AI Concierge

AI concierge for doctors

You met the perfect cardiologist at a conference last spring, and now a referral is due. Instead of scrolling hundreds of contacts, just ask who they were and get the name in seconds.

ConnectMachine's AI Concierge lets doctors search their contacts and calendar by asking a plain-language question. Instead of scrolling hundreds of names, ask 'who was the cardiologist from the Chicago conference?' and the right colleague comes up in seconds. It reads the notes you saved when you scanned each card, so every referral goes to a name you actually trust.

Medicine runs on relationships. Over a career you meet hundreds of colleagues: the specialists at conferences, the referring physicians at grand rounds, the panelists you traded cards with over lunch. Each one could be the exact right referral one day. The trouble is remembering which one, months later, when a patient needs a name.

The AI Concierge fixes that. Instead of scrolling an endless list or digging through a drawer of paper cards, you ask a plain question in your own words, and the right colleague comes up with the note you saved about them. Your whole network becomes something you can talk to, not a list you have to scroll.

Why scrolling a contact list never works

By your tenth year in practice, your phone holds hundreds of contacts and your desk drawer holds a stack of cards from every conference you ever attended. When a patient needs a specialist, the right person is somewhere in there. Finding them is the problem.

A plain contact list is sorted by name, which is useless when the one thing you have forgotten is the name. You remember the specialty, the city, or the panel where you met, but none of that is something you can scroll to. So the referral goes to whoever you happen to remember, not the best colleague for the job.

  • A list sorted by name, when the name is exactly what you forgot.
  • No way to search by specialty, hospital, or where you met.
  • Paper cards in a drawer you will never sort through.
  • Referrals sent to the first name you recall, not the best fit.

Just ask in plain language

The AI Concierge turns your network into something you can question like a colleague. You type or speak a request the way you would ask a partner across the hall, and it reads your contacts and the notes attached to them to find the match.

  1. Open the AI Concierge and ask in your own words, like 'who was the cardiologist from the Chicago conference?'
  2. It searches your contacts and the notes you saved on each one.
  3. The right colleague comes up, with their practice, specialty, and your note attached.
  4. Tap to call, message, or share their card, and the referral is on its way.

There is no filter to set and no folder to open. Asking takes a few seconds and returns one answer, instead of a scroll through hundreds of names where you second-guess every one.

Ask the way you actually remember people

You almost never remember a colleague by their full name. You remember that she was the rheumatologist two seats down at the state medical society dinner, or that he ran the sports medicine practice near the hospital. The AI Concierge lets you search by exactly those details, because it reads the context you saved instead of just matching letters.

  • 'Who was the endocrinologist from the Denver panel?'
  • 'Which orthopedic surgeon did I meet at grand rounds?'
  • 'Show me the pediatricians taking new patients on the north side.'
  • 'Who introduced me to that ENT I liked?'
  • 'Which colleagues are in the same hospital system as me?'

It is only as smart as the notes you save

The AI Concierge finds people by the context attached to them, so the notes you save are what make it powerful. The best moment to add one is the second you scan a colleague's card at a conference, while you still remember the conversation.

  1. Scan the paper card and the AI pulls the name, practice, title, phone, and email into a clean contact.
  2. Add a quick voice note or typed note while it is fresh, like 'interventional cardiologist, Northwestern, met at the Chicago conference, happy to take referrals.'
  3. Include the details you search by later: specialty, hospital, city, and how you met.
  4. Save it, and that colleague is now findable by everything you just noted, not only their name.

Keep notes to professional context: someone's specialty, their hospital, who introduced you, and how they prefer to receive referrals. That is exactly what you need to find the right colleague, and nothing more.

It knows your calendar, not just your contacts

The AI Concierge reads your calendar alongside your contacts, so it answers questions about your schedule in the same plain language. Before a conference or a referral lunch, it helps you walk in already knowing who you are about to meet.

Ask 'who am I meeting at grand rounds this week?' or 'when did I last see Dr. Lee?' and it pulls the answer together from your calendar and your saved notes. You arrive prepared, with the context on each person already in front of you instead of scrambling to place a face.

From a drawer of cards to instant answers

This is the difference the AI Concierge makes. The stack of cards in your drawer and the hundreds of names in your phone stop being dead weight and become a referral network you can actually use, because any colleague in it is one plain question away.

Your contacts stay private by default and are never sold, and your notes travel with each person, so the network you built over a career keeps working for you. Every conference, every panel, every card you scan makes the next referral easier to place.

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Domande frequenti

How do doctors find the right specialist for a referral?
Ask the AI Concierge in plain language, like 'who was the cardiologist from the Chicago conference?' It reads your contacts and the notes you saved on each one, then surfaces the right colleague in seconds, so the referral goes to a name you trust instead of the first one you happen to remember.
Do I need to remember a colleague's name to find them?
No, and that is the point. You can search by specialty, hospital, city, or the panel where you met, because the AI Concierge reads the context you saved, not just the name. Ask the way you actually remember people and the right contact comes up.
Do I need a separate app to use the AI Concierge?
No. The AI Concierge is built into ConnectMachine, alongside your card and your scanned contacts. You ask a question and it searches the contacts and notes already on your phone. There is nothing extra to install, and nothing for your colleagues to download to be found.
How much does the AI Concierge cost?
It is included on the Individual plan at $5.99 a month or $59.99 a year, along with unlimited AI card scanning, voice notes, and CRM sync. The free plan gives you up to four cards, three paper card scans, and the WhatsApp Assistant, so you can try the basics first.
Can it search by specialty or hospital?
Yes. If you saved a colleague's specialty and hospital in their note, you can ask for exactly that, like 'the endocrinologists at County General' or 'orthopedic surgeons I met this year.' The more professional context you note when you scan a card, the more precisely it can find people.
Can it help me before a conference or referral lunch?
Yes. The AI Concierge reads your calendar too. Ask 'who am I meeting at grand rounds this week?' or 'when did I last see Dr. Lee?' and it pulls the answer from your schedule and your notes, so you walk in already knowing who is in the room and the context on each one.

Getting started with the AI Concierge

Start by making your network searchable. Scan the cards from your last conference, add a quick note on each colleague's specialty and where you met, then ask the AI Concierge a real question, like 'who was the cardiologist from Chicago?' The first answer that comes back in seconds is the moment a drawer of paper cards turns into a referral network you can talk to.

Ask your network instead of scrolling it.

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