A clinic team member reviewing incoming patient notifications at the reception desk

AI Receptionist

The patient-facing counterpart to Clinic Copilot.

Clinic Copilot serves staff and its capability policy denies the patient role. The AI Receptionist is the separate feature that answers inbound patient messages on SMS, WhatsApp, and email.

Inbound patient conversations

Three channels. One clear boundary.

The receptionist responds to messages coming from patients. It is not a staff assistant, and it does not extend Clinic Copilot to the patient role.

  • Answers inbound patient SMS messages
  • Answers inbound patient WhatsApp messages
  • Answers inbound patient email messages
A nurse reading a patient message on a phone

Explicit control

Off until the clinic turns it on.

Each clinic opts in separately, channel by channel. The switches are stored in the system_settings table; no configuration row means SMS, WhatsApp, and email are all off.

  • Independent switch for every clinic
  • Independent switch for each channel
  • No row means every channel stays off
A patient messaging view ready for staff review

Fail-closed by design

A configuration error does not turn automation on.

If the configuration lookup fails, the receptionist stays off. The inbound message still lands in the staff inbox, where the clinic team can handle it.

  • Configuration reads return the all-off state on error
  • Inbound messages remain available to staff
  • The receptionist never fails open
A clinic notification workflow routing an incoming message to staff

Conversation-aware booking

Follows the patient’s language and the agreement they made.

The receptionist answers in the language of the patient’s latest message, samples candidate appointments across the whole day, and books the duration the patient agreed to.

  • WhatsApp identity and state are keyed to each conversation JID
  • Whole-day slot sampling instead of only the next free slot
  • WhatsApp privacy identifiers are never treated as phone numbers
A clinic team monitoring patient conversations and appointment notifications

Channel controls

SMS
Inbound patient channel
WhatsApp
Inbound patient channel
Email
Inbound patient channel
Off
Default with no configuration row
A clinic message workflow showing patient communications moving to the care team

Keep the roles clear

Staff use Copilot. Patients reach the Receptionist.

See how the two features stay separate, how each patient channel is enabled, and where messages go when automation is off.