Conversation agent
Your knowledge, qualifier, appointment skill, emergency and “no meds in chat” guardrails, handoff to you.
Qualifier and calendars without a calling team or HIS
A solo practitioner can run a qualifier plus calendar reminders on wallet-only pricing without a calling team or a hospital HIS. Fields are still reason, service_need, location, and preferred_times. Inbox handoff can be you. Emergencies: tell them to call emergency services immediately.
- Wallet-only, no seats
- Your calendar as slot truth
- You are the handoff queue
Hospital software and a VA farm are the wrong first buy
Independent practitioners get sold HIS modules and calling teams they will not staff. Patients already WhatsApp the personal number. CoPulse is the smaller honest stack: qualifier, one Project calendar, Gupshup WhatsApp, optional voice confirms, email prep, inbox that is just you (or a receptionist). No seat tax. Not an HIS. Not a diagnostic bot.
Omnichannel journey
Google and Instagram in; WhatsApp books your calendar; optional voice if they ghost; email for prep — you see every thread.
- Web and ads Practice site widget and ads create New enquiry so Saturday slots are not only phone tag.
- WhatsApp Qualifier + your Services + your calendar. Refuse medication advice in chat.
- Phone (optional) If you enable voice, it confirms; you are not hiring a dialer farm.
- You in the inbox Human handoff is your queue. Full thread, not screenshots from a relative’s phone.
How it runs in CoPulse
One conversation agent is enough. Drips for follow-up reminders. Skip autonomous until a dormant list is worth a wallet preview. Workflows optional.
Calendars
Your Appointments/calendars — the only slot truth.
Campaigns
Recall templates when you choose. Preview wallet. No live SMS.
Inbox
You (and later a receptionist) — not a hospital department router.
Operator setup
One Organization, one Project. You are the organization admin. Wallet top-up once.
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 list without a call centre
A Google lead asks for a follow-up. Qualifier stores service_need follow-up and Saturday morning. Calendar books 11:00. T-24h WhatsApp reminder. They ask if they should double a tablet; the agent hands off to you instead of answering. You open inbox between patients. No HIS migration. No seat for a VA you do not have. If you later add an autonomous recall list, you will measure sends and reads, then book yourself.
Do not upload prescriptions into knowledge. Services are visit types. Location may be clinic vs tele — still not a diagnosis.
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. Playbooks: appointment booking, appointment reminder, patient qualification. Pricing is the ICP differentiator: wallet-only, not a hospital implementation project. You can still enable phone later; it is not required to start. For independent practitioners, 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.
Solo practice hops
Same product as a hospital desk, fewer queues.
| Hop | Channel | What happens | Owner |
|---|---|---|---|
| 1 | Web / Meta | New enquiry | Capture |
| 2 | Qualifier + your slot | Your agent | |
| 3 | Calendars | Booked time | You |
| 4 | Inbox | Meds / clinical questions | You |
| 5 | Prep if needed | Campaign |
Playbooks for this team
Jobs are omnichannel. Each link is one URL, not a WhatsApp-only clone.
Guide: Speed to appointment
How-to for this desk. Playbooks remain the jobs.
Guide →Appointment booking
Your calendar after qualifier fields.
Open playbook →Patient qualification
Reason and service without a clinical finding.
Open playbook →Appointment reminder
T-24h on WhatsApp — SMS not live.
Open playbook →Frequently asked questions
Solo clinics, wallet-only, and what you can skip.
Do I need a hospital HIS to use this?
No. CoPulse is engagement. Keep paper or your existing practice software for charts.
Are there per-user seat fees?
No. Wallet-only. You and a receptionist share the Project.
Can the agent refill or advise medicines?
No. That is clinical. Handoff to you. Booking and reminders only.
Must I turn on voice?
No. WhatsApp plus calendars is enough. Phone is optional confirm/no-show.
SMS?
Coming soon. Not a live hop.
Where do I see cost?
Pricing — preview the Organization wallet before a recall blast.
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 →Clinics
When you add a second chair and a shared desk.
Open →Health programs
When you run a checkup list, not only one-to-one OPD.
Open →AI agents
One Studio agent, your calendar, your inbox.
Explore →Wallet-only pricing
No seat fees. Recalls debit the Organization wallet.
See pricing →Run intake on wallet-only pricing
Connect WhatsApp, share your calendar, and keep clinical talk for the consult.
Get started free