Customer service
Answer patient questions instantly, then point them to book
AI replies about services, hours and insurance, then offers a booking link on the spot.
Patients choosing a clinic ask about the same things — do you offer this treatment, are you open evenings, do you take my insurance — and whoever answers first usually gets the booking. This workflow lets an AI agent answer accurately and share a booking link right away, so an inquiry becomes an appointment instead of a missed call.
Last reviewed
Can AI tell a patient if my clinic takes their insurance?
It can repeat what you have described about cover; it cannot check a policy. The agent answers from your services, hours and the insurers you have listed, and sends anything specific to your team rather than guessing at someone’s entitlement.
- Answers
- Your services, hours and insurers
- Hands over
- Anything specific to a patient’s policy
- Not yet
- Verifying a policy or entitlement
Your customers are already asking AI
These are the kinds of prompts people now type into an AI assistant — the demand this workflow is built to serve.
“find a physio near me open on weekends”
“which clinic nearby takes my insurance”
“who offers sports massage in my area”
“find a wellness clinic with evening appointments”
So how does a customer's AI find this at all?
These questions only become appointments if patients reach you first. Make your services and this inquiry assistant available to AI, so when someone asks their assistant for a clinic that fits their needs, AI can point them to you and offer a slot on the spot.
You describe your treatments, your hours and which insurers you work with — and Fugentic publishes that as an MCP server: the thing that lets an AI assistant ask your clinic a question and get a real answer back. It is registered from the platform, so an agent finder, the index an assistant checks to see what is available, can pick it up.
Then someone asking their assistant for a physio open at the weekend who takes their insurer gets your real answer — and clinics that cannot be asked simply do not appear in the shortlist, however good they are.
- 1You describe what you sell
- 2It's published and registered
- 3A customer's assistant asks
- 4It answers in your words
- 5The details reach you
What AI can and cannot do here today
What AI can do today
- It can say which treatments you offer, when you are open and which insurers you work with.
- It can answer the questions that decide a booking, so a patient is not left calling to find out.
- It can share your booking link so a patient can take the next step immediately.
What it cannot do yet
- It cannot verify anyone’s policy or entitlement. That goes to your team, with what the patient has told it.
- It cannot give clinical advice. It describes what you offer; it does not assess whether that is the right treatment.
Everything on the left is what a text-based setup supports today. Quoting against live data, and taking the booking itself, need server types we hope to add later.
How the AI services inquiry workflow works
- 1
Patient asks a question
Someone messages by SMS, chat, or call about services, hours, or insurance.
- 2
AI checks your details
The agent reads your services, hours, and cover to find the right answer.
- 3
Clear answer sent
The patient gets an accurate reply about what you offer and when.
- 4
Offered a booking
The agent shares a booking link so the patient can grab a slot straight away.
Tools in this workflow
These are the tools the workflow touches. Map them in the Agentic Planner to describe what your agent can do.
Twilio
Send SMS and MMS messages, initiate and monitor phone calls, look up phone number metadata, and manage Twilio messaging resources from agent workflows.
Google Sheets
Integrate an AI agent with Google Sheets to read, write, and sync data — agents log results, look up reference tables, and update task status directly in your spreadsheets.
Calendly
Connect agents to Calendly to manage scheduling links, retrieve bookings, and automate meeting workflows.
Industries this fits
Build this workflow
Open this exact workflow in the free Agentic Planner and adapt it to your business — no code required.
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Frequently asked questions
Yes — the agent answers from the cover details you provide and routes anything unclear to your team.
It shares your booking link so patients can self-book, or hands off to reception when that's preferred.
Yes — patients get answers around the clock, so inquiries don't wait until you reopen.
Because these questions are asked before a clinic is chosen, not after. Fugentic publishes your services, hours and cover as an agent an assistant can ask, then registers it so an agent finder — the index an assistant checks to see what is available — can pick it up. A clinic an assistant cannot ask is a clinic it cannot put forward.
Make your services available to AI
Describe what you sell, what it costs and how you decide — then publish it as an agent an assistant can ask. No code.