Ask AI is part of AI Assist in Bookem. It lets you ask questions about your practice, take action on bookings, and generate clinical documents - all from within Bookem. It works across your clinical workflow, so you can get information or complete tasks without leaving the screen you're on.
AI Assist is available on the client profile and the booking modal. Click the AI stars icon to open it.
AI Assist combines two capabilities in one place:
Type any question in plain English and AI Assist returns an answer drawn from your Bookem data, covering everything from client information to reports and stats.
Examples of what you can ask:
Ask follow-up questions
Ask AI allows back-and-forth conversations within a session. If the first response isn't right, simply ask a follow-up—no need to repeat context.
AI Assist can generate a range of administrative and clinical documents, including:
Important: AI Assist produces a draft for your review. Check the content carefully before sending.
After a consultation, use AI Assist to draft a message for your client or third party.
AI Assist will open the messages tab and draft the message there, drawing on the context you provided. Review and edit the message before sending.
AI Assist lets you run prompts by typing them directly in plain English or by selecting a saved prompt.
Create and save your own prompts:
1. Go to Settings > Prompts
2. Select '+New prompt'
3. Add a prompt label and instructions
4. Next, verify that usage tags are correctly set for their intended purpose, ensuring availability in documents and AI Assist
5. Set up required context, if necessary
Tip: You can improve the quality and relevance of outputs by adding usage tags and required context to your prompts. Usage tags tell AI Assist when a prompt should appear, and required context specifies what information to include.