BridgeMeet manual

Every business is its own isolated space: it has its WhatsApp number, its AI agent and its schedule. A client writes on WhatsApp, the agent talks with them, checks your team's real availability and closes the booking on your calendar. If you connected Google Calendar, sync runs in both directions.

Business

Your BridgeMeet account. Isolated from any other business on the platform.

Owner

Whoever administers the business: settings, billing, reports and team.

Employee

A person who operates inside an Owner's business.

Service

What you offer (name, price, duration), bookable by the agent while active.

Bookable staff

An active, non-Admin Employee with at least one service and a schedule assigned.

Working hours

The hours during which a team member can take appointments.

Minimum notice

The minimum advance time you require before accepting a booking.

Booking horizon

How many days ahead someone can book.

Appointment

A booking between a client and a team member.

Handoff to a human

When the agent hands the conversation over to a team member.

24-hour window

The period WhatsApp allows for replying freely since the client's last message; outside it, only approved templates can be sent.

Reminder template

The WhatsApp-approved reminder message sent before each appointment.

Booking link

A public per-professional link to book without going through WhatsApp.

Onboarding path

How your number gets connected: coexistence (the one you already use), your own dedicated number, or a line bought through BridgeMeet. Only one can be active at a time.

Coexistence

The number your business already uses on WhatsApp Business is connected to BridgeMeet without you losing your app, your chats or your history. You and the agent both work the same line.

1. 1

   Connect your WhatsApp number

   From Business, WhatsApp tab, you pick one of the three paths: connect the number your business already uses on WhatsApp Business, register another number of yours dedicated to the agent, or buy a line from us. The panel shows what each one means before you continue.

2. 2

   Create at least one active service

   In Services, define the name, price and duration of what the agent can offer.

3. 3

   Invite your bookable staff

   In Team, invite the people who will take appointments. Admin accounts don't receive appointments.

4. 4

   Set working hours

   In Availability, configure when each team member is available.

5. 5

   Fill in your business information

   In Business, Info tab, add address, policies and FAQs so the agent can use them when answering.

Overview

Daily snapshot: appointments, agent activity and conversations waiting for your attention. Available to Owner and Employee.

Calendar

Day, week, month and team views; create, edit and cancel appointments; connect Google Calendar. Available to Owner and Employee.

Clients

Client search, appointment history and WhatsApp conversation inbox, with manual replies inside the 24-hour window. Available to Owner and Employee.

Booking link

Generate and manage the public per-professional booking link. Available to Owner and Employee.

Reminders

Turn automatic reminders on or off and review their delivery history. Available to Owner and Employee.

Services

Service catalog: name, price, duration and who can perform each one. Available to Owner and Employee.

Availability

Working hours, minimum notice and booking horizon per person. Available to Owner and Employee.

Team

Invite and remove people, see available plan seats. Owner only.

Reports

Appointments, confirmations, cancellations and estimated revenue. Owner only.

Business

Profile, practical info, WhatsApp number, agent settings and billing. Owner only.

Integrations

Connection status for WhatsApp Business and Google Calendar, and Doctoralia import. Available to Owner and Employee with the matching permission.

• Before replying, it checks your catalog of active services, your team's real availability and the business information you loaded in the panel.
• It can book, reschedule and cancel appointments, and answer practical questions about the business (hours, address, policies).
• It never invents a time slot that doesn't exist, never offers a slot outside configured availability, and never books over an already occupied slot.
• When a conversation goes beyond what it can resolve, it says so explicitly and alerts your team.
• Each business can turn it on or off, and adjust how manual-reply handback behaves from the Agent tab.

They're scheduled automatically once an appointment is booked: by default one day before and a couple of hours before. Each send moves through scheduled, sent, delivered, read or failed/suppressed, visible in the history. A client opts out by replying STOP to the message.

• Google Calendar: connects with your permission, only to check availability and create your appointment events. Syncs in both directions, checks for changes every 15 minutes, and you can switch accounts or disconnect it anytime.
• WhatsApp Business: the channel where your clients talk to the agent and receive reminders. It connects through one of three paths (coexistence on the number you already use, your own dedicated number, or a line bought from us), and the panel shows which one you are on and how to switch.
• Doctoralia: a guided wizard to import patients, appointments and locations from your exported Doctoralia files.

The Basic plan is available today: $549.99 MXN per month, 100 appointments per cycle, 5 team seats, 1 WhatsApp number and a 7-day free trial. The appointment limit doesn't block new bookings: the overage is billed as an extra charge. If your subscription stops being active, the agent and new bookings stop, but you keep access to your panel, calendar, appointments and clients.

The Basic plan also includes 60 voice note minutes per month. The minutes reset on the 1st of each month and, once they run out, the agent keeps replying as usual, it just stops transcribing audio.

The 7-day trial starts without a card: no payment method is stored until you decide to continue when it ends.

• Plans are billed only in Mexican pesos (MXN).
• There's no per-service analytics yet, only aggregated business reports.