Nexa
Clínicas
From first contact to operational tracking, service, qualification, and appointments connected in a single flow.
Nexa connects WhatsApp, automation, and CRM to organize patient information, track opportunities, and keep service, scheduling, and commercial management within the same operation.
HOW IT WORKS- CATEGORY
- CRM · Automation · Digital Product
- ENVIRONMENT
- Web · WhatsApp · CRM
- LEAD ORIGIN
- WhatsApp · Instagram · Referral
- FLOW
- Inbound · Qualification · Scheduling · Follow-up
Desempenho da Operação
Fluxo de agendamentos e conversões
Atendimentos Automatizados
Economia de 12h/semana
Origem dos Leads
Agenda do Dia
Taxa de Conversão
How it works in practice
Nexa organizes the patient journey from the first contact to post-appointment follow-up. The solution connects conversational artificial intelligence, WhatsApp, CRM, schedule, automations, and indicators in a flow configured according to each clinic's operation.
Conversations, CRM fields, qualification rules, reminders, follow-ups, schedule, and indicators can be adapted according to each business's commercial and operational process.
“Flows can be configured according to the clinic's operation, maintaining automated steps and human intervention points whenever necessary.”
01 — SERVICE AND QUALIFICATION
The flow starts on WhatsApp with a conversational artificial intelligence, capable of understanding the patient's message, interpreting intent, context, and need, and conducting the conversation naturally. The experience does not work as a chatbot based only on fixed responses. The AI can generate responses according to the flow of the conversation, ask questions, interpret received responses, and adapt the approach according to the context of each patient.
From this conversation, the system identifies relevant information for the clinic and conducts qualification automatically, significantly reducing the need for manual screening by SDRs, receptionists, or commercial teams.
02 — SCHEDULING AND CRM UPDATE
In addition to preserving the complete conversation history, Nexa transforms service information into structured data within the CRM. Each operation can define which information needs to be identified and recorded automatically, such as name, phone, contact source, procedure or product of interest, previous evaluation, availability, relevant observations, current stage, and next action. These fields are updated throughout the conversation, allowing the team to quickly find the most important information without having to reread the entire WhatsApp history.
When the patient decides to schedule, the flow consults the schedule availability, confirms the time, and records the appointment in the CRM, keeping service, registration, and schedule synchronized. Free conversation for the patient. Structured information for the operation.
03 — OPERATION MANAGEMENT, SCHEDULE AND FOLLOW-UP
Nexa follows the patient beyond the first service. The operation can configure automatic reminders, confirmations, and follow-up messages at different moments of the journey. Examples include reminders on the day before the consultation, a new confirmation a few hours before the time, return after service, and personalized follow-ups for patients who have not yet completed a stage. Integration with the schedule allows using the real availability of the clinic or professional without creating a parallel calendar, preserving the organization that already exists in the operation.
The CRM keeps visible who is waiting for a response, who has a scheduled appointment, who needs follow-up, and which contacts still require team action, reducing the risk of patients getting lost amidst dozens of WhatsApp conversations. • Integrated schedule • Automatic reminders • Follow-up • Service continuity
04 — INDICATORS AND PERSONALIZED MONITORING
The data recorded throughout the journey feeds indicators and reports that can be defined according to the needs of each clinic. The operation can prioritize commercial, financial, or operational metrics, such as contact volume, lead source, conversion rate, number of appointments, attendance, most sought-after procedures, revenue, patient recovery, or performance by period. Reports can be structured for different breakdowns, including daily, weekly, monthly, annual monitoring, or comparisons between periods.
The goal is not to offer a generic panel, but to allow each clinic to monitor the indicators truly relevant to its management and decision-making. Each operation chooses what it needs to see.
What the solution delivers
Intelligent service on WhatsApp
A conversational artificial intelligence conducts the first service naturally, interprets intent and context, collects relevant information, and keeps the conversation history organized for the next steps.
Custom CRM for each operation
The CRM is structured according to the clinic's reality, with fields, stages, information, and flows defined according to the business's commercial and operational process.
Intelligent digital schedule
Scheduling, availability, confirmations, and patient information are connected to the service, reducing parallel controls and keeping the schedule synchronized with the operation.
Automatic follow-up and reminders
The system can perform appointment reminders, confirmations, returns, and follow-ups automatically, reducing dependence on manual controls and preventing patients from being forgotten along the journey.
Complete view of the patient journey
The team tracks all patients, current stage, history, next steps, schedule, and pending issues in a single view, facilitating control of the commercial and service flow.
Reports and indicators for decision-making
Indicators and reports can be customized according to what the clinic needs to monitor, including commercial, operational, financial metrics, conversion, scheduling, and performance by period.
DATA, PRIVACY AND CONTROL
The operation was designed to keep information organized and accessible according to each profile's needs, avoiding unnecessary data exposure and concentrating service history in a single environment.
Flows involving personal data must consider principles of security, access control, purpose, data minimization, and good information treatment practices.
The final configuration of each operation must consider the company's internal policies, integrated services, and applicable data protection requirements.
Nexa Clínicas
From first contact to decision making, the entire operation connected.
Nexa Clínicas transforms conversations, patients, schedule, and data into an intelligent, organized flow built for each clinic's reality.
