Derma.ai — WhatsApp AI Lead & Appointment System (PRD V1.0)

Production-ready, grounded WhatsApp AI assistant and administrative management system for Dermatology & Aesthetic Clinics.

Built with JavaScript (Node.js Express + React Vite).

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🌟 Key Features

1. Meta WhatsApp Cloud API Integration:

   • Official WhatsApp Business Cloud API webhook (/api/webhooks/whatsapp) with challenge verification.
   • Message idempotency and deduplication on wa_message_id.
   • Outgoing text, interactive quick-reply buttons, and template messages.
   • Interactive WhatsApp Mobile Simulator included in dashboard for instant testing.

2. Grounded AI Conversation Engine:

   • Zero Hallucinations: Grounded strictly on clinic database records for fees, services, doctor schedules, and working hours.
   • 17 Intent Classifications: GREETING, SERVICE_INFORMATION, PRICE_INFORMATION, DOCTOR_INFORMATION, APPOINTMENT_BOOKING, APPOINTMENT_RESCHEDULE, APPOINTMENT_CANCEL, MEDICAL_QUESTION, HUMAN_REQUEST, EMERGENCY_SIGNAL, etc.
   • Medical Safety Guardrails: Strict non-diagnostic policy. Medication inquiries automatically trigger safe guidance and create human handoffs.
   • Multi-language Support: Natural conversations in English, Hindi, and Hinglish.

3. Deterministic Appointment Booking:

   • Dynamic slot calculation respecting doctor shift hours, break times, and appointment duration.
   • Atomic reservation with conflict checks to eliminate double-booking.
   • Reschedule, cancellation, completion, and no-show workflows.

4. Human Handoff & Receptionist Takeover:

   • 1-click Take Over button: pauses AI immediately so receptionists can reply directly to the patient's WhatsApp from the dashboard.
   • Return to AI: resumes autonomous appointment booking anytime.

5. Google Docs & Sheets Dashboard Live Sync (Toggleable via Flag):

   • Easily enabled/disabled via .env flag ENABLE_GOOGLE_DOCS_SYNC=true/false or the Dashboard Settings toggle.
   • Syncs approved FAQs directly from a Google Doc knowledge base.
   • Streams live leads and confirmed bookings to a connected Google Sheet.

6. Comprehensive Clinic Dashboard:

   • Overview KPI Metrics & Conversion Funnels (Qualification, Booking, Completion, No-show rates).
   • Live Conversations & Human Takeover Console.
   • Leads Kanban Board & Filterable Table.
   • Appointment Calendar & Slot Manager.
   • Treatments & Pricing Catalog.
   • Doctor Profiles & Shift Schedule Manager.
   • Approved FAQ Manager.
   • Security Audit Trail (DPDP Act compliance-ready).

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