The dashboard has a lot of AI built in. The goal is to make you fast, not to take work away from your team. Here is what the AI does and what it does not.
What the AI does
- Drafts replies to client questions — pulls in the order, the client's history, your past replies, and proposes a response. You approve or edit and send.
- Drafts product descriptions — given a SKU and any notes, generates copy. You edit and publish.
- Drafts marketing emails — given a topic, generates a full email. You review and send.
- Tags and categorizes — incoming customer messages get auto-tagged so the queue is sorted by topic.
- Summarizes long threads — long support conversations get a one-paragraph summary at the top so you do not have to scroll.
- Suggests next actions — on a customer record, suggests likely next steps ("This client has been paused for 6 weeks — send a check-in?").
What the AI does not do
- Make clinical decisions — anything dosing, diagnosis, or contraindication is routed to a human provider. The AI flags it and stops.
- Send anything without your approval — drafts queue for review. The "auto-send" option exists but is off by default and gated to specific safe categories (order confirmations, shipping notifications).
- Make refund decisions over $200 — the AI can suggest a refund amount but cannot execute one above the threshold without your sign-off.
- Speak in your voice without learning it — the first month, the AI sounds neutral. As you approve and edit drafts, it learns your tone and adjusts.
How to control it
Open Settings → AI. There are toggles for each surface (replies, descriptions, emails, tags, suggestions). Turn off any you do not want.
There is also a "Strictness" slider. Higher strictness means the AI flags more drafts for human review and auto-sends fewer. Default is medium.
The honesty bar
Every AI-generated thing in the dashboard is labeled. If something was drafted by AI, you see a small purple chip on it. If something is fully human-written, no chip. The chip never lies — if you see it, AI was involved.
Cost
AI usage is included in your platform plan up to 10K drafts per month on the Standard tier. If you go above that (rare for most clinics), additional drafts are $0.01 each. Our cost on the underlying models is included — no separate "API key" billing.