Incoming moment
Move treatment interest toward the right consultation
An hiify.ai agent can explain services and policies from approved materials, collect a caller’s goals, and book a consultation through a connected provider. Clinical suitability stays with qualified staff.
The whole conversation, made explicit.
Each part is visible in the builder. You decide what the agent asks, which source it trusts, what connected action it can take, and when a person takes over.
What the agent understands
- Which service the caller is asking about and what they want to discuss
- Prices, preparation, and policies found in approved clinic sources
- The preferred consultation time and contact details
What it can do
- Answer service questions from supplied knowledge
- Collect consultation details
- Book a supported appointment and save the lead
Human handoff
Suitability, contraindications, treatment recommendations, and complications route to a qualified human.
The agent does not provide medical advice or decide whether a treatment is appropriate.
What the team gets after the call
Not a promise of automatic outcomes. A clearer path from an incoming request to the next accountable step.
- 1
Clear consultation intake
Callers reach the booking step with their service interest and questions already captured.
- 2
Controlled service information
Answers use the treatment, pricing, and policy material the clinic approves.
- 3
Clinical boundaries by design
The flow separates factual questions from conversations that require a practitioner.
Two ways a aesthetics & med spa call can move
These are grounded examples, not live simulations. Each step maps to a builder block you can configure, connect, and publish.
A caller asks about a service, price, and the next available consultation.
Understand
The agent searches approved service information and collects the caller’s goals and contact details.
Act
It checks the configured calendar and books a returned slot after confirmation.
Hand over
Clinical questions are transferred or left as a structured message for the practitioner.
- Identify interest
- Answer service FAQs
- Book consultation
- Save the lead
A returning client asks whether a treatment is safe for them.
Understand
The agent recognizes that the request needs clinical judgment.
Act
It books a practitioner conversation or transfers according to the clinic’s flow.
Hand over
The practitioner receives the question and caller details before responding.
- Identify the question
- Apply the boundary
- Book or transfer
- Record context
A workflow your team can inspect.
The builder keeps approved service answers, consultation booking, and practitioner handoff visible in the same flow.

One buildable path · Consultation request
- CollectIdentify interest
- KnowledgeAnswer service FAQs
- AppointmentBook consultation
- CRMSave the lead
Connect the step to the system that owns it
A practical starting set for aesthetics & med spa workflows. Connect only the apps your team uses.
ClinikoClinic availability and booking
Cal.comAvailability, booking, changes
HubSpotCRM contact and call context
TwilioPhone numbers and configured SMS
SlackConfigured team notification
Google CalendarAvailability and calendar events
Availability, booking, lookup, changes, cancellation, and waitlist support vary by provider. hiify.ai exposes only the actions supported by the connected provider and enabled in the published flow.
Browse integrationsSame building blocks, different incoming moments
Build a aesthetics & med spa workflow
Start with the incoming moment, add approved knowledge and supported actions, then define the human handoff.
