Create conversational lead record from live chat messages

Your live chat messages arrive with no contact record, leaving reception without patient context for bookings. Capture the chat and AI reply with the contact so coordinators can confirm same-day appointments.

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Overview

When chat leads arrive without a record, your reception team wastes time recreating context and opportunities cool off. This flow captures each chat with the AI reply attached so booking coordinators can reach out and confirm appointments the same day.