Part of our Sales agents
AI agents for sales teams in veterinary clinics
Actionist is an AI automation tool whose agents operate the apps your veterinary sales team already uses, from answering enquiries one at a time to drafts waiting with two open slots attached.
Client care leads get back the hours lost to enquiry replies, plan paperwork, and lapsed-client lists.
AI Employees for Veterinary Sales 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
- New enquiries get a drafted reply fastWeb form, Facebook and Instagram questions get a draft with two open slots, ready for you within about a minute.
- Quiet enquiries get one gentle nudgeAn owner who asked about registering and went silent hears from you again before the lead goes cold.
- Wellness plans enrol and renew cleanlyAgreements and direct debit forms are prepared for reception, and renewals are drafted 60 days before the anniversary.
- Lapsed clients get a thoughtful noteOwners not seen in 15 months get a warm message, with bereaved and moved-away clients kept off the list.
- Breeders, rescues and groomers stay warmReferral partners are thanked and kept in touch with, and farm and yard accounts are quoted and renewed on time.
- Built around your clinicExamples only. Build a custom agent for any sales job your practice repeats, from puppy classes to open days.
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 Veterinary Sales team's day.
Where the hours go
New-client enquiries arrive from the website form, Facebook, Instagram and the Google listing at once, and replying to each one by hand means a good lead waits until the next quiet moment.
An agent reads every channel on a schedule, drafts a reply in your voice with two open slots, and passes anything about an animal's health untouched to the duty vet.
Wellness plan paperwork gets taken home and never returned, and renewals only happen when someone notices the anniversary has already passed.
An agent prepares the agreement and direct debit form for reception, chases unsigned ones, and drafts each renewal note 60 days before the anniversary.
Clients who were once regulars stop booking, and nobody has time to find them, check which are sensitive, and write something warm instead of a template.
An agent builds the lapsed-client list monthly, keeps bereaved and moved-away clients off it, and drafts a considered note for you to read and approve.
Breeders, rescues, groomers and farm accounts only get attention when one calls, and nobody can say which source actually brought in new clients last month.
An agent keeps the partner list warm, drafts thank-yous and renewals, and reports new clients by source each week so you know what to invest in.
Actionist Will Automate
What one automation looks like
A week with your Veterinary Sales agents
Some of the apps for your Veterinary Sales team
Some of the apps your veterinary sales agent works in. 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.
The agent reads the enquiry, checks the diary, and drafts a reply in the practice's voice with two first-appointment slots. It holds the draft for the client care lead's one-tap approval and logs the source in the CRM.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Enquiries150 min / weekReplying to enquiries one channel at a time
Someone opens the website form, then Facebook, then Instagram, then the Google listing, and writes each reply from scratch when there is a gap between consults.
Enquiries Agent0 minAgent drafts every reply with two slotsAn agent reads every channel on a schedule, checks the diary, and drafts a reply in your voice for approval, passing health messages to the vet unanswered.
- Wellness plans90 min / weekChasing plan paperwork and renewals by hand
Plan forms go home with clients and never return, and a renewal only gets noticed after the anniversary has passed.
Wellness plans Agent0 minAgent prepares forms and drafts renewalsAn agent fills the agreement and direct debit form for reception, chases unsigned ones, and drafts renewals 60 days ahead for approval.
- Lapsed clients70 min / weekFinding regulars who stopped booking
Once a year someone filters the client list by date and writes a note, and a message goes to a client whose pet has died.
Lapsed clients Agent0 minAgent builds a list that respects sensitivitiesAn agent builds the 15-month list monthly, keeps bereaved and moved-away clients off it, and drafts a considered note for you to approve.
- Partners and accounts75 min / weekKeeping partners and farm accounts warm from memory
Breeder, rescue and yard contacts live in someone's phone, and renewals only happen when an account complains.
Partners and accounts Agent0 minAgent keeps partners warm and accounts renewedAn agent keeps the partner list current, drafts thank-yous and offer sheets, and prepares farm and yard quotes and renewals for the owner.
- Source reporting100 min / weekCounting new clients by source at month end
Nobody can say which channel brought in last month's registrations, because each source is counted from memory when the owner asks.
Source reporting Agent0 minAgent reports sources and conversion weeklyAn agent matches each new client to a source, works out enquiry-to-visit conversion, and builds the monthly pack for the owner to comment on.
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: ~5 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
Sales work in a practice is personal: it reaches people who love their animals, often on a hard day. Actionist is built so you read every client-facing message first, keep pricing and offers in human hands, and see exactly what each agent did.
Enquiry replies, plan notes and win-back messages are drafted and held for your sign-off. Nothing reaches a client unless you widen that autonomy yourself.
If an enquiry describes symptoms or asks about treatment, the agent routes it untouched to the duty vet with no sales reply. It never triages or comments on an animal's condition.
The agent prepares agreements and quotes from your price list. Prices, discounts, refunds and who is offered what stay your decision.
Client and pet details are encrypted, never used to train any model, and each draft and list is logged. You can self-host on a VPS if data must stay on your own infrastructure.
More Veterinary Clinics teams
More use cases for Veterinary Sales teams
Frequently asked questions
Does my veterinary sales team need to be technical to use Actionist?
How do I get started with AI agents for veterinary sales?
How do I make a custom AI agent for a job unique to our practice?
How quickly can I set Actionist up for our clinic?
What happens when an enquiry mentions an animal's health?
Will an agent message a client or send an offer without me reading it?
Our practice management system and booking tool have no API. Can an agent still work with them?
Could an agent offer discounts or pressure clients into a plan?
Is our client and pet data safe?
See an agent draft your next enquiry reply with two open slots
Book a free demo and watch an Actionist agent read an enquiry, check your diary, and draft the reply for your approval, end to end.