Dr. Hugo Infante / Dashboard
Today's callbacks

Dashboard

New leads
0
Patient applications received
Dialed by AI
0
Valeria placed calls
Includes voicemails & no-answers
Talked
0
Real conversations
Valeria + patient back-and-forth
Booked by AI
0
From Valeria's calls
Interview confirmed after AI call
Booked by Agent
0
From Owner / Greg
Consultant booked it directly
In treatment
0
In this period
Treatment started
In process
0
Across all stages
Avg time to book
Enquiry → Booked
Untouched
0
No AI call, no agent contact

Lead activity

Leads received per day

Pipeline breakdown

Across every stage

Patient Coordination pipeline

0New this week
0In pipeline
0Hired YTD
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Auto-dialer is OFF
Click Turn ON · auto-calls 10 AM – 7 PM Nuevo Laredo, Mon–Fri
Status
#DateCloser NameRecr 1Recr 2Full NamePhoneTreatmentInterestCountryTimelineSourceLanguageStatusAI StatusTouchesNotesNotes 2Notes 3RecordedFB PageFormAdCampaignPlatformAdsetFB TimeLead ID

Billing

Payments · unconfigured
You're on a free trial — $1 credit on us
Try Valeria on real patients · about 5 minutes of calls · add a card to top up when credit runs out
Trial credit
$0.00
0 minutes at $0.18/min
Payment method
No card on file
Add a card to enable
automatic top-up & subscription
Spend · last 30 days
Valeria call charges per day
Total $0.00
Auto top-up
Recharge automatically when balance is low
When balance drops below
Recharge amount
Transactions
Every credit & charge · oldest to newest
WhenTypeDescriptionAmountBalance after

Valeria — AI Consultant

ONLINEValeria is ready · all systems green

Phone number

Outbound calls show this number to patients
+1 (956) 477-0336
Laredo, TX · Active · Voice
Live

Voice

All voices speak English & Spanish · pick the right vibe
Current: Laura · enthusiastic · bilingual EN+ES
Credit: $0.00 · 0 min left Manage in Billing

Test Valeria's voice

Drop your phone number — Valeria will call you so you can hear the voice live

Behavior

When and how the AI calls patients
Auto-call new patient inquiries Place call within 60s of submission
Auto-advance to "Contacted" After successful AI call
SMS follow-up if no answer Text 5 min after missed call
Quiet hours · 9 pm – 8 am Nuevo Laredo Don't call leads outside window

Knowledge base

What the AI says + how it qualifies patients

Recent calls

AI-placed and consultant calls

Review Generator

SURVEYS DONE
AVG RATING
REVIEW LINKS SENT
IN QUEUE

How it works

Automatic — no staff action needed beyond updating the patient status
  1. Mark a patient In treatment → survey queues for next day
  2. Valeria calls (30–60s): "¿Cómo le fue? ¿Del 1 al 5?"
  3. Rating 4–5 → SMS with your review link, instantly
  4. Rating 1–3urgent task for Abigail to call back — before it becomes a bad public review

Review link

Where happy patients are sent (Google / Facebook)

Try it live

Valeria survey-calls this number right now — perfect for showing the client

Surveyed patients

PatientPhoneStatusRatingReview linkWhenResult
No surveys yet — mark a patient "In treatment" or run the live demo.

Calls Report

Total dials
0
AI + manual combined
Talk time
0m
Minutes on calls
Recorded
0
Calls with audio
Avg duration
0s
Per call

By caller

AI · Manual · Cost breakdown

Disposition mix

What happened on each call

Recent calls

Click play to listen · click patient name to see full lead

Data Sources

Active sources

Where your leads are coming in from

Callback calendar

Saved

SixBits Support

Online · responds instantly
Hey! Ask me anything about the CRM — features, fixes, requests, billing.
I'm here to help.

Manual dialer

Your cell:
Dials Owner first · bridges to patient from (000) 000-0001
0 lead(s) selected