What happens today
After-hours messages without an answer
Clinics and practices
Every patient who writes gets an answer and an appointment.
SalesHub agents that answer with your clinic's information, book appointments and send reminders, and Lattice agents for your administrative reports. The agent never diagnoses or promises results.
- 7
- Dentibrackets branches on SalesHub
- Today
- Answering, booking and reminders
- Today
- Occupancy and missed-appointment reports
- In your cloud or on your server
- Approval before sensitive actions
- Mexican regulation
Marco
SalesHub agent · Healthcare
Online · Asks before anything important
The problem
A prospect writes at 11 p.m. and nobody answers.
After-hours messages go cold, appointments don't happen and patient follow-up is done by hand.
What happens today
Appointments that don't happen
What happens today
Patient follow-up done by hand
Use cases
What an agent would do in healthcare
- 01
Answering and booking
Available today, with SalesHub. Answers, books the appointment or a call with an advisor and sends reminders.
- 02
Post-visit follow-up
Available today, with SalesHub. Follow-up messages and rescheduling.
- 03
Administrative reports
Available today, in Lattice. Occupancy, missed appointments and conversion by channel.
- 04
Sector rules
The agent never diagnoses, doesn't promise results, doesn't ask for test results to quote and gives regulatory notices when the patient asks.
Example agent
Meet Marco
SalesHub agent · Healthcare
Marco is an example of an agent set up for a clinic: he answers with your clinic's information, books the appointment or a call with an advisor and sends reminders. He never diagnoses, never promises results or cures and hands the conversation to your team when needed.
Works on its own, with permission
Marco has a name, memory and its own computer. It runs scheduled routines, builds reports and leaves everything ready; before sending, paying or deleting, it asks for permission.
- Scheduled routines
- Reports ready on time
- Approval before sensitive actions
- Activity log
Capabilities
- Answers right away with the clinic's information
- Books the appointment or a call with an advisor
- Sends reminders and reschedules
- Follows up after the visit
- Hands the conversation to a person when needed
MarcoSalesHub · Lattice
OnlineEvery action is logged · Approval before sensitive actions
Marco, how does tomorrow's schedule look?
There are 18 appointments tomorrow. 15 confirmed; I sent reminders to the other three. One patient asked to move her appointment and I moved it to 5 p.m. Two prospects from last night are booked for an assessment.
Schedule_confirmations.pdf
PDF · Ready for your review
Tomorrow's reminders sent · 2 conversations handed to the front desk
Type an instruction or question…
How it works
From diagnosis to production, with signed criteria.
Fixed price per package. The formal diagnosis is fully credited if implementation starts within 90 days.
- 01
Free
Diagnosis
A 45-minute session to understand the process, its owner and the priority. You leave with a written answer.
- 02
Signed document
Design
Scope, permissions, data and acceptance criteria signed before we build.
- 03
From 3 weeks
Implementation
We connect the agents and put them to work on your process, with training for your team.
- 04
In production
Support
Adjustments, measurement with your numbers and support in Spanish.
What we measure
We measure it with your numbers.
We don't publish catalog percentages. Before we start we agree on what to measure and how, and we deliver the report with your results.
- 01
Time to first response
- 02
Appointments booked
- 03
No-shows
What we need from youYour clinic's information, schedules and calendars, and who takes over when the agent hands off.
Reference: Dentibrackets, a dental group with seven branches.
Control and security
You decide where it runs and what is allowed
In healthcare, each agent works with the models and budget you allow, and nothing sensitive happens without a person's approval.
- You decide where it runs: our cloud, a dedicated cloud or your server
- Allowed models per team; each one states its provider
- A log of every agent action, with which model and at what cost
- Human approval before sending, paying or deleting
Control over your data
With Na'at and Séeb on your infrastructure or in the Mexico region of our cloud, information is processed in Mexico. With other models, each one states its provider and you decide.
On your server, as a project
If your operation requires it, we set it up with you on a server of your organization, managed by us.
Activity log
What each agent did, with which model and at what cost, for audit and compliance.
Your data does not train models
Your data is never used to train a model without an explicit contract. Sensitive information is anonymized before processing.
A prospect writes at 11 p.m. and nobody answers.
FAQ
What people ask us before starting
It depends on the deployment you choose and the models you allow. We put it in writing in the proposal, model by model. If your information cannot leave your organization, the solution runs on your infrastructure.
One process with up to three agents, three weeks (SMB Starter). Two processes with teams and approvals, five weeks. Larger projects depend on scope and are set in writing in the proposal.
Nothing sensitive happens without a person's approval, and everything is logged: what each agent did, with which model and at what cost.
Agents work in the browser, with files and with your organization's systems: they log into the portal, enter data and download. If an in-house system needs a connector, it is quoted separately in the proposal.
Fixed-scope implementation packages (50% upfront, 50% at go-live) and an annual Lattice license billed monthly or quarterly. You pay per agent in production, never per user.
Another question?Book 45 minutes with our team
Siguiente paso
Stop doing repetitive healthcare work by hand
Book a free 45-minute diagnosis: what an agent like Marco would do in your process, what it would not, and what it costs.
- 45 minutes, free
- Written answer
- In your cloud or on your server