
Visit Triggers

AI-triggered patient communication

Wire any external event, payment, booking, form, webhook, into a chained AI sequence. Reactivation, reminders, confirmations, upsells, delivered by agents through the right channel.

  • Webhook-driven triggers with named sequences
  • Agent instruction or custom message per step
  • Multi-channel routing, tries until it lands
Visit Trigger Outreach, webhook-based AI campaigns
06 / 08
Patient Outreach

Personal reactivation for every patient segment

Segment patients by service, last visit, treatment status or dormancy. AI sends gentle, personalized win-back messages, birthdays, treatment-due reminders, seasonal check-up nudges.

  • Segments: dormant, treatment-due, post-procedure, prevention, VIP
  • AI personalizes by service history, doctor and last visit
  • Throttled, opt-out-friendly, patient-friendly cadence
Patient Outreach, AI win-back and reactivation builder
07 / 08
Clinic Wizard

Your AI clinic control layer

Wizard is a Claude-grade AI inside your clinic CRM. Ask which doctor has the highest NPS, which patients are about to no-show, which treatment plan needs a reminder, and let it act for you.

  • Ask anything across patients, visits, doctors and campaigns
  • Wizard creates tasks, sends reminders, books slots, tunes agents
  • Multi-chat history per clinic, fully auditable
Clinic Wizard, AI control layer for your CRM
08 / 08
Clinic Analytics

An AI clinic control dashboard

Bookings, no-shows, NPS, doctor workload, top services, lead-to-visit funnel, reactivation campaigns. Wizard tells you which campaign brought patients back and which doctor needs help.

  • KPIs: bookings, completion rate, no-shows, NPS, revenue
  • AI insights: best services, best lead sources, churn risk
  • Export to PDF, Google Sheets or live webhook
Clinic Analytics, bookings, NPS, doctors and services
AI Channels for CRM

AI channels wired into your CRM system

Every conversation, every lead, every chat, flowing into one CRM. 20+ AI-powered channels across messaging, voice, email, SMS, personal accounts and custom APIs, unified under one customer record.

AI Instagram Agent

AI Instagram agent capturing DMs, comments and reactions, every interaction logged as a lead in your CRM.

DMs · Comments · Reactions

AI Facebook Messenger Agent

AI Facebook Messenger agent handling messages, comments and flows, all conversations attached to the CRM contact card.

Messages · Comments · Flows

AI Telegram Bot Agent

AI Telegram bot agent for automated replies, support flows, lead generation, and smart Telegram communication.

Bot · Support · Leads

AI TikTok Agent

AI TikTok agent for comments, direct messages, reactions, likes, and automated TikTok communication.

Comments · DMs · Reactions

AI Calls Agent

AI voice agent for inbound and outbound calls, phone numbers in 100+ countries, automated call scenarios.

Inbound · Outbound · 100+ countries

AI Ringostat Calls Agent

AI calls agent connected to Ringostat for telephony, call tracking, inbound/outbound calls, call analytics.

Ringostat · Tracking · Analytics

AI SMS Agent

AI SMS agent for sending, receiving, automating and scaling SMS communication with clients.

Global · 2-way · Automation

AI WhatsApp Business Agent

AI WhatsApp Business agent for official business communication, automated replies, broadcasts, and sales workflows.

Business API · Broadcasts · Sales

AI WhatsApp Personal Agent

AI WhatsApp personal agent for private chats, personal numbers, and all conversations inside one AI system.

Private · Personal · Unified

AI Website Widget Agent

AI website widget agent for sales, support, lead capture, and AI communication directly on your website.

Widget · Sales · Lead capture

AI Gmail Agent

AI Gmail agent for email communication, inbox automation, replies, and AI-powered email workflows.

Inbox · Replies · Workflows

AI Telegram Personal Agent

AI Telegram personal agent for personal chats, group communication, message analysis, and AI chat management.

Personal · Groups · Analysis

AI Webhooks API Agent

AI webhooks API agent for connecting any external application, custom API, automation, or AI workflow.

API · Webhooks · Custom

AI Viber Bot Agent

AI Viber bot agent for automated Viber messaging, support conversations, and AI communication flows.

Bot · Support · Automation

AI Viber Personal Agent

AI Viber personal agent for personal messaging, private chats, and AI-managed Viber communication.

Personal · Private · Managed

AI OLX Agent

AI OLX agent for managing client messages, inquiries, and sales communication from OLX in one system.

Inquiries · Sales · Unified

AI Twilio Agent

AI Twilio agent for voice, messaging, phone numbers, SMS automation, and global AI communication workflows.

Voice · SMS · Global

AI Google Agent

AI Google agent for Google-based communication, integrations, authentication, and AI business automation.

Google · Auth · Automation

AI iOS Chat Agent

AI iOS chat agent for mobile messaging and push, leads and replies flow directly into your CRM.

iOS · Push · Custom

AI Android Chat Agent

AI Android chat agent for mobile messaging and push, every interaction becomes a tracked CRM lead.

Android · Push · Custom
AI Templates for CRM

Ready-made clinic templates to launch your business

Twenty ready-made clinic templates, agent accounts and proven scenarios, pre-configured for medical practices, ready to plug into your CRM and start booking patients the same day.

