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Gestión Smart
It answers in six languages, with the voice you record It says it is an AI when it answers, and that cannot be removed
Feature catalogue

What the agent does while it talks, and what it leaves in writing when it hangs up.

It picks up the phone, books the appointment on your real calendar, opens the request with its deadline and takes payment if needed. Afterwards you see it all turn by turn, with what it looked up and who each matter was left with.

Urgent request

4 h

Until the committed date, which is set automatically
Reminders

6

Per appointment at most, with a link to cancel
Voice cloning

10–12 s

Of recording, with that person’s consent
Access roles

5

To decide who sees and who changes what
01 · On the call

It picks up the phone and gets the matter settled

It talks, listens and gets on with things: it checks the calendar, looks things up in your systems and settles whatever can be settled before hanging up.

Record of a conversation in the panel: duration, number of turns, tone at the end and the call transcript
A call from the inside: how long it lasted, how many turns, what the agent looked up and whether it was recorded or not.
An example of what is left in writing 3 turns
Turn 1 · agent

“Soler Clinic, good morning. You’re speaking to an artificial intelligence assistant. How can I help you?”

Turn 2 · caller

“I’d like to book a check-up, on Thursday morning if possible.”

Turn 3 · agent, now with the calendar in front of it

“Thursday at 10:00 with Dr López. I’ll put you down for that and send you a reminder.”

The 10:00 slot existed in the calendar before it was offered, and it is blocked as soon as it is given.

Books, changes and cancels appointments

It works on the real calendar and only offers slots that exist. No “we’ll call you back to confirm”: the appointment is booked during the call.

Recognises callers by their number

If that phone number is already in a record, it greets the caller by name and picks up where they left off. If not, it opens the record itself while it talks.

Looks up whatever you connect it to

Invoices, outstanding debt, availability, contracts. It asks your system at that moment and does not keep a copy of that data.

Opens the request and reads out the reference

Callers hang up with a number they can repeat, and the request appears in the inbox with its deadline set.

Transfers the call to a person

When the matter is not one for it, it transfers the call to whoever is taking calls at that moment, without the caller having to explain everything again.

Picks up on tone and knows when to keep quiet

If the caller is angry, it replies with a more empathetic voice. And if they talk over it, it stops and listens, as anyone would.

02 · Appointments and customers

Your team’s calendar, and each customer’s record

One column per professional, records that write themselves and reminders that go out on time so that the slot is not lost.

Panel calendar with one column per professional and appointments spread across the hours

One column per professional

The whole day at a glance, with each person’s working hours and their services. Nothing is booked outside working hours, either by phone or by hand.

Panel customer list with phone numbers, latest appointments and duplicates flagged

Records that create themselves

Every call leaves its record. Duplicates are merged into one, and anyone who often misses appointments is flagged as a no-show risk before they are given an appointment.

Reminders screen with the reminders for each appointment, their send time and their status

Up to six reminders per appointment

They go out automatically, at the time you choose, with a link so that the person can cancel it themselves. Whatever is cancelled in time goes back into the calendar and can be booked again.

Services, durations and prices

The agent books the appointment for the right length of time because it knows which service the caller has asked for, how long it takes and how much it costs. You change it in the panel and it says it differently on the next call, without touching anything else.

Panel WhatsApp inbox: a conversation handled by a member of the team, with the reminder, its reply buttons and the patient’s record alongside.

The same agent, on WhatsApp

People who prefer to write, write. The agent replies on WhatsApp with the same knowledge and the same tools it uses on the phone: it checks the calendar, books the appointment, opens the request and sends the payment link. The conversation goes back and forth in writing, and ends with the same things settled as if the person had called.

The confirmations when an appointment is booked, the reminders and voicemail notifications also go out from there, from the business’s number or from ours. It is all included in the price. Synchronisation with calendars from other providers is coming soon.

And when a conversation needs someone from the team, it is picked up from the inbox: it is assigned to a person, tagged and answered by the business, with the record of whoever is writing alongside.

03 · Requests and after-sales

Every request, with someone assigned and a date

The agent opens the request during the call, or your team opens it from the panel. The priority sets the deadline, and whatever needs attention now is always at the top of the list.

Panel requests inbox with the status, the assignee, the deadline and the priority of each request
Not closed, open, in progress, waiting for the customer, resolved. And the overdue ones, kept apart.

Committed deadlines

The date is set automatically when the request is opened, according to the priority it comes in with.

