Lead Notifi Logo
Lead Notifi
PricingLoginSignupStart Free Trial
← All bot use cases
Lead Notifi · Diagnostic Labs & Pathology
WhatsappInstagramMessenger

Diagnostic Test Booking Lead Qualification Bot for WhatsApp

A patient messages "need a blood test" — the bot asks whether they'd prefer home collection or a walk-in visit, genuinely branches into package selection either way, then books a date and time before routing to the lab team.

Option 1

Build it as a Manual Bot

Branches at the first question — Home Collection collects a package and the pickup address, Walk-in Visit collects just the package — both paths reconverge at date/time booking, tagging and lab-team routing.

1.LogicTriggerAny new contact's first incoming message (no keyword needed)
2.CommunicationQuick ReplyWould you prefer Home Collection or a Walk-in visit? — branches into 2 paths: Home Collection / Walk-in Visit
3.InputDate InputPreferred date? (DD/MM)
4.InputTime InputPreferred time slot? (e.g. 8 AM)
5.LogicSet Tagtest-lead
6.LogicTeam AssignmentSample Collection Team
7.CommunicationQuick Reply

START

Trigger

Fires On (Required)

Any new contact's first incoming message (no keyword needed)

60/200

Quick Reply

Body Text (Required)

Would you prefer Home Collection or a Walk-in visit?

52/1024

Buttons (Max 3)

Home Collection

15/20

Walk-in Visit

13/20

IF HOME COLLECTION

List

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Which test package would you like?

34/1024

List Items (Max 10)

Full Body Checkup

17/20

Diabetes Panel

14/20

Thyroid Panel

13/20

Text Input

Prompt (Required)

What address should we send the phlebotomist to?

48/1024

Variable Name (Required)

pickup_address

14/200

IF WALK-IN VISIT

List

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Which test package would you like?

34/1024

List Items (Max 10)

Full Body Checkup

17/20

Diabetes Panel

14/20

Thyroid Panel

13/20

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. 8 AM)

32/1024

Set Tag

Tag (Required)

test-lead

9/60

Team Assignment

Assign To (Required)

Sample Collection Team

22/100

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Thanks! You'll get a confirmation shortly with prep instructions if fasting is required.

88/1024

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant handles fasting requirements, pricing and turnaround-time questions in whatever order a patient asks them, while still gathering the same package/location/time details a manual flow would collect.

D

Diagnostic Labs & Pathology

Online
need a full body checkup, can someone come home10:00 AM
Yes, we do home collection! Do you need to fast beforehand — some panels in the full body checkup require 10-12 hours fasting.10:00 AM
oh didnt know that. does it matter a lot10:00 AM
Yes — eating before can skew your sugar and lipid results. I'd suggest a morning slot so overnight fasting is easy. Does 7:30 AM work tomorrow?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, consistent split between Home Collection and Walk-in, but a patient with fasting or pricing questions gets a generic package-selection List instead of an answer, and has to wait until the confirmation message for prep instructions.
AI agent: answers fasting rules, pricing comparisons and turnaround time immediately, and can add a second family member to the same visit in the same thread.
Best fit here: manual bot for routine, repeat test bookings at scale; AI agent for higher-value panels (full body checkups) where prep instructions and pricing questions genuinely change what a patient decides to book.

Frequently asked questions

Does the bot tell patients about fasting requirements?+
The manual flow's confirmation template includes fasting instructions where applicable; the AI agent version proactively raises fasting requirements as soon as a relevant package is mentioned.
Is home collection available for every test package?+
Most routine blood panels support home collection — a few specialized tests may require an in-lab visit, which the Walk-in Visit branch handles.
What happens with an invalid appointment date?+
The Date Input node re-prompts with a validation message instead of silently failing, exactly like the other booking flows on this site.
Is this available on Instagram and Messenger too?+
Yes — the same Trigger → Quick Reply → List branching model 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.

Start Free Trial →

Ready to get started?

Book a personalized 1:1 demo with our team or sign up for a free 14-day trial.
Start TrialBook a Demo
Product
Marketing SoftwareAutomation PlatformChatbot BuilderLead NurturingCRM AutomationAll Solutions
Solutions
Real EstateE-commerceEducationHealthcareRestaurantsClothing & Fashion
Compare
WATI AlternativeAiSensy AlternativeInterakt AlternativeGallabox AlternativeDoubleTick AlternativeView All Comparisons →
Resources
Fix: Error 131047Send Template via APIWhatsApp for Real EstateAll Articles →
Company
LoginSignupPricingPrivacy PolicyArticles
Partners
White Label APIReferral ProgramAgency Solution
Contact Us
[email protected]+91 8690061982WhatsApp Support

© 2026 Lead Notifi. All rights reserved. |Privacy Policy

Lead Notifi