Dental Clinic
Dental Clinic
Healthcare Booking

Books appointments, sends visit reminders, reduces no-shows

General Medical Clinic
General Medical Clinic
Healthcare Multi-doctor

Routes inquiries to right doctor and books visits 24/7

Cosmetic Surgery Clinic
Cosmetic Surgery Clinic
Healthcare Aesthetic

Qualifies leads, books consultations, follows up post-op

Pediatric Clinic
Pediatric Clinic
Healthcare Children

Books visits by child age and reminds about vaccinations

Dermatology Clinic
Dermatology Clinic
Healthcare Skincare

Triages skin concerns and books treatments by service

Ophthalmology Clinic
Ophthalmology Clinic
Healthcare Vision

Books eye exams and reminds about prescription renewal

Veterinary Clinic
Veterinary Clinic
Healthcare Pets

Books pet visits, sends vaccination reminders, follows up

Physiotherapy Center
Physiotherapy Center
Healthcare Rehab

Schedules sessions and tracks treatment plan progress

Diagnostic Lab
Diagnostic Lab
Healthcare Lab

Books tests, sends results, schedules follow-up consultations

IVF & Fertility Clinic
IVF & Fertility Clinic
Healthcare Reproductive

Guides patients through cycles and books consultations

Mental Health Clinic
Mental Health Clinic
Healthcare Therapy

Books therapy sessions and sends gentle reminders

Cardiology Center
Cardiology Center
Healthcare Specialist

Books cardiac exams and tracks follow-up cardiograms

Orthopedic Clinic
Orthopedic Clinic
Healthcare Surgery

Books consultations and tracks pre/post-op treatment

Gynecology Clinic
Gynecology Clinic
Healthcare Women's

Books visits and sends annual check-up reminders

Pharmacy Network
Pharmacy Network
Healthcare Pharmacy

Reorders prescriptions and answers product questions

Wellness Spa
Wellness Spa
Healthcare Wellness

Books spa treatments and sells membership packages

Chiropractic Clinic
Chiropractic Clinic
Healthcare Therapy

Books adjustment sessions and tracks treatment progress

Aesthetic Medicine
Aesthetic Medicine
Healthcare Aesthetic

Qualifies clients and books beauty procedures

Hearing Aid Center
Hearing Aid Center
Healthcare Audiology

Books hearing tests and follows up on device adjustments

Telemedicine Service
Telemedicine Service
Healthcare Online

Schedules video consultations across multiple specialties

CRM AI Team

Build an AI team for your CRM

Assign clear roles across sales, support, operations and analytics, and power each agent with the skills your CRM workflow needs.

Agents

Sales Manager
Clinic Manager
Closes deals in your CRM
Sales online
9 active tasks
Data Analyst
Appointment Agent
CRM reporting & insights
Analytics online
7 active tasks
Project Manager
Reactivation Agent
Moves leads through stages
Operations online
8 active tasks
Sales Lead
Treatment Coordinator
Owns the pipeline
Sales online
11 active tasks
CRM Manager
Patient Recommender
Runs the CRM workflow
Operations online
8 active tasks
CEO Agent
Pipeline Manager
Scores and routes new leads
Sales online
5 active tasks
Brand Marketer
Lead Qualifier
Handles CRM tickets & FAQs
Support online
10 active tasks
Finance Lead
CRM Manager
Never lets a CRM lead go cold
Sales online
6 active tasks
Performance Marketer
Support Agent
Runs personalized sequences
Outreach online
12 active tasks
Web Analyst
Reviews Agent
Books calls, syncs to CRM
Operations online
6 active tasks

Skills

Find the most valuable patient
Leads Scoring

Surfaces the highest-value lead in your CRM right now, ready to be contacted.

Find the top-performing doctor
Team Performance

Identifies who on your team is closing the most deals and the fastest.

Find no-show patients
Team Conversion

Ranks managers by lead-to-deal conversion rate across the CRM pipeline.

Find patients without follow-up
Pipeline Risk

Flags deals that have not moved between CRM stages for too long.

Find patients without a reply
Inbox Follow-up

Surfaces every contact waiting on a response, no conversation goes cold.

Find the best lead source
Marketing Attribution

Identifies the channel delivering the most qualified CRM leads.

Find problem stages
Funnel Diagnostics

Detects the CRM pipeline stage where most deals get stuck or lost.

Find reasons for cancellations
Insights Revenue

Analyzes closed-lost deals and extracts the top reasons customers walked away.

Show sales dynamics
Analytics Trends

Plots revenue, new leads and closed deals over any time window.

Show manager workload
Team Capacity

Reports how many leads, deals and tasks each manager is handling right now.

News & Updates

What's new in AI CRM

Product updates, case studies and fresh scenarios, the platform ships weekly.

Get started

See AI CRM running on your business

Leave your details, we'll set up a live demo on your channels, with your pipeline and your real leads. No slides, no theory.

  • Personalized 30-minute demo
  • AI agent set up on your real channel
  • Deployment plan tailored to your team

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New type of CRM

This is not the CRM
you used yesterday. This is AI CRM.

Chats, leads, pipelines, calendar, outreach, automations, tasks, documents and analytics, one AI system, one Wizard command layer, zero spreadsheets.