Medspa AI · QA Test Location

1

Business profile

The visible workspace identity staff will recognize across the dashboard.

Business / workspace name Business phone Website

2

Public intake link

Controls the public lead form, workspace routing, and the intake link staff can share with prospects.

Workspace URL slug Enable public intake page Public intake URL Future Twilio sender number Future Twilio Messaging Service SID

Twilio routing is optional for early pilots. Keep it blank unless this location has a dedicated sender.

3

Booking workflow

Choose how appointment requests should move from AI capture to staff confirmation.

Booking provider type Booking mode Booking link Zapier / Make webhook URL Manual slots

4

Services, pricing, and FAQs

Give the AI enough clinic context to qualify leads without guessing.

Services offered Pricing notes / ranges FAQs / common objections

5

Compliance and AI behavior

Define consent language, pricing posture, booking CTAs, and handoff boundaries.

SMS consent language AI rules / clinic preferences Pricing behavior Booking CTA behavior Promo policy Words / claims to avoid Custom AI instructions

Human review triggers

Medical advice, complications, symptoms, pregnancy, contraindications Complaints, angry messages, bad reviews, dissatisfaction Pricing objections or negotiation requests Lead asks for a human, manager, owner, call, or front desk Before/after photo requests or result guarantees Contraindication or eligibility questions Refunds, chargebacks, legal threats, attorneys

6

Follow-up rules

Control cadence, quiet hours, and when automation should stop.

Enable automated follow-ups Max attempts Cadence preset Custom cadence minutes Stop after the lead replies Business-hours-only sending Respect quiet hours Quiet hours start Quiet hours end Timezone

Preview: 10 min → 1 day → 3 days

7

Voice controls

Keep replies on-brand without creating a complicated prompt-editing workflow.

Tone style Warmth level Emoji level Max SMS sentences