Step by step
How to connect the clinic's official WhatsApp?
Quick answer
You connect the number the clinic already uses, in one of two ways: the pairing code with QR, which takes minutes, or the official Meta signup, which goes through a verification. CertuAI is a Tech Provider on Meta's WhatsApp Business Platform, and the plan includes the connection for a number, never a new number.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent
This page is about the clinic that already has a number patients know, printed on the prescription and taped to the door. The question is almost never "which number do I buy". It is "how do I plug the AI into the number everyone already has, without losing today's conversations".
The short answer: you don't change numbers. You authorize CertuAI to answer through it. People who message you keep seeing the same contact they always have.
Free for your clinic
Your clinic can have a free booking page. You choose the link name and get an address like certu.com.br/agendar/clinica-sorriso. The patient opens it, sees the free times and books on their own, without logging in to anything. No booking limit and no commission. See how to create yours.
Summary in 7 facts
- You connect the number the clinic already uses, in one of two ways: the pairing code with QR, which takes minutes, or the official Meta signup, which goes through a verification.
- CertuAI is a Tech Provider on Meta's WhatsApp Business Platform, and the plan includes the connection for a number, never a new number.
- This page is about the clinic that already has a number patients know, printed on the prescription and taped to the door.
- The question is almost never "which number do I buy".
- CertuAI's default became the QR code in September 2026.
- The Start plan includes 1 number connection, which is enough for a clinic with a single office.
- The Max plan includes 3, for those with a front desk, a second professional and a number for test results.
By the numbers
| Number | What it means |
|---|---|
| 1 number | The Start plan includes 1 number connection, which is enough for a clinic with a single office. |
| 3 numbers | The Max plan includes 3, for those with a front desk, a second professional and a number for test results. |
| R$ 200 (Brazilian reais) per month | An extra number costs R$ 200 (Brazilian reais) per month, on any paid plan. |
| 106 messages | People who handle it alone usually start with after-hours, which is where it hurts most: at a doctor's office that uses CertuAI, the AI answered 106 patient messages outside business hours in 7 days. |
| 28,2% | CertuAI measured when patients write on WhatsApp at 17 clinics and practices that answer with CertuAI's AI: 28.2% of messages arrived outside Monday to Friday, 8am to 6pm, almost 3 in… |
| 19,259 messages | Source: CertuAI service database, 17 clinics and practices, 19,259 patient messages on WhatsApp from Jul 30 to Sep 30, 2026, measured Oct 1, 2026. |
What are the two ways to connect?
| Point | Pairing code with QR | Official Meta signup |
|---|---|---|
| How it starts | You open the dashboard and scan the code with the phone app | You log in with your Meta account and authorize the clinic |
| How long it takes | Minutes | Depends on Meta's business verification |
| Needs the phone on afterward | The device stays paired, as with WhatsApp on a computer screen | No: the number is served from Meta's server |
| Who sees the conversation | The team, from the dashboard inbox | The team, from the dashboard inbox |
| Good for a quick test | Yes, it is the default route | Works, but takes longer |
On a phone, drag the table sideways.
CertuAI's default became the QR code in September 2026. Anyone who wants the official signup still has the explicit route, and anyone already answering through the official route is not pushed back to the QR by mistake: the screen checks where the account came from before showing anything.
Step by step to connect the clinic's number
- Choose the number. If the clinic has just one, that is it. If it has the front desk number and the professional's cell phone, start with the one on the prescription and the card.
- Open the CertuAI dashboard and go to Connect WhatsApp.
- Choose the route: the QR code for today, or the official Meta signup if the clinic already has a verified business account.
- On the phone, open WhatsApp, go to Linked devices and scan the code the screen shows.
- Wait for the screen to say the number is connected. From then on, every new message lands in the dashboard inbox.
- Before you let the AI loose, write the clinic's Brain. A connected number with an empty Brain answers nicely and wrongly.
- Send a message from another phone and read the reply. It is the only test that counts.
