Reminders are WhatsApp templates, email, optional voice, and SMS — a library kit that prints SMS is not a substitute for Setup → Channels. hc-appointment-reminder (No-show reduction kit) is inspiration: keep T-24h WhatsApp and T-2h voice; SMS when MSG91 is connected; AMD so voicemail is not a yes. The card stays Appointment booked.
Appointment reminder is confirming a calendar event already on Appointment booked via closed-window WhatsApp templates, optional email, and optional voice with AMD — not live SMS and not moving Consult done from speech-to-text.
hc-appointment-reminder lists channels whatsapp, sms, phone and stages Reminded / Confirmed / No-show. CoPulse healthcare has five columns. Reminded is a custom property or campaign meter. Confirmed speech is not attendance. No-show is a sibling playbook. Funnel Booked 100 → Reminded 98 → Confirmed 84 → Visited 79 is an estimate, not Insights.
After booking. Voice if they do not tap. No-show recovery if they miss.
Workflows plus Growth for the T-24h clock. Voice campaigns for confirms. Strip SMS from the kit. Do not use autonomous tasks as the inbound qualifier. Conversation agents, Growth drips, and autonomous list sends are three systems with no shared stop-when-booked contract. WhatsApp live catalog is Gupshup. Phone is Plivo; email is SES. Wallet-only pricing: preview the Organization wallet before a blast. Organization and Project — never a personal doctor phone that vanishes when the receptionist leaves.
Patient Inquiry Qualifier (reason, service_need, location, preferred_times). Catalogs: Departments, Doctors, Beds, Services — not a chart. Emergency utterances: call emergency services. Inbox handoff. Confirmation Caller in the kit maps to a voice agent — not a new stage.
Agents → Workflows on stage change: agent.run, route.agent, crm.set_custom_properties, crm.update_stage, crm.create_task, templated send.whatsapp/email. Not adaptive nurture.
Clock-based sequences and list blasts with wallet preview. Campaign conversion is reply rate unless you also track Appointment booked on the pipeline.
Keep a dental bot off a health-check reply. Route by stage, channel, or campaign.
One Organization, one Project. Healthcare pipeline labels. Wallet-only. Library kits are sketches — rewrite hops without SMS and without a diagnostic triage agent.
Setup → Channels (WhatsApp/Gupshup, Web, Meta, Email/SES, Phone/Plivo as needed) → Library templates → Agents → Studio (Patient Inquiry Qualifier, catalogs, appointment skill, emergency guardrail, handoff) → Router → Setup → Customers → Pipeline (five default columns) → Appointments/calendars → Agents → Workflows (stage changed: agent.run, route.agent, crm.set_custom_properties) → Growth with Organization wallet preview. Connect SMS (MSG91) under Setup → Channels when you want that hop.
Template went out. Twelve tapped C. Voice with AMD handled the rest. Machines skipped. STT yes stayed booked. Nine no-shows the next morning go to no-show-recovery — still this column.
Click-path: Library template sync (Gupshup), Workflows on stage change, Phone campaign AMD. Wallet preview.
Operators assemble this job on the Project. Click-path remains Setup → Channels (WhatsApp/Gupshup, Web, Meta, Email/SES, Phone/Plivo as needed) → Library templates → Agents → Studio (Patient Inquiry Qualifier, catalogs, appointment skill, emergency guardrail, handoff) → Router → Setup → Customers → Pipeline (five default columns) → Appointments/calendars → Agents → Workflows (stage changed: agent.run, route.agent, crm.set_custom_properties) → Growth with Organization wallet preview. Connect SMS (MSG91) under Setup → Channels when you want that hop. Keep the quotable definition in the brief for the team: Appointment reminder is confirming a calendar event already on Appointment booked via closed-window WhatsApp templates, optional email, and optional voice with AMD — not live SMS and not moving Consult done from speech-to-text. Do not use autonomous tasks as the inbound qualifier. Conversation agents, Growth drips, and autonomous list sends are three systems with no shared stop-when-booked contract. While you implement, keep the parent playbooks directory, Appointment booked, Phone overlay, Clinics, Agent Studio, Growth campaigns, and wallet-only pricing in the same runbook. Do not invent Meta Cloud WhatsApp if the catalog is Gupshup. Do not promise adaptive nurture. Human handoff stays in the omnichannel inbox. Appointments and calendars are the slot truth when this job books time. Library templates are required outside the 24-hour WhatsApp window. Workflows fire on pipeline stage change only when you attach them under Agents → Workflows. The agent router keeps the wrong bot off this thread. Knowledge bases hold Departments, Doctors, Beds, and Services catalogs — not a clinical chart. Preview the Organization wallet before a blast. Do not claim HIS or EMR replacement. The Appointment reminder playbook never forks into a WhatsApp-only or voice-only child URL. Funnel percentages on library kits are estimates, not an SLA. Autonomous success is sends, reads, or contacted — not appointment booked. If this job mentions money, the Organization wallet is the meter. That is the honest operating manual for this URL.
Reminder hops with SMS removed. There is no nested playbook-by-channel path.
| Hop | Channel | What happens | Exit to next hop |
|---|---|---|---|
| 1 | WhatsApp template | T-24h | Delivered / replied |
| 2 | Optional confirm/prep | Opened | |
| 3 | Phone | T-2h + AMD | STT, not attendance |
| 4 | SMS | Coming soon — not live | Do not plan |
Inspired by hc-appointment-reminder. Visited maps to Consult done — still not an SLA. SMS hop omitted. Percentages, if shown, are illustrative estimates inspired by library kits (hc-appointment-reminder, hc-lead-followup, hc-reengage). They are not your Project Insights chart, not an SLA, and not a reason to treat SMS as live.
Kit vs live hops.
No. WhatsApp, email, voice.
No. Property or campaign meter. Five columns only.
No. STT or a WhatsApp tap is not Consult done.
Yes on confirmation lists so machines are not yeses.
Only if the confirm list is long. See phone overlay.
Templates and minutes debit the Organization wallet.
Parent directory, sibling jobs, ICP, stage, channel overlay, and product surfaces.
One URL per omnichannel job.
Directory →Creates the slot this job reminds.
Open →If they still miss.
Open →Daily T-24h load.
ICP →Where reminder workflows bind.
Stage →AMD and confirms.
Channel overlay →How-to companion. This playbook stays the job URL.
Guide →Agent Studio, skills, knowledge, router, workflows.
Explore agents →Library templates, audiences, wallet preview.
Explore campaigns →Sends and minutes debit the Organization wallet. Creating a CRM row does not.
See pricing →Steal timing from the kit, delete SMS, keep calendars as slot truth.
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