HealthcareMulti-step flowUnited StatesEnglish

Prescription refill line

A pharmacy refill line: verifies the patient, takes the prescription, and routes to pickup or delivery based on what they choose — logging the request and texting a confirmation.

Runs on web, telephony.

Use this template Install free · connect your tools · go live

Last updated 2026-06-30

The conversation flow

Prescription refill line is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.

deliverypickupdefault to pickupVerify patientStartPrescription & methodStepPickupStepDeliveryStepEnd callAll set — you'll get the de…

How the agent opens

“Thanks for calling the pharmacy refill line. To get started, may I have your full name and date of birth?”

How it works

  1. 1
    Verify patient

    Collect {full_name} and {date_of_birth} to verify the patient before taking any prescription details.

  2. 2
    Prescription & method

    Capture the prescription name or number and confirm whether they want pickup or delivery. Read the prescription back to confirm.

  3. 3
    Pickup

    Confirm an approximate ready-by time for in-store pickup, then use log_refill and send_whatsapp with the pickup details.

  4. 4
    Delivery

    Confirm the delivery address, then use log_refill and send_whatsapp with the delivery details and expected window.

Tools & integrations it uses

More Healthcare templates

Frequently asked questions

What does the Prescription refill line agent do?

A pharmacy refill line: verifies the patient, takes the prescription, and routes to pickup or delivery based on what they choose — logging the request and texting a confirmation. On a call it can create record and send whatsapp. You install it, connect your tools, and it's ready to take or make calls.

How does the Prescription refill line agent handle a call?

It follows a guided flow: verify patient, prescription & method, pickup, and delivery. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.

What do I need to connect for the Prescription refill line agent?

Connect Airtable, WhatsApp (built-in), Plivo WhatsApp, WhatsApp Cloud API (Meta), AiSensy, and GupShup so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does Prescription refill line support?

It runs on web and telephony, in EN. You can change the voice and language in the builder.

How quickly can I launch the Prescription refill line agent?

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

₹300.00 free credit on signup

Launch the Prescription refill line agent

Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.