©
Date
Sep 2025
Client
Cortexa
Industry
AI tool / SAAS
Timeline
10 Months
Dashboard

Stats

The Challenge
Healthcare practitioners run webinars across a stack of disconnected tools — editing software, video hosts, CRMs, and VAs. The work is fragmented, manual, and impossible to scale.
Practitioners rely on webinars to generate leads, but the workflow behind them is broken. Videos are edited by hand or outsourced, hosted on platforms with no link to lead capture, and follow-up is coordinated manually or handed to virtual assistants. Leads fall through the gaps, data gets lost, and every step adds cost and delay. The people running these webinars are doctors, not marketers — they need the system to do the work, not another tool to manage.
Platform

The Solution
One AI-native platform that runs the entire funnel: hosting, lead capture, nurturing, and booking as a single automated system. Every viewer becomes a tracked lead, and agentic flows handle the rest.
The platform unifies what used to be five disconnected tools into one architecture. Webinars are hosted, edited, and served natively, while an embedded CRM captures every viewer as a lead the moment they engage. AI-driven follow-up workflows are automatically triggered by user behavior—for example, when someone watches 50% of a webinar, registers but doesn’t attend, or attends but doesn’t book an appointment. The platform then continues the conversation across email, SMS, and WhatsApp automatically, without requiring any manual intervention. An AI assistant answers viewer questions live during the webinar, and the whole system is built on a modular architecture designed to scale from a solo practitioner to an enterprise clinic.
Automations

By the numbers
Latest projects

