Consult EngineRetainNeeds integration
Follow up with the context that created the lead
Consult Engine sends structured fields and event tags while your connected system handles message delivery.
Treatment-Aware Nurture
- Versioned manifest
- Treatment-aware fields
- Visible sync health
What it does.
Versioned manifest
Required tags, fields, triggers, and appointment states are documented in one checklist.
Treatment-aware fields
Treatment interest, visualization time, preview status, and booking URL travel with the lead.
Visible sync health
Failed contact syncs are surfaced for retry instead of silently losing nurture.
What you get.
- Connected system owns message delivery
- Clinic-specific readiness and failure visibility
More in Retain
Works with the rest of the platform.
Ready to connect
the workflow?
Start with what is live, then add integrations and roadmap modules as they become ready.