AI chatbots & agents · Beauty & wellness
AI-powered root-cause health assessment platform
45–60 min
Assessments run entirely by the AI
An AI assistant that runs structured 45–60 minute health assessments through natural conversation, processes PDFs and images, keeps context and generates detailed reports, synced to the CRM through a webhook architecture.
- Industry
- Beauty & wellness
- Timeframe
- 45–60 min per assessment
- Services
- AI agent development, GoHighLevel automation, Automated reporting
- Pillar
- Automate
45–60 minStructured assessment, no practitioner needed
PDF + imageUploads processed in-chat
AutoReports generated and synced to CRM
The brief
A functional health practice wanted to run its long root-cause intake, covering home environment, diet, mould exposure, supplement quality and stress, without a practitioner on every call.
What we built
- A Claude-powered conversational assessment that adapts its questions as it learns.
- PDF and image upload with intelligent processing of lab results and photos.
- Persistent conversation context across a 45–60 minute session.
- Automated detailed reports, data storage and CRM syncing inside GoHighLevel through webhooks.
Outcome
A fully automated, scalable, end-to-end assessment and reporting system.
Why it worked
- A conversational format makes a 60-minute intake feel manageable for the patient.
- Document and image processing captures lab results without manual data entry.
- Webhook syncing into GoHighLevel keeps the practice’s existing CRM as the system of record.
