The WhatsApp channel automates your business WhatsApp account, allowing patients to WhatsApp the clinic and have real-time conversations with AI over a variety of different functions.
Written By Thomas Wojtowicz
Last updated 27 days ago
How WhatsApp Works
The WhatsApp channel works via the provisioned AI number. Patients can have real-time chats with AI to check or alter any upcoming appointments, pay for appointments, ask questions such as directions to your clinic and even notify you if they are running late.
If patients require human assistance all they need to do is ask and an email will be sent to the team prompting a manual response. This response can be sent through the dashboard where all the patient conversations can be viewed.
Getting WhatsApp Set Up
To get set up, head to Channels > WhatsApp > and click on Login with FaceBook. This next part is hosted on Meta’s servers.
You’ll be prompted to login to FaceBook and then subsequently fill out a form for your new WhatsApp Business account. Finally you’ll be allowed to review the platform access request, and complete the process.
The last step is for us to approve this from our side, which we will notify you of once completed.
Customising WhatsApp Settings
Head to Settings > Message Handling where you customise the messaging settings to fit your clinic requirements. This includes selecting when you would like the AI to respond throughout the day and if those responses should be paused when human assistance is pending. Any settings altered here will apply to all other messaging channels as well (SMS, Email and Website Widget).
For key intake settings, such as what patient fields are taken when creating a new patient record, head to Settings > Account Setup. You can also edit scripts by going to Settings > Scripting. These settings apply across all channels, but are essential nevertheless.
For any questions, feel free to email us at support@bookedsolid.co.uk.