In-app AI Chat
Available by planAsk a question in plain language and get an answer in the context of the current screen and task — how to do something, where information lives, and what the next step is.
AI
Innovation that helps your team — not a replacement for it.
The in-app assistant answers questions and explains screens from inside the work itself — within the user’s permissions, and without making decisions on your behalf.
Screen Guidance
Available by planAn explanation of the screen you are on: what it does, what each part means, and how to continue from it — especially useful for a new employee, or for a screen you rarely open.
Clear boundaries, by design
The AI capabilities are built as a helper for the team — not as a decision-maker. So the boundaries are set in advance:
- The assistant works inside the permissions of the person asking — it does not see or reveal anything that user is not allowed to see
- No clinical decisions and no clinical recommendations — exams, prescriptions and professional judgement stay with the optometrist
- No autonomous actions — the assistant explains and answers; the team performs the actions
- Data stays within the business’s permission model — nothing is shared between businesses
Questions a store actually asks
Operational questions from the working day — not clinical ones:
- “How do I open an order from the customer’s prescription?”
- “Where do I see all the open orders that have not been handed over yet?”
- “How do I add a new employee and set up their permissions?”
- “How do I send a customer the online booking link?”
Where this is heading
The next directions are defined at the category level only — no dates and no commitments:
Extending guidance to more screens and workflows · PlannedRicher answers in the context of the task at hand · PlannedAssistance with routine operational tasks · Planned
Planned directions may change and are not a commitment.
Privacy first
Questions and answers stay within the context of your business. The assistant is bound by the same permission model as the user themselves — clinical masking for non-clinical roles included — and one business’s data is never used to answer another’s.
The AI capabilities are enabled according to your plan and your business setup. In a demo we will check together what is available for your business.
Want to see how OptiFlow could fit your business?
We’ll set up a personal demo, learn how you work today, and show the capabilities that matter for your store or clinic.