Help centre

Guides for launching the AI line inside a pharmacy team.

Each guide maps to a real dashboard workflow, from setting up call handling to maintaining patient, prescription, service and booking records.

Owners and staff

Getting Started

Sign in, understand the dashboard, switch theme, navigate the main areas and open pharmacy settings.

Owners and implementation leads

Calls and the AI Agent

Understand call logging, deflection rate, identity verification, intent routing and agent API access.

Pharmacy teams

Patients

Add, edit, delete, search and import patient records while keeping identity checks in mind.

Dispensary teams

Prescriptions

Track prescription status from received to collected and understand what the agent can read back.

Owners and service leads

Services

Create the bookable service catalogue used for vaccinations, reviews and other pharmacy services.

Front-counter and service teams

Bookings

Book patients into services, update appointment status and send email or SMS confirmations.

All users

Signing in and Account Security

Use magic links, password sign-in, social providers, passkeys, password reset and account recovery.

Ready to see the workflows in your own pharmacy?

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.