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Automated atendimento with humanized transfer for a dental clinic: the case of Dr. LU CORREA

Dr. LU CORREA Clinic implemented a virtual assistant for automated support, ensuring quick responses and efficient transfer to human agents.

Dental clinics Human support Virtual assistant WhatsApp Automated support Dr. LU CORREA

Purpose and outcome: Improves the patient experience with fast responses and human assistance available when needed, optimizing the clinic's care workflow.

How Dr. LU CORREA structured this operation on WhatsApp.

Dr. LU CORREA is a dental clinic located in São Paulo that offers innovative treatments and compassionate care, aiming to combine cutting-edge technology with a welcoming environment for its patients. Implement an automated service to answer patients' frequently asked questions in a professional and direct tone, and ensure rapid transfer to human assistance in specific cases.

The virtual assistant automatically answers patients' questions via WhatsApp, using a professional and direct tone. When the patient requests human assistance, expresses dissatisfaction, asks for special negotiation, or asks questions that require internal review, the system transfers the conversation to a human agent via a configured phone.

01 Quick answers to frequently asked questions
02 Humanized support when needed
03 Improvement in the patient experience
04 Optimized service flow

The strategy of Human support applied to the company's objective.

See how challenge, setup, and features connect to transform conversations into a customer service, sales, marketing, or support operation.

Quickly address patients' frequently asked questions while maintaining quality of care and ensure that more complex cases are handled by a human agent without loss of information. Configure the assistant to automatically answer common questions and transfer to human support via phone (5511999488558) when the client requests it or when internal review is required, ensuring efficient and humane service.

How the flow of Human support works on WhatsApp.

Follow the steps used by the company and understand where AI, data, and the team fit into the journey.

01
The assistant automatically answers common questions in a professional, straightforward tone Entry point of the journey configured by the company.
02
When the patient requests human assistance or an internal review is required, they are transferred to an attendant by phone Step connected to the objective and the conversation history.
03
Use of the WhatsApp channel for interaction Step connected to the objective and the conversation history.

Next steps for this operation.

Importance of clear rules for escalation to human support

Professional, direct tone value for the dental segment

Benefit of combining automated and human support for a better patient experience

Evaluate the inclusion of new features, such as integration with online scheduling and feedback collection, to further enhance automated support.

Want to set up a similar operation on your company's WhatsApp Business?

Use this use case as a reference to combine AI agents, company data, automations, and human oversight according to your operation's goals.

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