Documentation navigation
Leads
Leads collect acquisition enquiries with their source context. Where the channel allows it, Menaela can move from a new lead into a contextual WhatsApp conversation automatically.
Where leads come from
Connected website inboxes and Meta Lead Ads can create leads automatically. The lead keeps the information supplied by the acquisition source, such as name, phone, email, form and enquiry text where available.
- Duplicate delivery of the same acquisition is ignored.
- Incomplete or unclear data can remain visible for staff review instead of being silently invented.
- An acquisition may still be useful even when the person already exists as a patient.
Automatic first contact
When clinic autonomy is active, the lead has a usable WhatsApp number and an active channel is connected, Menaela can create or reuse the conversation and prepare a short first response based on the lead source, form and enquiry.
QR-linked WhatsApp can initiate a free-text conversation. Twilio first contact must follow approved-template rules, so the workflow may require staff attention when an approved first-contact path is not available.
When outreach cannot start
If the lead has no usable phone number, the WhatsApp channel is disconnected or the provider does not permit the required first-contact message, Menaela records the need for staff attention. It does not silently switch to email or SMS.