Conversation agent
Qualifier skills, clinic knowledge, appointment skill, emergency guardrail, handoff to the duty receptionist.
OPD intake on the Project inbox, not a personal phone
A clinic OPD stops losing walk-ins and missed calls in a personal phone by qualifying service, location, and preferred times on the Project inbox. The Patient Inquiry Qualifier also records reason. Knowledge holds Doctors and Services; appointments and calendars are slot truth. Emergencies: call emergency services immediately.
- Walk-in QR + missed-call capture
- Service and time qualifier
- Reminders without live SMS
Personal clinic WhatsApp is how you lose the evening rush
Polyclinics bleed walk-ins when the only number is the owner’s phone, and missed-call lists die in a notebook. A bot that guesses a diagnosis is a liability. CoPulse qualifies service_need, location, and preferred_times on the shared Project inbox, matches Doctors and Services, and offers a calendar slot. The front desk takes handoff for pricing arguments and clinical doubt. Reminders go WhatsApp template, SMS, voice, or email.
Omnichannel journey
QR at the gate, website widget, and ad leads in; WhatsApp qualify; voice if they go quiet; email for prep — one OPD timeline.
- Walk-in QR and web QR and site chat create New enquiry so the evening rush is not a verbal queue only the receptionist remembers.
- WhatsApp qualification Reason, service, location, preferred times. Offer a slot from Appointments/calendars when the catalog allows.
- Phone for quiet threads Confirm tonight’s slot or recover a no-show. Replied ≠ they will attend.
- Email when useful Fasting notes or package details. Not the primary qualifier channel.
How it runs in CoPulse
The conversation agent is the OPD intake. Drips handle recall. Workflows fire on stage change. Skip autonomous until you have a dormant list with an approved plan.
Walk-in capture
QR and web widget write the same contact the WhatsApp thread will continue.
Library templates
Approved Gupshup templates after 24 hours. No live SMS path.
Workflows
On Appointment booked, queue reminder. On Consult done, optional feedback drip.
Operator setup
One Organization, one Project for the clinic (or one per location if calendars must not mix).
Setup → Channels (WhatsApp via Gupshup, email, phone, web, Meta if you run ads) → Library templates → Agents → Studio (qualifier + catalogs + appointment skill + emergency guardrail) → Agents → Router → Setup → Customers → Pipeline → Appointments/calendars → Growth campaigns with Organization wallet preview.
Saturday OPD without a personal phone
A walk-in scans QR while the receptionist is on another call. Qualifier captures fever as reason, GP as service_need, this location, evening preferred_times, and offers 6:30. A website chat from the same neighbourhood merges if your duplicate rules allow. T-2h WhatsApp reminder; no-show recovery is a later slot on voice. The owner opens inbox on a phone and sees the thread — they are not the only number patients have. Wallet-only means you are not buying a CRM seat per receptionist.
Train on this week’s roster. A doctor on leave in the catalog is how you overbook. Do not paste a treatment protocol into knowledge and call it qualification.
Patient Inquiry Qualifier fields are reason, service_need, location, and preferred_times. The agent does not invent a clinical finding. Knowledge bases hold Departments, Doctors, Beds, and Services catalogs — not a clinical chart. Appointments and calendars are the slot truth; the Appointment booked column is not inferred from a campaign send. The omnichannel inbox keeps WhatsApp, voice, email, and web on one contact so a nurse or desk can take human handoff with the thread. Pricing is wallet-only — no seat fees. Autonomous tasks, when used, count sends, reads, or contacted until a human or workflow moves the pipeline. If a visitor describes an emergency, the agent must tell them to call emergency services immediately; CoPulse is not an emergency line and not an HIS or EMR. Typical playbooks: patient qualification, walk-in QR, appointment booking, no-show recovery. Keep the front desk as human handoff, not as a second WhatsApp number. For clinics and polyclinics, keep one Organization and a Project per facility or program cluster. Preview wallet cost before any blast. Library templates are required outside the 24-hour WhatsApp window. Workflows fire on stage change only when you attach them under Agents → Workflows. The agent router keeps a specialty bot off a billing thread. Funnel percentages on library kits are estimates, not an SLA.
Clinic OPD hops
Walk-in and digital enquiries share the Project inbox.
| Hop | Channel | What happens | Owner |
|---|---|---|---|
| 1 | QR / web | New enquiry | Capture |
| 2 | Service + times | Qualifier | |
| 3 | Calendars | Slot offered | Appointment skill |
| 4 | Phone | Quiet-thread confirm | Voice |
| 5 | Inbox | Desk handoff | Human |
Playbooks for this team
Jobs are omnichannel. Each link is one URL, not a WhatsApp-only clone.
Guide: Patient inquiry qualifier
How-to for this desk. Playbooks remain the jobs.
Guide →Patient qualification
Reason, service, location, preferred times — no clinical finding.
Open playbook →Walk-in QR
Gate QR writes the same contact the chat continues.
Open playbook →No-show recovery
Same-day later slot on WhatsApp and voice.
Open playbook →Frequently asked questions
Clinic OPD, personal phones, and honest automation.
Can we keep using the doctor’s personal WhatsApp?
You can, and you will lose SLA, handoff, and history when they are off. The Project inbox is the desk.
Does the qualifier pick a diagnosis from symptoms?
No. It stores reason and service_need, then matches catalogs. Clinical triage is human handoff.
Are SMS reminders included?
Connect SMS under Setup → Channels (MSG91), or use WhatsApp templates, voice, and email.
How do walk-ins join the same thread?
Walk-in QR and web capture create the contact; WhatsApp continues it after they share a number.
Do we need a calling team?
Voice AI covers confirm and no-show. Pricing fights and clinical doubt stay human in the inbox.
Pricing?
Wallet-only. Pricing.
Related
Parent hub, sibling teams, and product surfaces this ICP actually uses.
Healthcare hub
Appointments, qualifier, catalogs, and inbox — directory of care-team ICPs and jobs.
Back to hub →Hospitals
Department routing and campus catalogs.
Open →Independent practitioners
Solo qualifier and calendars without a hospital HIS.
Open →AI agents
Qualifier, catalogs, appointment skill, inbox handoff.
Explore →Wallet-only pricing
Clinic reminders debit the Organization wallet, not a seat per receptionist.
See pricing →Move OPD off the personal phone
Connect WhatsApp, put a QR at the gate, and qualify into calendars.
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