WhatsApp automation for Dental clinics
The channel where the sale happens is the only one with no record.
In practice, what changes for dental clinics: No conversation is left ownerless, and response time becomes visible.
Brazilian companies sell on WhatsApp and have no history, owner or deadline in any of those conversations. We wire WhatsApp into the CRM: every contact becomes a record with source, owner and next action, on the same number customers already know.
Automation here is not a bot answering everything. It is initial screening, routing to the right person, reminders for unanswered chats and re-engagement for people who went quiet.
The typical bottleneck in this sector
Leads arrive on WhatsApp asking the price of an implant or aligner, and the front desk replies between patients. Half the conversations die from no follow-up, not from price.
What changes in the pipeline
- Separate quote requests from booked evaluations — the in-clinic evaluation is the conversion that matters
- Routing by procedure: implants, orthodontics and cosmetics have different ticket and cycle
- Automatic follow-up for people who asked the price and vanished, which is the largest slice
What is included
- WhatsApp integrated with the CRM, history inside the customer record
- Initial screening and automatic routing by service, region or rep
- Immediate first reply, even outside business hours
- Re-engagement cadence for contacts who stopped replying
- Dashboard of first-response time and ownerless conversations
What changes in your operation
No conversation is left ownerless, and response time becomes visible.
How we measure results here
Cost per booked evaluation, show-up rate and conversion into treatment.
What defines the cost: number of flows, integrations and migrating the number to the official API. The messaging platform license and per-conversation API cost are contracted by you, directly with the vendor.
Straight answers
Can we advertise before-and-after photos and prices?
Brazilian dental ethics rules restrict before-and-after imagery and result promises, and require a named technical lead in the advertising. We build campaigns inside those limits: proof through procedure explanation and clinic structure, not patient results.
Will I lose the number my customers know?
No. The number is migrated to the official API keeping the same contact. What changes is that several people can answer on it, with history recorded.
Will my customer talk to a bot?
Only for screening, and only if it shortens their path. A bot that blocks access to a human is why people hate chatbots.
Can I broadcast to my contact list?
Within platform rules and Brazilian data protection law: consent, approved template and an opt-out. Mass blasting outside those rules gets the number banned.