Start here
Seven steps to go from zero to Lumi handling your patients.
- 1Step 1Understand LumiSee what Lumi does and how the AI handles conversations.
- 2Step 2Connect your WhatsAppLink the number your patients already use.
- 3Step 3Set up the agentDefine the tone and the rules of your clinic.
- 4Step 4Teach it with filesUpload price lists and info so the AI answers correctly.
- 5Step 5Connect your calendarLet the AI book appointments in free slots.
- 6Step 6Invite your teamAdd reception and doctors with the right role.
- 7Step 7Follow the conversationsSee each conversation and take over when needed.
Getting started
First steps, account tour, and connecting your first channel.
5 articlesConversations and service
Chat, taking over from AI, labels, notes, and media.
6 articlesContacts and leads
Add contacts, use custom fields, and export your list.
5 articlesAI assistant
Teach AI with examples and follow its answers.
7 articlesFollow-up and Kanban
Build your pipeline, move conversations, and use message templates.
6 articlesSchedule
Appointments, times, and schedule follow-up.
8 articlesCampaigns
Send by label or stage and use message variables.
5 articlesIntegrations and channels
WhatsApp, Instagram, Nuvemshop, Bling, and what to do if a channel goes offline.
6 articlesAccount and team
Members, roles, teams, and security.
5 articlesBilling and plans
Plan, seats, and invoices.
5 articlesDid not find what you were looking for?
Our support team replies on WhatsApp and can help you in minutes.