Calls Handled (30d)
214
▲ 0 missed calls
WhatsApp Conversations
389
▲ 92% resolved without staff
Follow-Ups Auto-Sent
47
▲ 18 booked a next visit
Front-Desk Hours Saved
61 hrs
≈ 1.5 FTE-weeks / month
What's happening right now
A live feed of the three agents working across one clinic
Follow-Up Agent → Sara Al Amin
7-day check-in triggered automatically from her WhatsApp note. Message sent, awaiting reply.
2 minutes ago
WhatsApp Agent → Omar Khalid
Answered pricing question for teeth whitening, booked consult for Thursday 4:30 PM.
26 minutes ago
Calling Assistant → Inbound call
Receptionist marked "Away — lunch until 3 PM." Assistant took a message and logged it to CRM.
1 hour ago
CRM → Auto-tag
Detected "call me next week" in a patient reply and created a follow-up task for Sept 2.
3 hours ago
Pipeline snapshot
Every client, one status, no spreadsheet
New Lead9
Booked23
Follow-Up Due6
Treatment Complete31
This is the exact panel Growth Engine ME's clinics would see — logged in under their own branding, Processio invisible in the background.
Patient Database
Every patient, a unique record ID, every channel logged in one place. Search by name, ID, or phone — click anyone to open their full file.
| Patient ID | Patient | Status | Treatment | Last Channel | Follow-Up |
|---|
← Back to patient list
These run instantly, by staff, with no agent involved — separate from the automated instructions below.
Phone
Email
Date of Birth
Preferred Language
◆ Concern / Reason for Visit
✚ Medical Background
Treatment Timeline
Conversation Log
Comments & Instructions
Add an update to this record
A comment is just a note on the file — nothing changes automatically. An instruction is picked up by the agent and actioned on its own (updating the record, scheduling, or messaging the patient) — same as anything sent over WhatsApp.
AI Calling Assistant
Answers every call. Steps back when the receptionist is at the desk, steps in the moment she isn't — on her instructions, not a generic script.
What should callers hear right now?
This is the one field the receptionist touches. She types it from her phone before she steps away — no CRM login, no dashboard, just a WhatsApp message to the assistant's number.
Live call transcript
Caller Hi, is this Bright Smile Dental?
Assistant Yes it is! How can I help you today?
Under the hood: the receptionist's note is picked up by the CRM, turned into live call context for the voice model, and cleared automatically the moment she toggles back to "In" — so nothing stale ever gets read to a caller.
Calls Answered (30d)
214
▲ 0 missed
Avg. Call Handled Time
1m 48s
Full resolution, no transfer
Handled Solo (no staff)
87%
▲ 13% escalated to desk
Away-Mode Instructions (30d)
19
Sent by receptionist via WhatsApp
Call Log
Every call the assistant took — what was discussed, how it was resolved, and whether the receptionist was in or away at the time. Click a row for the full transcript.
| Time | Patient | Desk Status | What Was Discussed | Outcome |
|---|
Looking for the Away-Mode instruction log? It's moved to its own page — Instruction History in the sidebar — since it now also tracks instructions sent by dentists, not just the receptionist.
WhatsApp Agent
Same brain as the calling assistant, same CRM record, different channel — patients get an instant reply in the app they already have open.
BS
Bright Smile Dental
● online
Follow-Up Agent
The part that runs with nobody watching: someone — patient or dentist — mentions a future check-in, and it just happens on schedule, automatically, with the reply logged the moment it arrives.
Scenario 1 — Patient-initiated (Sara Al Amin)
Aug 19 — Treatment completed
Root canal, session 1 of 2, logged by the dentist against Sara's record.
Aug 19 — Patient texts on WhatsApp
"Thank you doctor! Can someone check in with me in about a week to see how it's healing?"
Aug 19 — Auto-detected & scheduled
CRM parses the request, creates a Follow-Up task for Aug 26, no staff action needed.
Aug 26 — Follow-up sent
Agent messages Sara this morning, checking on healing and pain levels.
Awaiting reply
Once she replies, the agent logs it to her record and flags the dentist only if there's a concern.
The actual exchange
Thank you doctor! Can someone check in with me in about a week to see how it's healing?
