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Lead Notifi · Diagnostic Labs & Pathology
WhatsappInstagramMessenger

Diagnostic Test Package Booking Bot for WhatsApp

A patient who already knows which test package they need messages "book test" — the bot lets them pick the package, collects date, time and contact details, locks a calendar slot, and reminds them to fast the night before if needed.

Option 1

Build it as a Manual Bot

A straight, no-branch chain: package selection, date and time collection with validation, patient details, a calendar hold, tagging, lab-reception routing, a confirmation template with fasting instructions, and a timed reminder the night before.

1.LogicTrigger
2.CommunicationList
3.InputDate InputPreferred date? (DD/MM)
4.InputTime InputPreferred time slot? (e.g. 7 AM)
5.InputText InputPatient full name?
6.InputPhone InputContact number for confirmation?
7.IntegrationGoogle Calendar{{package}} — {{patient_name}}
8.LogicSet Tagtest-booked
9.LogicTeam AssignmentLab Reception
10.CommunicationQuick Reply
11.LogicWaitThe night before the appointment
12.CommunicationTemplatefasting_reminder

START

Trigger

Keywords (Required)

book test

full body checkup

blood work

thyroid test

4 keywords

List

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Which test package would you like to book?

42/1024

List Items (Max 10)

Full Body Checkup

17/20

Diabetes Panel

14/20

Thyroid Panel

13/20

Fever Panel

11/20

Date Input

Prompt (Required)

Preferred date? (DD/MM)

23/1024

Invalid Message (Required)

That doesn't look like a valid date. Please try DD/MM.

54/200

Time Input

Prompt (Required)

Preferred time slot? (e.g. 7 AM)

32/1024

Text Input

Prompt (Required)

Patient full name?

18/1024

Variable Name (Required)

patient_name

12/60

Phone Input

Prompt (Required)

Contact number for confirmation?

32/1024

Google Calendar

Event Title (Required)

{{package}} — {{patient_name}}

30/100

Calendar (Required)

Connected: Google Calendar

26/100

Set Tag

Tag (Required)

test-booked

11/60

Team Assignment

Assign To (Required)

Lab Reception

13/100

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

You're confirmed! We'll send fasting instructions tonight if your package needs them.

85/1024

Wait

Wait Until (Required)

The night before the appointment

32/100

Template

Template Name (Required)

fasting_reminder

16/100

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant handles prep instructions, pricing comparisons and adding a family member in one continuous conversation, then still confirms a real calendar slot.

D

Diagnostic Labs & Pathology

Online
need to book a thyroid panel10:00 AM
Sure! Thyroid panels don't need fasting, so any time works. What day suits you?10:00 AM
today evening if possible10:00 AM
We have 5 PM or 6 PM slots today — either work?10:00 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

Which fits this use case?

Manual bot: fast, predictable booking when a patient already knows which package they need — package, date, time, done — with automatic calendar hold and fasting reminder where needed.
AI agent: handles package upgrades, pricing comparisons and adding a family member in one thread, and can skip fasting-related questions entirely for tests that don't need it.
Best fit here: manual bot for routine, repeat bookings; AI agent when patients are comparing package tiers or unsure exactly which test they need.

Frequently asked questions

Does the bot send fasting instructions automatically?+
Yes — a Wait node holds until the night before the appointment, then a Template node sends fasting instructions automatically for packages that require it.
Can it book more than one family member in the same conversation?+
The manual flow books one patient per run; the AI agent version can naturally add a family member to a nearby slot in the same conversation, as shown above.
What if the requested slot is already booked?+
The Google Calendar integration checks for conflicts before confirming and re-prompts for an alternate time.
Is this available on Instagram and Messenger too?+
Yes, the same List → Date → Time → Calendar flow runs identically on WhatsApp, Instagram DMs and Messenger.

Build this bot for your business

Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.

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