Optometry practices
Organize eye-exam, product, and appointment questions together.
Optometry practices demo
Hear the conversation. Watch the customer record take shape.
Can I request a routine eye-exam appointment on a Saturday morning?
- Phone
- —
- Contact permission
- Not yet confirmed
- Customer request
- Waiting for the conversation
- Preferred session
- —
Created after the request is captured
To Contact & permission required
The update is prepared after the conversation.
Illustrative workflow
The answer is only the beginning.
The question, useful details, and next action stay together. Your team confirms the commitments.
Customer
Can I book an eye exam and ask about replacing my lenses?
- AI phone
- Website chat
- Messaging
Appointments & care
Organize eye-exam, product, and appointment questions together.
A visitor asks which eye-care appointment to request and whether an evening slot is possible.
Saleringo
I can capture your preferred time and contact details. The care team will confirm availability and share approved visit information. Clinical questions go to a person.
Prepare an exam request and attach the product question to the same record.
Never evaluates symptoms, eye health, prescriptions, or urgency.
Prepared request
- Visitor contact
- Example customer
- Visit type
- Visit type
- Product question
- Product question
- Preferred time
- AI phone
Sample details for this example. No customer record is created.
Assigned team
Eye-care reception
Awaiting staff reviewRoute clinical or prescription decisions to qualified practice staff.
A prepared request is not a confirmed booking, price, or decision.
Assigned team
Eye-care reception
Route clinical or prescription decisions to qualified practice staff.
After approval
Confirm the visit and send approved preparation or collection details.
A prepared request is not a confirmed booking, price, or decision.
- Capture visit reason and timing
- Prepare appointment information
- Request missing practical details
Conversation and work details
Conversation history
- First question answered
The request and preferred contact were captured in one customer record.
First contact - Business details added
Prepare an exam request and attach the product question to the same record.
Same journey - Follow-up preference confirmed
Confirm the visit and send approved preparation or collection details.
Latest update - Prepared request prepared
Route clinical or prescription decisions to qualified practice staff.
Now
Next actions
- Prepare an exam request and attach the product question to the same record.
Saleringo · Prepared now
- Route clinical or prescription decisions to qualified practice staff.
Eye-care reception · Next review
- Confirm the visit and send approved preparation or collection details.
Saleringo · After approval
- Keep the result on the same customer history
Eye-care reception · At completion
Prepared in CRM
- Visitor contact
- Example customerSource: Phone
- Visit type
- Visit typeSource: Phone
- Product question
- Product questionSource: Web chat
- Preferred time
- AI phoneSource: Web chat
- Business detail
- Preferred timeSource: Messenger
- Contact preference
- Permission recordedSource: Messenger
Approval controls
- Approved answers
Answer only from business-approved information.
- Commitments
A person approves availability, price, or other commitments.
- Sensitive questions
Stop automation and send the full context to authorized staff.
- Customer access
Only assigned eye-care reception roles can open contact details.
Customer follow-up
We have your prepared request. Eye-care reception has the details and will confirm the next step in this conversation.
Sends only after eye-care reception confirms the next step.See the workflow for your team.
Use this example as a starting point, then confirm the real questions, fields, approvals, and connected systems for your business.