If the clinic wants to keep both numbers connected at the same time, the front desk's and the doctor's office's, each takes up one slot. How to make the switch without losing patients is in how to move from a personal number to the clinic's number.
How many numbers can the clinic connect?
The Start plan includes 1 number connection, which is enough for a clinic with a single office. The Max plan includes 3, for those with a front desk, a second professional and a number for test results. An extra number costs R$ 200 (Brazilian reais) per month, on any paid plan.
A slot is not a number. CertuAI does not sell, rent or register WhatsApp numbers: what the clinic connects is its own, and stays its own if it leaves.
What if the connection drops?
It does drop. A phone that went days without internet, a replaced device, an account disconnected by accident inside the app. When that happens, messages stop arriving in the inbox and the patient is left without a reply, which is the worst part.
CertuAI watches for this and sends an email when the number goes offline, with the link to the reconnect screen. Reconnecting is the same step by step as above, and the history that was already in the inbox stays there.
- Don't disconnect the paired device without telling the team: the inbox stops receiving right away.
- Don't change the number in the middle of a busy week. Monday morning is the worst possible day.
- If the front desk phone is the paired device, keep it charged and on the clinic's network.
What changes for people who message the clinic
Nothing in how it looks. The contact is the same, the photo is the same, the old history stays on the device. What changes is that there is a reply at any hour, and that every conversation becomes a record in the dashboard, with name, phone number and what was agreed.
The clinic chooses whether the AI answers all day, only outside business hours or only on some topics. People who handle it alone usually start with after-hours, which is where it hurts most: at a doctor's office that uses CertuAI, the AI answered 106 patient messages outside business hours in 7 days.
What CertuAI measured on clinic and practice WhatsApp
CertuAI measured when patients write on WhatsApp at 17 clinics and practices that answer with CertuAI's AI: 28.2% of messages arrived outside Monday to Friday, 8 a.m. to 6 p.m., almost 3 in 10. If the front desk works those hours, that's the part that waits until someone comes back.
| What was measured | Result |
|---|---|
| Patient messages that arrived outside Monday to Friday, 8am to 6pm | 28,2% |
| Messages that arrived on the weekend | 11,2% |
| Messages that arrived at night on a weekday, 6pm to midnight | 11,7% |
| Conversations that started outside Monday to Friday, 8am to 6pm | 29,9% |
On a phone, drag the table sideways.
Source: CertuAI service base, 17 clinics and practices, 19,259 patient messages on WhatsApp from Jul 30 to Sep 30, 2026, measured on Oct 1, 2026. Business hours are Monday to Friday, 8 a.m. to 6 p.m., in each clinic's time zone. Test accounts, test contacts and imported history are excluded.
Frequently asked questions
Do I need a new number to use the AI?
No. The plan includes the connection and the clinic connects the number it already uses. A new number only makes sense when the clinic wants to separate the front desk from the doctor's office.
Will my WhatsApp leave my phone?
With the QR code route, the device stays paired, as it does with WhatsApp open on a computer: you keep seeing everything on your phone. With the official Meta route, the number is served from the server, and the team replies from the dashboard inbox.
Does the clinic lose its old conversations?
No. The conversations already on the device stay there. The dashboard inbox starts saving from the moment of connection, and the old history can be read to build the Brain.
Can I connect the clinic's landline?
Only if that number already has an active WhatsApp. CertuAI connects a WhatsApp account that exists; it does not create a new account on a landline.
Want the AI to do this on your WhatsApp?
CertuAI is AI automation software for small and medium-sized Brazilian businesses. The AI answers on the clinic's WhatsApp, books on the calendar and records each conversation. The Start plan costs US$ 75 per month, no lock-in contract.
Connect my clinic's WhatsAppYou connect the number the clinic already uses.
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Other clinic questions CertuAI has answered
In short
You connect the number the clinic already uses, in one of two ways: the pairing code with QR, which takes minutes, or the official Meta signup, which goes through a verification. CertuAI is a Tech Provider on Meta's WhatsApp Business Platform, and the plan includes the connection for a number, never a new number.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent