Lead Routing instantly sorts (routes) your leads into the right Boxes based on the treatment, product, or service the customer is interested in using AI and a Box summary.
The Lead Sorter sends leads into the correct Boxes by summarising the services each Box covers. For example, Smile Dentistry's General Dentistry Box would receive leads like check-ups, fillings, and cleanings. AI uses the summary to look through leads to determine which leads go where.
This saves time, ensuring the leads are organised and that the right team members handle the right leads, and preventing anything from slipping through the cracks.
Important: If you have existing move to box automations setup on a channel level, then these will override any AI Lead Routing. If you want to use AI lead routing instead, please turn off your move to box automations in your channel settings.
Once you've connected your channels and leads start coming in, Beami’s AI analyses all the information on the incoming leads and knows which Boxes to sort (route) them into.
A lead comes in from a channel (like Email, WhatsApp, or Webforms).
Our AI analyses the lead to understand what it is for.
The lead gets instantly sorted into the right Box.
You can add or edit the Box Summary to identify the desired leads for a specific Box.
Go to Account Settings, click "AI Assist".
Go to “Lead Sorter”
All your Boxes’ box summaries are in the Lead Sorter, you can toggle the lead sorters on and off for each individual Box.
Click on the “Edit” button to edit or add a box summary in the field provided.
Examples of Lead Sorting/Routing SummariesGeneral Dentistry:
Leads about routine dental check-ups, cleanings, fillings, preventive care, and overall oral health maintenance.Check-Up
For leads inquiring about routine dental check-ups, including examinations to assess overall oral health, identifying potential issues, and providing preventative care recommendations.Hygiene
For leads seeking dental hygiene services, such as professional teeth cleaning, scaling, polishing, and personalised guidance to maintain oral health and prevent gum disease.Check-Up & Hygiene
For leads requesting both routine dental check-ups and hygiene services, including oral health assessments, preventative care, professional teeth cleaning, scaling, and polishing for a comprehensive dental care visit.Invisalign:
For patients interested in discreet orthodontic treatment with Invisalign clear aligners to straighten teeth.Implants:
For those seeking information or consultations about dental implants, including single tooth replacements, implant-supported bridges, and full arch restorations.Composite Bonding:
For leads about cosmetic improvements using composite resin for teeth bonding, including repairing chipped teeth, closing gaps, and reshaping teeth.Veneers:
For patients interested in enhancing their smile with porcelain or composite veneers to cover imperfections like discolouration, chips, or gaps.Facial Aesthetics:
For consultations on facial aesthetic treatments such as Botox, dermal fillers, lip enhancements, and other non-surgical cosmetic procedures.Whitening:
For leads about professional teeth whitening services, including in-office treatments, take-home kits, and advanced whitening solutions.Emergency Dentistry:
For urgent dental care needs such as severe pain, broken or knocked-out teeth, dental infections, and other dental emergencies requiring immediate attention.Cosmetic Dentistry:
For comprehensive cosmetic dental treatments aimed at improving the appearance of teeth, including smile makeovers, contouring, and aesthetic restorations.Root Canal:
For leads about root canal therapy to treat and save teeth with infected or damaged pulp, relieving pain and preventing further dental issues.Bridges:
For patients interested in dental bridges to restore function and appearance by anchoring artificial teeth to adjacent natural teeth.Dentures:
For consultations on full or partial dentures to replace multiple missing teeth, improving chewing ability, speech, and aesthetics.White Filling:
For leads and treatments involving tooth-coloured composite fillings, providing natural-looking restorations for cavities, chips, or minor tooth damage.Endodontic Dentistry:
For leads about endodontic treatments, including root canal therapy and procedures related to the pulp and nerves of the teeth to alleviate pain and save damaged teeth.Oral Surgery:
For consultations and treatments involving oral surgical procedures such as tooth extractions, wisdom teeth removal, corrective jaw surgeryOrthodontics:
For patients interested in orthodontic treatments like braces and other devices to correct misaligned teeth and jaws, improving bite and overall dental health.Periodontal Dentistry:
For treatments related to periodontal (gum) disease, including scaling and root planing, gum grafts, and maintenance therapies to ensure healthy gums and supporting structures of the teeth.Restorative Dentistry:
For comprehensive restorative treatments aimed at repairing and restoring damaged or missing teeth, including crowns, bridges, inlays, onlays, and full mouth reconstructions.Sedation Dentistry:
For patients seeking sedation options to ensure comfort and relaxation during dental procedures, including nitrous oxide, oral sedation, and intravenous (IV) sedation.Extractions:
For consultations and treatments involving tooth extractions, including the removal of problematic, damaged, or impacted teeth to maintain oral health.NHS:
For patients seeking information on treatments available through the NHS, including eligibility, consultation processes, and specific procedures covered under the NHS.
Anti-Wrinkle:
For leads about anti-wrinkle treatments, including Botox and other neuromodulators to reduce fine lines and wrinkles.Fillers:
For patients interested in dermal fillers to enhance facial contours, restore volume, and smooth out deeper lines and folds.Face and Neck:
For comprehensive face and neck treatments, including facelifts, neck lifts, and skin tightening procedures.Skin Treatments:
For a variety of skin treatments, including chemical peels, microdermabrasion, laser therapy, and microneedling to improve skin texture and appearance.Hair Removal:
For permanent or long-term hair removal solutions, including laser hair removal and electrolysis for various body areas.Dermatology:
For medical dermatology consultations and treatments for skin conditions such as acne, eczema, psoriasis, and skin cancer screenings.Body Treatments:
For body contouring and sculpting treatments, including liposuction, cellulite reduction, and non-surgical fat reduction procedures.Blepharoplasty (Eyelid Surgery)
For leads interested in upper or lower eyelid surgery (blepharoplasty) to remove excess skin, reduce puffiness, or correct drooping eyelids. Whether for aesthetic enhancement or to improve vision obstruction, this procedure helps achieve a more youthful and refreshed appearance.
Find out more about Beami’s AI-Assist:
Click here for an overview of Beami’s AI-Assist Click here to learn more about Beami’s Lead Labelling Click here to learn more about Beami’s Location Labelling
