Prepare the knowledge
Review the practice details and questions the chat may answer.
Practice software / AI Chat
Help website visitors get routine practice information and reach the right team through a configured AI chat experience. We connect the conversation with the follow-up workflow in your plan.
Configured and managed by Brand Lift 360.
Software features follow your plan and confirmed scope.
Your configured workflow
Answer approved questions about your office and services.
Route the available conversation and contact details to the configured inbox.
Hand clinical, complex or unsupported questions to your team.
Illustrative workflow. Functions depend on the selected configuration.
01 / A practical implementation
Give visitors approved information about services, office hours and appointment options. We test the answers and the route to your team before activation, including what happens when chat cannot resolve a request.
Review the practice details and questions the chat may answer.
Define contact, scheduling and staff follow-up options supported by the configuration.
Test on desktop and mobile, check handoff scenarios and refine the approved information.
02 / Confirm the details
Visitors should use your practice’s approved secure channels for sensitive information. Chat is not a clinical advice or emergency service.
Explore the CRM overviewYour setup conversation
Your priorities, office process and team responsibilities.
Enabled software, permissions and integrations in scope.
Training, testing, access and ongoing management.
03 / Questions practice owners ask
It can support the appointment pathway available in your configuration. We confirm whether that means a request, a booking link or a supported scheduling connection.
We define the staff handoff and ownership of follow-up during setup, including the circumstances that require human review.
Yes. We prepare and review approved practice knowledge and maintain the content within the agreed management scope.
Software features are included according to the selected marketing plan and agreed configuration. We confirm enabled functions, usage, integrations and any additional charges in your scope. View plans and pricing →
Your practice. Your workflow.
Book a 15-minute call with Jenn or Danzell. Bring your current system and the task your team needs to improve.