CodeLogicAI builds focused, practical bots that plug into what you’re already doing:
capturing leads, supporting patients, and giving owners a clearer view of their numbers.
You can start with one bot and expand as your needs grow.
Bot lineup
These are the core bots we implement most often. All can be connected to your CRM,
calendar, sheets, email, or SMS stack.
💬
CodeLogicAI CRM Bot
A lead intake and follow-up bot that replaces slow forms and missed messages.
It captures leads, asks qualifying questions, and keeps your CRM or sheet updated.
Captures leads from web chat, SMS, or social.
Asks custom qualifying questions you define.
Can book calls directly on your calendar.
Stores clean data in your CRM or Google Sheets.
Leads & CRM
🏥
CareClerk – hospitals & clinics
A support bot for healthcare teams that helps with intake, scheduling support,
and patient messaging while respecting your policies and workflows.
Guided intake and triage-style questions.
Request, confirm, or reschedule appointments.
Share prep instructions and reminders.
Route messages to staff in a structured way.
Healthcare workflows
📊
CFO-style insights bot
A conversational “financial sidekick” that turns your exported numbers into
simple summaries and questions you can ask in plain language.
Summaries of revenue, expenses, and trends.
Simple what-if scenarios and runway checks.
Highlights risks like aging invoices or slow months.
Owner-friendly language instead of accounting jargon.
Financial clarity
⚙️
Custom bot + AI training
For teams with unique workflows, multi-location logic, or internal knowledge
needs, we design a custom bot and train your people to use it confidently.
Process mapping and flow design.
Custom prompts, guardrails, and policies.
Connections to your existing tools and systems.
Team training sessions and simple playbooks.
Custom build
How a bot project works
We follow a simple, repeatable process so you always know what’s happening next,
from first conversation to live deployment.
①
Discovery & fit check
We learn how you currently handle leads, patients, or data and what “better”
looks like for you. If a bot isn’t the right move yet, we’ll say so.
Step 1
②
Design & build
We design conversation flows, guardrails, and integrations around your tools
(CRM, calendar, EHR, or sheets), then build and test on real scenarios.
Step 2
③
Launch & iterate
Once we go live, we monitor usage, clean up confusing moments, and optimize
for the outcomes you care most about: booked calls, completed intakes,
or clearer numbers.
Step 3
Which bot should I start with?
If you’re not sure where to begin, use this quick guide — or just reach out and
we’ll suggest an option based on your setup.
📞
You’re missing or losing leads
Best starting point:
CodeLogicAI CRM Bot hooked into your calendar and CRM or sheets.
🩺
You’re a clinic or hospital team
Best starting point:
CareClerk with intake flows, reminders, and routing to staff.
💼
You want clearer financial visibility
Best starting point:
CFO-style insights bot using exports from tools you already use.
