Skip to content
M
Momentfy
Get the code

User Manual

Add-on

AI Assistant

A configurable AI layer across the app. Chat on the booking site and portal, automated report summaries, and vision analysis for medical images.

Route
/dashboard/addons/ai-assistant/settings
Roles
Add-ons permission to set up. Every team member sees the features (report summaries, clinical AI hints) once the add-on is on.
01

Overview

The AI Assistant is a single configuration that powers every AI feature in the app: chat on the client booking site, chat in the client portal, the report summaries you see above every dashboard, and vision-based hints for uploaded clinical images.

You pick the provider (OpenAI, Anthropic, Ollama, LMStudio, or a custom endpoint), the model, the language, and the tone. The same settings apply everywhere the AI is used.

02

Activation

  1. 1Dashboard → Add-ons → AI Assistant → Activate.
  2. 2Open Add-ons → AI Assistant. Toggle Enabled at the top of the settings page.
  3. 3Configure Provider, Model, and the rest as described below, then Save.
03

Provider & model

OpenAI
Base URL fixed to OpenAI's endpoint. Paste your API key. Models load automatically from your account.
Anthropic
Same as OpenAI but for Claude. API key required.
Ollama
Local. Point the Base URL at your local Ollama server (default http://localhost:11434/v1). No API key. Click Refresh to reload the list of installed models.
LMStudio
Local. Similar to Ollama — point at the LMStudio server URL.
Other
Any OpenAI-compatible endpoint. Useful for proxies or custom deployments.

Vision support

For Clinical Imaging AI hints and photo analysis, pick a model that lists vision support. The model dropdown shows context window and modality so you can tell at a glance.

04

Language & tone

  • Dialect — the language the AI replies in. English, Modern Standard Arabic, Egyptian Arabic, Saudi Arabic, and more.
  • Tone — friendly, professional, casual. Tweaks the personality without retraining.
05

Limits & custom prompt

  • Max Messages Per Session (1–100) caps the conversation length per chat window. 30 is a sensible default.
  • System Prompt Suffix is a free-text field appended to the AI's system prompt. Use it to add house rules — "Never quote prices; always redirect pricing to the front desk," for example.
06

Where the AI shows up

  • Client booking site — a chat widget for FAQs and rescheduling.
  • Client portal — logged-in clients chat for self-service.
  • Reports — every report has a Generate AI Summary button at the top.
  • Clinical imaging — the vision model analyses uploaded X-rays and photos (Clinical Imaging add-on must also be on).
  • Medical records — AI-suggested diagnoses on draft records (Medical Records add-on must also be on).
07

Tips

  • Self-host Ollama if you can't send data to a cloud provider — the local provider option keeps everything on your server.
  • Use the System Prompt Suffix to encode your brand voice and any compliance rules.
  • Start with a small model and upgrade if you feel the responses are shallow. Bigger models are slower and more expensive without always being better for short business queries.