Boolean and Beyond

WhatsApp AI Integration for Lead, Booking, and Support Automation

Boolean & Beyond integrated AI into WhatsApp workflows to convert inbound conversations into structured, trackable business outcomes.

Manual WhatsApp handling created response delays, missed leads, and fragmented booking data. Teams needed faster response times without compromising answer quality or patient trust.

Appointment Copilot on WhatsApp

AI captures patient intent, suggests available slots, confirms bookings, and sends reminders with minimal agent intervention.

Structured Lead Qualification

Every conversation is normalized into structured fields and pushed to CRM, improving follow-up speed and lead attribution quality.

Smart Escalation Workflow

Clinical or payment-sensitive intents are escalated instantly with conversation summaries, reducing risk and response time.

Lifecycle Messaging Automation

Pre-visit instructions, post-visit nudges, and feedback collection run automatically through secure WhatsApp flows.

Client processes large claims volumes across products with strict compliance checks. We implemented an agentic workflow that orchestrates document understanding, policy verification, fraud analysis, and recommendation generation in one controlled pipeline.

The Problem

Claims analysts were manually stitching together data from policy systems, uploaded evidence, and prior claim history. This slowed decisions, increased inconsistency, and overloaded review teams.

 

Specialist Multi-Agent Design

Dedicated agents handle extraction, verification, and scoring, while a supervisor agent coordinates sequence, confidence checks, and final routing.

Rule + LLM Hybrid Decisioning

Deterministic policy rules are combined with LLM reasoning to ensure both compliance reliability and contextual intelligence.

Human-in-the-Loop Risk Controls

High-risk or ambiguous claims are automatically escalated with evidence packets and rationale summaries for rapid analyst review.

Operational Flow Analytics

Dashboards show step-level latency, exception rates, and model confidence so teams can optimize throughput continuously.

Diagnostic centers face mounting pressure: increasing patient volumes, radiologist shortages, and the need for faster, more accurate diagnoses. MediCore struggled with inconsistent diagnostic quality across centers, long patient wait times, and fragmented patient records that didn't follow patients across their network.

 

AI Radiology Assistant

Computer vision models pre-screen imaging studies, highlighting areas of concern and providing preliminary findings. Radiologists review AI suggestions, reducing reading time by 40% while improving detection of subtle findings.

 

Unified Patient Records

Complete patient history accessible at any center in the network. Prior studies, lab results, and clinical notes all in one view. Reduces repeated tests and enables better-informed clinical decisions.

 

Clinical Decision Support

Real-time alerts for drug interactions, contraindications, and critical findings. Guideline-based suggestions integrated into physician workflow. Differential diagnosis assistant for complex presentations.

 

Smart Operations

AI-optimized scheduling reduces patient wait times. Predictive equipment maintenance prevents costly downtime. Automated claims processing with 95%+ accuracy.

AI-Powered Self-Storage Operations Platform

Transforming self-storage operations with AI-driven pricing, computer vision occupancy monitoring, and conversational AI for customer service

Overview

For our Client who operates one of the largest self-storage networks with 50+ facilities across major metropolitan areas. We built an end-to-end AI platform that revolutionized how they price units, monitor occupancy, forecast demand, and serve customers—turning a traditional real estate business into a data-driven operation.

 

Our methodology

How We Built It

Phase 1

Data Foundation & Integration

Connected all 50+ facilities to a unified data platform. Integrated property management systems, payment processors, CRM, and marketing tools. Built real-time data pipelines ingesting competitor prices, local events, weather, and economic indicators. Established clean data models for ML training.

Phase 2

Dynamic Pricing Engine

Developed ML models analyzing 47 pricing factors including competitor rates, local demand signals, unit characteristics, customer segments, and seasonal patterns. Implemented A/B testing framework for price elasticity experiments. Built approval workflows for managers to review AI recommendations before publishing.

Phase 3

Computer Vision Deployment

Retrofitted existing CCTV systems with edge AI devices for real-time occupancy detection. Trained custom object detection models to identify occupied vs empty units, unauthorized access, and maintenance issues. Created facility heat maps showing utilization patterns.

Phase 4

Conversational AI & Automation

Built an AI chatbot handling inquiries, bookings, and contract completion. Integrated with scheduling, payment, and access control systems. Implemented voice AI for phone-based interactions. Created escalation workflows for complex cases requiring human agents.

Client Feedback
 

“Boolean and Beyond didn't just build us software—they transformed how we think about our business. The AI pricing engine alone paid for the entire engagement within the first quarter.”

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