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AI Assistant
The AI Assistant is a chat panel available from the top bar of the Medipal web app. It understands which page you are on and can both answer questions and make changes for you, always inside the permissions you already have.
What it can do
| Where you are | What the assistant can do |
|---|---|
| Anywhere | Explain features, describe the current page, navigate to a page, ask you clarifying questions, and create a new questionnaire from a description (it asks which folder to use). |
| Questionnaire designer | Add, edit, clone, move and delete questions and sections; change question types; set conditions between questions; create and edit variables and scoring functions; translate questions into other languages; configure per-language settings; switch the preview language. |
| Scheduling | List and explain existing schedules, create or update schedules from a description, preview the resulting access windows, validate section-based schedules. |
| Questionnaire engine editor | Read the engine's components and shared files, create or modify components, and explain how the engine works. See Engine Editor. |
You can attach images, PDFs and text files to a message, for example a paper questionnaire to be converted.
How it works with your data
- The assistant sees the page context you are on and the interface language, and answers in that language.
- Changes are applied to the questionnaire you are editing exactly as if you had made them in the designer. They are grouped into one batch that can be undone in a single click from the banner at the top of the chat.
- When you navigate away while the assistant is still working, it continues on the original questionnaire in the background and the chat tells you where it is working.
- A published questionnaire is read-only for the assistant as well: it can explain the structure but does not modify it.
- The conversation is kept on your device only and can be cleared at any time.
Review responsibility
The assistant proposes; you decide. Review every change, especially conditions, scoring formulas and translations, before publishing a questionnaire. The undo banner is there to revert an entire session if the result is not what you wanted.
Enabling the assistant
The assistant is enabled per instance by your administrator. Users additionally need the AI read right to see the button and the AI execute right to send messages. See Users, Roles & Scopes.
Troubleshooting
| Symptom | Likely cause | What to do |
|---|---|---|
| The AI button is missing | Not enabled on the instance, or missing AI rights | Ask an administrator. |
| "Read-only mode" banner | The questionnaire is published | Create a new version to edit; see Versions & Publishing. |
| "AI connection stalled" | The request was cancelled after no response | Send the message again. |
| Changes appeared in the wrong questionnaire | You navigated during a long operation | Use Go to page in the context banner; undo if needed. |
| "Storage full" notice | Long conversation history on this device | Older messages were trimmed automatically; clear the conversation to start fresh. |