AI for Doctors and Clinics

Your clinic's schedule, full and confirmed

Q: Does the AI give patients medical advice?

No. The AI only handles the administrative side: scheduling, confirmations, insurance, prices, address and prep instructions defined by your clinic. Any question about symptoms, diagnosis or treatment goes straight to your team.

Q: Does it work for clinics with several doctors and locations?

Yes. Each doctor has their own calendar and rules, and each location its own hours. The AI asks for the specialty, preferred doctor and location before booking.

Q: How is patient data handled?

The AI is set up to ask only for what's needed to book the appointment, without collecting clinical information. Access to conversations in the CRM is controlled per user, and data is handled under applicable data protection law and our Privacy Policy.

Q: Does it integrate with our scheduling or EHR system?

Tática Leads already includes scheduling and CRM. Integrations with the practice management or EHR system your clinic uses are scoped per project, via API or spreadsheet.

Q: What if the patient wants to talk to the front desk?

The handoff is instant. Your front desk gets a notification in the app with the full conversation and picks up where the AI left off.

An AI on the official WhatsApp API that answers patients instantly, understands the specialty, insurance and location, books the appointment in the doctor's open slots and confirms it the day before. Your front desk stops chasing messages and your practice stops losing appointments.

Book a demo How it works

24/7 booking Day-before confirmation Follow-ups remembered

Sunday, 10:08 PM

Clinic · AIAI online now

Hi! I'd like to book a dermatology appointment. Do you take insurance?10:08 PM

Hi! We see both insured and self-pay patients 😊 Which plan do you have? And is this a first visit or a follow-up?10:08 PM

First visit, with insurance. Could it be Thursday morning?10:09 PM

Absolutely! You're booked for Thursday at 9 AM with Dr. Ana at our Downtown location. I'll send you a reminder on Wednesday to confirm, plus what to bring. ✅10:09 PM

<60sto reply to a patient, any time of day

24/7booking, including nights and weekends

D-1automatic confirmation the day before

0patients left waiting on the front desk

The problem

An empty slot is revenue you never get back

The front desk can't keep up

Phones ringing, a patient at the counter and fifty WhatsApp messages. Whoever asked for an appointment at night only hears back the next day, and has already booked elsewhere.

No-shows without notice

The patient forgets the appointment and the slot goes empty. Without a day-before confirmation, there's no time to call someone from the waitlist.

Forgotten follow-ups and quotes

The 30-day follow-up never gets booked and the procedure quote goes unanswered. These are patients who already trust your clinic, slipping away unnoticed.

How it works

From first message to follow-up, on autopilot

The patient reaches out

Google, Instagram, website, ads or referrals: the message lands in Tática Leads and the AI replies instantly on official WhatsApp.

The AI understands the request

Specialty, preferred doctor, insurance or self-pay, location, and whether it's a first visit, follow-up or test.

Appointment on the calendar

Books the right doctor's open slot, adds the patient to the CRM and sends prep instructions when needed.

Confirms and brings them back

Day-before confirmation, rescheduling when the patient can't make it, follow-up reminders and quote follow-through.

One AI, the whole journey

From booking to after the visit

The AI handles the administrative side of patient contact. Anything clinical always goes to your team.

Booking and confirmation

Visits, tests and procedures booked on each doctor's and location's calendar, with day-before confirmation and rescheduling without phone calls.

Insurance and self-pay

The AI explains which plans you accept, self-pay prices and what to bring, exactly as your clinic defines it.

After the visit

Follow-up reminders, procedure quote follow-through and satisfaction surveys that turn into Google reviews.

Features

Built for the daily routine of practices and clinics

From a solo practice to a multi-specialty clinic with several locations.

Administrative intake: specialty, doctor, insurance, location and visit type before booking.
Calendar per doctor and location: the AI only books open slots and follows each provider's rules.
Confirmation and waitlist: confirms the day before and, if a patient cancels, offers the slot to the waitlist.
Prep instructions: fasting, documents and what to bring, sent automatically for each type of test or visit.
Follow-ups and quotes: follow-up reminders and follow-through on quoted procedures not yet booked.
Handoff to the front desk: any clinical question or request to talk to someone goes straight to your team, with the full history.

Dermatology · InsuranceFirst visit

Cardiology · Self-payFollow-up

Lab test · South locationPrep sent

Pediatrics · DowntownConfirmed

Procedure · QuoteFollow-up

Plans

From a solo practice to a multi-location clinic

All plans include CRM, official WhatsApp and support. Calendars, insurance plans and each doctor's rules are set up during onboarding.

First response

IA Basic

The AI answering questions about hours, insurance, prices and address instantly, so no patient is left waiting.

$149/month + usage

or $119/mo on the annual plan (20% off)

One-time setup from $449

First-response and FAQ AI
Patients in the CRM pipeline
Official WhatsApp API
Up to 2,000 contacts · 1 user

Book a demo

IA Pro Action

AI booking appointments on each doctor's calendar and confirming the day before.

$189/month + usage

or $151/mo on the annual plan (20% off)

One-time setup from $699

Everything in IA Basic
Booking by doctor, specialty and location
Day-before confirmation and rescheduling
Up to 5,000 contacts · 3 users

Book a demo

Full patient journey

IA Auto Sales

Waitlist, follow-up reminders and procedure quote follow-through on autopilot.

$279/month + usage

or $223/mo on the annual plan (20% off)

One-time setup from $889

Everything in IA Pro Action
Waitlist and slot recovery
Follow-up reminders and quote follow-through
Up to 10,000 contacts · 10 users

Book a demo

Reference prices in US dollars (USD) · message usage billed separately via the official WhatsApp API · extra integrations quoted per project · confirm current terms in the demo

FAQ

Frequently asked questions

Does the AI give patients medical advice?

No. The AI only handles the administrative side: scheduling, confirmations, insurance, prices, address and prep instructions defined by your clinic. Any question about symptoms, diagnosis or treatment goes straight to your team.

Does it work for clinics with several doctors and locations?

Yes. Each doctor has their own calendar and rules, and each location its own hours. The AI asks for the specialty, preferred doctor and location before booking.

How is patient data handled?

The AI is set up to ask only for what's needed to book the appointment, without collecting clinical information. Access to conversations in the CRM is controlled per user, and data is handled under applicable data protection law and our Privacy Policy.

Does it integrate with our scheduling or EHR system?

Tática Leads already includes scheduling and CRM. Integrations with the practice management or EHR system your clinic uses are scoped per project, via API or spreadsheet.

What if the patient wants to talk to the front desk?

The handoff is instant. Your front desk gets a notification in the app with the full conversation and picks up where the AI left off.

Live demo

How many slots went empty this week?

Watch the AI book an appointment, confirm it the day before and remind a patient about a follow-up, live, with your clinic's own rules.

Prefer to talk right now? Message our AI on WhatsApp: +55 (11) 5039-2099