Generate with AI writes the first draft of a broadcast or template for you, so you're editing rather than staring at a blank box. Nothing is sent until you send it.

Where it is

Generate with AI appears on the broadcast composer and on the email and SMS template editors. It writes a subject and body, or an SMS, into the editor for you to edit; nothing is sent or saved by the button itself.

Use it

1

Set up the message first

For a broadcast, choose the channel, marketing switch and audience; the draft is written for that audience and for the length the channel allows, so an SMS draft is short. For a template, the type, confirmation or reminder for example, tells it what the message is for.

2

Select Generate with AI

There's nothing to type first: it works from the kind of message it is and, for a broadcast, the audience you chose. The draft appears in the editor. Placeholders such as the patient's first name and the clinic's name are used where they fit.

3

Edit and preview

Change the tone, add the offer details and the dates, and check the preview with a real patient in mind. If it isn't right, Generate again after the short cooldown shown on the button.

4

Send or save as usual

The broadcast goes through its review step; the template is saved and linked like any other.

The broadcast composer at the Message step with the Generate with AI button, a generated SMS with placeholders in the content field, and the audience summary beside it.
A broadcast SMS for patients with an upcoming appointment, drafted with Generate with AI.

Good to know

  • If the service is busy you see Couldn't generate a message with AI. Try again. Write it by hand or try later.
  • The AI receives the kind of message, the placeholders it may use and, for a broadcast, a one-line summary of the audience, never the list of patients.
  • Marketing law applies to the draft as to anything else: keep the marketing switch on for promotions so opted-out patients are excluded and the unsubscribe link is added. See Send a broadcast.