What ClinicConvo connects to
ClinicConvo connects to your WhatsApp number, your Instagram and Facebook Messenger inboxes, and Google Calendar, and keeps every patient in its own built-in CRM. It does not connect to practice management or electronic health record systems yet. This page lists each connection, what it can see and what it can change.
| Connection | What it does | What it can see | Status |
|---|---|---|---|
| The AI answers patients on the number your clinic already uses | Messages patients send to that number | Live | |
| The same AI answers direct messages to your clinic's Instagram | Direct messages | Live, every paid plan | |
| Facebook Messenger | The same AI answers messages to your clinic's Facebook Page | Page messages | Live, every paid plan |
| Google Calendar | Offers only free times; when booking is on, writes the appointment to your calendar | Free and busy times only, never what your events say | Live |
| Built-in CRM | Each conversation becomes a contact, a deal and a task | Conversations in ClinicConvo | Included in every plan |
| Practice management or EHR systems | Reading or writing your clinical diary or patient record | Nothing | Not available |
WhatsApp: two ways to connect
- Link the number you already use, the same way WhatsApp Web links to your phone. Patients keep writing to the same place and you keep your chat history on the phone.
- Meta's official WhatsApp Business Platform. Certu Ltda., which runs ClinicConvo, is a Meta Tech Provider, so the clinic can connect through Meta's own sign-up flow. It is included in the Pro and Max plans; on Start, ask us. Meta charges its own per-message fees on this route; our WhatsApp Business API pricing guide explains them.
Either way, your staff see every conversation and can take over from the AI at any moment.
Neither route makes WhatsApp HIPAA compliant. Meta's terms for the WhatsApp Business Platform say the platform is not HIPAA compliant, and the official API does not change that. Our HIPAA chatbot guide explains what US practices need instead.
Google Calendar: the narrowest access that works
When you connect Google Calendar, ClinicConvo asks Google for two permissions and no more:
- Free/busy. It sees when you are busy, so it never offers a time you already have something on. It cannot read the title, description or guests of any event.
- Events it creates. When you turn on booking, it writes the appointment as an event, and updates or deletes that event if the patient reschedules or cancels.
Booking stays off until you turn it on. With booking off, the AI collects the patient's name, reason and preferred time and passes the request to your front desk to confirm. Disconnecting the calendar revokes our access at Google and deletes the stored key.
Calendar features that come with it
- Booking from a chat. A patient writes "I want to see a cardiologist" at 11 pm. The AI checks your real calendar, offers open times, takes the name, and hands a ready request to your front desk, or books it directly if you turn that on.
- Reminders before confirmed appointments. On by default, 24 hours and 1 hour before. You can set up to three reminders, from 15 minutes to 7 days before. They are plain text messages: the patient replies in their own words, and the AI reschedules or cancels from that reply.
- Off until you switch them on: a waitlist that offers cancelled slots, a pre-visit form with separate consents, a satisfaction survey with a Google review request, and recall messages.
Patients can also send photos and PDFs (an insurance card, lab results) in the chat. They stay in the conversation and on the patient's card for your team for 90 days. They are not filed into a medical record, and the AI does not interpret results.
What does not connect yet
ClinicConvo does not read or write your practice management system or electronic health record. If you need an assistant that books straight into your clinical diary, look at tools built for your system. For example, clinics on Cliniko can look at Cliniko's connected apps, which lists third-party AI receptionists. Our comparison of WhatsApp chatbots for clinics lists which tools name which integrations.
Need a connection that is not here? Tell us at admin@certu.com.br. We list a connection on this page only after it works.
Try it before you connect anything: pick your specialty, test the agent like a patient, then link your WhatsApp. The AI answers up to 200 patient messages free within 7 days, no card. Start here.