WhatsApp AI Agent for Clinics & Hospitals

Go to the AiSensy Signup Page. Create your account using either:

• Your Google account, or

• Your business email address by filling out the sign-up form.

Once signed up, Log in to AiSensy using the same Google account or email credentials.

Once you are logged in, navigate to and click on AI Agent available on the navbar on the left.

Fill in the details given below:

• Website (mandatory)

• Business type

• Anything special it should know? (optional)

• Business context (optional)

Once you fill these details correctly, proceed to hit '✨ Create agent' button. AiSensy automatically builds an agent trained on your business.

When you add your website, AiSensy auto-generates your business description. Set your agent's name, greeting, and a few ground rules it must always follow.

Fill the details given below:

• Website

• Agent/business name

• Greeting message (optional)

• Store currency

• Business type

• What the business does

• Ground rules

Train the agent on your business website. While adding information, you can add details related to clinic timings, doctor schedules, approved test preparation instructions, report collection process, and billing FAQs. 

It answers from the information you feed to it. You can submit this information in the form of PDF, DOC, TXT, or CSV files. It never gives generic replies.

Every source shows "Ready" once learned.

Perform the below mentioned steps:

• Crawl a page (website URL)

• Upload files (PDF, DOC, TXT, CSV - up to 50MB each)

• Paste text (policies, scripts, price lists)

Now that the page is related to patient queries, you can also add hospital services, tests, and fees. Patients usually seek information around these details.

When you add your website, the AI Agent automatically fetches the image from it. You can control the visuals the agent can share in chat - product shots, catalogs, offers.

Untick any image it shouldn't send.

You can:

• Create Image library (enable/disable per image)

• Search images

You can add images of hospital entrance, department, or location images can help patients, but aren’t mandatory.

Navigate to and open Add Skills and hit Create custom. You can now name it Patient Queries, and pick Task skill as the type.

The other details which need to be filled are given below:

• What kind of skill is this? (Task skill)

• Icon & name: Patient

• When should the agent use it?

• Instructions

• Add skills

Now, you must make sure that the instructions fed to the agent are clear and easy to understand. The agent behaves according to the instructions given to it.

One such template is:

"When a patient asks “What are the OPD timings?”, answer using the hospital schedule provided. If they ask “Is my BP reading normal?”, do not interpret it. Refer them to a doctor and offer help booking a consultation."

Once you enter these instructions, the agent fetches the information around the instructions and replies accordingly. 

For more info, tap here to learn how to create a custom skill

The skill you just created lands in the Skills list. You can now switch it on, expand it to set your qualifying questions, your cut-off and where a qualified applicant should go, then hit Done.

• Skills list

• Enable the patient queries skill

• Expand to configure its variables, templates & ads

• Skills enabled counter

Now you agent is well taught and it knows how it should respond.

Connect your payment gateway so the agent closes sales with a secure payment link, right inside the chat.

• Payment gateway (Razorpay or PayU)

• Out-of-window template (optional)

This step is relevant only if the agent also collects consultation or test payments. When it is only about answering patient questions, the agent doesn’t require it.

If your hospital/clinic runs Click-to-WhatsApp ads, then you can link your meta ads here. 

You can map each ad to a custom greeting & context, so the agent knows exactly which ad brought the customer in.

• Add ad (map ad → custom greeting & context)

• Ad ID

• Label

• Greeting (first message to user)

• Context (extra context for the agent)

• Discount honoured at checkout (optional)

• Products featured in this ad

This step decides what happens when the agent can't help. There will be situations where the agent can't be trusted with. For such cases, write the fallback message, switch on Hand off to a human, and add the phrases that should pull a person into the chat immediately. 

What you must fill:

• Fallback message

• Where your agent runs: up to 3 test numbers

• Hand off to a human: toggle

• Trigger phrases

• Handoff message

It is an entirely optional step. Only useful if you are checking a particular patient’s report status or booking an appointment. This requires a connected system to retrieve information or complete the action.

Actions let your agent fetch live information or complete tasks using connected tools and APIs.

Hit Add custom API action, tell it when to call it, then paste your cURL - the request fills itself in.

• Action name

• When should the agent call it?

• Paste cURL

• Request: method + endpoint URL

• Headers

• Params

• Body

• Auth

• Test call

Click on - Next: variables

Chat with your agent before your customers do - 500 free AI messages to trial it. Happy?

Publish, switch the AI on & you're live.

• Test your Agent panel (Train/Live modes)

• Publish

• AI on/off toggle