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Using Ask Axis

Ask Axis is your built-in AI assistant. It can help you manage customers, create protocols, look up orders, generate documents, and much more — all through natural conversation.

Getting Started​

You can access Ask Axis two ways:

  • Click Ask Axis in the sidebar under Overview.
  • Click the floating Ask Axis button in the bottom-right corner of any page.

Ask Axis

The Interface​

  • Left panel — Your conversation history. Click New Thread to start a fresh conversation.
  • Main area — The chat window. Type your message and press Enter.
  • Connected indicator — Shows that the AI assistant is online and ready.
  • Attachment button — Attach files to your messages.
  • Voice button — Start a voice session.

What Ask Axis Can Do​

Customer Management​

  • "Create a new customer named Jane Smith with email jane@example.com"
  • "Look up the customer with email john@example.com"
  • "Update Jane Smith's phone number to 555-1234"
  • "Find products for gut health"
  • "What omega-3 supplements do you have?"
  • "Recommend supplements for a patient with low vitamin D"

Protocol Creation​

  • "Create a protocol for Jane Smith with Vitamin D Supreme and CoQ10"
  • "Add Omega-3 Fish Oil to Jane Smith's protocol"

Subscription Management​

  • "Pause Jane Smith's subscription"
  • "Cancel the subscription for john@example.com"
  • "Skip the next delivery for Jane Smith"

Order Management​

  • "Show me recent orders"
  • "Create a one-time order for Jane Smith with Creatine"

Document Generation​

  • "Create a patient handout for Vitamin D Supreme"
  • "Generate a marketing infographic for Kava Kava"
  • "Create a clinical summary for CoQ10"

Website Content​

  • "Write a hero section for my wellness website"
  • "Import my existing website at www.mypractice.com"
  • "Generate an about section for my practice"

Research​

  • "Search for recent research on magnesium glycinate for sleep"
  • "What are the benefits of berberine for blood sugar?"

Tips for Better Results​

  • Be specific — "Create a protocol for Jane Smith" works better than "make a protocol."
  • Name the patient — Include the patient's name so Ask Axis can look them up.
  • Combine tasks — "Create a customer named Jane Smith and then create a gut health protocol for her."
  • Ask follow-up questions — The conversation maintains context, so you can refine as you go.

Limitations​

  • Ask Axis cannot process payments or issue refunds directly.
  • It does not provide medical advice — it helps with administrative tasks.
  • It cannot access data from other practices — only your account.