Helpoben.care

Set up automations

Turn on ready-made messages that send on their own after a visit or a no-show, and see everything that runs by itself in one place.

Who can do this
The clinic owner and staff with Manage marketing; turning one on that sends messages also needs permission to send client messages
Where in Oben
/automations

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Automations holds everything that runs on its own: Oben's ready-made automations, your clinic's own, and the notices Oben sends itself.

Steps

  1. Open Automations. The Automations tab lists Ready-made by Oben, Your automations and Built-in.
  2. Each automation reads as a sentence: When something happens, then each step, with the exact message it sends.
  3. To change the wording, select Edit wording, change the message and select Save wording.
  4. Select Turn on. Its messages now send on their own at their time. Turning it on records you as the person who approved its wording.
  5. For any message, choose Sends automatically or Asks first. A message set to Asks first waits in Approvals.
  6. To stop one, select Turn off. It messages nobody from then on.
  7. To build your own, select New automation. Choose When it starts, add steps such as Wait, Send a text or email, Create a task, Add a tag or Tell the team, then select Save automation. It is saved off until you turn it on.
  8. Open History to see what each automation did, to whom and when.

Good to know

  • Ready-made automations are template messages, not AI. Each is off until someone turns it on.
  • Consent, opt-out, quiet hours and the opt-out line on texts are checked at every send.
  • An automation marked On · asks first was turned on by Oben or by someone who cannot send messages. Select Turn on to send automatically to approve it.
  • If you edit the wording of an automation that is on, your edit becomes the approved wording. To change its steps, turn it off first.
  • Built-in notices, such as visit reminders and the failed-payment notice, are changed in Settings under Patient notifications.
  • Messages written by an AI assistant still wait for approval. In Approvals, Clear routine drafts removes the routine ones without sending them.