Part of our Sales agents
AI agents for sales teams in healthcare practices
Actionist is an AI automation tool whose agents operate the apps your practice already uses, from replying to enquiries when someone finds a minute to an agent drafting every reply and chaser for approval.
Practices lose new patients to the enquiry nobody answered before a rival clinic did. Agents close that gap.
AI Employees for Healthcare Practices Sales & New Patients in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- Every new enquiry gets a reply drafted fastA form fill or lead ad becomes a service-specific reply in about a minute, waiting for your approval before it sends.
- Enquirers who go quiet get a second touchAnyone who replied once and never booked is chased on a staged schedule instead of being forgotten by Friday.
- Referrers hear thanks and stay engagedEach GP or consultant who sends a patient is logged and thanked, and the ones who stop sending are flagged early.
- Quotes and plans do not sit unansweredSelf-pay quotes and treatment plans your clinicians prepared are chased until the patient books or declines.
- Employer and insurer proposals keep movingWellbeing day pitches, panel recognition packs and employer follow-ups are drafted and tracked to a decision.
- Built around how your practice growsThese are examples of what a growth agent can do. Build a custom agent for any sales job your practice repeats.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Healthcare Practices Sales & New Patients team's day.
Where the hours go
A new-patient enquiry sits unread through a packed clinic morning, and by the time anyone replies the person has already booked with the practice down the road that answered within the hour.
An agent reads each new enquiry from the web form, lead ad or directory listing, drafts a service-specific first reply with the booking link in about a minute, and queues it for your approval.
Half the people who ask about a first appointment reply once and then go quiet, and nobody has the time to work out who to chase, so the pipeline fills with enquiries that quietly die.
An agent finds every enquirer without a booking after 48 hours, drafts a staged follow-up for each, and closes out the ones who will not book with a reason logged, so the list stays honest.
A GP sends three patients in a quarter, then nothing, and no one notices because the referral letters are filed one by one and the thank-you note never gets written.
An agent logs each referral by referrer, drafts the thank-you, and flags any referrer who has gone quiet for sixty days, so the relationship gets attention before the patients stop coming.
Self-pay quotes and employer wellbeing proposals go out, then nobody tracks who answered, so revenue that was one polite nudge away from booking sits in an inbox for months.
An agent tracks every open quote and proposal, drafts the nudge when one goes quiet, and reports which channels actually produce booked patients, leaving you to decide the price and the pitch.
Actionist Will Automate
What one automation looks like
A week with your Healthcare Practices Sales & New Patients agents
Some of the apps for your Healthcare Practices Sales & New Patients team
Some of the sales and growth apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- New enquiries150 min / weekReplying to enquiries between patients
Someone opens the shared inbox after the morning session, reads each form fill, hunts for the right service page and writes each first reply by hand.
New enquiries Agent0 minAgent drafts a tagged first reply for approvalAn agent reads each new enquiry, tags the source, picks the service page and drafts the reply with the booking link, then queues it in Slack for one-pass approval.
- Stalled enquiries120 min / weekRemembering who went quiet
The enquiry list grows, nobody can tell who was replied to or who booked, so follow-ups depend on someone scrolling the CRM on a quiet afternoon.
Stalled enquiries Agent0 minAgent finds and drafts every chaserAn agent checks the booking system against the list daily, skips anyone who booked, and drafts a staged follow-up for each quiet enquirer, held for your approval.
- Referrers75 min / weekFiling letters and forgetting the thank-you
Referral letters are filed one at a time, the sheet is updated when someone remembers, and a GP who has stopped sending patients goes unnoticed for months.
Referrers Agent0 minAgent logs referrers and flags the quiet onesAn agent logs each referral by referrer, drafts the thank-you, and flags any referrer who has gone sixty days quiet, so you can act before the patients stop coming.
- Quotes and plans90 min / weekHoping a self-pay patient replies
Quotes go out and are rarely revisited, so patients who were interested drift away because nobody wrote the polite nudge a week later.
Quotes and plans Agent0 minAgent tracks each quote and drafts the nudgeAn agent tracks every open quote and plan, drafts a nudge at ten days quoting your own figure, and stops the moment the patient books, leaving price decisions with you.
- Growth reporting105 min / weekPasting three systems into one sheet
Before the growth meeting someone counts enquiries, bookings and ad spend from the CRM, the booking tool and the ad accounts, and the numbers rarely agree.
Growth reporting Agent0 minAgent builds the funnel and cost per bookingAn agent reconciles the CRM, booking system and ad platforms each week, showing conversion by source and cost per booked patient, so the meeting starts with numbers.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent that touches new-patient enquiries only earns its place if you stay in charge. Actionist drafts, you decide, and every message, quote and proposal waits for a person before it reaches anyone outside the practice.
A first reply, a follow-up or a referrer note is drafted and held in Slack or Telegram until you approve it. Nothing reaches a patient on its own unless you widen that autonomy.
If an enquiry describes symptoms or asks a health question, the agent does not answer or judge urgency. It routes the message to a clinician exactly as it arrived.
The agent drafts quotes and proposals from the figures you supply and follows them up. You set fees, discounts and package terms, and you sign off before anything is sent.
The agent works inside your CRM, forms and inbox without copying patient details elsewhere, and every action it takes is recorded in an audit trail you can read.
More Healthcare & Medical Practices teams
More use cases for Healthcare Practices Sales & New Patients teams
Frequently asked questions
Does our practice team need to be technical to use Actionist?
How do we get started with a sales agent for our practice?
How do I make customised AI agents for how our practice actually grows?
How quickly can we set a sales agent up?
Where does our enquiry and referral data live, and is it used to train AI models?
Our booking system and referral tools have no real API. Can the agent still work with them?
Will an agent ever message a prospective patient without us seeing it first?
Many of our new patients phone rather than fill in a form. Does the agent handle those?
Will it quote prices or answer health questions for us?
See an agent answer and chase your next new-patient enquiry
Book a free demo and watch an Actionist agent read a new enquiry, draft the first reply, and queue the follow-up for your approval, end to end.