Your AI Advisor

The assistant inside your app that talks to clients about their goals, recommends treatments from your own catalog, answers questions about your clinic, and takes them through to a booking.

Your AI Advisor is an assistant that lives inside your client app. It talks to a client about what they want, recommends treatments from your catalog, answers questions about your clinic, and can take them all the way to a booking. Clients see it by name: the default is Sofia, and you can rename her.

Open AI Advisor from the sidebar. It has three tabs: Dashboard, Knowledge Base, and Settings.

Screenshot: the AI Advisor section with the Dashboard, Knowledge Base, and Settings tabs.

The AI Advisor is an add-on that Zovi switches on for your clinic. You cannot enable it yourself from this page. Anything you save here applies the moment it is turned on, so it is worth setting up in advance.

What your clients see

When a client opens the advisor for the first time, it greets them by name and runs a short setup, under a minute: what they want to work on, a few questions about their skin, when they would like to start, and what feels comfortable to spend. If you offer more than one advisor, they pick one here too. They can skip it, and it never runs twice for the same client.

In the conversation itself:

• Replies are kept short, two or three sentences, rather than one wall of text.
• The cards usually match the words. Treatment, product, and membership cards under a reply are filtered to the things that reply actually named. A message about opening hours or parking gets no cards at all. When a reply names nothing in particular, the advisor falls back to showing its best suggestions in order.
• Cards show your member price and any package saving, with Add to cart. A treatment with package options asks the client to choose one first.
• When a membership would save that client money, the saving gets its own message rather than being buried in a paragraph.
• If the advisor cannot answer something, it says so and shows a Contact the clinic button instead of guessing.

Clients reach the advisor from the sparkles icon in the app header, a floating banner they can dismiss, the Just For You tab in Shop, the hero on Discover, and an ask card on each treatment page. They keep a history of their conversations and can start a new one or delete an old one.

Settings

Open AI Advisor and select Settings.

Persona

Your advisor has a name and a face. There are two to choose from, Sofia and Ethan. You can:

• Rename either of them, up to 40 characters, to whatever suits your clinic.
• Choose which ones your clients can pick from.
• Set the default advisor, the one a client gets if they do not choose.

Keep at least one enabled, and make sure your default is one of the ones you enabled.

Starter questions

Add up to three suggested questions clients see when they open the chat. Each question has an English and a German field, and both have to be filled in or that question is dropped when you save. This is true even if your app only runs in one of the two.

Custom instructions

Optional, up to 800 characters. A short note steering how your advisor talks about your clinic.

What the advisor can suggest

Treatments are always included, that is what the advisor is for. You control whether it also suggests:

• Membership plans
• Retail products

You also set Max recommendations per reply, between 1 and 5. Lower keeps replies focused, higher gives clients more to compare.

Some rules cannot be changed. Your advisor will never give medical advice, never promise a result, and never recommend anything that is not in your catalog.

Select Save changes when you are done.

Knowledge Base

Open AI Advisor and select Knowledge Base. This is the list of questions clients actually ask, and your answers to them. Your advisor quotes these answers directly, so whatever you write here is what a client is told.

Only add things that live nowhere else. Your opening hours, prices, treatments, team, and membership contents are already read live from your account. Copying them in here just creates a second version that goes stale the moment you change the real one.

Questions are grouped for you:

• Worth a look first: a starting checklist of the questions most clinics need to answer, plus any inherited answer that mentions a fee. Check these before anything else.
• Answered: your advisor can already handle these.
• More questions: answer any of them and your advisor starts using it straight away. Leave one blank and it refers the client to your team instead.

Each answer is labelled Your answer or Zovi default. A default is a safe starting point you inherited. Write over it whenever your clinic does things differently, and you can go back to the default at any time. Write the way you would answer at the front desk.

Answers are translated into your other app languages automatically. You will briefly see a Translating state while that happens.

Cannot find the question you need? Use Missing a question? to request one. Questions are shared across all Zovi clinics so that the same thing is always called the same thing, and yours is added if it fits.

Editing knowledge answers needs the settings permission, which owners and managers have by default. Anyone who can open the page can read the answers.

Booking from the chat

Your advisor can take a client all the way to a booking, in whichever way your clinic takes bookings.

If you book inside Zovi, the advisor walks the client through the treatment, the specialist, the day, and the time, confirms with them, and creates the real appointment. It offers a My Appointments button afterwards. It only ever starts a booking after the client has asked and agreed. If the slot goes while they are deciding, it says so honestly rather than claiming a booking that did not happen. An abandoned booking expires after 30 minutes.

If you book on your own website, by WhatsApp, or by phone, the advisor still does the part a chat is good at, working out exactly which treatment and which package the client wants, then hands over with a single button that opens your booking page, a WhatsApp message already written for them, or their phone dialler. It tells the client clearly that it has not made the appointment itself.

At each step the options appear as tappable choices above the message box, so clients can tap instead of typing. Typing still works.

Set your booking links. The advisor uses the most specific link it can find: the link on the package the client chose, then the link on the treatment, then your clinic default. If none of those is set, the button is hidden and the advisor asks the client to contact you directly, so it is worth making sure at least a clinic default is in place. See Booking settings.

Reading your advisor numbers

The Dashboard tab reports over Last 30 days, Last quarter, Last year, or All time.

Metric	What it counts
Time saved	An estimate of the front-desk time the advisor absorbed. Only conversations where the client sent at least two messages count, so someone who opened the chat and left is not included.
Conversations	Chats clients had with the advisor.
Recommendations	Items the advisor put in front of a client.
Orders sold	Orders where the client tapped one of the advisor’s recommendations and then bought it. A recommendation the client only saw does not count, and the purchase has to follow within the attribution window (15 days by default).
Total sales	Revenue from the recommended items in those orders, not the full order totals. This is revenue the advisor influenced, not revenue it collected on its own.
Avg. order value	Total sales divided by orders sold.

Below the tiles you get a conversations and revenue trend, a Sales table, a Conversations table, and Top recommendations. Open any conversation to see the Transcript, what was Recommended, the Outcomes (including anything purchased), and a Summary. A conversation the advisor passed to your team is tagged Handoff.

The AI Advisor section needs the analytics permission, which staff do not have by default, so most staff members will not see it at all. Anyone who can open it but cannot see client records sees that a conversation happened without being able to read the transcript.

Related

Treatments

The catalog the advisor recommends from.

Memberships

Plans the advisor can describe and compare.

Booking settings

The booking links that decide how the advisor hands over.

Your app

Where clients meet the advisor.