Sonia, by Onsmart.AI

The Global AI SDR Platform for Healthcare Clinics

Multilingual • Multichannel • Multi-Agent Architecture

Sonia is a multilingual and multichannel AI SDR already managing over 3,000 monthly patient conversations and delivering a 70% improvement in lead qualification — now ready to scale globally.

In markets where WhatsApp is a priority, clinics don't lose patients because of price — they lose them because they don't respond.

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The Problem

Healthcare clinics face four systemic failures that destroy revenue:

1. Slow Responses → Up to 60% of patients abandon

WhatsApp is the main channel, but clinics respond too slowly.

2. Poor Qualification → 40% of consultations are low value

Clinics waste time with patients who won't convert.

3. No Follow-Up → 70% of leads receive zero nurturing

Clinics invest in marketing, but lack an SDR function.

4. No After-Hours Coverage → 60% of messages arrive at night

Clinics lose demand precisely when patients are free.

These four failures are universal, constant, and costly.

The SMB health market is massive, underserved, and poor in automation.

Brazil

  • 500,000+ specialized clinics
  • Intense use of WhatsApp, fragmented, low automation
  • Perfect environment for early adopters

Global Expansion

  • Multilingual health markets: Hispanics in the US, LATAM, EU
  • 5+ million SMB healthcare providers worldwide (clinics, dentists, specialists)
  • Rising operational costs and staff shortages
  • Growing adoption of AI in patient acquisition

Brazil is the launchpad. The world is the destination.

Target Segment

Dermatology, orthopedics, cardiology, gastroenterology, gynecology, ophthalmology, etc.

They share:

  • High-value consultations
  • Reliance on marketing
  • High patient abandonment rate
  • Complex qualification needs
  • No SDR capacity
  • High willingness to pay for conversion gains

The perfect segment to achieve PMF.

The Solution

Sonia is an AI SDR Platform for Healthcare Clinics.

1

Captures patients

2

Qualifies them

3

Schedules appointments

4

Performs outbound follow-ups

5

Operates 24/7

6

Speaks multiple languages

Works on WhatsApp, voice, email, and chat.

A platform for patient acquisition and conversion.

Key Features

WhatsApp-first experience with a clinic persona.

1. Smart Qualification (Multi-Agent Reasoning)

Medical need → specialty → urgency → budget → availability.

2. Scheduling & Transfer

Integrates with calendars and CRMs.

3. Outbound SDR Engine

Automated follow-ups, reminders, and recovery sequences.

4. 24/7 Operations

Captures demand that clinics never reach.

5. Multilingual & Multichannel

PT, EN, ES on WhatsApp, voice, email, webchat.


How It Works

A complete AI SDR cycle, end to-end.

Patient sends a message

Sonia responds instantly

Sonia qualifies the case

Sonia suggests the right service

Sonia schedules the appointment

Sonia follows up until conversion

Sonia manages nights/weekends perfectly

Traction

Before launching the SaaS version, Sonia has already proven:

3.000+

monthly conversations

70%

improvement in qualification accuracy

30%

reduction in response time

200%

increase in prospecting activity

Pilots in healthcare, legal, security, retail.

These numbers validate a strong product-market direction and real demand from clinics before launch.

Why Now?

The market is ready — and the timing is ideal.

Clinics overwhelmed by WhatsApp

AI automation adoption exploding

Cost pressures forcing clinics to operate efficiently

Labor shortage (reception, SDR, call center)

Patients demanding instant communication

No competitive solution addressing the full SDR cycle

Competitive Advantages

Sonia's defensibility comes from five integrated barriers:

1

Proprietary Multi-Agent Architecture (Hard to Replicate)

Agno + Bee + LangGraph → coordination, memory, long-term reasoning.

Competitors offer single-agent chatbots, not orchestration.

2

Template Engine + Persona Builder (Fastest Deployment on the Market)

Clinics launch in minutes — near-zero friction.

Deployment speed creates stickiness.

3

Native WhatsApp-first Onboarding (Huge GTM Leverage)

Perfect fit for Brazil and LATAM.

Competitors start with webchat; Sonia starts where patients are.

4

Real-World Results (Data Moat)

Performance metrics based on real clinics → rapid adjustment.

5

Global Ready (Multi-language, multichannel)

Built for international scale.

These five advantages are mutually reinforcing — creating a moat that compounds over time.

Revenue Model

Subscription SaaS (MRR), scaled by:

Subscription Tiers

  • Channels
  • Conversation volume
  • AI SDR features
  • Outbound sequences
  • Voice AI
  • Multi-location clinics

LTV Expansion Drivers:

  • Additional specialties
  • Additional branches
  • Additional agents (SDR, L1 Support, etc.)
  • Voice enablement
  • Consultation outcome analysis

A clinic can expand from 1 agent → 5–7 agents in specialties.

Go-to-Market

Acquisition and Expansion Strategy

Webinars (8–12% conversion to demo)

Partnerships with CRMs and Healthtech Platforms

Paid Ads optimized for WhatsApp-first Onboarding

SDR-Assisted Onboarding (Hybrid Model)

1

Phase 2 — LATAM (Spanish)

Mexico, Colombia, Chile

Clinics already intensely use WhatsApp

2

Phase 3 — Global Health SMBs

Hispanic clinics in the US

Europe (EN/ES/PT)

Goal: 50 clinics in the first 12 months; 250+ in year 2.

Product Roadmap

Platform Evolution

2025

  • SaaS v1 Launch
  • Multi-agent Orchestration v2
  • WhatsApp + Email + Webchat
  • Persona Builder

Impact Goal: reduce clinic workload by 40%.

2026

  • Inbound/Outbound Voice AI
  • AI SDR Outbound Engine
  • Playbook Marketplace

Impact Goal: increase conversions 20–30%.

2027

  • Global Expansion
  • Multi-agent Marketplace
  • Enterprise APIs

Impact Goal: scale in markets & verticals.

12-Month Milestones

Objectives for the Next Year

Launch SaaS v1 (Q1 2026)

Acquire first 50 clinics (within 12 months)

Reach USD 25k–40k MRR

Launch Voice AI

Build LATAM expansion pipeline

Strengthen multi-agent infrastructure

Use of Funds

Strategic Resource Allocation

35-45%

Product & Engineering

Platform stability, UX, integrations.

25-30%

AI R&D

Optimization, RAG, cost reduction, multi-agent tuning.

30-35%

GTM

Marketing, partnerships, SDR, content engine.

Team

Leadership and Expertise

Ricardo Palomar — Founder & CEO

AI Strategy, product vision, GTM leadership.

Supported by a multidisciplinary team in:

  • AI Engineering
  • Backend
  • Frontend
  • Voice AI
  • Product
  • Design

Our Vision

We believe that every clinic in the world will have an AI SDR.

Our mission is to build the platform that powers this future — starting in Brazil and scaling globally.

Sonia is not just automation; she is the new standard for patient acquisition.

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