Dental clinics: capture chatbot enquiries as tagged CRM leads

Clinic receptionists miss chatbot enquiries, losing bookings and new-patient intake. Capture chats as treatment-tagged CRM leads with UTM campaign context, so staff follow up with full context.

Overview

Chatbot enquiries often slip through chat logs, costing booked appointments and new-patient intake. This workflow converts every enquiry into a treatment-tagged CRM lead with campaign context, so reception and sales staff follow up with full context and zero missed follow-ups. The result is cleaner lead data and faster first contact that feeds directly into your booking process.

Notable Features

Create treatment-tagged CRM leads
Attach UTM campaign metadata
Notify front-desk and sales