Four AI agents for healthcare: an AI medical receptionist, a finance specialist and a marketeer that live inside your Pabau account. Name them, choose their skills, and approve their work until you trust them.
Sarah booked an appointment for James Wilson on Tue 14 May2m ago
Alex recovered a payment of $240 from Sarah Johnson18m ago
Maya re-engaged 3 inactive patients with a campaign1h ago
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SarahAI ReceptionistActive
AlexFinance SpecialistActive
MayaAI MarketerActive
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SarahAI Receptionist ↓
Personality
Friendly, empathetic and highly efficient. ↓
Tone of voice
Warm, professional and reassuring. ↓
01 · The problem
Your software sends the message Then what?
Reminders go out. Recalls fire. Then a client replies, and it sits there. Automation does the first step. Nobody was hired to do the rest.
7:02amThree weekend calls went to voicemail. Two of those callers have already booked somewhere else.
8:15amThe recall email went out on schedule. A client replied asking about price. Six days ago.
9:40amTwo of today’s clients no-showed last time. This morning they got the exact same reminder.
10:30amThe invoice reminder went out to everyone with a balance. One client replied “I thought I’d paid this?” Nobody has checked, so nobody has answered, so nothing’s been paid.
11:45amSomeone nearby asked ChatGPT where to get lip filler. Three practices came back. Not yours. Nobody knows.
None of this needs another automation. It needs a team member who reads the reply, checks the history, and writes the message a template can’t.
03 · The team
Four AI agents built for healthcare and med spas. Hire the ones you need
From an AI front desk assistant to a med spa AI agent that runs your marketing. Each one comes trained for its job. Tweak it to fit your workflows, then get back to the work only you can do.
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AI Receptionist
An AI medical receptionist that texts back missed calls, invites no-shows back with booking links, chases incomplete forms, sends aftercare, follows up consultations, and keeps your client records tidy. The front desk that never goes home.
Watches your sales ledger and chases invoices left unpaid or part-paid. Polite reminders, the exact amount owing, and a secure pay-by-link. Every message approved by you.
Reviews your website daily and watches how you show up in search and in AI answers. Wins back lapsed clients, replies to reviews, and reports like a colleague, not an audit tool.
Works your lead list like a closer, even the leads you thought were lost. Finds out why they didn’t book, re-engages them with a fresh angle, and hands hot replies straight to your team.
Assign laterSMS skills stay paused until a number is assigned.
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4
Tell it who to go after
Pick the ideal patients your marketing should chase. Sarah, 32 to 45, interested in skin rejuvenation, books full treatment courses and finishes them. Emma, 45 to 60, the highest lifetime value in your book. Select as many profiles as fit your practice and change them any time.
Who should Diego go after?
Pick the ideal patients your marketing chases — select as many as fit your clinic. You can change this any time.
Targeting
Marcus
Interested in skin rejuvenation
Age Range
32–45
Primary concern
Acne scarring & uneven skin tone
Treatment interest
HydraFacial, microneedling
Targeting
Sarah
Wants to stay ahead of ageing
5
Start it in training
Every action is drafted for your approval first. You see exactly what your new hire would send, coach it with a note when it gets something wrong, and switch skills to auto-approve one at a time as it earns your trust.
Choose Diego’s skills
Diego can handle a wide variety of tasks. Toggle the skills you want him to use below.
SEO & AI visibility 8/8
Win & keep clients 4/4
Deep SEO ScanAnalyzes website metadata, header hierarchy, and image alt tags weekly.Configure
Configure
Configure
Custom task from a reportChoose and configure skills before it starts
No setup project. No integrations to build. The agent works from the diary, ledger, and client records already in your Pabau account.
04 · What they do
41 skills across the team. Switch on the ones you want.
Every skill can be tested before it runs, configured to your rules, and set to always-review or auto-approve. Skill by skill, you decide.
Rebook no-shows. Emails recent no-shows a warm invite with the next available dates as booking links
Recalls. Emails clients when a service is due again, using your rules per service
Win back lapsed clients. Finds clients who’ve drifted and brings them back with a personal message
Follow up consultations. Chases consultations that never turned into a booking
Cleanse data recordsTidies newly created client records...Always reviewed
05 · A first for practice software
Your next client is asking ChatGPT where to go
Patients now ask AI assistants for practice recommendations the way they used to ask Google. Most practices have no idea what those assistants say about them. Your AI Marketeer does.
It asks the big AI assistants the questions your next client would ask. It reports whether you’re mentioned, who gets recommended instead, and what to change on your site to show up in the answer. Then it watches, every day.
See what ChatGPT, Gemini and Perplexity say when patients ask where to go.
Find out which nearby practices get recommended instead of you.
Get exact page changes to earn a place in the answer.
Keyword opportunities grounded in what people near you actually search and ask.
