AI agents for clinics and med spas that answer "how much is it?" from your own price list, on the phone, by text, on your website and in your Instagram DMs, offer real open consultation slots and book the one the enquirer picks. Then they follow up the ones who did not book, on a sequence you wrote, until they do or ask them to stop.
7-day free trial · Cancel anytime
For an aesthetic clinic or a med spa, the enquiry starts on Instagram. Somebody sees a result, taps the profile, and sends "how much for lip filler?" at 11pm on a Sunday. By Monday morning, when the team opens the app, they have messaged two other clinics and one of them replied. The agent answers Instagram, Messenger, WhatsApp and eight other DM platforms on your own app credentials, inside each platform's reply window, from the treatment menu and prices you loaded, and offers Tuesday's real open consultation slots in the same thread.
Their Instagram handle, the email address they give for the confirmation and the number they later ring from become one contact with one history, so when they walk in for the consultation, the coordinator can read every message that led to it.
A clinic with two treatment rooms and one person on reception cannot answer every call. The agent picks up on your own Twilio number, in real time, in the voice you chose, and answers what a new client asks first: what the treatment involves in plain terms from your own material, what it costs, how long it takes, whether a consultation comes first, and where you are. Then it offers open slots and books the one they choose. The recording and transcript land in the inbox, tagged as a call.
One line of script puts a chat widget on your site in your colour, with your image and a greeting you write. A visitor reading the treatments page at 10pm asks whether they are suitable, and the agent answers from your FAQ, explains that suitability is decided at the consultation, and books it. It gives no medical advice, because you told it not to.
Most consultation enquiries do not book on the first message. They ask the price, say "I'll think about it", and disappear, and no clinic has the afternoon to chase two hundred of them. Put every enquiry that did not book into a list, or pull the segment from a connected CRM, and run a follow-up sequence at it: a text on day 2, an email on day 5 with the link to the page on your site you allowed, a call on day 9. Each step has its own delay and send condition, and the whole thing sends inside the days and hours you set.
The agent works the replies, answers the objection from your material, and books the consultation when they are ready. A booking, a reply or an opt-out on any channel ends the sequence on every channel, and a reply of STOP is honoured at once.
Write your aftercare information as the steps of a sequence: the evening-of text with the do-and-do-not list from your own aftercare sheet, the day-three check-in, the two-week note with the link to your aftercare page. The clinic decides what is sent and what is asked, the agent sends it on the schedule, and a client who replies with a question is answered from your material or, if the reply is anything clinical, handed to a practitioner with the thread.
For reactivation, export the clients whose last treatment was three, six or twelve months ago, or pull the segment from the CRM, and run a campaign at them with the offer you wrote. The dashboard counts clients, not messages: reached, replied, booked, and the value won against a goal you set at the price of the treatment.
A clinic does not lose clients on the quality of its work. It loses them in the forty minutes between the enquiry and the reply. An aesthetic clinic or a med spa is a business built on consultations, and consultations come from enquiries, and the enquiries arrive on Instagram at 11pm, on WhatsApp on a Saturday, through the website at lunchtime and by phone while the only receptionist is checking a client in. Whoever replies first, with a price and a time, usually gets the consultation. An AI receptionist for medical clinics exists to be that reply, on every channel, at the moment the enquiry arrives.
Bold Agent Kit gives you one agent per clinic, built from your own material. Load your treatment menu and price list, your consultation process, your opening hours, your location and parking, the pages of your own site it may link to, and your own answers to the questions the front desk hears every day. Connect the phone number, a mailbox, the website widget, and the Instagram, Messenger and WhatsApp accounts your clients actually use, and the calendar the consultations need to land in. From then on it answers as your clinic, from that material and nothing else, and books real open slots into Google Calendar, Microsoft 365, Acuity Scheduling, Square Appointments, Zoho Bookings, Calendly, Cal.com or HubSpot Meetings. It is only ever shown slots that are genuinely free, so it cannot double-book a room.
