AI Assistant in Support Chat

The Support chat widget is available from the Support link in the sidebar. It opens a chat panel with two tabs: AI Assistant and Agent. Both tabs show the same underlying conversation thread — the AI Assistant tab filters that thread to show only the AI's messages, and the Agent tab filters it to show only staff and system messages.

What you'll learn

How to open the Support widget and ask the AI Assistant a question
How the AI Assistant tab and the Agent tab relate to the same conversation
How ClinyPal decides between live chat and a "leave a message" form
How the AI Assistant is labeled as AI, and what that labeling does and doesn't cover
What happens when the AI Assistant can't answer your question

The Support chat widget open to the AI Assistant tab, showing a question typed in and an AI-generated answer, with the Agent tab visible alongside it.

Asking the AI Assistant a question

The AI Assistant tab is always available, regardless of support hours. It answers by searching ClinyPal's own help content — the same articles in this help center — and phrasing a response to your specific question.

Open Support

Click <strong>Support</strong> in the sidebar to open the chat widget.

Stay on the AI Assistant tab

This tab is selected by default. It's always available, day or night.

Type your question

Ask in plain language, the way you'd ask a colleague — for example, "how do I add a new practitioner?"

Read the answer

The AI Assistant replies in the same thread, drawing on ClinyPal's help articles to answer.

Ask a follow-up if needed

You can keep asking questions in the same conversation.

AI-generated answers Responses on the AI Assistant tab are generated by AI, drawing on ClinyPal's help content. The tab is labeled "AI Assistant" — that label is the disclosure; individual messages inside the tab aren't separately badged. If the AI Assistant is unavailable, it fails soft: it simply won't return an answer, and you can switch to the Agent tab instead.

When the AI Assistant can't answer

Not every question has an answer in ClinyPal's help content — account-specific issues, billing questions, or anything that needs a person to look at your data won't be something the AI Assistant can resolve. When it can't answer, it shows a message suggesting you switch to the Agent tab.

Switching to a human: the Agent tab

The Agent tab connects you with ClinyPal's human support team. What happens next depends on whether it's currently support hours:

During support hours — your message goes into a live chat with a support agent.
Outside support hours — you'll see a "leave a message" form instead, so you can describe your issue and a team member follows up when support reopens.

ClinyPal decides which of these two modes to show automatically based on the current time — you don't need to choose between live chat and leaving a message yourself.

Click the Agent tab

From the open Support widget, click <strong>Agent</strong>.

Check which mode you're in

During support hours you'll be able to chat live; outside support hours you'll see a form to leave a message.

Send your message

Type your question or issue and send it. A support agent will respond in the same thread.

Same conversation, two views The AI Assistant tab and the Agent tab are two filtered views of one underlying conversation. Switching tabs doesn't start a new conversation — it just changes which side of it you're looking at.