Choose Diego’s skills
SEO & AI visibility 8/8
Win & keep clients 4/4
Deep SEO ScanAnalyzes clinical website technical health, indexing errors, and crawl status in search algorithms.Configure
AI visibility checkEvaluates your search results placement inside generative platforms like ChatGPT and Google Gemini.Configure
Keyword opportunitiesFlags medical-specific query variations patients search most actively within a 15-mile area.Configure
Configure
Configure
Custom task from a report
06 · You stay in charge
It earns your trust the way a real hire does
A new team member doesn’t send letters to your clients on day one. Neither does an agent.
1
It starts in training
Every action is drafted, not sent. You see exactly what your agent would do before anything reaches a client.
2
You review its work
Approve a draft and it sends. Reject it with a note and the note coaches the agent. It won’t re-draft what you’ve rejected.
3
You promote it, skill by skill
When you trust how it confirms appointments, set that skill to auto-approve. Keep review on for anything you’re not ready to hand over. Some skills, like data changes, are always reviewed no matter what.
4
Everything is on the record
Every action carries an audit row with the evidence behind it. Pause the agent any time. Move it back to training any time.
07 · How we keep it honest
Every message has a goal. Every goal gets scored.
Plenty of AI tools show you a feed of activity and call it results. We don’t think sending a message is a result.
Every message your agent sends opens a measurable goal with a deadline. Did the form get completed before the appointment. The system re-checks each goal every hour against your real records until the deadline, then scores it honestly: converted or missed.
You see your agent’s conversion rate the way you’d see a team member’s numbers. Because that’s what it is.
Pre-visit forms completed before the appointmentLive tracking
Chase incomplete forms — after a reminder goes out, the form is re-checked every hour, right up to the appointment time, and the goal converts the moment it’s completed.
An AI medical assistant is software that handles a practice’s front-desk and admin work, not its clinical work. In practice management software like Pabau, that’s an AI medical receptionist that texts back missed calls, invites no-shows to rebook and chases unsigned forms. Separate agents handle invoices, marketing and sales follow-up. It’s not a clinical tool. An AI medical assistant doesn’t write clinical notes and doesn’t diagnose. It does the admin work that keeps a practice full and paid.
Yes. Pabau’s AI Receptionist answers out-of-hours calls and handles the booking live on the call. It can book a new appointment, reschedule an existing one or cancel it, with no callback needed the next morning. If a call still goes unanswered, it texts the caller back so the enquiry isn’t lost. It also invites no-shows to rebook and sends aftercare once they’ve been in. That’s the difference between an enquiry you keep and one that books somewhere else.
Not without you seeing it first. Every new agent starts in training, where it drafts messages instead of sending them. You see exactly what it would say to a patient before anything goes out. Approve a draft and it sends. Reject it with a note and that note coaches the agent, so it won’t re-draft something you’ve already turned down. Once you trust how it handles a skill, set that skill to auto-approve and leave review on for the rest.
No. It covers the hours your front desk can’t — evenings, weekends and the gaps during a busy day. Your team still handles the conversations that need a person. What changes is what lands on their desk. Instead of working through missed calls, unanswered texts, unsigned forms and unpaid invoices, they arrive to drafts already written and waiting for approval.
About the same as onboarding a new starter, minus the training week. You pick the role, give the agent a name and a face, and set the email address it works from. Then you choose which skills it starts with. After that it needs your attention, not your time. For the first stretch every action arrives as a draft, so you’re approving or correcting rather than writing. The corrections are what teach it your practice’s way of doing things.
Your agent works under its own name and its own email address, never a team member’s. Nothing goes out signed by someone who didn’t write it. You set the tone it writes in, and during training you see every message before a patient does. When a conversation needs a person, your team picks it up. Disclosure rules for AI messaging vary by state, so check what applies where you practice.
Yes, at any point. Pause the agent and it stops immediately. Move it back to training and it returns to drafting instead of sending, without losing what it has already learned. You can also do this one skill at a time. Turn off auto-approve for a single skill and keep the rest running. Some skills, like changes to patient records, stay under review permanently no matter what you set.
Every action the agent takes carries an audit row with the evidence behind it. You can see what it did, when, to whom and why it decided to. Each agent also reports against the goals you set it: bookings recovered, invoices paid, forms completed. You’re judging it on outcomes, not activity. If a skill isn’t earning its place, switch that skill off and leave the rest running.
Four. The AI Receptionist has 20 skills ready and covers missed calls, rebooking, forms, aftercare and consultation follow-ups. The AI Finance Specialist chases unpaid and part-paid invoices with a secure pay-by-link. The AI Marketeer has 15 skills ready and watches how your practice shows up in Google and in AI answers. The AI Sales Specialist has five or more skills ready and works your lead list, including the leads you’d written off.
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