Build automations with AI
Describe the flows you want and let the AI assistant draft every message, timing and template for you to check, refine and install.
The AI assistant can draft flows and booking messages from a plain description. Nothing changes until you check the preview and confirm it.
This is in beta and AI can make mistakes. Read every message in the preview before you confirm it.
Draft a flow
Open Settings → Automations.
Open the assistant and describe what you want, in your own words, for example:
- "A new enquiry flow for implant leads: a friendly text straight away, an email the next morning, and a call task."
- "Change the couldn't-reach-them flow: two texts and an email over two days."
- "A long-term nurture for leads who go quiet for three weeks, monthly, for six months."
- "Add a booking confirmation by WhatsApp and a reminder the day before."
The assistant drafts the flow and shows it on a card. Read it, then ask for any change ("make the second text warmer", "wait two days instead of one"). Each new draft replaces the previous card.
Click Confirm to install the flow in one go, or Cancel to leave everything as it is.
What the preview shows
- Each flow with what starts it and its steps in order: every message with its channel and text, every wait, stage move and note, and every task with its note, who it's assigned to, when it's due and its priority.
- Marketing on promotional messages: they go only to patients whose consent allows marketing, with the STOP or unsubscribe line added.
- The new templates the flow creates. WhatsApp templates need Meta's approval before they can be sent outside a conversation's 24-hour window.
- Booking messages, marked as applying to every board: they are practice-wide.
- Will retire: the existing flows the new ones replace. Leads already in them finish where they are; new leads start the new flow.
Good to know
- The assistant only drafts flows with the triggers a flow can have — New enquiry, Couldn't reach them, After the last try and Goes quiet — and the booking messages you asked for; everything else stays as it is.
- It always creates new templates. It never edits a template another automation already uses.
- If your practice system reads your appointments, new booking messages start switched off. Switch them on in Settings → Automations once you've checked them.
- It doesn't draft recall messages. Set those up on the Automations page.
- If a colleague changes one of the affected automations before you confirm, the install stops and asks you to draft the preview again.
- Once installed, a flow is an ordinary flow: edit it in the builder like any other.
Only owners and managers can install a flow, because it changes the practice's automations.
Recall reminders
Remind patients when their check-up or hygiene visit falls due — from four weeks before to 18 months after — with a one-tap link to book it.
Social workspace
Publish and schedule posts, collect post ideas, see how every account and post performs, send links by DM to people who comment, connect social accounts and run outbound campaigns in one marketing workspace.