State licensing lives in clinician profiles as a list field, so when your operations team adds a new state to a provider's licensure list the chat picks it up the next time it reads the data. We recommend wiring a small admin notice in WordPress that confirms the new state shows up in chat coverage, so the team sees the change reflected the day it lands rather than discovering a gap on a sales call later.

Yes, conditions in scope live on the plan matrix. If you treat ADHD and anxiety on the standard plan but reserve hormone optimization and weight loss for premium, the bot reads that scope and routes enquiries accordingly. A weight-loss enquiry on the standard plan gets a clean upgrade explanation with the right price and visit allotment rather than a vague we offer that.

No. The system prompt enumerates dose changes, medication starts and stops, and dose holiday discussions as declined topics. The bot routes those to a same-day video visit. This is non-negotiable in the configuration because the regulatory and clinical risk of a chat-driven dose change is incompatible with concierge medicine's licensure obligations.

It books directly through your scheduler. If you use Healthie, Spruce, Mend, or a custom calendar, the bot hands off with the visit type, the clinician, and the time zone pre-selected. The member sees a calendar that already knows what they need and books in 2 clicks. This collapses the typical 3 to 5 touch concierge sales funnel into a single chat session for routine signups.

Chat content lives in your WordPress database under your control. For PHI, run OpenAI under their HIPAA-eligible configuration with a BAA in place, encryption at rest on the database, and role-based access on the logs. Scope the bot to plan and operations questions so members are not encouraged to dump symptoms into the chat. Anything clinical moves into the visit, where your normal telehealth platform handles PHI.

Plan changes route to your billing system rather than executing in chat. The bot can quote the prorated upgrade cost, explain what the new tier gets, and generate a link to the member portal where the change happens. Downgrades follow the same pattern, with a confirm step that lets the member see what they are losing before they commit, which reduces buyer's remorse and refund requests.

Yes. The widget detects browser time zone, and the booking handoff respects it so members in Hawaii or Alaska see slots in local time rather than Eastern. Multi-state concierge practices use this to look like a local provider across 30 plus states without a regional homepage maze, which is one of the operational unlocks of the concierge model in the first place.

SleekAI logs each conversation with model, tokens, conditions discussed, plan tier asked about, and whether a visit was booked. Pipe that into your CRM via a simple webhook and the sales operations view is straightforward, see which plan tier and which condition track convert best from chat, which states drive the most rejected leads, and tune the funnel from real data rather than founder intuition.