AI Tools in Patient Copilot

AI is a big word in our world right now, but what is it and how can you use it in Patient Copilot? In this document, we’ll delve into the various Patient Copilot AI tools available, how they work, and pro tips for maximizing their effectiveness. Let’s get started! * * * ## What is AI? AI, short for Artificial Intelligence, simulates human intelligence in machines to perform tasks that typically require human intelligence. In the context of business, AI offers automation and enhancement of processes, creative assistance, and improved customer experiences. * * * ## How AI Works AI operates on prompts provided by users. A prompt is the directive or content given to the AI, which then generates a response based on the input. Detailed prompts lead to more accurate and relevant AI responses.!(https://assets.patientcopilot.ai/1c3736b34dbcc96b.png) * * * ## Pro Tips for Using AI Effectively As with any tool, there are tips and tricks to help you succeed and fast-track your success. - Understand AI as a Tool: Recognize AI’s role as a tool that requires understanding and training for optimal use.

• Make Detailed Prompts: Provide specific and detailed prompts to get precise AI responses tailored to your needs.
• Use AI for Creativity and Research: Utilize AI to kickstart the creative process, generate content ideas, and conduct research efficiently.
• Use AI on Auto-Pilot: After training and testing, utilizing AI on auto-pilot allows for automated customer responses and business processes. Many of our AI products allow for this, learn more below.
• Practice, Try it Out Now!: Most importantly, just practice using different prompts and tools to help improve your business processes and customer interactions.
• Go to Chat GPT and create a free account. Then spend some time practicing! Ask ChatGPT to create something for you. Experiment with different prompts and see what you get. Think about how you can add it to your business processes and customer interactions.
• After practicing, start using it in Patient Copilot. Then consider how to train your clients how to use it in Patient Copilot so you can rebill to make a profit from their usage in Patient Copilot. They will be happy to pay after you show them how it will help their business grow while saving them time! * * * Within Patient Copilot, we have several built-in tools to help you utilize AI to grow your business. Let’s review each of them below. ### 1. Content AI Content AI enables businesses to create content using AI assistance. It can generate social media posts, emails, website headlines, blogs, and more based on user-defined parameters. Learn more about Content AI - (https://help.patientcopilot.ai/support/solutions/articles/48001234826-how-to-enable-and-rebill-content-ai-)(https://help.patientcopilot.ai/support/solutions/articles/48001234826-how-to-enable-and-rebill-content-ai-)[How to Enable and Rebill Content AI?](https://help.patientcopilot.ai/support/solutions/articles/48001234826-how-to-enable-and-rebill-content-ai-)(https://help.patientcopilot.ai/support/solutions/articles/48001234826-how-to-enable-and-rebill-content-ai-)(https://help.patientcopilot.ai/support/solutions/articles/48001234826-how-to-enable-and-rebill-content-ai-)
• Learn more about Content AI in Blogs!(https://assets.patientcopilot.ai/82568e65ea5e3b20.png)!(https://assets.patientcopilot.ai/2f0ec434afe21d55.png) Learn more about Content AI in Social Planner!(https://assets.patientcopilot.ai/79f523d075459f27.png)!(https://assets.patientcopilot.ai/f7ff2ccf14f0cc81.png) Learn more about Content AI in the Email Builder!(https://assets.patientcopilot.ai/4adb36d55e669192.png)!(https://assets.patientcopilot.ai/5f1f61cc131d4589.png) Learn more about Content AI in Funnels and Website!(https://assets.patientcopilot.ai/3ddecc1e21b65001.png)!(https://assets.patientcopilot.ai/4b25ef92764d4cb9.png) * * * ### 2. Reviews AI Automate the management of reviews with Reviews AI, offering suggestions or autopilot responses to customer feedback, thus streamlining reputation management. Learn how to enable and use Reviews AI: A Guide to Suggestive and Auto-Pilot Modes!(https://assets.patientcopilot.ai/1238f388f753d3bf.png)!(https://assets.patientcopilot.ai/7fdc5f2454f2e9a4.png) * * * ### 3. Conversation AI Conversation AI provides automated chatbot experiences, capable of handling one-off inquiries, FAQs, and appointment scheduling with proper training and context. Learn more about Conversation AI - Enable Conversation AI for your Agency - Training the Conversation AI Bot!(https://assets.patientcopilot.ai/1255aa1770dd8883.png)!(https://assets.patientcopilot.ai/d2a977a3161692e1.png) * * * ### 4. Workflow AI & External AI Models In Workflows there are 2 categories for AI Actions. The first one is Workflow AI which is part of our Premium Features. Other one is the External AI Models category which consists of different LLMs such as OpenAI. You can integrate ChatGPT within the Workflow builder, allowing for customized automation of complex processes and workflows, albeit requiring technical expertise for setup and fine-tuning. Need to know: When using External Models you will have to enable “History” to give the action context of previous information. Learn more about Workflow AI - Enable and Rebill External AI Models
• How to Configure the GPT action!(https://assets.patientcopilot.ai/29a3a009f0221862.png)!(https://assets.patientcopilot.ai/f242f4ca1d9ac516.png)!(https://assets.patientcopilot.ai/634c007104e38094.png) * * * ## Should I Use Conversation AI or Workflow AI? Most business owners will prefer Conversation AI as it is easier to use due to its user friendly interface and training features. In contrast, workflow AI offers greater control over prompts but setting it up and improving the responses is a lot more complicated than Conversation AI. Check out this helpful comparison table to help you understand the differences and choose the best option for you.

