Automate confirmations, reminders and rescheduling requests without losing human support. Every interaction can be logged in Salesforce so your team continues the conversation with context.
Before any appointment, patients need practical answers and schedule coordination. Without a well-defined flow, confirmations, reminders and change requests compete for the team's attention with cases that truly require human care.
Simple questions about availability and next steps consume support capacity.
Without communication at the right moment, the patient may forget or not know how to request a reschedule.
When the person reaches an agent, repeating information makes the experience more tiring for everyone.
A flow that follows the patient from first contact to continuity, logging every interaction in Salesforce and letting the team take over the conversation at any time.
The person selects the topic or indicates they want to schedule.
The flow collects only the necessary information to route the request according to the operation's configuration.
The institution confirms the appointment or provides the next step via WhatsApp.
A reminder allows confirming attendance or requesting a schedule change.
Experience survey, return guidance or handoff to the team when applicable.
Receives the intent, guides the next steps and routes the request according to the institution's flows.
Sends operational communications at the moment defined by the team.
Allows the person to indicate the need to change the time and follow the configured flow.
Communicates institutional actions, experience surveys and return reminders for eligible and authorized audiences.
See WhatsApp campaigns →Transfers cases that need human care to the team, without restarting the conversation.
Keeps messages and relationship events on the person's timeline.
See omnichannel in Salesforce →Illustrative scenario — does not represent a specific customer.
The front desk receives recurring questions about scheduling, confirmations, schedule changes and administrative guidance; it also needs to maintain consistent relationships without manual sends.
A WhatsApp flow guides first contact, routes requests, sends confirmations and reminders, and directs exceptions to the team. Configured campaigns keep authorized contacts engaged throughout the journey. The timeline is centralized in Salesforce.
Simple steps gain autonomy, the team focuses energy on sensitive or complex conversations, and the patient finds continuity on the same channel.
The flow can guide the request, collect necessary operational information and route the next step according to the schedule and rules configured by the institution.
Yes. The operation can configure confirmation and reminder communications for eligible contacts, according to its policies, permissions and defined journey.
They can indicate the need for a change and follow the flow configured by the institution. Cases outside automation can be routed to a person.
No. The platform organizes operational communications and flows; health decisions and guidance remain the responsibility of the institution and its professionals.
When connected to Salesforce, chatt2.me can centralize messages and conversation events in the relationship history to provide context to the authorized team.
Connect scheduling, confirmations, reminders and human support in a more organized journey.