How to set up the AI assistant

Watch the video1:23

The AI assistant automatically responds to messages and comments on your social networks using your business information and frequently asked questions.

It answers for as long as your plan has active contacts left in the cycle. Once you hit the cap, automatic replies pause until renewal — messages keep arriving in the inbox and you answer them by hand. The count is under Plans.

Steps

1. Open Social Media → AI Assistant.
2. Use the Assistant Status switch to put it online or offline.
3. Under Agent Identity, type the name it introduces itself with and press Save.
4. Under Personality and Tone, choose Formal, Empathetic or Casual.
5. Open the Engagement tab.
6. Review the fallback chain: what happens when the assistant cannot answer.

The tone and the status switch save instantly; the Save button applies only to the agent name, and it enables only when that name changes — if it looks greyed out, you have not typed anything different yet. The Knowledge Base and the Voice Profile show as Coming soon and cannot be edited yet. To silence the AI in one particular conversation, use the switch in the Inbox.

The authorization Sarai always asks for

Before registering a new patient, Sarai asks for the data-processing authorization that Law 1581 requires, and separately asks whether they want promotions. It is not configurable and cannot be turned off: without that authorization there is no legal basis to store their data, and the system refuses to create the patient.

What you will see in practice:

• Sarai asks it in the same message as the name and document, so it does not lengthen the conversation.
• A “bueno” or a “dale” does not count. Sarai asks again until it has a clear yes or no. That is deliberate: the law requires it to be explicit.
• If the patient says no, Sarai does not register or book them, explains it calmly, and points them to your phone number. This is not an assistant fault.
• A no to promotions does not block the appointment. They are separate decisions.
• A patient who already authorized is not asked again.

It is recorded with the exact text they were shown and the date, and you can see it on the patient record, Administrativo tab.

Tip