Use cases · three businesses, one path

From a blank workspace to a confirmed booking.

Three composite businesses, each set up end-to-end on BotPanel and then driven through a real customer conversation. Every image is the product, unedited: what the owner clicked, what the customer saw, and what landed in the dashboard afterwards.

Composite businesses, real product. Nothing here is a mock-up.

Runs onWeb chat pageEmbedded widgetWhatsAppTelegramSlackDiscord
01 / 09

Make it yours

→ What you doSign up, set the brand colour, pick a theme.

✓ What you getThe dashboard and every customer-facing surface pick up the brand.

Workspace settings — brand colour
One colour, set once.
botpanel.ai
The patient-facing chat page
…and the chat page, widget and dashboard wear it.
02 / 09

Give it knowledge

→ What you doImport the treatment list as a catalogue, add the patient policies and the website.

✓ What you getAsk it a question before any patient does and see exactly what it would quote.

botpanel.ai/knowledge/catalogue
Treatments catalogue
Structured records — the agent quotes these, it never guesses a price.
botpanel.ai/knowledge/retrieval-test
Retrieval test
“How much is a new patient exam?” — tested before go-live.
03 / 09

Connect your systems

→ What you doDescribe each call to the practice system once: patient lookup, insurance check.

✓ What you getTools are tested as “Working” here, then granted to any agent.

botpanel.ai/api-tools
API tools
04 / 09

Create the agent

→ What you doThe wizard asks what it is for, which details to collect, the booking hours, and which knowledge and tools it may use.

✓ What you getA set of capabilities you can switch on and configure, not a prompt to maintain.

botpanel.ai/agents/canonbury-dental/capabilities
Agent capabilities
05 / 09

Decide what needs sign-off

→ What you doGate “create a booking” and “reschedule a booking”; name who approves.

✓ What you getThe agent pauses on exactly those actions and asks a human; everything else runs on its own.

Gated tools for Canonbury Dental
06 / 09

Bring in the team

→ What you doInvite the practice manager and the receptionists; link their Telegram.

✓ What you getApproval requests arrive as one-tap Telegram messages. Viewers can watch, approvers can act.

botpanel.ai/team
Team & team bot
re
Member cards with rolesOwner · Manager (approver) · Operator (approver) · Viewer — the roles view is the better picture for this step.Not published yet — the current capture carries test e-mail addresses on every card; needs a recapture with clean names.
07 / 09

Open the doors

→ What you doTurn on the full-page chat, the website widget and Telegram.

✓ What you getOne agent, one memory of the patient, on every channel.

Live onWeb chat pageEmbedded widgetWhatsApp (not used)TelegramSlack (not used)Discord (not used)
Channels
08 / 09

The conversation

Michael · new patient, on the practice chat page, Sunday afternoon
botpanel.ai
Triage and the first free slot
moment 01/03

Pain in a molar. The agent triages, flags the red-flag symptoms, and offers the first emergency slot — tomorrow 08:30, £95.Policy and price both come from the knowledge you gave it.

09 / 09

What landed

→ What you doNothing — the owner opens the dashboard the next morning.

✓ What you getA verified contact with every detail, the booking, the sign-off trail, and a flag that someone should follow up.

Contact — Michael AndersonContactphone verified · 5 of 5 details · needs a person
Inbox — conversationInboxthe whole conversation, with “Take over”
SubmissionsSubmissionsform answers and the uploaded card
Inbox — needs a personNeeds a personflagged for follow-up
Approvals — historyApproval trailthe exact booking call that was approved
1emergency appointment booked
5 / 5patient details collected
1booking approved from Telegram
0prices invented

Build yours the same way.

Knowledge, your own systems, an agent, a team with sign-off, your channels. The whole path above is an afternoon of clicking, not a project.