What is the AI CRM Chief and how does it work?
The digital sales manager that audits your sales team every day; what it checks, how often it updates and how it opens in the panel.
4 min read
The AI CRM Chief is a digital sales manager that audits your clinic's sales team from inside the MedicalGrow panel. It reads every opportunity in the pipeline you choose, plus the calls, WhatsApp chats and other messages your team exchanges with patients. It runs all of that through a set of rules and tells you three things: what needs doing for which patient today, which agent is falling behind on follow-up and how many incoming leads actually turn into sales.
This section is for clinic owners, sales managers and patient coordinator team leads. Agents who want to understand their own scorecard can start with Scorecard.
What does it check?
The Chief automatically does everything a good sales manager checks every morning:
- Alerts: an unassigned new lead, a patient not contacted within the target time, an unanswered WhatsApp message, an opportunity stuck at the payment stage, a treatment plan nobody has touched for days, a card moved forward without proof, a lead marked "unreachable" without enough attempts, missing lost reasons or sale values, and duplicate records. There are 11 rules in total; see Alerts.
- Scorecard: a cohort scorecard for each agent (how many incoming leads were reached and how many became sales) and a discipline score from 0 to 100. See Scorecard.
- Contact audit: first-contact speed (speed-to-lead), reply times and cases where "the stage says we spoke to the patient, but there is no call or message". See Contact audit.
- Sources and management: which ad sources really bring patients, how much load each agent carries and the best hours to call. See Sources tab and Management tab.
It only reads; it never changes anything
The Chief works read-only. It does not message patients, move opportunities between stages, change owners or edit records. Each alert says what should be done; the action is always taken by an agent or manager in Opportunities and Conversations. The Hastayı gör (View patient) button in alert rows opens the person's MedicalGrow record in a new tab.
Important
The Chief is not an AI assistant that chats with patients. For automated patient conversations see Conversation AI.
How often does it update?
- The Chief automatically pulls the data again every 30 minutes: the whole selected pipeline, the team list and new calls and messages.
- If you don't want to wait, start a sync immediately with the Şimdi yenile (Refresh now) button in the top bar. How long ago the last update ran is shown to its left, e.g. Senkron: 12 dk önce (Synced: 12 min ago).
- At first setup, the last 90 days of call and message records are imported. Contact checks apply to leads created after that date.
- Every day the Chief keeps a record of the alerts and key figures. That is what powers the "there yesterday, resolved today" comparison and the daily progress chart.
Details: Reports, printing and refresh.
How does it open in the panel?
- Click the AI CRM Şefi link in the left menu. The MedicalGrow team adds the link during setup; its name may differ on your account.
- The Chief opens inside MedicalGrow. At the top there are five tabs: Genel (Overview), Uyarılar (Alerts), Karne (Scorecard), Kaynaklar (Sources) and Yönetim (Management). The red number next to Uyarılar is today's count of critical alerts.
- At the top right you'll find the last sync time and the Şimdi yenile (Refresh now) and Ayarlar ↗ (Settings) buttons.
The Chief's screens currently come with a Turkish interface, so in this guide we give each Turkish label followed by an English translation. The AI CRM Chef logo appears at the top left of every screen.
Who sees what?
- There are no per-user views: anyone who can see the menu link sees all tabs and every agent's scorecard.
- We therefore recommend showing the link only to managers (for example users with the Admin role). The MedicalGrow team sets visibility during setup; to change it, message our support team on WhatsApp.
- To share results with agents, give each of them their personal alert list as a PDF. See Reports, printing and refresh.
Heads up
The menu link does not ask for a login; anyone who has the link can see the panel. If you think the link has reached the wrong person, message our support team: the link is renewed and the old one stops working immediately.
Setup
Connecting the Chief to your account is done by the MedicalGrow team. Your role is to approve the business decisions: which pipeline is audited, what each stage means, who counts as an agent, alert thresholds and monthly targets. See Setup and settings.
Common issues
I can't see the AI CRM Şefi link in the left menu. The link is added during setup and may be limited by role. Message our support team on WhatsApp.
The numbers don't match the Opportunities board. The Chief counts in cohorts and according to your stage mapping. See AI CRM Chief FAQ.
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