Customer service
Answer patient questions instantly, then book them
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 enquiry becomes an appointment instead of a missed call.
How the AI services inquiry workflow works
Patient asks a question
Someone messages by SMS, chat, or call about services, hours, or insurance.
AI checks your details
The agent reads your services, hours, and cover to find the right answer.
Clear answer sent
The patient gets an accurate reply about what you offer and when.
Offered a booking
The agent shares a booking link so the patient can grab a slot straight away.
Tools in this workflow
Connect these tools in the Agentic Planner to run this workflow end to end.
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.
Build this workflow
Open this exact workflow in the free Agentic Planner and adapt it to your business — no code required.
Industries this fits
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Your customers are already asking AI
These are the kinds of prompts people now type into AI assistants instead of a search bar — the demand this workflow is built to capture.
“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”
Make this workflow available to your customers
These questions only become appointments if patients reach you first. Make your services and this enquiry 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.
A workflow like this is a resource you own — and it's most valuable when customers can actually use it. AI can already mention businesses from the web, but Fugentic makes your workflow and services available to AI so it can put them to work for a customer, on your terms. Build it with the Agentic Service Connector and get found via the Agent Portal.
Frequently asked questions
Can it answer insurance questions?
Yes — the agent answers from the cover details you provide and routes anything unclear to your team.
Does it book the appointment too?
It shares your booking link so patients can self-book, or hands off to reception when that's preferred.
Is it available outside opening hours?
Yes — patients get answers around the clock, so enquiries don't wait until you reopen.