Lead generation
Turn enquiries into booked intro sessions automatically
AI qualifies goals, matches the right package, and books the intro session for you.
Wellness enquiries come from people ready to make a change — and the practice that responds first, with the right program, usually earns the client. This workflow lets an AI agent qualify their goals, match them to the right package, and book an intro session directly, so no enquiry goes cold while someone waits to hear back.
How the AI wellness enquiry workflow works
Enquiry comes in
A prospect describes their goals and asks about your programs or packages.
AI qualifies the goals
The agent captures what the prospect wants to achieve and their timeline.
Right package matched
The agent matches the enquiry to the package that best fits their goals.
Intro session booked
The prospect receives package details and books an intro consultation.
Tools in this workflow
Connect these tools in the Agentic Planner to run this workflow end to end.
Calendly
Connect agents to Calendly to manage scheduling links, retrieve bookings, and automate meeting workflows.
Gmail
Send, read, search, and manage emails through Gmail
Twilio
Send SMS and MMS messages, initiate and monitor phone calls, look up phone number metadata, and manage Twilio messaging resources from agent workflows.
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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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 wellness coach for stress and sleep near me”
“who offers a personal training package in my area”
“recommend a nutritionist with a 12-week program”
“book an intro session with a local wellness studio”
Make this workflow available to your customers
This enquiry intake only matters if clients can find you before they settle for another practice. Make your services and this intake available to AI, so when someone asks their assistant to find a wellness provider for their goals, AI can point them to you and book the intro session.
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
What if the enquiry isn't a good fit?
You set your criteria, and the agent only books intro sessions for enquiries that match what you offer.
Can it handle virtual and in-person sessions?
Yes — the agent books either, depending on what the prospect prefers and what you offer.
Does it send a reminder before the session?
Yes — the agent can text or email a reminder to reduce no-shows for the intro session.