Every web, ad, phone, and walk-in enquiry lands on one contact in the Project before anyone opens a personal WhatsApp. Then qualification and slot offers run on that timeline. This is not a WhatsApp-only child URL.
Enquiry capture is creating one contact and one New enquiry row from every source, then starting the qualifier on that timeline instead of a personal chat or Excel.
The website emails a shared mailbox. Instagram sits on a marketer’s phone. Walk-ins shout at the receptionist. By evening two desks offer two Thursday slots. CoPulse is the Project inbox after the ping arrives. CSV import still exists for partner lists. Duplicate-patients is the sibling merge job. Library hc-lead-followup sketches “inquiry → appointment” with SMS and a Patient Triage that “detects symptoms” — this playbook strips both: no live SMS, no diagnosis.
Capture is hop one. Qualification, booking, and reminders are sibling URLs.
Conversation agent plus capture channels. A Growth blast is the wrong first move if they just messaged you. 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. Appointment skill stays quiet until qualifier fields exist.
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.
Ops imports a doctor-referral CSV. A twenty-first person is already on the widget. Instagram comments become inbox rows, not likes. Workflow starts the qualifier. Click-path is Setup → Channels, Studio, Workflows, Customers kanban. hc-lead-followup funnel estimates (inquired → triaged → slot offered → booked) are not an SLA and not a symptom detector.
Phone as a first hop is rare; missed-call lists still become New enquiry, then WhatsApp. Voice confirmation is appointment-reminder, not this job.
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: Enquiry capture is creating one contact and one New enquiry row from every source, then starting the qualifier on that timeline instead of a personal chat or Excel. 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, New enquiry, Web 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 Enquiry capture 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.
Capture hops. Qualification and slots are other playbooks. There is no nested playbook-by-channel path.
| Hop | Channel | What happens | Exit to next hop |
|---|---|---|---|
| 1 | Web / Meta / QR / CSV | Enquiry exists | Contact + New enquiry |
| 2 | Continue if they share a number | Session | |
| 3 | Inbox | Human if insurance / named doctor | Thread continues |
| 4 | Voice / email | Not first-line capture | Later jobs |
Where the row is created and what the library kit got wrong.
No. Engagement CRM. Charts stay in your clinical system.
Import is v1. Then this job runs on the contact.
No. Inbound is the conversation agent. Autonomous is list sends you approve.
Use WhatsApp templates, SMS (MSG91), or web chat.
Do not ship that. Qualifier is non-diagnostic. See patient-qualification.
Sibling duplicate patients.
Parent directory, sibling jobs, ICP, stage, channel overlay, and product surfaces.
One URL per omnichannel job.
Directory →Four fields, no diagnosis.
Open →Merge before two slots.
Open →OPD intake on the Project inbox.
ICP →Intake column before a slot exists.
Stage →Widget capture; Push is a different channel.
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 →Connect hops, start the qualifier, and keep personal WhatsApp off the critical path.
Get started free