Agentic AI AutomationRPA & automation agency — Faridabad
Built on the WhatsApp Business API

We turn your busiest, most manual workflow into one WhatsApp message.

Booking, payments, queues, claims, follow-ups — built end to end and wired straight into the systems you already run on. No app to download. No new screen for your staff to learn.

4Sectors automated
5Engineers on build
9 yrsRPA & automation
6Countries served
🏥
Kaushik Diagnostics
online
Hi! I'd like to book a blood test appointment.
Sure — Dr. Mehta has a 4:30 PM slot today. ₹300, pay now to confirm ✅
Paid ✅
You're confirmed. We'll message your live turn — no need to wait at the clinic.
YOUR LIVE QUEUE STATUS
Token #7~22 min
One message with a live link — not a stream of pings.
0
Apps patients need to install
24/7
Booking, reminders & payments running
1
Message to book, pay and track turn
100%
Of visits logged straight to your CRM
Selected builds

Four workflows we've designed, end to end

Every build below runs on the same backbone — WhatsApp on the front end, automation underneath, nothing new for your team to learn.

Healthcare — diagnostics & OPD

Kaushik Diagnostics

Multi-department diagnostic clinic running walk-in and appointment OPD
6-step
system from first message to repeat visit

The waiting room was the bottleneck: patients arrived early with no idea of their turn, the front desk fielded the same "how long now" call all day, and empty no-show slots sat unfilled. The brief was to move the entire wait out of the building — patients know their exact turn, pay before they arrive, and never have to ask twice.

💬
Book & pay
Slot booked, prep/fasting instructions sent automatically
🔗
One status link
A single link, opened whenever the patient wants — no repeat pings
⏰
Reminders
24h + 2h nudges, 1-tap reschedule, no-show recovery
🧾
Report delivery
PDF report sent to patient, auto-copied to the referring doctor
🏢
TPA / corporate desk
Cashless support, only for empanelled corporate health packages
🗂️
CRM + after-visit
Every step logged; thank-you and annual re-test reminders sent
Diagnostic centers don't process insurance claims the way hospitals do — this step is scoped to what actually applies: corporate/TPA cashless tie-ups for packages, not claim adjudication.

The old way

  • Patients sit in a packed lobby, no idea of their turn
  • Reports called out or handed over the counter; referring doctor gets nothing
  • No-show slots sit empty for the rest of the day
  • Follow-ups depend on someone remembering to call

With the system live

  • Patients wait wherever they like — one link tells them when
  • Report reaches the patient and the referring doctor at the same moment
  • No-show slots trigger same-day re-engagement
  • Every follow-up and revisit is scheduled by the system
The other side of the counter

What the receptionist and doctor actually see

The patient view is only half the system. Front desk gets a live board of every token, wait time and status — with full manual override for walk-ins, emergencies and VIP priority. Nothing here is automation-only; a human can always step in and change it.

  • Bump to front — emergency or elderly walk-in jumps the queue in one tap
  • Manual check-in — patients without a smartphone are added by staff, still tracked in the same queue
  • Doctor's report queue — radiologist approves before anything goes out to the patient
Front desk — Live queue ● Live
#5Sharma, R.In room
#6Verma, A.Waiting
#7Iyer, P.Waiting
#8Walk-in (manual)No app
#9Khan, S.Waiting
Built on WhatsApp Business API n8n orchestration Razorpay / UPI Clinic CRM Insurer eligibility check
✓
Waiting-room crowding cut — patients arrive at their turn, not before it
✓
Front desk freed from repeat status & insurance calls
✓
No-show slots recovered the same day instead of sitting empty
300+/day
Designed patient-load capacity per branch, sized to your peak morning rush
Manual override
Every automated step can be paused or overridden by staff at any time
No-app fallback
Patients without a smartphone are checked in manually, same queue
Fallback SOP
If WhatsApp or the system has downtime, front desk switches to a documented manual process — no patient goes untracked
Financial compliance

CA firm network — document automation

Chartered accountancy firms handling repeat compliance filings
3-step
pipeline from raw document to filing

Staff were retyping the same numbers from client PDFs and Excel sheets into filing systems, every cycle. The goal was to remove the retyping entirely — without asking clients to change how they send documents.

