The job
Hours, location, services, and “can I book?” — answered from approved pages. New-patient or new-job details captured as a Contact Request. Clinical, legal, or emergency questions handed over.
What to configure
Website Chat first. WhatsApp only if that number is already how customers enquire. Keep the knowledge lane conservative: if it is not on the site, the agent should not invent it.
The monthly conversation
AI Insights should name the questions the site still fails. That is the retainer: pages, FAQs, and knowledge updates — not a transcript dump.
See the dental example
A full vertical write-up of the same job.