Fewer missed opportunities. More appointments followed through.
We can automate first replies, follow-ups and sales records, respecting your clinic's process and rules.
What usually gets stuck
- Messages answered hours later, when the person has already reached out to another clinic.
- Contacts who asked for information and never heard back.
- Quotes presented with no follow-up until a decision.
Common situations; the first conversation confirms what happens in your clinic.
What can change
The contact gets a first reply; the system records progress; the team takes over the conversations that need attention and management tracks conversion and bottlenecks.
What we can implement
- AI
First reply and qualification
Contacts that come in on WhatsApp are organized and answered within the limits set by the clinic; specific cases go to the team.
How to evaluate: Time to first reply · Qualified contacts · Conversion to appointments
- Automation
Recovery of unanswered contacts
Finds stalled opportunities in the CRM and organizes authorized follow-ups, with no mass messaging.
How to evaluate: Contacts recovered · Conversions · Incremental revenue, when observable
- Person
Quote follow-up
Sends the planned reminders and passes negotiations and questions to the sales team member, with the conversation history.
How to evaluate: Acceptance rate · Time to decision
Limits
- The agent gives no health advice: questions about the case are left for the appointment.
- Messages only from the clinic's official number, to people who reached out or gave authorization.
- Sales terms beyond what was approved stay with the team.
Possible solution, subject to an assessment of the clinic's systems and process.
How it works in practice
The system records, the automation carries out what was authorized, the team steps in when needed and Unitta Flow tracks it all.
Juliana, from sales, joined the conversation
Contact record in the CRM
Filled in by the automation- Source
- Ad · official WhatsApp
- Interest
- Whitening
- Stage
- Consultation booked
- Consultation
- Fri, 9:30 · Dr. Helena
- With the team
- Answered by Juliana at 08:04
What happened in the systems
- 19:02SystemNew contact on the official WhatsApp, from the ad
- 19:03AutomationContact logged in the CRM: interested in whitening
- 19:04AIQuestion about the case: no clinical guidance, left for the consultation
- 19:05AutomationConsultation added to the schedule and day-before reminder set
- 19:06PersonPayment terms: task for Juliana, tomorrow at 08:00
- 08:05UnittaIn Unitta Flow: contact → consultation booked, nothing pending
The agent only uses answers approved by the clinic and gives no health advice: that stays with the professional.
How we measure
- Response time
- Contacts followed up
- Conversion to appointments
Metrics and baseline are defined before implementation. We don't promise gains before we know the operation.
Where this solution usually fits
Other solutions
SolutionsWant to see what could be automated in your clinic?
Tell us which part of your operation you want to improve. Our team will reach out on WhatsApp.