📥
Intake, as-is
PDFs, scans and Excel — no new format required
🔍
Extract & validate
Fields pulled, cross-checked, mismatches flagged
✅
Filing-ready
Verified data queued for staff sign-off, then filed
Built on PDF/Excel extraction Low-code RPA Human review checkpoint
✓
Manual re-entry removed from a repeat monthly task
✓
Mismatches surfaced before filing, not after
✓
Zero change required to how clients submit documents
Sales & lead qualification

WhatsApp lead funnel

B2B service business fielding inbound enquiries on WhatsApp
3-step
from inbound message to scored lead

Every inbound message — tyre-kickers and serious buyers alike — landed straight in the founder's personal chat. The ask was a filter: qualify first, only surface the leads worth a conversation.

📩
First contact
Inbound message triggers an in-chat qualifying form
🎯
Score & route
Qualified leads go straight to the founder
🗂️
CRM sync
Lead, score and conversation logged automatically
Built on WhatsApp Business API n8n scoring logic CRM auto-sync
✓
Founder's personal chat protected from unqualified traffic
✓
Every lead scored the same way, every time
✓
Pipeline visible without anyone manually logging it
Insurance operations

Settlement document automation

Insurance settlement processing for claims-heavy accounts
3-step
from raw claim to settlement-ready data

Settlement teams were reading every claim document by hand to pull the numbers that decide payout. The task was to get structured, checkable data out of unstructured paperwork fast enough that the team could focus on judgment, not typing.

📎
Capture
Claim PDFs and scans pulled in as they arrive
🔎
Extract
Key figures pulled out, ambiguous fields flagged
📤
Handoff
Clean data lands directly in the settlement system
Built on PDF/Excel extraction Regex-based parsing Confidence flagging
✓
Manual reading time cut on every claim document
✓
Ambiguous fields flagged, never silently guessed
✓
Analysts spend time on judgment, not transcription
Why teams pick us

Built for people who don't have time to learn new software

💬

Runs where your patients already are

WhatsApp — no app to install, no login to forget, no training needed on either side.

🔌

Wired into what you already use

Your CRM, your payment gateway, your existing records — we connect to them, not replace them.

🛠️

9 years building this exact thing

RPA and WhatsApp automation, not a general dev shop learning on your project.

🌍

Built for scale, from day one

Same systems serving clients across India, UK, UAE, Singapore, Saudi Arabia and the US.

Before you ask

The questions every prospect asks us first

Won't patients get flooded with WhatsApp pings?

No — that's a deliberate design choice, not a hope. Patients get one message with a link to a live status page they check on their own time. The system doesn't push repeat updates; it answers when asked.

What CRM does this plug into?

Whatever you already run — Zoho, a custom system, anything with an API or webhook. We connect to your CRM, we don't ask you to replace it.

How much patient volume can it actually handle?

Sized to your branch's peak load before we build — typically 300+ patients/day per branch, with capacity planned around your real morning-rush numbers, not a generic estimate.

What about emergencies, VIPs, or elderly patients without a smartphone?

Front desk can bump any token to the front in one tap, and check in patients manually — they're still tracked in the same queue, no app required on their end.

What if the system doesn't work properly?

Every automated step has a manual override, and there's a documented fallback SOP your staff can switch to instantly if WhatsApp or the system has downtime. No patient is ever left untracked.

Does insurance actually work for a diagnostic center?

Not the way it works for a hospital. We scope it correctly: cashless support for corporate/TPA-empanelled health packages, not full claims adjudication — because that's what a diagnostics workflow actually needs.

Show your patients — and your board — what this looks like live.

We'll map your exact workflow, the way we mapped Kaushik Diagnostics', and show you the WhatsApp flow before you commit to anything.