Of course — I'll check in with you on the 26th. Take it easy on that side for now 🙂
Hi Sara, quick check-in — how's the healing going after your root canal session? Any pain or sensitivity?
Waiting on Sara. The moment she answers, her reply is logged to her CRM record automatically — nobody at the clinic needs to type or copy anything.
Scenario 2 — Dentist-initiated, over WhatsApp (Layla Haddad)
A dentist can hand the same job to the agent, mid-conversation, from her own phone — no dashboard, no CRM login.
Dr. Reem here — please schedule Layla Haddad's healing check-in for 2 days from now, she had her wisdom tooth out today
Got it — I've scheduled a healing check-in with Layla for Aug 26. I'll message her directly, log her reply to her record, and only flag you if something looks concerning.
✅ Auto-scheduled
Added to Layla's record the instant Dr. Reem sent the message — no staff action required.
What happens on Layla's side, on schedule
Aug 24 — Instruction received & scheduled
Dentist's WhatsApp message parsed into a Follow-Up task for Aug 26, written to Layla's record automatically.
Aug 26 — Check-in sent to Layla
"Hi Layla, checking in 2 days after your extraction — how's the swelling and any pain?"
Aug 26 — Layla replies, logged automatically
"Swelling's mostly gone, a little sore but manageable" — written straight to her patient card, no retyping.
Aug 26 — Dr. Reem's one-line summary
"Healing on track, mild soreness only" appears on Layla's record — visible next time anyone opens it.
Feedback Agent
1–2 hours after a patient walks out, the agent checks in on its own — a quick rating and a comment, logged straight to their record so the clinic keeps improving without adding a single task to anyone's day.
Feedback Requests (30d)
183
▲ sent automatically, 1–2 hrs post-visit
Response Rate
68%
No staff follow-up needed
Average Rating
4.7 ★
▲ 0.2 vs last month
Escalated to Staff
3
Ratings ≤3, routed to Dr. Reem same day
How this one patient moved through it
Aug 24, 3:10 PM — James checks out
Implant consultation completed, visit marked closed on his record.
Aug 24, 5:15 PM — Feedback request sent
2 hours after checkout, the agent messages James automatically on WhatsApp — no one at the desk triggers it.
Aug 24, 5:41 PM — James replies
Rating and comment logged to his record the moment they arrive.
Aug 24, 5:41 PM — Routed automatically
5★ and positive → filed quietly to his record. A ≤3★ reply would have flagged Dr. Reem the same afternoon instead.
The actual exchange
Hi James, thanks for coming in today! On a scale of 1–5, how was your visit? Reply with a number and anything you'd like us to know 🙂
5! Dr. Reem explained the implant options really clearly, no complaints at all
That's wonderful to hear — I've passed it on to Dr. Reem. Thanks again, James!
Ratings of 3 or below are routed straight to the dentist the same day, instead of sitting in a report nobody opens.
Instruction History
Every free-text instruction sent to the agents by WhatsApp — from the receptionist's "Away Mode" notes to a dentist scheduling a follow-up mid-conversation. One log, every channel, every outcome.
| Sent | From | Channel | Instruction | Status | System Confirmation |
|---|
This is also where every "Add as instruction" comment sent from a patient's CRM card ends up — one place to see everything the agents have been told to do, and what they did about it.
One core. Four agents. Every channel in sync.
Live view of how a single patient interaction moves through the system — in real time, in either language.
Processio Core
Shared context · data isolation · language routing
Calling Assistant
Answers every inbound call, steps in fully when reception is Away.
Live — 214 calls / 30d
WhatsApp Agent
Same engine, patient's preferred channel — booking, FAQs, insurance.
Live — 41 open chats
Client CRM
One patient card, one timeline, every channel written to the same record.
Live — 312 patients
Follow-Up Agent
Hears "check on me in a week," schedules it, sends it, logs the reply.
Live — 18 scheduled
Voice
WhatsApp
CRM write
Follow-up
Live data flow
White-label boundary: every screen a clinic or patient sees carries Growth Engine ME's brand. Processio Core is the engine room underneath — never visible to a clinic or patient.