> ## Documentation Index
> Fetch the complete documentation index at: https://fit4lifecare.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Use the In-OS AI Assistant to Analyze and Update Data

> The Fit4Life OS AI assistant reads your clinic data, answers questions, and proposes changes you confirm before anything is saved, powered by Claude.

The Fit4Life OS AI assistant is your on-demand analyst and data editor, built directly into the platform so you never leave the screen to get answers. Ask it about revenue trends, look up a patient's order history, or instruct it to create a new record, it will always show you exactly what it plans to do before touching anything. The assistant is powered by Claude and scoped entirely to your clinic's data.

<Warning>
  The assistant is single-tenant by design. It cannot answer questions about other clinics or businesses, and it will not perform cross-clinic data queries. Any prompt that attempts to pull data outside your clinic's scope will be declined.
</Warning>

## Opening the assistant

You can open the assistant from two entry points:

* **Sparkles FAB**: the floating action button in the bottom-right corner of every screen. Click the sparkles icon to slide open the assistant panel without leaving your current view.
* **Top-bar Assistant button**: the **Assistant** link in the top navigation bar opens the same panel.

## What the assistant can do

<CardGroup cols={2}>
  <Card title="Answer data questions" icon="magnifying-glass">
    Ask about totals, trends, and records (revenue for a date range, a customer's last order, product cost history, payroll entries) and get an immediate answer pulled from your live data.
  </Card>

  <Card title="Propose data changes" icon="pen-to-square">
    Instruct the assistant to create or edit customers, orders, COGS entries, or payroll records. It stages the change as a preview card for your review before writing anything.
  </Card>
</CardGroup>

## Read vs. write operations

The assistant distinguishes between reading and writing so you stay in control.

**Reading data (no confirmation needed)**

The assistant can look up and display any of the following without asking for confirmation:

* Revenue, P\&L, daily sales, goals, and payroll summaries for any period
* Customer details, order history, and line items
* Product costs, invoices, deliveries, and the audit log

**Writing data (confirmation required)**

Any operation that creates or modifies a record requires your explicit approval. The first write tool the assistant calls is intercepted as a **preview card** describing exactly what will change, field by field. You then choose:

* **Confirm**: the change is saved and logged.
* **Cancel**: nothing is written, and the assistant awaits your next instruction.

For a **destructive** action (deleting a customer or order), the preview card asks you to type `DELETE` inline before the button activates, so a permanent change can never happen with a single click.

The write tools include creating, editing, and deleting customers and orders; sending an invoice; dispatching a delivery; running a reorder; setting a goal; upserting a product cost; and adding a payroll week. To act on a customer by name, the assistant can look one up directly (for example "edit Dillon's phone number") without listing your whole roster.

## Audit trail

Every confirmed write is recorded in the platform's activity log with the timestamp, the assistant session, and a summary of the change. This gives you a complete history of AI-assisted edits for compliance and review purposes.

## Managing your chat session

<Steps>
  <Step title="Start a new chat">
    Click **New chat** at the top of the assistant panel to clear the current conversation context. Use this when switching between unrelated tasks to keep the assistant focused.
  </Step>

  <Step title="Use suggestion chips">
    Quick-start prompts appear when the conversation is empty. Click any chip to pre-fill a common question, for example, "What was last month's revenue?" or "Show me open orders."
  </Step>

  <Step title="Keep the session active">
    The assistant session expires after **30 minutes of inactivity**. If you leave the panel idle, the context resets. Start a new chat to continue.
  </Step>
</Steps>

## Example prompts

The following prompts illustrate the range of tasks the assistant handles well:

* *"What's the total revenue for Q2?"*
* *"Show me all orders for Jane Smith."*
* *"Create a new customer: Maria Lopez, 555-867-5309."*
* *"Update the COGS for BPC-157 to \$18.50."*
* *"Add a payroll entry for this week: \$4,200."*

For each write-type prompt, the assistant stages the change as a preview card before saving.