An AI receptionist for med spas that books into a real CRM
For the consult enquiry that rings while every room is in treatment: capture what they are interested in, book the consult, and never give medical advice.
- On the roadmap, not available today
- No medical advice by design
- Consent gate part of the design
A med spa loses consults in a very particular window: the forty-five minutes when both injectors are in rooms and the front desk is turning over a patient. That is when the enquiry calls come, and that is what the agent on this page is designed for. It does not exist yet, so read this as a design you can judge rather than a feature you can buy.
The call a med spa actually loses
Aesthetic enquiries are shopping calls. Someone has seen a before-and-after on Instagram, decided this is the week, and is calling three clinics in one sitting. They are not leaving a voicemail and they are not calling back tomorrow.
What they ask is nearly always the same short list: do you do this treatment, roughly what does it run, how long does it take, and when can I come in. Only one of those is a booking question. The others are the reason the call needs a hard boundary written into it.
Because the moment a caller describes a droopy eyelid three days after a treatment, or asks whether they can have a filler while on a particular medication, the call stops being a booking call. It is a clinical question, and a script has no business near it.
The call flow it runs
Interest, then consult, with a hard stop at anything clinical. None of this ships today.
- 1
Identify the treatment interest
Injectables, laser, body contouring, skin, or a membership question. Recorded as a value, since the treatment interest is what decides which provider the consult goes to.
- 2
Check for an existing patient
New enquiry or returning patient, so a returning caller is not asked to describe themselves from scratch. Enquiry and scheduling details only, kept away from treatment records.
- 3
Answer from published information only
Whether you offer a treatment, your hours, your consult fee and your location come from your knowledge base. Anything about suitability, results or medication is refused.
- 4
Book the consult
Real slots from the calendar, matched to the provider who performs that treatment. A meeting record is written against the contact when it ships.
- 5
Confirm the source
Instagram, a referral, a search or a returning patient. It is the only moment you can capture attribution reliably, and it decides where next month's marketing goes.
- 6
Escalate anything clinical
Any caller describing a reaction, swelling, pain or an unexpected result after a treatment is transferred straight to a person, with no triage and no reassurance offered first.
What it will do, and what stays with a person
Everything clinical is on the human side of this line, without exception.
| Situation | The planned agent | A person |
|---|---|---|
| Adverse reaction after a treatment | None. Immediate transfer, no reassurance and no triage | The treating provider calls back |
| "Do you do lip filler and what does it start at?" | Confirms the treatment and quotes your published starting price, then books a consult | Prices the actual plan at the consult |
| "Am I a good candidate for this?" | Explains that suitability is decided at the consult and books one | Assesses the patient |
| Question about a medication or a medical condition | None. Transfer without answering | The provider, on the clinical record |
| Rescheduling next week's appointment | Moves it to another open slot and confirms | Only for a cancellation policy dispute |
| Membership or package balance question | Confirms what the package includes from your published terms | Handles billing and refunds |
| Pre-treatment instructions | Reads back your published preparation notes | Anything specific to that patient |
Rows describe the intended behaviour of a roadmap feature. Nothing here answers a call today. Treatment and clinical records belong in your practice system, not in the CRM.
Why a voice agent needs a CRM behind it
A receptionist that books into nothing is an answering machine with a friendly voice. In aesthetics the loss is measurable within a quarter, because your revenue does not come from the consult. It comes from the treatment plan, the package and the rebook, and every one of those is a follow-up against a record.
Attribution is the second reason. If the call ends in a voice tool, the Instagram enquiry that became a $4,000 package cannot be joined back to the post that produced it. In the CRM the source sits on the contact, next to the ad spend, so the question is a query rather than a guess.
That is why the enquiry pipeline, the consult cadences, the inbox and the approval queue are live now, and the voice half will write into them later rather than to sit beside them.
Scope this carefully. SalesCrew is built for enquiry and scheduling data. Charts, treatment notes and clinical records belong in your practice software. Rules on disclosing an AI caller and on recording a call vary by jurisdiction, and texting patients carries its own consent obligations. Take all of it to your own counsel. This is not legal advice.
What med spa owners ask about this
- Will it sound like a robot?
- The voice itself is no longer the weak point on current platforms. Delay before the first word is, and so is an answer that misses the question. Aesthetic callers are unusually sensitive to this because the call is part of the brand impression, so the design keeps the script short and the response fast rather than trying to sound chatty.
- What happens when it cannot answer something?
- It says so and offers a person. Its facts come from your knowledge base: the treatments you offer, your starting prices, your consult fee, your hours. Anything about suitability, results, medications or a reaction is outside that list and gets a scripted refusal plus a transfer. That boundary is the most important line in the whole design.
- Will it say it is an AI?
- Yes, and we would not recommend turning it off. Several jurisdictions are moving toward requiring disclosure, and a caller who feels misled during a first impression is a lost consult. What applies in your area is a question for your own counsel. This is not legal advice.
- What will it cost per minute?
- We are not publishing a figure. It depends on your voice provider, your model class and your call length, and a treatment enquiry that runs three minutes costs more than a reschedule that runs forty seconds. The components are a platform fee, the model, speech to text, text to speech and telephony, and our calculator page shows the formula.
- Is it legal to record the calls?
- It depends where you and the caller are, and some jurisdictions require every party to consent rather than one. A consent line at the start of the call is part of the design for that reason. Since aesthetic callers often mention health details unprompted, this is worth settling with your own counsel before the feature ships. This is not legal advice.
- Can it transfer to me?
- Yes, and in this trade transfer is the safety valve rather than a convenience. The triggers are literal: any mention of a reaction, swelling, pain or an unexpected result, any medication or condition question, and any request for a person. When one fires the agent stops and connects. If nobody picks up, it falls back to a message and an urgent task on the record.
Get the consult pipeline working first
Enquiry to consult to rebook runs today. The voice half will feed the same records when it ships.