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Short guides for getting ISSA working in your business.
- Turn on ISSA SaludSwitch on clinical records, accept the data agreement and give your clinical team access.
- Send a consent to sign on the phoneThe patient reads and signs on their phone with a verification code, and you get the signed PDF.
- Set up patient follow-upAppointment reminders, check-ins after a procedure, next-session recalls and reviews, sent by your assistant.
- Connect your WhatsApp numberLink the number your customers already write to by scanning a QR code.
- Create and activate your assistantTeach the assistant about your business, test it, and turn it on for real customers.
- Upload your catalog with a CSV fileAdd many products at once from a spreadsheet.
- Add photos to your productsThe assistant sends the photo when a customer asks about a product.
- Use the inboxSee every conversation and who needs a person.
- Take over a chat from the assistantStep in when a customer needs a person, and hand the chat back when you are done.
- Get alerts when a customer is readyYour team gets a WhatsApp message when a customer needs attention.
- Set up automatic follow-upsNudge customers who went quiet without bothering them at night.
- Plans, limits and billingWhat each plan includes and what happens when you reach a limit.
- Risks of the QR connectionWhy a QR-linked number can be restricted, and how to lower the risk.
- Connect Zoho CRMSend every lead the assistant captures to your Zoho CRM, with the conversation summary.
- Connect Google CalendarLet the assistant check your free times and book appointments straight into your calendar.
- Test your assistant by voiceCall your assistant from the browser to hear how it sounds before your customers do.