Then it does the part that fills the diary: the follow-up. Every enquiry that asked the price and went quiet is put on a sequence you wrote, a text on day 2, an email on day 5, a call on day 9, and the agent answers the replies and books the consultation when the client is ready. Aftercare information goes out as a sequence in your words on the days you set. Past clients due a return visit get a reactivation campaign with the offer you chose. Each is a campaign you build once, that shows its whole plan before it sends anything, and that stops for anyone who books, replies or opts out.
It is not a clinician and it gives no medical advice. It explains what a treatment is in the words you wrote, tells the client that suitability is decided at the consultation, and hands anything clinical, a reaction, a complication, a question about a medication, to a practitioner with the transcript. It should not be collecting health information in conversation: the clinic decides what the agent asks and what it stores, and writes that into its instructions. We do not claim HIPAA compliance and we do not sign a business associate agreement. Responsibility for HIPAA, GDPR or whichever regime applies where you operate stays with the clinic, exactly as it would with a member of staff on the same phone. What the software gives you is the controls, and a record of every conversation.
And it is $25 a month, or $200 a year, for the whole account. Unlimited agents, so a brand with three locations runs three, each with its own number, calendar, prices and hours. No per-conversation, per-minute or per-message charge from us. You pay your carrier and your AI provider at cost, usually a few dollars a month each, and every consultation it books is yours.
The results are good and the reviews say so. Four things between the Instagram post and the consultation cost a clinic clients every week, and none of them is the practitioner.
The enquiry arrives on Instagram at 11pm on a Sunday, asking the price of a treatment you have on the menu. It is read on Monday at 10am by whoever has the phone, answered at 11am if the morning is quiet, and by then the client has messaged two other clinics and had a reply from one. The most expensive lead a clinic buys is the one it answered second.
One person on reception, two rooms, and the phone. A new client ringing to ask about a consultation gets voicemail, or gets an answer while a client is standing at the desk waiting to pay. Neither books. The practitioner in the room never learns the call happened, and it appears in no report.
Most enquiries ask "how much?", say they will think about it, and disappear. Chasing two hundred of them, on the right day, on a channel they will read, is the job nobody in a small clinic has the afternoon for. So the follow-up stops after the second try, and the consultation goes to whichever clinic sent the third message.
The aftercare sheet is handed over at the desk and never mentioned again. The client who should be back in three months is not asked. The client who had a treatment a year ago and has not returned is on a list nobody has printed. The cheapest revenue a clinic has is the client it already treated, and it is the campaign that never gets sent.
You build the agent once, from your own material. From then on it answers the DMs, the phone, the texts and the website as your clinic, books consultations into your calendar, follows up the ones who did not book, and fetches a practitioner only for the conversations you named.
Your treatments, your prices, your consultation process, your hours and your location, loaded as documents, Q&A pairs and data points. Every answer on every channel is generated from that material and stored alongside it. "How much is it?" gets your price and your note about the consultation first; "what does it involve?" gets your description in your words, and a link to the page on your own site you allowed. It never quotes a price you did not give it.
The agent is shown the open slots from your connected calendar for the week ahead and offers a few in the same DM, text or call. When the client picks one, the choice is checked against what was offered, written to Google Calendar, Microsoft 365, Acuity, Square Appointments, Zoho Bookings or the others, and confirmed in the reply. It cannot book a time that was not free, and it cannot cancel an appointment it was not shown.
Every enquiry that did not book goes on a sequence you wrote, across text, email and phone, inside the days and hours you set. The agent answers the objection from your material, offers slots again and books the consultation when they are ready. A booking, a reply or an opt-out on any channel ends the sequence on every channel. Anything clinical, at any point, is handed to a practitioner with the thread, and the agent stands down.
Every DM, call transcript, text, email and website chat lands in one inbox, newest first, tagged with the channel it arrived on. Filter it to Instagram, to the clinic's number, or to one location's agent. When a conversation needs a person, the patient coordinator replies in the thread and the agent stands down on that conversation, so it never talks over the team. Hand the thread back when the treatment plan is agreed, and the agent picks up where it left off, including the follow-up.
