Guided qualifier
Configure the treatment picker, qualifying questions and contact capture the widget walks visitors through.
By the end of this page your widget will qualify enquiries the way your front desk would: which treatment, how urgent, and how to reach them — and file the result as a journey on your board.
How the flow works
The qualifier is a short, scripted conversation:
- The greeting offers your configured treatments as tappable chips (plus "Something else").
- Picking a treatment asks up to three qualifying questions you define.
- The widget collects the visitor's name, phone number (validated) and email (skippable), then asks for marketing consent.
- The lead is created: patient matched or created, a journey opened for the mapped treatment, the whole Q&A saved as a note, and an attribution touch recorded with intake method chat.
If the visitor abandons midway, the conversation still sits in your Inbox with everything they said so far — nothing is lost.
Configure treatments and questions
On Settings → Chat widget, the Guided qualifier card lists the flow's treatments:
Click Add treatment and give the chip a Button label — this is patient-facing wording ("Straighter teeth"), not your internal catalog name.
Pick which catalog treatment it opens a journey for. Choose Enquiry only to capture the lead without opening a journey.
Add up to three questions. Fill Answer chips with comma-separated options for one-tap answers, or leave it blank for a free-text reply.
Good qualifying questions are the ones your treatment coordinators ask first — "How many teeth are you missing?", "When would you like to start?". The answers arrive as a note on the patient's timeline, so whoever picks up the lead has the context.
No treatments configured? The widget skips the picker and goes straight to contact capture — it still works as a lead-capture form.
Consent and the capture step
The consent line shown before the final step and the thank-you message are part of the flow configuration. Visitors answer with the two chips, or by typing yes or no (any capitalisation); anything else re-asks. Consent is recorded on the patient's marketing-consent flag — under explicit-consent GDPR mode, automated messages hold until it's granted.
If a message fails to send — a dropped connection, a busy moment — the bubble stays in the thread with a Didn't send — tap to retry link. Retrying resumes the same step; it never creates a duplicate answer or a duplicate lead. While a reply is on its way the widget shows Sending…, and Still working… if it takes longer than usual.
What happens after the flow
Once the details are captured:
- Without the AI assistant, the thread flips to human mode — further visitor messages simply wait in your Inbox.
- With the AI assistant enabled, the visitor can keep asking questions and the assistant answers — see AI assistant.