Skip to content
Introducing the next phase of Sovica: the architecture for agentic care
Log inBook a demoStart for free

Automate your enquiry triage process.

Label and move enquiries by what they ask for, so urgent ones reach your team first.

Use templateWorkflows docs
TriggerLead createdDataA new enquiry is addedConditionConditionsMessage contains “urgent”Add a labelLeadsLabel the lead PriorityMove lead to a stageLeadsMove to Call back todaySend Slack MessageSlackNew priority enquiry to review

Setup guide

Overview

Some enquiries can wait for the morning and some can’t. This template reads the enquiry’s message, marks the ones that match your wording, moves them up the pipeline and tells the team straight away.

Prerequisites

These are the pieces we suggest having ready before you switch this workflow on. Your clinic may set things up differently, so treat the list as a guide.

  • A Leads pipeline that includes:
    • Call back today stage for your priority enquiries
  • A Priority lead label
  • Slack connected to Sovica

How to use this template

Once it opens, you’ll see the blocks joined up in order.

  1. The Lead created trigger is the first step. A run starts for each new enquiry, whether it comes from your website, a phone call, a message or a clinic’s shared inbox. Pick the Leads pipeline here, so the workflow reads the message on the lead itself and always has the latest wording.
  2. The Condition block decides which enquiries carry on. It reads the message for the words your clinicians treat as urgent, such as pain, swelling or bleeding after a treatment. Set the match to any, so one word is enough, and keep adding to the list as your team sees new ones:
    {Message} [contains] "urgent"
OR
{Message} [contains] "pain"
  3. The Add a label block marks the lead as Priority, so your team can filter the pipeline for it and anyone opening the record sees why it moved.
  4. The Move lead to a stage block puts it in the stage your team works first. Your front desk starts each hour from that column.
  5. The Send Slack Message block tells your channel there’s one to pick up. Say who it is and what they asked, for example:
    Priority enquiry: {Record > Name} wrote "{Message}". Please call back today.

Workflows FAQ