Clinic guide

Sign up and the setup wizard

The wizard has three steps: Company, Channel and Ready. You can skip the channel step and finish it later in the panel.

1. 1

   Create your account

   Sign up on intusell.com. Your account opens with a 14 day trial.

2. 2

   Tell us about your company

   On the "Company" step enter your business name and pick "Health & Clinics" under "Industry". Add your website if you have one: the AI reads it to learn your products, prices and FAQs.

3. 3

   Pick your clinic type

   Choose your clinic type: General clinic / polyclinic, dental clinic, aesthetics and medical beauty, hair transplant centre, pharmacy, dietitian and nutrition, or veterinary clinic. The AI’s instructions and pipeline follow it; you can change it later in My business › Business Info.

4. 4

   Connect WhatsApp or skip for now

   On the "Channel" step click "Show the QR code" and scan it with the phone that runs your business WhatsApp. You can also skip this step and connect Instagram later.

5. 5

   Review how the AI will talk

   The "Ready" step shows the tone, the first message and the priorities of your AI. "Go to the dashboard" opens the panel; "Edit" opens the AI settings.

Connect your channels

1. 1

   WhatsApp with QR

   Go to My business › Channels › Messaging Channels and click "Connect with QR". On your phone open WhatsApp › Settings › Linked devices › Link a device and scan the code. Your phone keeps working alongside the panel. The official WhatsApp line (Cloud API) opens after Meta approval; today QR is the way to connect.

2. 2

   Instagram through Meta

   On the same page, in the "Meta Platforms" card, click "Connect All" or the "Instagram" tile. Log in with the Facebook account that manages your business Page. In the Meta window tick your Page and your Instagram account, then approve.

3. 3

   Check the connection

   After you return to the panel the Instagram card shows as connected. If a warning appears, it says what is missing and has a "Reconnect" link.

Appointments and Google Calendar

1. 1

   Connect Google Calendar

   On My business › Channels › Calendar & Payment, click "Connect with Google" and sign in with your Google account.

2. 2

   Set up appointments

   With "Manage Appointment Settings" add appointment types, durations and working hours. The AI only suggests free slots within these hours.

3. 3

   Let the AI book

   When a patient asks for an appointment, the AI suggests free slots and books the one the patient picks. It shows in the Appointments room and in your Google Calendar.

Reminders and no-shows

1. 1

   Reminders go out on their own

   Patients get a reminder 1 day and 2 hours before the appointment. The 1 day message asks whether they will come, with 1 Yes, 2 Reschedule, 3 Cancel; the appointment is confirmed, rescheduled or cancelled from the reply.

2. 2

   Mark who came

   After the appointment time, mark the patient as "Attended" or "No-show" in the Appointments room.

3. 3

   New slots for no-shows

   The AI offers new free slots to patients who missed their appointment. This message only goes out if you marked at least one patient as "Attended" in the last 30 days, so a patient wrongly counted as missed does not get it.

Fill the knowledge base

The AI answers from your knowledge base. Add your services, practitioners, consultation steps and FAQs.

1. 1

   Open the Knowledge Base

   Go to My business › Knowledge › Knowledge Base.

2. 2

   Add your sources

   Upload files (PDF, Word, Excel, CSV, TXT or images, up to 50 MB), scan your website (it can take 2 to 5 minutes), import your Instagram profile (your last 100 posts) or add a sales call recording.

Health and price rules

A clinic setup gives the AI instructions for health communication. Still, check its answers in AI Test.

1. 1

   No diagnosis, no promised results

   The AI does not diagnose, does not make treatment decisions, does not guarantee results and does not make claims like "the best".

2. 2

   Exact prices are set at the consultation

   Instead of an exact price the AI says the price is set at the consultation. You can add the price ranges you want to share to the knowledge base.

3. 3

   Add your own rules

   Add rules specific to your clinic in My business › Instructions, for example topics where the patient should contact the clinic directly.

Legal notices

1. 1

   Add your own privacy link

   In My business › Business Info › "Legal notices", enter the address of your own privacy page. If an address was found automatically, confirm it.

2. 2

   Review the notices

   The first-contact privacy note, the opt-out line in promotional messages, the call recording notice and the health quote disclaimer are on by default. Only an owner or admin can change them.

See the AI’s first reply

1. 1

   Try it in AI Test

   Go to My business › Instructions › AI Test and write the questions your customers ask. Check that the answers use your knowledge base.

2. 2

   Send a real message

   From another phone, send a message to your connected WhatsApp number or Instagram account. The conversation appears under Conversations › Inbox with the AI’s reply.

Daily use

1. 1

   Start from Today and Decisions

   Today shows what needs attention. Decisions collects the questions the AI asks you, for example before a cancellation or when it does not know the answer.

2. 2

   Follow your work in Appointments

   The Appointments room is where your daily work lives. Conversations keeps the Inbox, Contacts and the Sales Pipeline.

3. 3

   Choose how much the AI does

   In My business › Instructions › AI Settings › "Advanced AI Settings" pick the AI mode: Intern (the default) sends replies itself and asks you before a cancellation or refund and when it does not know the answer; Senior also handles cancellations and refunds; Full approval waits for your approval before every reply (web chat and email replies still go out directly).

4. 4

   Take over a single conversation

   Inside a conversation you can switch it to Live, Approval, Shadow or Paused. The change applies to that conversation only.