> ## Documentation Index
> Fetch the complete documentation index at: https://zovi.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.
# 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**.
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](/settings/booking).
## 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
The catalog the advisor recommends from.
Plans the advisor can describe and compare.
The booking links that decide how the advisor hands over.
Where clients meet the advisor.