Committed deadline by request priority
Priority Deadline
Urgent 4 hours
High 24 hours
Normal 72 hours
Low 7 days

If a request goes past its date, it leaves the normal list and moves to the top, flagged.

Customers follow their request without calling again

Each request has its own page with a private link: it shows the reference, what stage it is at (received, in progress, resolved), the day it was opened and the date by which you have committed to resolving it. Only someone with that link can see it.

  • Fewer “any news on mine?” calls, which are the ones that come up most often.
  • With the business’s phone number to hand, in case they would rather speak to someone.
  • No account, no password and nothing to install.
Public page for a request with its reference, the status (received, in progress or resolved) and the committed date
What the customer sees when they open their link, with the business’s name and colours.
04 · Setting up the agent

You decide what it says, in which voice and with which data

It is prepared in the panel, tested, and published when it sounds right. Nothing that has not gone through there goes out on the phone.

Agent settings screen, with its script, its voice and its knowledge sources

Test it before you publish it

Each agent is tested from the panel itself: you talk to it, listen to how it answers and correct whatever you do not like. The change only reaches the line when you publish it.

Voices screen with the business’s recordings, their length and who recorded them

The voice of your reception, in ten seconds

Ten or twelve seconds of someone on your team are recorded, with their express consent and with a record of who recorded it and when. Each voice can also have a more empathetic version for calls that start off on the wrong foot.

Knowledge screen with the sources the agent can read and their status

What it knows, and where it gets it from

You can write it yourself, import it from what you already have, or let it look things up live in your system whenever needed. Anything that changes often (money, availability, health) is looked up at the time and is not stored along the way.

Editor for a live source with its parameters, the API resource and the conditions for giving out the data

Field by field, what it can say

For each field that comes from your system, you choose between three things: whether the agent says it as it is, whether it only partly confirms it (the last four digits, the initial) or whether it never goes any further on any call. You can also require callers to identify themselves before they hear anything of theirs.

05 · Payments

Take payment without hanging up, and without chasing it afterwards

The deposit for a booking, the check-up that has just been done or the monthly fee: the agent takes payment on the same call in which it comes up.

Payments screen with the amount collected, the pending links and the status of each transaction
Paid, pending, failed, expired or refunded, and which call and which appointment each entry comes from.

Payment link while you talk

The agent sends the link to the caller’s mobile and stays with them while they open it, in case anything goes wrong.

Card read out over the phone

For people who are not comfortable with links. Only the last four digits of the card are stored.

New subscriptions

Monthly fees and session packs that are set up during the call and then keep being charged automatically every period.

Every payment, linked to its call

From the entry you can jump to the conversation it came from and to the appointment it belongs to, so balancing the till is quick work.

06 · Knowing what is going on

Ask about your numbers and see who changed what

Two things you miss when a machine handles the phone: knowing how the business is doing and being able to reconstruct what happened.

“Ask your data”

You type the question as you would say it out loud, and the answer comes back with the figure and the breakdown. The server does the calculation on your data: the model understands the question, but it does not make up the number.

“How many appointments were booked by phone last week?”

128 appointments, from 194 calls answered. 31 were changed afterwards and 9 were cancelled.

If the question cannot be answered with your data, it says so instead of filling the gap.

Change log

Who changed what and when: an agent’s script, a price, opening hours, a request’s deadline. It is logged with the name and time, and so is every occasion on which someone listens to a recording.

  • Five access roles: owner, editor, read only, billing and the platform team.
  • Every call keeps its turns, how long each response took and what the agent looked up.
How it is stored and who sees it
07 · Your switchboard

What callers hear and where their call goes

The welcome message, the voice, extensions, groups and what happens when no line is free. All on one screen, and all of it can be changed without calling anyone.

Switchboard screen with the busy lines, the welcome message and the extensions and groups tabs
How many calls are being answered now, how many are waiting and what your plan’s capacity is.

The welcome message, in your voice

It is recorded once and plays on every call, right after the notice that an artificial intelligence is answering.

When it is full

If all the lines are busy, you decide what happens: callers wait in order of arrival, leave a message, or both.

Extensions and groups

Your staff’s phones, arranged by department or by site, and who is accepting calls at each time of day.

Transfer to an operator

When someone asks to speak to a person, the call goes to whoever is available at that moment.

Hear it for yourself

Half an hour, your test calendar and a real call to your phone.

We set up an agent with your services and your opening hours; you call, book an appointment, change it and ask about an invoice. Then you see it all in the panel, in writing.