Pellex clinic demo
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Administrative intake · Human follow-up

From customer message to staff-ready handoff.

This demo shows a safe administrative workflow for appointment-based services. It collects basic details, structures the enquiry, and prepares a clear handoff for staff — without giving medical advice or replacing professional judgement.

Customer enquiry

Boundary: this workflow organises administrative details only. Clinical questions should be handled by qualified staff.

Staff handoff

A pilot can send this handoff to email, WhatsApp handoff, Google Sheets, CRM or your front-desk inbox.

What a real pilot includes

1. Approved intake

Only collect details the business has approved.

2. Clear handoff

Every enquiry ends with owner, context and next action.

3. Operational review

Measure response speed, missed replies and repetitive admin saved.