AI & Communication

Your clinic's brain, on tap

Teach the AI everything your clinic knows

Knowledge base

Drop files here

PDF · DOCX · TXT

cancellation-policy.pdf

2.1 MB

Indexed

service-prices.docx

340 KB

Indexed

insurance-rules.pdf

1.4 MB

Indexed

procedure-notes.pdf

890 KB

Indexing

The problem

The AI is smart, but it doesn't know your cancellation policy, your pre-consult prep instructions, your insurance rules, or how you handle late arrivals. Every clinic has this knowledge in its head - and nowhere else.

Knowledge Base

The knowledge base is where you upload everything your AI should know that isn't already in the app. Cancellation policy PDFs, pre-consult prep instructions, insurance-specific rules, common FAQ answers, procedure descriptions - anything you'd hand a new receptionist on their first day. Kashfy indexes it all, and the AI reaches for it when a patient asks something related.

The indexing happens in seconds. Upload a new cancellation policy at 2pm, and by 2:00:30 the AI is quoting it correctly on WhatsApp. Replace it later with a v2, and the old one is retired instantly - no risk of the AI accidentally quoting the previous version.

Every answer that draws from the knowledge base cites its source. If the AI told a patient 'we require 24-hour notice for cancellation', you can see exactly which document that came from - the file name, the section, the exact quote. That transparency means you always know what your AI is telling patients.

Inside

  • PDFs, DOCX, Markdown, plain text - all supported
  • Re-indexed automatically when you replace or edit a file
  • Every AI answer cites its source for verification
  • Scoped per branch when policies differ
  • Version history: see what the AI was quoting last month
  • Search across all documents from the dashboard
  • Categorize by topic (policies, procedures, insurance)
  • Test any question against the KB before it goes live

Who this is for

A

Cosmetic clinic with detailed prep protocols

Every procedure - filler, laser, peel - has specific do's and don'ts before and after. Upload the protocols and the AI walks patients through them without a human involved.

B

Clinic with strict cancellation / no-show policy

Load the policy PDF once. Every future cancellation request gets the policy quoted correctly, with the exact wording you approved.

C

Multi-branch chain with per-city rules

Cairo branch takes AXA; Alexandria doesn't. Upload each branch's rules separately, and the AI serves the right one based on which branch the patient is asking about.

Common questions

How big can documents be?

Any single file up to 50MB, and there's no limit on the total number of documents. Bigger documents take a few extra seconds to index.

What if the AI ignores a document?

The dashboard has a 'test' tab where you can send it a hypothetical patient question and see which documents it used to answer. If it missed one, you can rephrase or split the document to help.

Can I edit a document without re-uploading?

Yes. Plain-text notes and FAQs can be edited directly in the dashboard, and re-indexing happens automatically on save.

What about Arabic vs English documents?

Both work equally well. The AI translates between languages internally, so an English policy is quoted correctly to an Arabic-speaking patient.

Ready to run knowledge base on Kashfy?

First 50 bookings free. No card, no clock.

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