Use cases
Clinics, vets, barbers, law firms, shops and teams that connect their channels and let their AI assistant reply, book, refill cancelled appointments and follow up.
Laura R.09:12Booked a cleaning · Thu 10:30Booked@marta.gz09:18Asked the price of a colourAnsweredAndrés M.10:02Reminder for tomorrow's appointmentSent
Clinics and health
Patients write on WhatsApp, Instagram or email at any hour. With Twilbox it all lands in one inbox, and the AI assistant replies, offers the free slots in your calendar, confirms, reminds and refills cancelled appointments. Your team keeps what truly needs a person.
WhatsApp, Instagram, Messenger and the clinic's email in the same place, with each conversation assigned to the right person.
The assistant offers real times from your calendar, books the appointment and sends the reminder. If someone cancels, it offers the slot to another patient.
Messages, appointments and notes in their record, so anyone on the team knows what was discussed.
What it looks like day to day
Three chairs and one front desk
Before
The receptionist was answering WhatsApp, the phone and Instagram at the same time, and appointments went into a notebook. Night-time messages were answered the next day.
Now
Messages land in one inbox, the AI assistant replies and books overnight, and in the morning all that's left is to check a calendar that's already confirmed.
WhatsAppInstagramAI assistantSchedulingTwo physiotherapists and session packs
Before
Every week some patients forgot their session and nobody filled the gaps.
Now
Every session goes out with its reminder, and when someone cancels the assistant offers the slot to the waiting list. The calendar stays full without calling anyone.
WhatsAppAI assistantSchedulingAutomations
Veterinary clinics
Families write worried and at odd hours. The assistant answers right away, takes the pet's details, books the appointment and alerts your team if it looks urgent. Vaccine and deworming reminders go out on their own.
Vaccines, deworming and yearly check-ups: the family gets a WhatsApp message with a link to book.
If they write at night, the assistant replies, gathers the symptoms and books the first free slot. If it looks urgent, it alerts the team.
Each family and each pet with their appointments, messages and notes in one place.
What it looks like day to day
One vet and one vet nurse
Before
Vaccine reminders meant calling owners one by one, when there was time, and many were missed.
Now
Reminders go out on the right date and families book from the same message. No more afternoons on the phone.
WhatsAppAutomationsSchedulingSeveral shifts and emergencies
Before
Night-time messages piled up and in the morning nobody knew which ones were urgent.
Now
The assistant replies at any hour, flags what's urgent and alerts the team on call. Everything else is booked into the first free slot.
WhatsAppMessengerAI assistant
Beauty and wellness
Barbers, hair salons, beauty centres and spas get booking requests by direct message while they're with a client. The assistant replies, offers each professional's times and books the appointment, with its reminder.
Clients write where they already are and the assistant books them without you putting down the scissors.
Each with their own hours and services, with no clashes or double bookings.
An aftercare message after the service and an invitation to come back at the right time. Plus campaigns to fill quiet days.
What it looks like day to day
Three barbers and lots of Instagram bookings
Before
Bookings came in by direct message and were answered between cuts; some got lost and others overlapped.
Now
The assistant replies right away, offers each barber's free slots and books the appointment. No more double bookings or unread messages.
InstagramWhatsAppAI assistantSchedulingTreatments in several sessions
Before
Following up on each treatment depended on remembering to message every client.
Now
After each session the aftercare message goes out and, when it's time, the invitation to book the next one. Quiet Tuesdays fill up with a campaign.
WhatsAppAutomationsCampaigns
Firms and professionals
Lawyers, advisers, psychologists and consultants get enquiries through many channels. The assistant asks the first questions using your criteria, summarises the case and puts the first consultation in your calendar. Everything discussed stays in the client's record.
The assistant asks what you would ask and only passes on what fits, with a summary of the case.
Appointments go into your Google Calendar and the client gets the confirmation and the reminder.
WhatsApp, Instagram and the firm's email in one inbox, with each client's history at hand.
What it looks like day to day
Two partners and a receptionist
Before
First consultations arrived by email, WhatsApp and phone, and each took several back-and-forths before it could be scheduled.
Now
The AI assistant asks the first questions, summarises the case and proposes a time in the right lawyer's calendar. The partners walk into the meeting knowing what it's about.
WhatsAppAI assistantGoogle CalendarA professional who works alone
Before
She answered messages between sessions and at night, and still some people were left waiting for a reply.
Now
The assistant replies in her tone, books first appointments and reminds every session. She checks what happened from her phone, whenever she can.
WhatsAppInstagramAI assistantScheduling
Shops and restaurants
Shops get orders and questions on WhatsApp and Instagram; restaurants get table bookings. Everything lands in one inbox, the assistant answers the usual questions and every customer is saved so you can message them again.
Orders and questions land in the inbox with the customer already saved, ready for follow-up.
The assistant answers about the menu and opening hours, notes the booking and sends the reminder.
WhatsApp or email campaigns for new arrivals, offers or quiet days.
What it looks like day to day
Sells in store and on Instagram
Before
Direct-message orders were written down by hand and on busy days more than one went unanswered.
Now
Every order lands in the inbox with the customer saved, the assistant answers sizes and delivery times, and new arrivals go out as a campaign to the whole list.
InstagramWhatsAppAI assistantCampaignsSixty covers and bookings by WhatsApp
Before
Bookings arrived on WhatsApp in the middle of the rush and were answered whenever possible.
Now
The assistant answers about the menu and hours, notes the booking and reminds the guest on the day. Tables that free up are offered to whoever was waiting.
WhatsAppInstagramAI assistantScheduling
Teams and companies
With teams, the hard part is knowing who's handling what. Twilbox brings together the CRM, the task board, email and WhatsApp campaigns and automations, with every step traceable so managers can see how everything is going.
The marketing team launches campaigns and sequences, and replies go straight into the CRM with their follow-up task.
Boards, owners and due dates, next to each project's customers and conversations.
Who did what and when, in every process. And Lía, the assistant, prepares lists, campaigns and automations when you ask her.
What it looks like day to day
Five people and several brands
Before
Campaigns were built in one tool, contacts lived in another and follow-up happened in spreadsheets.
Now
Campaigns, lists and follow-up are all in the same place. Whoever replies moves to the CRM and the salesperson gets their task without anyone writing it down.
WhatsAppCampaignsCRMThree locations and a sales team
Before
Each location worked its own way and management found out how things were going at the Monday meeting.
Now
Each location has its own calendar and team, tasks move forward on a shared board and management sees in real time how every process is going.
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