Concierge

Book a Consultation

Medical history forms collect checkboxes. Your concierge learns they had a bad Botox experience elsewhere, they're nervous about looking 'overdone,' and they want to look refreshed for their daughter's wedding. Now your provider can address fears, set expectations, and close the consultation.

1

Paste your form URL

We analyze the page—and the rest of your site—to understand what your company does, how you talk about it, and what makes you different. Your concierge gets branded with your logo and colors, and speaks in your voice from the start.

No credit card required

2

Customize with natural language

Tell your concierge what to do—in plain English (or any other language). Add logic, require certain questions, or guide users to different destinations based on their answers.

Add conditional logic

If they've had treatments elsewhere, ask about their experience

If they mention a specific event, ask about the date and their goals

Add mandatory questions

Always ask about their aesthetic goals and what 'success' looks like

Ask about any medical conditions or medications

Guide users based on their answers

If they're interested in injectables, suggest a Botox consultation

If they want body contouring, route to the CoolSculpting specialist

3

Add automations

Connect your concierge to Slack, your CRM, or any API—using the same natural language interface.

Example automations

Create a patient record in ModMed with intake details

Send consultation prep notes to the provider

Add to HubSpot with treatment interests and value estimate

ModMed
HubSpot
Nextech
+Any API

Embed your concierge

Choose from 7 embed options—popup, slider, inline, full-page, and more—or use the MCP to build it directly into your app.

Build with AI-assisted code

Use the Perspective MCP Server to replace your current onboarding wizard with an intelligent concierge—directly from Claude Code, Cursor, or Windsurf.
Explore the MCP Server

Experience a book a consultation concierge