InstaSupport
Answer and offer human help
Answer website questions from approved content and offer human chat, video or screen share. Co-browsing is not currently available. Chat, video and screen sharing are supported.
Explore InstaSupportHealthcare-adjacent public information · RevOps & Sales Leader
Connect a qualified enquiry with the right conversation.
Built for revops, sales and gtm leaders in healthcare-adjacent public information: Provide public organization information or education without processing patient or clinical information.
Questions for revops & sales leaders in healthcare-adjacent public information
Start with the work your team needs to own.
- A team needs public FAQs or an educational event, with a strict non-clinical boundary.
- Provide public organization information or education without processing patient or clinical information.
- Designed for public information and education. Patient intake, clinical triage, protected health information, telemedicine, EHR integration and BAA-supported workflows are outside current scope.
A workflow to evaluate
Bring the relevant products into the conversation.
InstaMeet
Bring people into a session
Run branded registration, sessions, sponsor tiers and networking. Polls, check-in and virtual booths are future scope.
Explore InstaMeetvs your current stack
Instaconnect vs Calendly
Compare booking, routing and live customer assistance using your own workflow.
Evaluation area
Instaconnect
Calendly
Product focus
InstaconnectWebsite chat, browser assistance, appointments and events in a shared workspace
CalendlyScheduling, team routing and optional meeting-assistance products; availability depends on package.
What to demonstrate
InstaconnectRouting forms, team booking and calendar exception behavior
CalendlyAvailability, cancellation, assignment and required CRM rules
Integration boundary
InstaconnectSpecific connectors and rollout limits; no universal CRM write-back or cross-module customer timeline
CalendlyCheck the documented connector, object, direction and plan for each requirement
Review access and data requirements.
Demonstrate the required roles, tenant and space boundaries, and integration behavior before introducing customer data. Check the current evidence in the Trust Center for current posture.
LET'S CONNECT
Show your revops & sales leader team the upgrade.
A 25-minute walkthrough scoped to healthcare-adjacent public information revops & sales leader workflows.