MediCRM
AI assistant
Answers enquiries nobody has answered, from a brief you write.
Open Settings > AI assistant (administrators).
- Choose the provider (Google Gemini, OpenAI, Anthropic Claude or NVIDIA) and the model name. Paste the API key once; it is stored encrypted and is never shown again.
- Write the brief: the clinic facts, what the assistant may talk about, what it must never talk about, the message it sends when it does not know, and the tone.
- Set the waiting time before it answers, the number of replies it may send in one chat, and the channels it may use.
- Use Try the brief to see the replies. Nothing is sent from there.
- Switch it on.
When the assistant cannot answer, it tells the patient that it will check with a senior colleague, hands the chat to a person, and tells the owner of the lead. A chat that a person has answered is left to that person.