AI assist
Draft replies and summarise long conversations with AI, without anything sending on its own.
AI assist gives you two tools inside the composer: a suggested reply and a conversation summary. Both read the recent thread — and the linked patient's name, language and active journeys — so the output fits the conversation. Nothing is ever sent automatically: a suggestion is only ever a draft you review.
Get a suggested reply
Open the conversation, click the sparkles icon under the composer (titled AI assist), and choose Suggest a reply.
The draft fills the composer. An "AI draft" marker appears above it with two links: undo restores whatever you had typed, regenerate asks for a fresh draft.
Edit the draft like any other message, then press Enter or click Send.
The suggestion matches the channel the reply will ride — short and informal for WhatsApp and SMS, fuller for email — and answers the patient's latest messages.
Summarise a conversation
Long thread, new shift? Choose Summarize conversation from the same AI assist menu. A summary appears as a notification with a Save as note action — click it to keep the summary in the thread as an internal note the patient never sees.
Limits
- Rate limit. AI assist is rate-limited per organisation, shared by everyone at the practice: bursts of up to about 30 requests, roughly 180 per hour in sustained use. Past the limit you'll see "AI assist rate limit reached — try again shortly".
- Empty threads. Both actions need at least one message in the thread to work from.
- Availability. If AI assist isn't configured for your workspace, the actions return "AI assist is not configured" — contact your administrator.
AI output is a starting point, not a decision. Always review a draft before sending, especially anything touching clinical or pricing questions.