By business type
Two audiences with two risk profiles: the patient and the organisation buying
A health product's website usually serves two readers who have nothing in common. One is a patient or a member of the public, and the assistant's duties towards them are cautious to the point of being restrictive. The other is a clinician, a commissioner or an information governance officer, and their questions are detailed, answerable and worth a great deal to you. Getting value here means being excellent at the second while staying extremely disciplined about the first.
What people actually type
Not the questions on your FAQ page. These are the phrasings that arrive in a chat window, lowercase and unpunctuated, and the material has to answer them in those words rather than in yours.
- who can see my data
- is any of this shared with my employer
- how do i delete my account and everything on it
- can i export my records
- is this a replacement for seeing a doctor
- is the app regulated as a medical device
- how do i book with a clinician
- do you have a data protection impact assessment we can review
- which countries is this available in
- can my gp be sent a copy
- i need help right now
- how do clinicians get set up on this
What to feed it
In rough order of how much work each one takes off the front desk. Every one of these is a document you almost certainly already have.
| The privacy notice, written for the person it is about | What is collected, who it is shared with, how long it is kept, where it is processed, and an explicit answer to whether an employer or an insurer sees anything. If your product reaches people through their workplace, that last question decides whether they use it at all, and a vague answer reads as a yes. |
|---|---|
| The information governance pack for organisation buyers | Your data protection impact assessment, data flow description, retention schedule, subprocessor list, security certifications and whatever standard assessment your market expects. Health organisations run this review before anything else, the questions barely vary between buyers, and the answers are documents you have already written. |
| A scope statement saying what the product does and does not claim | The most important document in this family. What the product is for, who it is for, what it explicitly does not do, and whether it is intended to diagnose, treat or monitor anything. Every other answer inherits its boundaries from this one, so write it before you index anything else. |
| Crisis and safeguarding signposting | The emergency services number, the crisis lines relevant to each country you operate in, and the wording your clinical team approved. Index it, and put it in the refusal message itself so it appears immediately rather than depending on the assistant to select it. |
| Clinician facing material, kept distinct from the patient facing pages | How a practitioner is onboarded, how referrals work, what appears in a clinical record, what a professional can and cannot see. Clinicians ask precise questions and are unforgiving of vague answers, and this material usually exists only in a sales deck rather than anywhere they can find it. |
| Availability, eligibility and how somebody gets access | Which countries, which age ranges, whether access comes through an employer, an insurer, a health service or directly, and what somebody does when their organisation is not signed up. High volume, purely administrative, and completely safe to automate. |
What has to reach a person
Crisis, self harm and safeguarding, immediately and without a form
Any message suggesting somebody is in danger has exactly one correct response, and it is signposting: the emergency number and the crisis line, in the first reply, ahead of everything else. Not a contact form, not a promise of a call back, not a suggestion to book something.
Build this into the refusal wording rather than leaving it to composition, and set the caution level so an ambiguous message gets the serious reading. A false positive costs somebody a slightly odd reply. A false negative costs something else entirely.
Anything at all about a named individual
Whether somebody is a user, whether they have an appointment, what is in their record, whether a result has come back. Health data is a special category in most data protection regimes, and the mere fact that a named person uses a health service is itself health information.
The assistant has no record access and must never behave as though a confirmation would be harmless. Even a denial can disclose, so the answer is that it does not discuss individuals at all, uniformly, including with somebody who says they are the person concerned.
Any clinical question, including the ones dressed as product questions
Is this suitable for my condition, can I use it alongside my medication, does this mean my reading is bad, should I stop using it before an operation. These arrive constantly on a health product because the product is about health, and they are clinical questions whatever the framing.
The distinction to hold is between describing what the product does, which is safe, and applying it to a person, which is not. The refusal should name a real route: their own clinician, the service they came through, or the crisis line where the message warrants it.
A clinician asking about one of their patients
This is the hardest one to refuse, because the requester is legitimate, professional and probably entitled to the information through a proper channel. It is still not something a public chat widget can verify or supply.
Handle it as a routing question rather than a rebuff: name the authenticated channel or support route that handles patient specific queries, and take the details for a call back. The assistant's inability to know who it is speaking to is the whole reason, and it is worth saying so plainly to a professional who will understand it immediately.
The wording when it cannot help
This is the message the assistant returns when nothing in the material covers the question. It is written by you rather than generated, which matters here more than anywhere: it is the sentence a stranger reads at the worst moment.
I cannot give any health or clinical advice, and I cannot discuss anyone's account or records. If you need urgent help, please contact the emergency services or the crisis line shown above now. I can explain what the product does, how your data is handled, who can access it, and how to get set up.
It names what it cannot do, gives the route that can, and offers to take a message. A refusal that only apologises leaves the person exactly where they started.
Rules and duties that shape the answer
What you claim decides how the software is classified
In most major markets, software intended to diagnose, prevent, monitor, predict or treat can fall within medical device regulation, and the trigger is the intended purpose the manufacturer states. That makes the wording of your own explainers more than marketing: it is part of what determines the regime you sit in.
This has a direct consequence for indexing. Every page the assistant reads is a page whose claims it will repeat and rephrase, so material that overstates what the product does becomes an assistant that overstates it too, in writing, to anybody who asks. Index the wording your regulatory and clinical people signed off, and nothing looser.
Patient facing and clinician facing are two different risk profiles
The same corpus serves both, but the duties differ. To a member of the public the assistant is cautious, non clinical and quick to signpost. To a professional buyer it can be detailed, technical and precise about data handling, retention and interoperability.
