AI
AI Voice Assistant
An AI assistant makes the call, and the summary, analysis and recording link are written back to the patient record.
A large share of medical tourism leads cannot be reached on the first attempt, and when they are, the call note often never gets written. MoonCRM’s voice assistant integration handles both the call and the record that follows it. The assistant runs the conversation, and when it ends the system receives the summary, the analysis and the link to the recording. All of it lands on the patient record as a phone call flagged as an AI call.
What you can do
- Voice assistant definition
- Management of the phone numbers the assistant uses
- Records created automatically from the end-of-call report
- Call summary written into the notes
- Call analysis retained on the record
- Recording link attached to the patient card
- Entries flagged as AI calls
Highlights
Post-call summary
The summary the assistant produces is written to the patient record as a note, so a consultant picks up the context without replaying the call.
Recording link
The link to the call recording is stored on the same entry, so going back to the actual conversation is always possible.
Flagged as an AI call
These entries are marked as AI calls in the call history, so they never blur into calls your consultants made themselves.
Assistant and number management
Assistant definitions and the phone numbers they use are managed from inside MoonCRM.
Getting started
Setup takes three steps
An implementation specialist works with you at every step. No technical team required.
- 1
Define the assistant
Set up your voice assistant and the phone number it will use from inside MoonCRM.
- 2
Choose the scenario
Decide which leads the assistant calls — first contact and unreachable leads are good places to start.
- 3
Read the records
Review the call summaries regularly so consultants can take over without listening to every conversation.
Frequently asked questions
Our team knows medical tourism operations inside out. Let’s review your process together in a 15-minute call.
All questions What gets written to the record after a call?
The summary the assistant produced is stored as a note and the recording link sits on the same entry, which is flagged as an AI call.
Are AI calls separated from human calls?
Yes. Each call entry records whether it was an AI call, so the two kinds of conversation stay clearly distinguishable.
Can I reach the recording later?
The recording link is kept on the call entry in the patient record, so you can open it whenever you need to.
Other modules
WhatsApp Integration
Bring multiple WhatsApp lines into one inbox and message patients, contracted hotels and transfer companies from the same screen.
Patient & Lead Management
Every lead lives on one record — status, category, consultant, services, tags, call notes and reminders in one place.
Operations: Hotel, Transfer, Flight
Appointment, doctor, hotel, transfer, room type and flight details live inside the patient record — with every visit stored separately.
See AI Voice Assistant in action
In the demo we walk through this module against your own process. Thirty minutes, no sales pressure.