  Conversation AI	Workflow AI
  Recommended for most users due to its training and user-friendly interface. Easier to learn and use. Great for general requests based on trained content. Most closely answers from trained material and prompts only - not considering outside sources that are not trained.	Greater control over prompting. However, setup and improvement are more complicated. Harder to learn and use. Good for one-off needs like intent finding or custom specialized flows. Consider all of the internet and the prompt when responding to requests.

  * * * High-level offers integration with third-party tools developed by external developers, expanding functionality beyond built-in features. These tools can be accessed through the developer app marketplace. Learn more about Third Party Tools - Locate 3rd Party Tools in the In-App Developer App Marketplace. Go to the Agency View > App Marketplace.
• To gain access to our developer resources so you developers can create your App Integration with Patient Copilot, go to https://developers.patientcopilot.ai/ * * * ## AI Pricing Patient Copilot AI pricing varies by product. Some AI features are now free to use and no longer use AI credits. Other AI products still use usage-based pricing or product-specific billing rules. Review the current pricing article before you estimate costs. Learn more about all of Patient Copilot’s Pricing, including AI Pricing, in the Patient Copilot Pricing Guide. Pricing varies between AI products and is subject to change from time to time due to business or industry changes. Developer Marketplace Apps can be free or paid and are set by external developers. You will find their contact information on the App when choosing to install or manage it. * * * ## Rebilling AI Costs Rebilling is not available for every AI feature. Some AI features are now free to use and do not follow the older credit-based model. Before you enable rebilling, confirm that the product still supports usage charges or reselling. On the Plan Agencies can rebill the AI usage of Sub-Accounts to their customers at a marked-up price to make the money back for usage. This can even make a marginal profit. To learn how to set up Rebilling, read the setup doc provided below per AI tool. To learn more about check out Rebilling, Reselling, and Wallets. * * * ## Conclusion Patient Copilot AI tools serve as invaluable assets for businesses, offering automation, creativity, and efficiency in various operations. By understanding how to effectively use these tools and incorporating them into your workflows, you can unlock their full potential to propel your business forward. Remember to experiment, test, and refine your approaches to maximize the benefits of AI in your business endeavors. Embrace the power of AI to streamline processes, enhance customer experiences, and drive growth. * * * ## Frequently Asked Questions Q. What AI tools does Patient Copilot offer? Content AI, Reviews AI, Conversation AI, and Workflow AI (plus External AI Models); third-party apps via the in-app marketplace. Q. Does Workflow AI consider outside sources? Conversation AI focuses on your trained material; Workflow AI can consider the wider internet and prompt. Q. What can Content AI generate? Social posts, emails, website headlines, blogs, and more. Q. What does Reviews AI do? Suggests or auto-pilots replies to customer reviews. Q. What is Conversation AI for? Automated chat experiences (FAQs, scheduling, etc.) with proper training/context. Q. Can I rebill AI costs to clients? Yes, on the plan, agencies can rebill sub-account usage. Q. Where do I find third-party AI tools or build my own? Agency View → App Marketplace; developer resources at developers.patientcopilot.ai. Q. Can I rebill AI costs to clients? Some AI products still support rebilling, but not every AI feature follows the same billing model. Check the product-specific pricing and rebilling article before you configure client charges.