Every reply the agent wrote is stored with the material it was generated from. When a client says "I was told the consultation was free", the thread, the timestamp and the Q&A pair it answered from are there. That is also how you tune it: read what it said, correct the data point, and every channel is corrected at once.
Each one answers a problem above, and each one runs without the front desk remembering to do it.
At 11pm on a Sunday, inside Instagram's reply window, with your price, your note about the consultation and Tuesday's open slots, before the client has finished scrolling to the next clinic.
Instagram, WhatsApp, Messenger, the phone, the website widget and the mailbox are answered by the same agent, from the same material, and the client who messaged, then emailed, then rang is one contact with one history.
A text, an email and a call over nine days to every enquiry that asked the price and went quiet. It stops the moment they book, reply or opt out, and it never decides a lead is probably dead.
Every DM, recording, transcript and text, on one row per client, with the source of every reply the agent gave. Ready for the coordinator before the consultation, and for the complaint that never comes.
Every DM, call, text, reply and booking is recorded against a client and reported as a funnel, per agent and across all agents. This is the part that tells you whether the Instagram spend or the Google spend is filling the treatment rooms.
The funnel counts people rather than messages: how many the agent reached, how many replied, how many went on to visit your website, and how many booked, with the total value won and the median time from first contact to the consultation. Give a consultation, or a treatment, a dollar value as a goal and a follow-up campaign reports what it brought into the clinic, not how many texts it sent.
Below the funnel, a channel table shows where each client first made contact and which channel they were on when they booked, so you learn whether Instagram is producing enquiries that convert on the phone, or the other way round. One row per client shows every message, call and booking in order. With a one-line snippet on your site, visit triggers close the loop: when a known enquirer reads the pricing page again and leaves without booking, the agent can follow up after a delay on the channel they last used.
Built from the cookie, email address and phone number attached to that contact, so activity months apart on different channels appears on one row.
Page goals and visit triggers require a one-line snippet on your website. Conversations, bookings and manually marking a deal won work without it.
Each of these is usually a separate service, a separate subscription or another pair of hands, and most are priced per conversation, per call or per contact. Here they are one plan.
| The job | What it normally takes | Bold Agent Kit |
|---|---|---|
| Answering Instagram, WhatsApp and Messenger DMs | Whoever has the phone, on Monday, or a DM inbox tool | Included, in the reply window |
| Answering the phone during treatments and after hours | A clinic answering service, priced per call or per minute | Included, on your own number |
| Booking the consultation in the same conversation | A booking link, and hoping they use it | Included, into your calendar |
| Following up every enquiry that did not book | A patient coordinator, when there is time | Included, text, email and call |
| Aftercare messages on the days you set | A sheet handed over at the desk | Included, in your words |
| Reactivating clients due a return visit | A list nobody prints | Included, from a CSV or CRM segment |
| Knowing which channel booked the client | Attribution most clinics do not have | Included |
| The AI itself | Metered per conversation, per minute or per credit | Your own key, billed by your provider at cost |
Bold Agent Kit is $25 a month, or $200 a year, for the whole account: every agent, every channel, every location, no per-conversation and no per-message charge. The only other costs are your carrier's, for calls and texts, and your AI provider's, typically a few dollars a month per agent.
The same agent covers all of these. A single-site clinic usually runs one; a brand with several locations runs one per site, each with its own number, calendar, prices and material.
An inbound agent on the Instagram account, the WhatsApp number, the phone line and the website widget. It answers what a new client asks first, from your treatment menu and prices, books the consultation into your calendar, and hands anything clinical to a practitioner with the thread.
Every enquiry that asked the price and went quiet, followed up by a campaign you built once. Put them in a list, or pull the segment from a connected CRM, set the steps and the hours, read the plan, and press Start. The agent answers the replies and books the consultations.
