Solutions · By department

Follow-up that happens whether or not anyone remembers

Most lost revenue is not lost in the pitch. It is lost afterwards, in the follow-up nobody owns — quotes that go quiet, plans never booked, customers who drift off part-way through. A Sales agent works that list on a schedule and drafts the outreach for you to approve.

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No card for trial · Every message approved by your team before it sends
Sales

Self-pay conversion and follow-up care completion

In a clinic, sales means self-pay conversion and follow-up care completion. Both are follow-up problems, both are usually unowned, and both are the first thing to slip when the clinic gets busy.

  • Enquiry response

    Guided pilot

    Answers promptly with clear next steps and what the patient should expect.

  • Quote tracking

    Integration required

    Tracks each quote as presented, accepted, declined or undecided.

  • Undecided follow-up

    Guided pilot

    Follows up on a defined sequence, referencing what was actually discussed.

  • Plan completion

    Integration required

    Tracks each recommended step through to a booking rather than a reminder.

  • Lapse re-engagement

    Integration required

    Flags lapsed courses for re-engagement before the patient is lost entirely.

  • Payment options

    Integration required

    Surfaces the payment plan or finance options the clinic has already approved.

  • Clinical question

    Clinician-led

    Escalates immediately and answers nothing clinical.

Any of theseSelf-pay enquiryQuote undecidedCourse lapsedSales agentReads only the sources you approveWrites in your own tone, never clinicalDrafts the follow-up for that patient and quoteHeld as a draft — nothing has left the building yetYour team decidesApproveEditRejectA rejection records the reason, so the next draft is betterLogs the outcome against the quoteYour system stays the source of truthNo clinical advice · No invented pricing · Every message approved
Sales guardrailsApplied to every step above, without exception
  • No clinical advice, treatment recommendation or discussion of suitability
  • No pricing beyond what you have already quoted
  • Every message approved before it sends
  • Nothing that pressures a patient toward treatment

Clinical questions are deliberately excluded from automation. Suitability and treatment recommendations belong to a clinician, never to a follow-up sequence.

No recommended follow-up gets forgotten any more. Every treatment plan is booked, and patients mid-course don't quietly disappear.

Enquiry response, treatment plan follow-up and course completion — approved by you, never clinical.

Where it runs today

Industries the sales agent is live for

Each industry states its own availability per step, because the systems a sales agent has to reach differ from one to the next. Anything not listed here is scoped during a pilot.

Medical clinicsAppointments filled, forms completed before arrival, patients who don't drift away.
Other departments

Agents for the rest of the business

OperationsThe admin between your stages, handledMarketingContent that still goes out in a busy week
A controlled first step

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In 30 minutes, we will learn how your organisation works, identify a bounded first use case, and show the high-level Xgenta solution architecture.