Guides for launching the AI line inside a pharmacy team.

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

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

Switch the AI assistant on once your AI line is set up, choose your transfer number and greeting, and divert calls to it from your existing landline.

See what the agent answers from and where to fix it, build your group and branch training on top of the platform set, and correct the agent from real call transcripts.

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

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

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

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

Search, sort, filter by column, choose which columns you see, save an arrangement as a view, and correct a value without opening a form.

Use magic links, password sign-in, social providers, passkeys and two-factor authentication, and change or reset your password.

Find your pharmacy details, sign-in and security, plan, AI phone line and agent API keys — each in its own section with its own link.