A brand with several clinics runs one agent per location: its own number, its own Instagram account, its own calendar, its own prices and hours, and nothing shared between them. Invite the clinic manager into their own agent and they see their location's conversations, bookings and numbers, and nobody else's.
Connect the tools you already run and the agent works them like an assistant would: it takes appointments straight into your calendar, writes notes and outcomes back to the CRM, and reads your store to see what somebody has bought before it answers them.
Bookings are real, not guesses. It is only ever given slots that are genuinely free, and it can only take one it actually offered — so it cannot invent a time or double-book you. The same connection pulls a segment of past customers into a list when you want to run a campaign at them.
HubSpot
GoHighLevel
Housecall Pro
ServiceTitan
Jobber
Google Calendar
Microsoft 365
Calendly
HubSpot Meetings
Zoho Bookings
Acuity
Cal.com
Square
Stripe
Shopify
WooCommerce
Wix
SquarespaceEach agent uses a model on your own API key, in the same way it sends from your own mailbox and your own phone number. Sixteen providers are supported: OpenAI, Anthropic, Gemini, xAI and Mistral; DeepSeek, GLM, Kimi, Qwen and MiniMax; Groq, Together, Fireworks and OpenRouter; and Ollama or any other OpenAI-compatible endpoint you host yourself.
Bring your own credentials and you own the whole stack: your model provider, your mailboxes, your carrier, your CRM. We charge for the software and nothing else — no token markup, no metering, no credit packs — so your provider bills you direct at their rates, usually a few dollars a month per agent.
OpenAI
Anthropic
Gemini
xAI
Mistral
DeepSeek
GLM
Kimi
Qwen
MiniMax
Groq
Together
Fireworks
OpenRouter
Ollama
Any OpenAI APIA new address sending forty cold emails a day gets filtered, and takes the domain with it. Mailboxes that opt into warm-up send each other ordinary mail on a ramp, starting at five a day. The receiving mailbox finds each message, moves it out of spam if it landed there, marks it read and replies to a share of them.
Each mailbox carries a health score out of 100 — SPF, DKIM and DMARC on the sending domain, seven days of real sends and bounces, and where its own warm-up mail is landing — with the reasons listed. A mailbox whose bounce rate or spam placement passes a threshold is pulled out of campaign rotation automatically, before it damages the domain.
Three steps. Inbound answering is a switch per channel. A follow-up, aftercare or reactivation campaign is created as a draft and shows you every client and every step before it sends anything.
Name it after the clinic, choose a model and paste your API key. Then give it what a new client asks about: your treatment menu and price list as documents, your hours, location, parking and consultation fee as data points, your Q&A pairs for "does it hurt?" and "how long does it last?" in the words you would use, and the pages of your own site it may link to, such as the treatment pages and the pricing page.
Write the instructions last: how it should speak, what it may offer, that it gives no medical advice and does not ask for health information, that suitability is decided at the consultation, and the exact situations in which it should stop and fetch a practitioner. A reaction, a complication, a medication question and a complaint are the usual four.
Add the Instagram, Messenger and WhatsApp accounts on your own app credentials, the clinic's number for calls and texts, the mailbox enquiries arrive at, and the one-line chat snippet for your website. Each runs on your own account, so the number the client sees is the clinic's and the DMs come from your own handle.
Then connect the calendar the consultations need to land in, and, if you use one, the CRM that holds the client list, so a follow-up or reactivation segment can be pulled straight into a contact list without a spreadsheet.
Switch auto-reply on for the channels you want answered and the agent starts working what already arrives: the DMs, the calls, the texts and the widget. That is the whole setup for a clinic that only wants every enquiry answered and booked.
For follow-up, aftercare and reactivation, build a campaign across the channels you want, set the days, hours and time zone it may contact anyone, and read the whole plan on the review screen. Nothing leaves until you press Start. Pause it at any point and resume it later.
One account runs unlimited agents, one per client, and nothing is shared between them. A knowledge base belongs to a single agent, and content from one agent is never used to generate replies for another.
