No. SleekAI is configured to refuse any symptom assessment and route everyone to a real eye exam with a licensed optometrist. Blurry vision, floaters, eye pain, and light sensitivity all get the same response: that needs to be evaluated in person, not by chat. The refusal is enforced in the system prompt and tested before go-live.

Yes, when you store plan details (allowance, copay, fitting fee, frequency rules) as custom fields on a plan custom post type. SleekAI reads them into the prompt at runtime, so VSP Signature, VSP Choice, EyeMed Insight, and Davis Vision each get distinct answers. Update the field and the bot updates with no retraining.

Yes, if frames are stored as a custom post type with brand, model, allowance fit, and stock status. The chatbot can answer brand and model questions from your site data and tell a patient whether their plan covers a specific frame without anyone calling the rep.

Yes, in your WordPress database. You set retention - thirty days, ninety days, a year. OpenAI calls go through your own API key, so no third party sits between your patients and the model. The log gives the front desk a clean handoff for any booked exam.

Yes. SleekAI is multibot - configure a different system prompt, persona, and presets for the kids' section. Tone shifts toward parents asking about myopia management, screen time, and first exams while the main bot stays focused on adult exams and contacts.

Anywhere you choose, using 28+ display conditions for URL, post type, role, device, and more. Most practices show it on exam, optical, and contacts pages and hide it on the blog and HIPAA notice. You can also vary the bot by office location.

Indirectly. SleekAI does not write directly into Eyefinity, RevolutionEHR, or Crystal PM. It captures the booking intent, the vision plan, and the symptom flag, then hands the lead to your front desk via email or webhook. The team confirms in the PM system the same way they would for a phone call.

The bot can answer policy questions - whether a patient needs an updated exam to reorder, what your in-house pricing looks like, when a fitting expires - using your published rules. It will not release a prescription itself, and it always routes verification requests to staff.