How it works
Seven steps from your clinic to live conversations.
Mitra is configured around your doctors, procedures and rules. Nothing goes to patients that you haven’t approved.
01
Step 01
Clinic onboarding
Tell Mitra how your clinic is run.
- Clinic information
- Locations
- Doctors
- Procedures
- Working hours
- FAQs
- Policies
02
Step 02
Build knowledge base
Train Mitra using approved clinic information. Anything not approved stays unanswered.
- Approved FAQs
- Timings and directions
- Booking steps
03
Step 03
Configure procedures
Set the rhythm of each procedure.
- Procedure
- Number of sittings
- Treatment gaps
- Appointment duration
- Relevant operational rules
04
Step 04
Configure appointment workflows
Decide how requests become appointments.
- Doctors
- Schedules
- Appointment durations
- Availability
- Confirmation requirements
05
Step 05
Configure communication
Choose what patients hear and when.
- Appointment confirmations
- Reminders
- Follow-ups
- Escalations
06
Step 06
Connect WhatsApp
Connect approved WhatsApp Business infrastructure.
- WhatsApp Business account
- Message templates
- Number setup
07
Step 07
Go live
Patients can start interacting with Mitra.
- Team trained on the dashboard
- Handoff rules active
- Reminders running
Start with the first step.
We walk through your clinic’s procedures and workflows in the demo.