Invite a client by email address and they get their own login, which opens onto the one agent you gave them: its conversations, its numbers, its analytics and a reply box. They cannot see your other clients, your API keys, your settings or your billing. Access is deny-by-default.
No seat tiers, no credit packs, no per-agent or per-channel pricing, and nothing held back behind an enterprise call.
| Agents | |
|---|---|
| How many | Unlimited — one per business, brand or job |
| Shared brain | The same identity, instructions and knowledge on every channel |
| Knowledge base | Documents, Q&A pairs, data points and pages of your own site |
| Isolation | One agent's content is never used to reply for another |
| Client seats | Invite a client into one agent, with their own login |
| Channels | |
| As many mailboxes per agent as you connect, rotated by campaigns | |
| Text messages | Nine providers — Twilio, Telnyx, SimpleTexting, Plivo, Vonage, Sinch, Bandwidth, MessageBird, ClickSend |
| Phone calls | Answering and dialling, with recordings and transcripts |
| Transcription | Google, or Deepgram nova-3 on your own key |
| Voices | Google, Amazon Polly and ElevenLabs, or your own ElevenLabs / Fish Audio account |
| Voice cloning | Record a voice in the browser and clone it on your ElevenLabs or Fish Audio key |
| Website chat | A widget on your site with your colour, image and greeting |
| Social DMs | Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit, X |
| Inbox | |
| One list | Every channel's conversations together, newest first, tagged by channel |
| Filters | By channel, by mailbox or number, or by agent |
| Takeover | Reply yourself and the agent stands down on that thread |
| Hand back | Return the thread to the agent when you are done |
| Campaigns | |
| Multichannel sequences | Email, text and call steps in one campaign, each with its own timing |
| Send conditions | Send a step only if they opened, did not open, clicked or did not click |
| Schedule | The days, hours and time zone anything may be sent |
| Stop rules | A reply, a booking or an opt-out on any channel ends the sequence |
| Pacing | Per-mailbox and per-number hourly limits, pausable and resumable |
| Review before start | The full plan is shown; a campaign sends nothing until you start it |
| Templates | Email, text and call scripts, saved once and reused |
| Analytics | |
| Funnel | Reached, replied, visited, converted, plus value won and time to convert |
| By channel | Where each person started, and the channel they converted on |
| Pages | Which pages known people read, and how many of them converted |
| Journeys | One row per person: every message, visit, call and booking in order |
| Goals | A page rule or a manual "won", each with a dollar value |
| Triggers | A known person returns to a page — notify you, or send a follow-up |
| Open and click tracking | Recorded per campaign and added to that person's history |
| Integrations | |
| Calendars | Google, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square, HubSpot Meetings |
| CRMs and commerce | HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix, Squarespace |
| Booking | Real open slots offered, and only an offered slot can be booked |
| CRM import | Import a segment of customers into a contact list |
| Deliverability and compliance | |
| Mailbox warm-up | Ramped sending across the network, with spam rescue and replies |
| Health score | SPF, DKIM, DMARC, bounce rate and inbox placement, with reasons |
| Auto-rest | A failing address is removed from rotation automatically |
| Unsubscribes | One click, honoured automatically, including on queued mail |
| Reply limits | One reply per thread, per-sender daily and per-channel hourly caps |
| Filtering | Bounces, out-of-office and no-reply addresses ignored |
| List building | |
| Contact extraction | Emails, phone numbers and social profiles, on any site. Unlimited. |
| Deep scan | Follows the pages of a domain most likely to carry contact details |
| Domain queue | Load a CSV of sites and work through them one at a time |
| Contacts and lists | Unlimited, by email or phone, with CSV import and export |
| AI | |
| Your own key | Sixteen providers, including any OpenAI-compatible endpoint you host |
| What we charge for AI | Nothing — no markup, no metering, no credit packs |
| On calls | Uses your provider's fastest model automatically |
| Account | |
| Platforms | Chrome side panel and web dashboard on one login |
| Members' forum | Six boards, visible only once you are signed in |
| Referral program | $50 a year per referral ($5 a month), recurring for the life of the account |
| Support | support@boldagents.co |
Billed monthly. No add-ons, no seat tiers. Cancel anytime.