It cannot reliably tell which of the two it is talking to, so the safe design is to hold the patient facing constraints at all times and let the governance detail be available to whoever asks for it. Detailed answers about data flows harm nobody. Casual answers about health do.
Access rights and accessibility are both duties here
Requests to export or delete personal data carry response deadlines in most data protection regimes, and health data attracts the most scrutiny when they are handled badly. Index the process, let the assistant explain it exactly, and route the request to somebody who will action it inside the deadline.
Accessibility is the duty people forget. Public facing health services face accessibility standards in many jurisdictions, and an assistant is a public facing service. Make sure your access, alternative format and language support information is indexed rather than treated as an edge case.
Never, whatever the documents say
Out of bounds
- Whether the product is suitable for a described condition or symptom.
- What a reading, score or result means for the person asking.
- Whether a named person uses the service, including confirming or denying it.
- Anything about a specific record, appointment or clinical entry.
- Whether somebody should start, stop or change any treatment or medication.
Playbooks for this trade
One page per recurring question, written for a healthtech app rather than in general. Each carries the phrasings, the material that answers them, a reply worth copying, and the line where it has to stop.
- Erasing a health record is not the same as closing an accountA deletion request in health data carries deadlines and retention exceptions. What the assistant explains exactly, and routes immediately.
- The questions a governance officer asks before a care provider adopts anythingHealth buyers run governance review first. What can be cited from the impact assessment, the data flows and the retention schedule.
- A chat widget is part of the public facing service, and so are its answersScreen readers, easy read, translation and non digital routes. What to index so the request does not become an accessibility failure itself.
- Explaining how access works when the diary lives somewhere elseAccess often runs through an employer, insurer or health service, which decides the answer. What to clarify before anybody tries to book.
- Where a request should go depends on who is typing, and the widget cannot tellPatients, clinicians and buyers need three different destinations. How one question sorts them without the assistant claiming to know who is typing.
- The identity check is against the record, not against an email addressContact details bound to a verified identity, and a parent account that transfers on a birthday. Access questions where a record sits behind the door.
- The reset email arrives and the sign in still failsRecovery codes, a second step and the phone the app trusts. Why nobody in a chat window can reissue a way in, and what can be explained.
- The plan price is not the price of being seenConsultation allowances, the plan that has none, and the medicine priced somewhere else. Publishing a health price so nobody is surprised twice.
- The person seen and the person billed are often not the sameThe receipt someone claims back on, the invoice that goes to an employer, and why neither of them should state a clinical reason.
- The person who wants out did not sign up, and cannot leaveFunded access ends without the user deciding, and the record stays behind. Notice, the last day, and the copy taken before it rather than after.
- A refund request about care is not a refund requestA dropped call, a consultation cut short, and a refund asked for because the answer was unwelcome. Three requests, and two different routes.
- The card failed, and something behind it has a date on itA declined card on a health service is a continuity problem. The retry dates, what stops working on each of them, and the part that cannot wait.
- The one question where a fluent answer is the wrong oneAn outage with a booked slot behind it. Why the assistant cannot see the service, and the route that must never run through the thing that broke.
- It is a support question until somebody describes how they feelTwo ordinary faults on a health product, and the line where a message stops being technical the moment a symptom turns up in it.
- Most of what blocks a new account has nothing to do with the appEligibility by country and by age, the access code from a sponsor, and the questions asked at sign up. What a first afternoon really runs into.
- The message that has to leave this channel immediatelyTwo routes, one about the software and one about the clinician, with different reviewers and different clocks. How to sort them in one reply.
- The app is awake at three in the morning and nobody else isConsultation hours, a clinician rota across time zones, and a user who has travelled. What an overnight message needs in its first line.
- The same clinician, or the sooner oneContinuity with the same clinician, a notice window, and a review that has to happen before a repeat. What is answerable without any diary.
Questions
- Should a health product have a chat assistant on its site at all?
- It depends what you point it at. On marketing and support pages that describe the product, the data handling and how to get access, it is straightforward and useful. Inside a clinical pathway, or anywhere it could be read as part of care, it is a different question with a different approval process behind it.
- How do we make sure it never confirms anything about a user?
- It has no access to your records, so it cannot look anybody up. The remaining work is wording: write the refusal so it declines to discuss individuals as a category, rather than saying it could not find them, because a search style denial is itself a disclosure in this setting.
- Our buyers ask the same governance questions every time. Can it handle those?
- That is the strongest case for having one here. Assessment questions from health organisations are consistent, they are answered by documents you already maintain, and every answer carries a citation back to the source so a reviewer can check it against the document rather than taking a chat message on trust. What it cannot do is complete or sign the assessment, which stays a person's job.
- What is the safest wording for a crisis message?
- Short, warm, and ending in a number rather than in an apology or an offer to pass a message on. Put the emergency and crisis routes in the refusal text itself so they appear in the first reply, and have your clinical team write the exact sentence rather than approving one written by anybody else.
Keep reading
- For a SaaS companyOne widget serves prospects, trialists and paying customers. What it can answer about plans and limits, and what has to reach a person.
- For a developer tools companyOn a docs site an assistant competes with search, not a phone line. Version skew, deprecations and error strings decide whether it earns its place.
- For a fintech appFees, limits and identity checks are safe ground. Balances, transactions and anything reading as a personal recommendation are not.
- Every business typeWhat an assistant has to know before it can answer for a trade.
Try it on your own material
Upload a document or point it at your site, paste one line of HTML, then ask it something only your business could answer.