Clinics, Real Estate, Automotive: Voice Flows that Win

Three sector playbooks with intent libraries that actually convert.


If a caller hits voicemail, momentum dies. Sector-tuned voice flows fix that—answering FAQs, qualifying naturally, and proposing valid slots or next steps in under a minute. Below are three playbooks we deploy for clients, stitched to WhatsApp for confirmations and stored end-to-end in InOne CRM. (Start the journey on your site with WhatsApp Website Integration. Explore our stack on the homepage.)

1) Clinics: Book care, reduce no-shows

Who this serves: GPs, dental, physio, radiology, day clinics.

Top intents (mini library): book appointment, reschedule, price range, treatment info, location/parking, medical aid query, documents needed, urgent care.
Flow highlights (voice → WhatsApp):

• Triage + availability: “Are you looking for a consult, follow-up, or imaging?” → checks real-time calendars by practitioner/room and suggests 3 compliant slots.

• Prep checklist: WhatsApp card with what to bring (ID/medical aid), map, and consent line.

• Reschedules: one-tap alternatives; T-24h and T-2h reminders.

Sample script (friendly + compliant):

“Hi, this is your AI Receptionist from [Clinic]. I can help with consults or follow-ups. Are you hoping for this week or next? I can hold Wed 14:30 or Thu 09:15 now and send details on WhatsApp.”

Stack links: Voice via AI Receptionist, outbound follow-ups via AI Callers, chat rails via AI WhatsApp Chatbots. Policy & template notes in FAQ.

Interesting AI fact: Tiny speech models detect symptom/urgency cues (e.g., “severe”, “today”) in <500 ms, so the bot can bias earlier slots or escalate to a person immediately.

2) Real Estate: Viewings that actually happen

Who this serves: Lettings, sales, new developments.

Top intents: book viewing, price/levies, neighbourhood info, availability, application docs, bond/pre-approval, directions, WhatsApp listing link.
Flow highlights:

• Listing context: Caller mentions street or unit; bot fetches listing sheet and sends a WhatsApp card with photos + key facts.

• Calendar logic: Multi-agent, multi-property availability with buffers and travel time.

• Lead routing: VIP or cash buyer cues → senior agent queue.

Sample script:

“I’ve got Unit 12, Greenview. Would Sat 10:00 or Sat 11:30 suit? I’ll send directions and the documents checklist to WhatsApp so you’re prepped.”

Stack links: Voice + routing with AI Receptionist; outbound confirmations and reminder calls via AI Callers; WhatsApp cards via the WhatsApp hub; all logged to InOne CRM.

Interesting AI fact: Conversation summaries in CRM let agents scan a “context packet” (last turns, intent, next best step) in ~5 seconds—cutting repeat questions and lifting CSAT.

3) Automotive: Test-drives and service bays filled

Who this serves: Dealership sales & service, used car groups.

Top intents: book test drive, service booking, stock/colour, trade-in, finance options, warranty, directions.
Flow highlights:

• Stock lookup: Model/trim from natural speech (“C-Class 220d, 2021”) → verifies availability and suggests test-drive times at the right branch.

• Trade-in prep: WhatsApp card asks for VIN and photos before arrival.

• Service flow: Reads bay capacity; offers times that won’t break SLAs.

Sample script:

“For the 2021 220d, I can hold Fri 15:00 at our Claremont branch or Sat 10:30 at City. I’ll WhatsApp the route and a quick trade-in photo guide—want that?”

Stack links: Inbound handled by AI Receptionist; proactive callbacks/reminders via AI Callers; quotes & bookings captured in InOne CRM; widgets on product pages with WhatsApp Website Integration.

Interesting AI fact: Slot ranking can favour hours with historically lower no-show risk by model and branch, quietly improving conversions.

Guardrails that protect CX and compliance

• POPIA-aware by design: Short purpose statements; minimal data; consent timestamps in CRM.

• RAG with citations: Answers grounded in your docs; when confidence dips, ask one clarifier or warm-transfer (no guessing).

• Action whitelist: Book, share ranges, send directions/links, request docs—nothing else.

• Template discipline: Outside WhatsApp’s 24-hour window, use approved business-initiated templates with a clear opt-out (see FAQ).

What to measure each week

• Call → booking/quote rate by intent/branch

• Time to assistance (voice seconds; WhatsApp minutes)

• No-show rate after T-24h/T-2h nudges

• Post-handoff FCR and CSAT on escalated threads

• Revenue per conversation across voice + WhatsApp

Dashboards in InOne CRM make this simple—so you improve playbooks with evidence, not hunches.

Ready to deploy these flows?

• AI Receptionist (inbound voice + routing): https://aiautomatedsolutions.co.za/ai-receptionist

• AI Callers (outbound callbacks & reminders): https://aiautomatedsolutions.co.za/ai-callers

• InOne CRM (unified inbox, SLAs, reporting): https://aiautomatedsolutions.co.za/inone-crm

• AI WhatsApp Chatbots (channel rails): https://aiautomatedsolutions.co.za/ai-whatsapp-chatbots

• WhatsApp Website Integration (site capture): https://aiautomatedsolutions.co.za/whatsapp-website

• WhatsApp hub (templates & policies): https://aiautomatedsolutions.co.za/whatsapp

• FAQ (POPIA & template basics): https://aiautomatedsolutions.co.za/faq

Visit: https://aiautomatedsolutions.co.za/
Contact us: https://aiautomatedsolutions.co.za/contact-us