$16.67 a month, billed once a year. No add-ons, no seat tiers. Cancel anytime.
Yes. Instagram is one of eleven DM platforms the agent answers, alongside Messenger, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit and X, each connected with your own app credentials. Replies go out inside each platform's own reply window, from the treatment menu and prices you loaded, and the agent offers real open consultation slots and books the one the client picks in the same thread. Every DM lands in the same inbox as your calls and emails, and the client's Instagram handle, email address and phone number are merged into one contact with one history.
No, because you tell it not to, and it only says what you told it to say. It explains what a treatment is in the words you wrote, gives your price, and tells the client that suitability is decided at the consultation with a practitioner. Write the hand-over rule in its instructions: a question about a reaction, a complication, a medication or a medical condition is sent to your inbox with the thread and the agent stands down on that conversation. It should not be collecting health information in conversation either; the clinic decides what it asks and what it stores.
We do not claim HIPAA compliance and we do not sign business associate agreements. The agent's job is prices, treatments in plain terms, hours, directions, booking and follow-up, not symptoms or medical history, and you configure what it asks for and what it stores. Anything clinical is handed to a practitioner by a rule you write. Whether your setup meets HIPAA, GDPR or whichever regime applies where you operate is the clinic's responsibility, exactly as it would be with a member of staff on the same phone. The software gives you the controls: what is asked, what is kept, what is said, when it hands over, and a record of every conversation.
From your own price list, loaded as a document or as data points, and from your Q&A pairs for the questions that come with a price: "is that per session?", "is the consultation included?", "do you offer packages?". It answers from that material, adds the note you wrote about the consultation coming first, and links only to the pages of your own site you allowed, such as the pricing page. It never quotes a price you did not give it. If the answer is not in its material, it says so and offers to have the coordinator call back. Every reply is stored with the source it was generated from, so you can read it back.
It goes on the follow-up sequence you wrote. Put open enquiries in a list, or pull the segment from a connected CRM, and run a campaign at it: a text on day 2, an email on day 5 with the link to your pricing page, a call on day 9, each step with its own delay and send condition, inside the days and hours you set. The agent answers the replies, handles the objection from your material, offers slots again and books the consultation when they are ready. A booking, a reply or an opt-out on any channel ends the sequence on every channel.
Yes, as a sequence whose steps you write. Export the day's treated clients as a CSV, or pull the segment from the CRM, and run the sequence at it: the evening-of text with the do-and-do-not list from your own aftercare sheet, the day-three check-in, the two-week note with a link to your aftercare page. The clinic decides what is sent and what is asked. A client who replies with a general question is answered from your material; a reply describing a reaction or a complication is handed to a practitioner with the thread, by the rule you wrote, and the agent stands down.
One subscription. Agents are unlimited on the one plan, so each location gets its own agent with its own phone number, Instagram account, calendar, price list and hours, and nothing is shared between them. A knowledge base belongs to one agent only, so one clinic's prices are never used to answer for another. Invite each clinic manager into their own agent by email address and they get a login onto that agent's inbox and analytics, without seeing the other locations, your API keys or your billing. Each agent has its own funnel, so you can compare locations.
No. The agent does not take payments. What it does is link to the page on your own website you allowed, such as a deposit or booking-fee page, and tell you when a client says they have paid. With Stripe, Shopify, WooCommerce, Wix or Squarespace connected, it can read what a client has bought before it replies, so a returning client is not sold the package they already hold. The plan is $25 a month or $200 a year for the whole account, with a 7-day free trial, and no per-conversation, per-minute or per-message charge from us.
One subscription, unlimited agents. What changes is the knowledge base, the channels and the instructions.
Load the treatment menu, connect Instagram, the number and the calendar, switch it on. Every enquiry is answered, the consultation is booked, and the ones who did not book are followed up until they do.
7-day free trial · Cancel anytime