The platform's workflows, running themselves.
AI Automations watches AI CRM and triggers the right operational action automatically — every time, without your team having to remember.
Good processes fail when they depend on someone remembering.
A lead should be reactivated after 30 days. A reminder should go out 24 hours before a consultation. A missed follow-up should notify the team. Individually simple — collectively, easy to drop when your team is busy with patients in the room.
Rules that run themselves, on real platform data.
AI Automations watches AI CRM for the conditions you define — a lead going quiet, a booking approaching, a review worth requesting — and triggers the right action automatically. It assists the operational workflow. It never makes a clinical decision on a patient's behalf.
Trigger. Condition. Action.
Lead goes quiet
No response for 14 days after initial enquiry.
Check status
Only if not already booked or marked "not interested".
Re-engage
Send a personalised WhatsApp message via Lead Reactivation.
Record outcome
Response (or silence) is written back to AI CRM.
What actually runs.
| Trigger | Action | Status |
|---|---|---|
| New enquiry received | Qualify & offer consultation slots | ● Active |
| Consultation in 24 hours | Send booking reminder | ● Active |
| Lead quiet for 14 days | Trigger Lead Reactivation sequence | ● Active |
| Consultation completed | Request a review, 48 hours later | ● Active |
From first message to qualified lead.
Every new enquiry captured by AI Receptionist is automatically qualified, tagged by treatment interest, and routed — no enquiry sits untouched waiting for someone to notice it.
Fewer no-shows, less manual chasing.
Confirmation on booking, a reminder the day before, and a same-day nudge if a slot is at risk — sent automatically, so your team isn't manually tracking every upcoming consultation.
Old enquiries, followed up on schedule.
AI Automations is what actually triggers Lead Reactivation — watching AI CRM for enquiries that have gone cold and starting the re-engagement sequence at the right moment, not late and not too soon.
Your team knows what needs attention.
Complex enquiries, unusual requests, or anything flagged during a call are routed straight to your team — with context from AI CRM already attached, so nobody starts from zero.
After the consultation, not just before it.
A follow-up message after treatment, a review request at the right moment, a check-in if a patient mentioned a concern — automations don't stop once the booking is made.
Assists the workflow. Never the clinical call.
Every workflow, one view.
Orchestrates every module.
AI Automations doesn't hold its own separate data — it acts on AI CRM and coordinates the rest. See the full picture on the Platform Overview.
Why orchestration matters.
Nothing depends on memory
Follow-ups, reminders and reactivations happen on schedule, every time.
Your team focuses on patients
Less time on manual admin and chasing, more time on the people in the room.
Consistent, not occasional
Every enquiry gets the same quality of follow-through — not just the ones someone happened to remember.
About AI Automations specifically.
Does the AI make medical decisions?
Can I control what triggers what?
Does this need AI CRM to work?
Is there a separate cost for Automations?
See the platform's workflows in action.
Try the live AI above, or book a free demo and we'll walk you through it.