Set up an appointment agent for calls and chats
A clinic used an AI agent to answer, book, and move appointments across phone, text, and web chat.
- What they did
- Hello Patient connected its agent to a practice’s live scheduling system so it could work through phone calls, texts, and web chat in both directions. The agent asked the questions needed to choose visit type, provider, and location, then booked the slot while the patient was still engaged. It also sent appointment confirmations by text and turned incoming replies into rescheduling requests, while staff handled clinical questions or difficult conversations with the full thread attached.
- How it went
- At Carbon Health, which had 81 clinics, the after-hours agent took every inbound call. Booking links sent by text led to appointments 40% of the time, and up to 34% of those visits were completed, helping recover more than 10,000 appointments each year.
- Tips
- Map your scheduling rules first, including visit types, provider-specific limits, and appointment lengths. Expect a few weeks to go live, and route anything sensitive or unclear to staff before the agent confirms, cancels, or changes anything.
Try it yourself with Lindy
Build an appointment assistant for [business name] that handles requests by [phone/text/web chat] using our live schedule. Ask for the details needed to choose the right [visit type], [provider], and [location], then find an open slot and draft the booking, reschedule, or cancellation for my review before you send any confirmation or make any change. If a request is unclear, outside policy, or includes a medical question, pause and hand it to [staff contact] with the conversation history attached. Also support after-hours inquiries and convert text replies into rescheduling requests, but wait for my approval before any irreversible action.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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