A front desk drowning in WhatsApp
Booking, confirming, insurance questions and results requests hit the same number, for the same person, while a patient waits at the counter.
Healthcare
Patient support on WhatsApp, with sensitive data handled the way it should be.
One number, many sites and agents, queues by specialty. AI confirms, reschedules and triages intent; a human steps in when the patient asks. All of it off personal phones.
For:Clinics and clinic networksHealthtechs serving clinicsPayers, health plans and labs
Today
Three problems that keep coming up in this sector
No-shows with no warning
The schedule has gaps because confirmation depended on someone calling. Rebooking the patient who missed never happens.
Patient data on personal phones
A clinical conversation on an employee's device is an LGPD risk and a lost history the day that person leaves.
With Partenero
The same four products, configured for your sector
Sales, support, Customer Success and AI agents share one data layer and one history. What changes per sector is the queues, the journeys, the playbooks and the AI's rules.
Customer Experience
One number, many agents
Omnichannel inbox on the official WhatsApp API, with queues by site and specialty, SLAs and the patient's history in one place.
- Queues by site and specialty
- Many agents on one number
- Centralized history
AI Agents
AI that confirms, reschedules and triages
AI agent integrated with the schedule over API: confirms appointments, offers rescheduling, answers insurance and hours. Patient asks for a human, a human steps in.
- Confirmation and reminders
- Intent triage
- Escalates on request or confidence
Customer Success
Patient journey and clinic-customer journey
For payers, the member journey with NPS and recall. For healthtechs, the book of clinics with a health score by usage.
- Follow-up and exam recall
- Post-visit NPS
- Clinic health score (healthtech)
Partenero Sales
Acquisition with an AI SDR
Campaign leads are qualified on WhatsApp and enter the pipeline with specialty, insurance and preferred time.
- 24/7 qualification
- Pipeline per site
- Conversation on the lead's record
Use cases
Trigger and action, like a playbook
Each item below is a platform configuration, described in the present tense. It is not a promise of results: it is what the rule does when the trigger fires.
Appointment booked
WhatsApp confirmation 24h before; no reply, a reminder; patient asks, the AI offers rescheduling.
Patient writes in
AI identifies the intent (book, results, insurance) and resolves it or routes to the right queue with a summary.
Network with several sites
One number, queues by site and specialty, each agent sees only their own site's queue.
Visit completed
NPS goes out on the same channel; detractors open a task for the coordinator the same day.
Follow-up or periodic exam comes due
Recall playbook invites the patient to book, with a human if they prefer.
Healthtech: a clinic-customer cuts usage
Health score weighs the account and opens a task for the CSM before renewal.
Integrations
Connectors that matter in this sector
EHR, scheduling and practice management systems connect over API and webhooks; the AI acts on them with per-tool permissions.
See all integrations- Gmail
- Outlook
- Google Sheets
- Power BI
- Typeform
Data and compliance
What this sector requires comes already solved
Sensitive data (LGPD, art. 11)
Health data processed under a declared legal basis, role-based access and configurable retention.
Official WhatsApp API
Number approved by Meta, no mirrored device. The conversation lives on the platform, not on a phone.
Centralized history
Who answered, when and what was said, exportable on the data subject's request or for audit.
Access by site and role
Front desk sees its own queue; coordination sees the network. No clinical conversations in WhatsApp groups.
Frequently asked questions
Intelligent customer management
Bring your front desk's routine to the conversation.
A 30-minute demo with a specialist. Bring today's message volume per day and no-show rate.
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