Owners and staff
Getting Started
Sign in, understand the dashboard, switch theme, navigate the main areas and open pharmacy settings.
Each guide maps to a real dashboard workflow, from setting up call handling to maintaining patient, prescription, service and booking records.
Owners and staff
Sign in, understand the dashboard, switch theme, navigate the main areas and open pharmacy settings.
Owners and implementation leads
Understand call logging, deflection rate, identity verification, intent routing and agent API access.
Pharmacy teams
Add, edit, delete, search and import patient records while keeping identity checks in mind.
Dispensary teams
Track prescription status from received to collected and understand what the agent can read back.
Owners and service leads
Create the bookable service catalogue used for vaccinations, reviews and other pharmacy services.
Front-counter and service teams
Book patients into services, update appointment status and send email or SMS confirmations.
All users
Use magic links, password sign-in, social providers, passkeys, password reset and account recovery.
The public guide catalogue mirrors the internal guide set. A pilot call can walk through the dashboard, API key setup, identity gate and booking flow with your pharmacy scenarios.