Initial contact on WhatsApp
The agent collects names, contact details, reasons for seeking care, the desired specialty and basic information before involving reception.
Automation for doctors and clinics
An AI agent to handle clinic reception tasks.
A focused WhatsApp workflow: responds to patients, collects details, answers questions, organizes scheduling, confirms appointments and notifies the team.
What the agent does
Responds to patients on WhatsApp
Collects name, phone number and reason for contacting
Helps with appointment requests
Provides available times
Automatically confirms appointments
Reminds patients before their appointment
Reschedules appointments
Sends the address and instructions
Requests necessary documents or test results
Answers frequently asked questions
Routes sensitive cases to the team
Updates calendars, spreadsheets or systems
Medical reception automation
The agent organizes service before reception has to drop everything.
Clinics and medical practices receive many repetitive messages about addresses, times, confirmations, rescheduling, documents and preparation. Techaze structures WhatsApp to filter, guide and provide context to the team when a case needs human attention.
Scheduling and confirmations
Helps organize availability, confirms appointments, reminds patients before their visit and reduces no-shows caused by forgetting.
Instructions and documents
Sends the address, preparation instructions and administrative guidance, and requests documents or test results needed for the appointment.
Safe handoff to the team
Sensitive, urgent cases or those requiring human assessment are summarized and sent to reception or the responsible person.
Reception workflow
From first contact to organized service.
Automation handles the administrative side of service: collecting details, providing guidance, confirming and routing. Clinical decisions remain with the medical team.
1
The patient contacts you on WhatsApp or arrives through a campaign
2
The agent understands the reason for contact and collects basic details
3
The appointment, guidance or outstanding administrative item is organized
4
Reception receives context when it needs to intervene
5
The calendar, spreadsheet or system is updated for tracking
Frequently asked questions
Common questions about automation for clinics and medical practices
Can an AI agent assist patients on WhatsApp?
Yes. It can handle initial contact, collect administrative details, understand the reason for contact, send instructions and route cases to the team when needed.
Does automation replace the clinic's reception team?
It does not have to. Automation reduces repetitive messages, organizes information and helps reception focus on cases requiring human decisions.
Can the agent confirm appointments and remind patients?
Yes. The workflow can confirm times, send reminders, provide preparation instructions and help reschedule according to the clinic's procedures.
What happens with sensitive or urgent cases?
These cases should be routed to the human team. The agent organizes service; it does not replace medical assessment.
Also on the Techaze blog (in Portuguese)
Resources for clinics and medical practices
Guides exploring AI-powered reception, appointment confirmations, service funnels and safe automation boundaries.
Clinics
Clinic automation: appointment confirmations, reception and reminders on WhatsApp
How to reduce repetitive messages, organize scheduling and support reception without replacing the team.
Read article (Portuguese) →WhatsAppHow to build an automated WhatsApp customer service funnel
Steps to separate questions, scheduling, confirmations and human handoff on WhatsApp.
Read article (Portuguese) →ComparisonChatbot vs. AI agent: what is the difference in WhatsApp customer service?
Understand why reception, scheduling and context require more than simple automatic responses.
Read article (Portuguese) →Implement it in your clinic
Reduce reception overload and organize your schedule
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