01 · CONTROLLED HANDOFF
A rabies vaccination booking arriving on WhatsApp
01
A pet owner asks on WhatsApp for a rabies vaccination slot for their cat; the message lands in the inbox and a record opens.
02
The pet name, species and last vaccination date go into custom fields, and the right animal is selected when the owner has several.
03
AI drafts a reply from the process notes in the knowledge base; the team edits it and shares the booking link.
04
The appointment syncs to Google Calendar, a reminder is scheduled for the day before and sent with clinic approval.
05
After the visit, the next due date is written on the record and attached to the reminder flow.