Lead Notifi · Healthcare Clinics & Hospitals

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Appointment Lead Qualification Bot for Healthcare Clinics

Name: Lead Notifi
Address: IN
Price range: $$

A patient messages "I need to see a doctor" — the bot asks whether it's a new complaint or a follow-up visit, genuinely branches into department selection or existing-patient lookup, then books a date and time before routing to the front desk.

Option 1

Build it as a Manual Bot

Branches at the first question — a New complaint collects department and symptoms, a Follow-up collects the patient's existing ID and what's changed since — both paths reconverge at date/time booking, tagging, front-desk routing and a confirmation template.

1.LogicTriggerAny new contact's first incoming message (no keyword needed)

2.CommunicationQuick ReplyHi! Is this for a new complaint or a follow-up visit? — branches into 2 paths: New Complaint / Follow-up

3.InputDate InputPreferred appointment date? (DD/MM)

4.InputTime InputPreferred time slot? (e.g. 10 AM)

5.LogicSet Tagappointment-lead

6.LogicTeam AssignmentFront Desk — Department Queue

7.CommunicationQuick ReplyThanks! Our front desk will confirm your exact slot shortly based on the doctor's availability.

START

Trigger

Fires On (Required)

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

60/200

Quick Reply

Body Text (Required)

Hi! Is this for a new complaint or a follow-up visit?

53/1024

Buttons (Max 3)

New Complaint

13/20

Follow-up

9/20

IF NEW COMPLAINT

List

Body Text (Required)

Which department would you like to consult?

43/1024

List Items (Max 10)

General Physician

17/20

Pediatrics

10/20

Gynecology

10/20

Orthopedics

11/20

Text Input

Prompt (Required)

Please briefly describe your symptoms.

38/1024

Variable Name (Required)

symptoms

8/60

IF FOLLOW-UP

Text Input

Prompt (Required)

Please share your patient ID or registered phone number.

56/1024

Variable Name (Required)

patient_id

10/60

Text Input

Prompt (Required)

Any new symptoms since your last visit?

39/1024

Variable Name (Required)

update_notes

12/200

Date Input

Prompt (Required)

Preferred appointment date? (DD/MM)

35/1024

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. 10 AM)

33/1024

Set Tag

Tag (Required)

appointment-lead

16/60

Team Assignment

Assign To (Required)

Front Desk — Department Queue

29/100

Quick Reply

Body Text (Required)

Thanks! Our front desk will confirm your exact slot shortly based on the doctor's availability.

95/1024

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant handles symptom questions, insurance queries and scheduling preferences in one continuous conversation — including urgent-sounding symptoms that need to be flagged for a same-day slot rather than the standard queue.

Healthcare Clinics & Hospitals

Online

hi I need to see a doctor, been having chest tightness since morning10:00 AM

I'm sorry to hear that — chest tightness can be serious. Are you also experiencing shortness of breath, sweating, or pain radiating to your arm or jaw?10:00 AM

a bit of shortness of breath yes10:00 AM

Given those symptoms, I'd strongly recommend visiting the ER now rather than waiting for a scheduled appointment — would you like me to share our ER address and a same-day cardiology slot as a backup?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 triage into New Complaint vs Follow-up, but a genuinely urgent symptom (like chest tightness) gets the same fixed department-and-symptom questions as a routine checkup, with no built-in escalation path.

AI agent: recognizes urgent-sounding symptoms immediately and can redirect to the ER while still keeping a backup appointment on file — a safety-relevant advantage a fixed flow doesn't have out of the box.

Best fit here: manual bot for routine, high-volume appointment requests; AI agent as the first responder for symptom-description messages specifically, where recognizing urgency matters more than flow consistency.

Frequently asked questions

Can this bot recognize a medical emergency and act on it?+

The manual flow treats every message the same way (a fixed set of qualifying questions); the AI agent version can recognize concerning symptom descriptions and redirect to emergency care, which is exactly why urgent-sounding first messages are best routed to the AI agent rather than the fixed flow.

What happens for a returning patient vs a brand-new one?+

Quick Reply is the real branch point — Follow-up collects the existing patient ID and what's changed, New Complaint collects department and symptoms fresh, and both reconverge at the same date/time booking step.

Does the clinic staff see the qualifying answers before the appointment?+

Yes — everything collected (department, symptoms or follow-up notes, date and time) is tagged and routed to the front desk queue via the Team Assignment node before the patient even arrives.

Is this available on Instagram and Messenger too?+

Yes, the same Trigger → Quick Reply → List/Text 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 Trial Book a Demo

Contact Us

[email protected]+91 8690061982 WhatsApp Support

Lead Notifi

Appointment Lead Qualification Bot for Healthcare Clinics

Build it as a Manual Bot

Build it as an AI Agent Bot

Which fits this use case?

Frequently asked questions

Build this bot for your business

Ready to get started?

Book a personalized 1:1 demo with our team or sign up for a free 14-day trial.

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