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agente

This workflow is an intelligent clinic assistant system designed to optimize patient appointment management and internal communication. By integrating Telegram and WhatsApp, it automates appointment confirmations, cancellations, and rescheduling, enhancing the patient experience. Additionally, it utilizes AI technology for multimodal information processing to ensure accurate information delivery. Furthermore, it includes automated procurement reminders and an emergency transfer mechanism to improve clinic operational efficiency, assisting healthcare institutions in achieving digital transformation.

Workflow Diagram
agente Workflow diagram

Workflow Name

agente

Key Features and Highlights

This workflow is an intelligent in-clinic assistant system that integrates multiple advanced AI language models and automation tools to achieve smart and efficient patient appointment management. Its highlights include:

  • Receiving clinic staff commands via Telegram to enable automated patient appointment rescheduling and clinic procurement reminders management.
  • Automatically extracting appointment information from Google Calendar and using WhatsApp to complete patient notifications for appointment confirmation, cancellation, and rescheduling.
  • Utilizing AI models for multimodal information processing, including voice transcription, optical character recognition (OCR) of images, and message formatting to ensure accurate information delivery.
  • Featuring a dedicated confirmation assistant that triggers daily to proactively send appointment confirmation messages to patients, improving appointment attendance rates.
  • Built-in emergency escalation mechanism that promptly transfers complex or urgent customer requests to human agents, ensuring service quality.

Core Problems Addressed

  • Traditional clinic appointment management is cumbersome, with low efficiency in manual communication and prone to omissions or errors.
  • Low patient appointment confirmation rates lead to resource waste and diminished patient experience.
  • Lack of unified tools for procurement reminders and internal communication affects clinic operational efficiency.
  • Difficulty in consolidating multi-channel information results in delayed responses and inconsistent information.

Application Scenarios

  • Automated appointment management and patient communication for clinics or healthcare institutions.
  • Automated recording and follow-up of internal procurement and task reminders.
  • Customer service automation across multiple channels (WhatsApp, Telegram).
  • Solutions for healthcare institutions to improve appointment confirmation rates and patient satisfaction.

Main Workflow Steps

  1. Message Reception and Classification: Receive patient messages from WhatsApp via Webhook and use a Switch node to determine message type (text, image, audio, document).
  2. Multimodal Content Processing:
    • Extract text from images using OCR technology.
    • Transcribe audio files using the OpenAI Whisper model.
  3. Internal Assistant Response:
    • Clinic staff send commands via Telegram to trigger the internal assistant for appointment rescheduling or procurement reminders.
    • The assistant interacts with Google Calendar and Google Tasks for schedule and task management.
    • Relevant notifications are sent to patients using WhatsApp tools.
  4. Appointment Confirmation Assistant: Automatically triggered daily at 8 AM to query next-day appointments and send confirmation or rescheduling messages to patients.
  5. Message Formatting and Sending: The AI Agent formats outbound messages to comply with WhatsApp standards before sending them via the Evolution API.
  6. Emergency Escalation: For urgent or out-of-scope issues, automatically invoke the “CallToHuman” workflow to transfer patients to human agents.

Involved Systems and Services

  • Telegram: Trigger channel for internal staff and assistant interaction.
  • WhatsApp (via Evolution API): Channel for receiving and sending patient messages.
  • Google Calendar (via MCP Google Calendar tool): Appointment schedule management.
  • Google Tasks: Clinic procurement reminders and task management.
  • OpenAI GPT-4.1 series models: Natural language understanding and generation.
  • OpenAI Whisper: Audio transcription.
  • Langchain Agent architecture: Multi-agent collaborative processing.
  • Postgres Database: Persistent chat memory supporting context management.
  • Webhook: Message event listener.

Target Users and Value

  • Healthcare administrators: Simplify appointment management processes and improve operational efficiency.
  • Customer service teams: Automate most appointment and daily communications, reducing manual workload.
  • Clinic internal staff: Quickly initiate appointment changes and procurement reminders via Telegram, enhancing collaboration efficiency.
  • Patients: Receive timely appointment confirmations and change notifications for a more considerate service experience.
  • Technical operations teams: Enable personalized extensions based on this workflow to support intelligent customer service and business automation.

In summary, the "agente" workflow is a clinic automation management solution integrating multi-channel communication and intelligent assistant capabilities. Leveraging advanced AI and automation technologies, it significantly enhances appointment management efficiency and patient service quality, making it ideal for healthcare providers aiming for digital transformation.