Start from a template or describe the agent you want in your own words. Brief it like a new receptionist, practise with typical patient messages, and publish when you're happy.
Yes. In the ClinicCrew agent builder you start from a template, like a patient concierge, appointment requests, complaint recovery, review replies or an analyst, or describe the agent in your own words. You give it a name, a briefing, your FAQs and what it may do, set its rules and test it in practice chats. Nothing goes live until you publish it.
From a template or your own words
Pick a ready-made agent, or describe what you need and a first draft is set up for you. Then give it a name, a greeting in Arabic and English, and a briefing, like you'd brief a new receptionist.
Templates for patients, bookings, complaints, reviews and numbers
Describe an agent and get a first draft
Its own name, greeting and dialect
Your FAQs and policies as its knowledge
New agent
Start from a templateDescribe it
Patient concierge
Appointment requests
Complaint recovery
Review responder
HA
HalaDraft · not live yet
Greeting
Hi! How can I help you today?
Practice chats before patients see it
Before going live, the agent answers typical patient messages, and each one must get a good answer. Save any test conversation as a practice chat, and it is checked again before every publish.
Every practice chat must pass to publish
Save any test conversation as a practice chat
Bookings and messages are pretend while you test
See what it did, step by step
Practice chats4/4passed
Clinic hours question
Booking asks for free times
Medical question is handed over
Refund demand is handed over
Publish changes
Changed: rules for each kind of request
Publish
You decide what it may do
Switch on each ability, like booking or opening a ticket, and choose which ones wait for a teammate's OK. Set what it does with each kind of request, and when a person takes over.
Risky actions wait for a teammate's approval
Answer, draft, pass to staff or stay silent
Hands over on the words you choose
Topics it won't discuss and a money limit
What may it do?
Book appointmentsRuns automatically
Open a ticketRuns automatically
Give a voucherNeeds approval
Waiting for your approvalVoucher · EGP 150 · Rana Saleh
RejectApprove
Your agents
Everything else it does
Go live where you choose
WhatsApp, Instagram, Messenger, TikTok, SMS, your website chat, your reviews or a phone line.
Versions and rollback
Every published version is kept, and an older one can go live again.
A second approval to publish
If you want, another admin or owner approves a new version before it goes live.
Learns from your team's edits
When staff rewrite a reply, approve the edit and the agent replies that way from then on.
Results for every agent
Chats this week, chats solved without staff and patients' rating, on each agent's card.
Pause everywhere in one tap
Open chats move to your team's queue, and new messages go straight to them.
Grading after each chat
Yes-or-no questions checked after every conversation, with failures shown under Conversations.
Contact details hidden from the AI
Phone numbers and emails are removed before the AI reads a message.
Your own systems
Admins can connect a clinic system as a tool, and every call to it is logged.
Your AI team
The AI agents who do this work
They work inside the limits you set, and ask before anything important.
Answers every patient on WhatsApp, Instagram, Facebook and TikTok, books the right doctor and time, and reminds them the day before.
Replies on every channel
Books, moves and cancels
Sends visit reminders
Calls back missed calls
Marketing
Yara
Plans a week of posts for every branch and writes them with pictures, replies to Google reviews in your voice, and builds offers that bring patients back.
Plans and schedules posts
Replies to reviews
Creates offers and campaigns
Keeps your listings right
Data & reports
Maya
Answers any question about your clinic in plain words and real numbers: revenue by service, your busiest days, patients who did not come back, and more.
Answers with real numbers
Builds lists and reports
Finds your busiest days
Shows your best services
How it works
Build your first agent
1
Pick a template
Or describe the agent in a sentence or two. It starts as a draft that patients can't see.
2
Brief it and practise
Add its greeting, briefing and FAQs, then run the practice chats until every one passes.
3
Publish and choose where
Publish, then switch it on for WhatsApp, Instagram, your website or your reviews.
Still have a question? Our team replies within one business day.
Do I need technical skills to build an AI agent?
No. You write its briefing in plain words, like you would brief a new receptionist, and switch abilities on or off. Your services, branches and hours are included for you; you add your FAQs and policies.
Which agent templates can I start from?
Patient concierge, appointment requests, complaint recovery, review responder, and an analyst that answers with your own numbers, plus a blank agent. Each template comes with a first briefing, rules and starter practice chats.
How do I know an agent is ready to go live?
Its practice chats must all pass before you can publish. A checklist shows anything missing, with a link to the step that fixes it, and the publish screen shows what changed since the last version.
Can I go back to an earlier version of an agent?
Yes. Every published version is kept under Versions. Pick an older one and make it live again if a change doesn't work out.
Can an agent give a patient a voucher?
Only if you switch that ability on. Vouchers stay within the limits you set, can wait for a teammate's approval, and are never given in exchange for a review.
Can a new version need a second person's approval?
Yes. Switch on a second approval, and a published draft waits until another admin or owner approves it before it goes live.