AI Center

Set up and oversee the assistant, automations and AI workers, and approve AI suggestions.

• Review AI suggestions in Approvals

  Accept or reject what the AI has suggested, so nothing it drafts happens without a person deciding.

• Set up automations

  Turn on ready-made messages that send on their own after a visit or a no-show, and see everything that runs by itself in one place.

• Set up the patient assistant's name, knowledge and tools

  Choose what the portal assistant is called, how it greets patients, which clinic topics it may answer from and which record look-ups it may use.

• Turn an AI assistant on or off

  Enable or disable one of the clinic's AI assistants, and check its setup and approval history.

• Use the Clinic Setup Assistant

  Describe your clinic in plain words, review the settings the assistant proposes, and save only the ones you approve.