AI digital executives for clinics and health centres
Digital executives that serve, sell and run your processes. Without losing control.
Connected to your CRM, ERP, WhatsApp and phone, they work 24/7 within your rules, with human approval and an audit trail of every action.
Roma AI books appointments automatically, answers questions about coverage and services, sends reminders that cut no-shows by around 40%, and runs pre-triage over chat so urgent cases reach the right person sooner.
What it solves in healthcare
- Books, reschedules and cancels appointments straight in the centre’s calendar.
- Verifies coverage and answers insurance questions.
- Sends appointment reminders and brings no-shows down.
- Runs pre-triage over chat and routes emergencies instantly.
- Answers questions about services, opening hours and test preparation.
The problem it replaces
A clinic’s phone lines saturate in the same windows every single day. Appointments are lost because nobody gets round to the reminder calls, coverage questions repeat hundreds of times a week, and urgent cases arrive with no pre-triage at all. The assistant takes that volume on WhatsApp, at any hour, without tying up a line.
What always stays with a person
The assistant does not diagnose or advise on treatment: it handles the administrative side of care — appointments, coverage, service information — and hands over to a person the moment a conversation moves beyond that. The health centre defines the routing criteria for urgent cases.
Frequently asked questions
- Does it connect to our booking system?
- Yes. It integrates with Google Calendar and with appointment systems over API, so the assistant books against real availability and never double-books.
- How much do reminders reduce no-shows?
- Automatic WhatsApp reminders cut no-shows by around 40%, because they land in the channel patients actually read and let them reschedule in the same conversation.
- Does the assistant give medical advice?
- No. It handles administrative work — appointments, coverage, services, test preparation — and transfers any clinical question to a person, following the criteria the institution defines.
- How does it handle an emergency?
- It applies the pre-triage the health centre configures and routes straight to the appropriate channel, without leaving the conversation on hold.
- How is it different from a chatbot?
- A chatbot replies. Roma AI acts: its orchestrator understands what the customer asks for, decides the action and carries it out in your systems (creates the order, issues the promissory note, updates the CRM) before replying.
- Which systems does it integrate with?
- CRMs such as Salesforce, HubSpot, Pipedrive and Zoho, ERPs, core banking, payment gateways, calendars and your own databases. When there is no connector, it integrates through APIs or webhooks.
- Where does my customers’ data live?
- Communications are encrypted in transit and at rest, no data is shared with third parties and the platform complies with Latin American data protection regulations.
- Who controls what each agent does?
- Your company. You set the rules, the limits and the permissions for each system. Sensitive operations require human approval and every action is recorded in the audit trail.
- How much does Roma AI cost for a company?
- Enterprise plans start at US$490 a month and include a Customer Success specialist, priority support and integrations with your systems. The final price depends on your processes and volumes, and we define it with you in the free assessment.
- How long does an implementation take?
- The assessment is delivered in under a day. Most projects with integrations go live within 2 weeks; the most complex ones may take longer.
- What happens when a case needs a person?
- The agent detects it and hands the conversation to the right person on your team with the full context, without the customer repeating anything.
- Which channels and languages does it support?
- WhatsApp Business API, webchat, Instagram, Messenger, email and phone calls, in a single inbox with a unified history. It detects the customer’s language and replies in the same one.