The dashboard assistant

The floating chat button in the dashboard. Use it to ask questions and get things done by typing in Spanish, without navigating the screens.

It is not the same bot that talks to patients. This one is only visible to your team, sees every patient in the clinic, and respects the role of whoever is typing.

What it's actually good for

It beats the dashboard when the question is specific:

¿Cuántas citas hay mañana?
¿Qué tiene la doctora Salazar el viernes en la tarde?
Busca las citas de Carmen Rivadeneira
¿Cuál fue el porcentaje de inasistencia el mes pasado?

And it books too:

Agenda a Pedro Morales con el doctor Cedeño el martes a las 10
Cancela la cita de las 3 de la tarde de hoy

Before changing anything, the assistant asks. It repeats back what it understood — patient, doctor, date and time — and waits for you to confirm. If something's wrong, say so in the same chat and it corrects it.

It never modifies anything without that step.

Administrator-only actions

Creating doctors, changing weekly schedules and entering time off. If someone on reception asks, the assistant will say they don't have permission. That is not an error.

Booking from the assistant

When booking you can supply the patient's phone number or not.

Supply it whenever you have it. If you do, the patient record is created or updated and the appointment gets reminders. If you don't, the appointment is still created — useful for walk-ins — but it will have no reminders.

Unlike the patient bot, the dashboard assistant can book several appointments for the same person without restriction.

Limits

If billing is suspended, the assistant still answers questions but won't let you change anything.
There is a usage cap per minute and per day, so one runaway mistake can't consume the whole clinic's allowance. If you see a high-demand notice, wait a moment and retry.
The conversation is temporary. You can reset it from the chat itself when it gets tangled.

What it doesn't do