# From AI capability to clinic performance.

Source: https://www.getwilco.ai/our-approach

Forward-deployed engineers connect your systems, build patient workflows and measure what changes: attendance, signed treatment plans and return visits.

## You work directly with the engineers deploying Wilco.

We work with the people who manage your appointments and patient follow-up. A deployment strategist helps choose where to start. Our forward-deployed engineers build the integrations, test the workflows with your team and improve them after launch.

### We start where patients are dropping off.

Missed enquiries, no-shows or treatment plans waiting for a decision. We look at your numbers with your team, choose the first problem to tackle and agree how we’ll measure the change.

Wilco lead: Deployment strategist. Working with: Clinic operations lead.

What you get: A first workflow, the patients it covers and the result we’re aiming to improve.

Before we build: Your team and ours agree which patients to include, who manages the rollout and how to measure the result.

### Our engineers build directly into your clinic systems.

We connect the diary, patient records and contact channels, then build the actions the agent needs: booking, rescheduling, reminders and handovers to care.

Wilco lead: Forward-deployed engineers. Working with: Your systems and care teams.

What you get: A working integration for the actions you need, including callbacks and requests for human care.

Before testing with your team: Each action works with test records, including the update to your systems and the next step in the follow-up.

### Before launch, we test how the workflow can fail.

We simulate a changed appointment, an opt-out, a failed connection and a request for a clinician. Your team reviews what the agent says, what changes in your systems and where a person needs to take over.

Wilco lead: Forward-deployed engineers. Working with: Operations, IT and privacy leads.

What you get: A record of the tests, what we fixed and who handles anything the agent cannot resolve.

Before we go live: We resolve the issues that would stop launch. Your team reviews the results and approves the workflow for its first patients.

### We keep working on conversion after launch.

We review which patients attend, which plans get signed and where follow-up stalls. Cases that need a person help us find what to improve in the agent, its tools or the timing of the next contact.

Wilco lead: Wilco deployment team. Working with: Clinic operations and care leads.

What you get: Regular reviews of conversion, unresolved cases and the changes we’re testing next.

Before we expand: We check that the results justify expanding and that the next clinic can handle the extra appointments and care requests.

## We can provide the human care team, too.

Use Wilco’s care team or your own for callbacks and patient questions. Each request includes the conversation history and the help the patient needs. Clinical questions go to your clinicians.

## Example workflow: The workflow changes when the patient replies.

This example explains a configurable workflow, not a live patient record or a guarantee of conversion.

Treatment plan pending

Phone and WhatsApp follow-up. Wilco follows up by phone and WhatsApp, within the timing and limits agreed with your clinic.

### “I have a question before I decide.”

Wilco → the right person: Resolve the question.

Cost & practical questions: Explain available options, with care-team help when needed.

Clinical questions: Pass the question and context to the treating clinician.

Next step: A decision on the treatment plan

Wilco can provide the care team. Clinical decisions stay with your clinicians; financing terms stay with the provider.

### “Can we find a time that works?”

Wilco + your clinic diary: Book it. Or move it.

Phone or WhatsApp: Find a suitable time for the clinic-approved appointment.

Clinic diary: Book or reschedule, then update the reminders.

Next step: The next appointment arranged

Availability and appointment types follow your clinic’s rules. An attended visit is tracked separately from a booking.

### “Send me the payment link.”

Wilco + your payment provider: Make paying straightforward.

WhatsApp: Send the clinic’s approved, secure payment link.

Payment confirmation: Update the status when the connected system confirms payment.

Next step: A confirmed payment status

A link sent is not a payment received. Card details stay with your payment provider, not in the conversation.

Configured for each clinic: Your timing & contact limits; Named human handoffs; Opt-outs stop contact.

## Go-live is a joint decision.

Before launch, your team approves what data Wilco can access, when patients can be contacted and who handles requests that need a person.

### Access only what the workflow needs.

Agree systems, permissions, processing roles and retention with your IT and privacy leads. Confirm the integration route with the software provider.

### Define when contact must stop.

Set contact permissions, permitted hours, attempt limits and opt-outs. Test that those controls hold across calls, messages and rescheduled actions.

### Decide who takes over and when.

Choose the team that receives each type of request, what information they need and what happens if no one is available to respond.

### Predictive AI

Prioritisation, propensity and the best time to make contact.

### Agentic execution

Conversations that lead to actions in the clinic’s systems.

### Operational evaluation

Test cases, human feedback and observed business outcomes.

## See the product. Meet the people behind it.

Bring one patient workflow and the systems behind it. Leave with a clear view of the opportunity, what needs to connect and what a first deployment would require.

- [Book a meeting](https://cal.com/francisco-hernandez/wilco-30)