Create an AI assistant for your clinic or letter type
AI assistants generate letter content based on your templates and preferences. Create an assistant so you can select it when creating a record.
1
Create a new assistant
From the assistants area, select the option to create a new assistant. Give it a name and choose the template or letter type it should use. You can set how it formats output (for example tone or sections).
You may need admin rights to create assistants. Fill in the details and save to create the assistant.
2
After creation
The new assistant appears in the list when you create a record. Select it on the create letter screen so the generated letter follows that assistant’s template and style.
When creating a record, choose this assistant from the dropdown. The letter will use its template and format.
Choose the assistant that matches your clinic or letter type so the output follows your templates and style.
