--- title: Echo AI description: This article summarizes all features that incorporate Pabau's Echo AI and provides detailed instructions on how to utilize it. --- [Skip to content](https://support.pabau.com/en/pabau2/pabau-echo-ai#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Pabau AI Scribe](https://support.pabau.com/en/pabau2/pabau-ai-scribe?hsLang=en) # Echo AI ## This article summarizes all features that incorporate Pabau's Echo AI and provides detailed instructions on how to utilize it. **Table of Contents:** [1. How to Format Treatment Note Templates for AI Use](https://support.pabau.com/en/pabau2/pabau-echo-ai#format-treatment-notes) [2. How to Use Echo AI to Write a Treatment Note](https://support.pabau.com/en/pabau2/pabau-echo-ai#ai-to-write-treatment-note) [3. How to Use Echo AI to Convert Voice Notes into Treatment Notes](https://support.pabau.com/en/pabau2/pabau-echo-ai#voice-note-to-treatment-note) [4. How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes](https://support.pabau.com/en/pabau2/pabau-echo-ai#transcription) [5. How to Use Echo AI to Generate Consultation Summaries](https://support.pabau.com/en/pabau2/pabau-echo-ai#consultation-summary) [6. How to Use the Echo AI Content Agent for Service Descriptions](https://support.pabau.com/en/pabau2/pabau-echo-ai#service-descriptions) [7. How to Use the Echo AI Letter Agent to Generate Letters](https://support.pabau.com/en/pabau2/pabau-echo-ai#letters) [8. How to Use Echo AI to Respond to a Review](https://support.pabau.com/en/pabau2/pabau-echo-ai#how-to-use-the-ai-tool-to-respond-to-reviews) **NOTE:** Echo AI and AI Scribe are two different tools. **Echo AI** is the AI assistant built into everyday screens: Ask AI in treatment notes, voice dictation, transcription, consultation summaries, service descriptions, letters and review replies. **AI Scribe** is a dedicated clinical documentation tool that turns a whole consultation into a structured note (plus letters, prescriptions, codes and forms) for the clinician to review and sign off; an admin must set it up first. To learn more, read our [What is AI Scribe?](https://support.pabau.com/en/pabau2/what-is-ai-scribe?hsLang=en) article. --- ### How to Format Treatment Note Templates for AI Use In this guide, we'll show you how to format treatment note templates for AI use. A key requirement is to include a Long Answer form component, as it allows the AI tool to function properly within the treatment notes. #### Step 1: Navigate to Setup Start by [logging into your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the [Setup](http://app.pabau.com/setup)page by clicking the cogwheel icon in the left sidebar menu. In the Clinical section, click [Forms](https://app.pabau.com/setup/medical-forms). ![Screenshot - 2026-10-29T121342.877](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-29T121342.877.png?width=670&height=273&name=Screenshot%20-%202026-10-29T121342.877.png) #### Step 2: Create a New Form Template Once you're on the [Forms](https://app.pabau.com/setup/medical-forms) page, click the "Create Form" button at the top right corner of the screen to get started. You will be asked what you would like to do: Blank Template, Generate with AI or Browse Templates. In this case, select Blank Template. **NOTE:** It's not mandatory to create a completely new treatment note form to use the AI tool in treatment notes. Simply follow the form component addition steps below to add a Long Answer component to your existing treatment note template. #### Step 3: Configure Form Settings In the form builder, start adding all the necessary fields to your treatment form, such as patient name, date fields, and others, just as you would when [creating any other medical form](https://support.pabau.com/en/pabau2/how-to-create-a-medical-form?hsLang=en). This guide specifically highlights the Long Answer component, as it is essential for enabling the AI tool within treatment notes. To include the Long answer component in a treatment note template, in the form builder, select Treatment Form on the Type tab at the top left of the screen. Then, on the Details tab, enter a name for your form. ![The Type tab in the form builder, with Treatment Form](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-f01-type.png?width=656&height=367&name=r1027-f01-type.png) Next, open the Components tab to start adding elements to your form. Either drag and drop or click on the Long Answer component to add it to the form—this is a key step, as the AI Care Agent will only work within a Long Answer component. ![The Components tab, with the Long answer component](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-f02-comp.png?width=670&name=r1027-f02-comp.png) Once the Long Answer component is on the screen, hover over it to reveal an edit icon in the far-right corner. Click the pen icon to edit the component and add a question that will help guide the AI tool's response in this section. Finally, click the "Save component" button to confirm your changes. ![Editing the Long answer component, with Save component](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-f03-edit.png?width=670&name=r1027-f03-edit.png) #### Step 4: Save Changes After you've configured the form, click the "Create Form" button at the top right corner to save the form.  ![The Create Form button at the top right of the form builder](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-f04-create.png?width=670&name=r1027-f04-create.png) By following these steps, you can include the AI Care Agent in your treatment notes by ensuring the use of a Long Answer component, either by adding it to a new or existing template. --- ### How to Use Echo AI to Write a Treatment Note This article explains how you can use Echo AI to compose detailed treatment notes. #### Step 1: Navigate to the Client Card Start by [logging into your Pabau account](http://app.pabau.com) using your login credentials. Then, use the search bar located at the top of the page to find the client you wish to create a treatment note for.   ![The search bar at the top of the page](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-search.png?width=670&name=r1027-e-search.png) #### Step 2: Write a Treatment Note Once you're in the client card, navigate to the Create button, represented as a blue plus sign, at the bottom right corner of the screen. The option to write a treatment note will be revealed.  ![Create menu on the client card, with Treatment note](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-create-tn.png?width=270&height=488&name=r1027-e-create-tn.png) You can also create a treatment form directly from the appointment menu in the [Calendar](https://app.pabau.com/calendar). Simply click on the appointment, select "Quick Actions," then choose "Add Treatment Note," and pick the relevant form from your list. ![Quick Actions on an appointment, with Add Treatment note](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-c07-quick.png?width=329&height=471&name=r1027-c07-quick.png)   #### Step 3: Select the Form Template Be sure to select a treatment note template that includes a Long Answer component, as the AI tool can only function within this type of component, which generates detailed responses. For more details on how to add a Long Answer component to your forms, please read [this article](https://support.pabau.com/en/pabau2/how-to-format-treatment-forms-for-ai?hsLang=en).   ![Choosing a treatment note template](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-picker.png?width=563&name=r1027-e-picker.png) #### Step 4: Include Medical History and Client Personal Details Fill out all relevant fields in your treatment note. When you reach the Long Answer component, enter a brief version of your treatment note in the "Ask AI to write anything" field. ![The Ask AI to write anything field in a Long Answer component](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-askai.png?width=551&name=r1027-e-askai.png) To the right of this field there are two purple icons. These icons include your client's medical history and personal details, respectively, based on the client card records. ![Include medical history and Include client personal details icons](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-icons.png?width=583&name=r1027-e-icons.png) If you prefer not to include the client's medical history and personal details in your treatment note, click on one or both of the purple icons to disable them. #### Step 5: Compose a Note After writing your note, press Enter on your keyboard to let the AI generate the text. ![A brief note typed into the Ask AI to write anything field](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-n11-ask.png?width=670&name=r1027-n11-ask.png) The AI tool will generate the text, taking into consideration any personal details or medical history of the client, if you've enabled those options. To finalize, click the "Save Form" button at the bottom.  ![The AI-generated treatment note and the Save Form button](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-n12-generated.png?width=670&name=r1027-n12-generated.png) **NOTE:** Each use of the AI tool for writing treatment notes will deduct 5 credits from your Pabau balance.  By following these steps, you can use the AI tool to generate a treatment note.  --- ### How to Use Echo AI to Convert Voice Notes into Treatment Notes This guide explains how to use the Echo AI dictation tool to convert voice notes into treatment notes using AI. The dictation tool lets you convert voice notes into treatment notes using AI by speaking directly into Pabau, whether during or after the treatment. #### Step 1: Navigate to the Client Card Start by [logging into your Pabau account](http://app.pabau.com/) using your login credentials. Then, use the search bar at the top of the page to find the client for whom you wish to create a treatment note.   ![The search bar at the top of the page](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-search.png?width=632&name=r1027-e-search.png) #### Step 2: Write a Treatment Note Once you're in the client card, navigate to the Create button, represented as a blue plus sign, at the bottom right corner of the screen. The option to write a treatment note will be revealed.  ![Create menu on the client card, with Treatment note](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-create-tn.png?width=307&height=555&name=r1027-e-create-tn.png) You can also create a treatment form directly from the appointment menu in the [Calendar](https://app.pabau.com/calendar). Simply click on the appointment, select "Quick Actions," then choose "Add Treatment Note," and pick the relevant form from your list. ![Quick Actions on an appointment, with Add Treatment note](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-c07-quick.png?width=351&height=502&name=r1027-c07-quick.png) #### Step 3: Select the Form Template Be sure to select a treatment note template that includes a Long Answer component, as the AI tool can only function within this type of component, which generates detailed responses. For more details on how to add a Long Answer component to your forms, please read [this article](https://support.pabau.com/en/pabau2/how-to-format-treatment-forms-for-ai?hsLang=en). ![Choosing a treatment note template](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-picker.png?width=651&name=r1027-e-picker.png) #### Step 4: Select the Audio Input To get started, click the cogwheel icon (Configure Audio) at the bottom right of the Long Answer field. ![The Configure Audio cogwheel icon](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-gear.png?width=618&name=r1027-e-gear.png) You’ll be prompted to choose your audio input and language. In the "Audio input" field, select the microphone you want to use for recording. In the "Output language" section, you can choose whether you’d like the audio to be translated into another language. Switch **Save audio** on if you wish to save the recorded audio. ![Device Settings: audio input, output language and save audio](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-audio.png?width=360&height=388&name=r1027-e-audio.png) **NOTE:** For the best experience, we recommend using a USB microphone to enhance clarity and ensure high-quality, reliable audio every time. Click "Close" after you've completed the selection. #### Step 5: Choose the Speech Mode After setting up the audio input and output language settings, click the icon next to the cogwheel (How should the audio be processed?) to select your AI processing preference: - Word-for-word**:** No AI processing will be applied to the dictated speech. - Smart processing**:** The AI will process the dictated speech to make it sound more professional. ![How should the audio be processed? Smart processing or Word-for-word](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-process.png?width=583&name=r1027-e-process.png) Next, click the microphone icon to select a speech mode—Dictation, Transcription, or Consultation. For this process, choose Dictation. ![Speech mode: Dictation, Transcription or Consultation](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-speech.png?width=610&name=r1027-e-speech.png) #### Step 6: Start Recording By selecting the Dictation mode, the system will start recording.  The AI tool will capture your voice note and convert it to text.  ![Dictated voice note converted to text in the Long Answer field](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-d21-dictation.png?width=670&name=r1027-d21-dictation.png) If you need to take a break while speaking, click the Pause button. When you're ready to continue recording, click it again to resume. Once you're done, click the red Stop button to stop recording. To replay the recording, click the Play button on the generated audio. ![The Play button on the recorded audio](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-p22-player.png?width=670&name=r1027-p22-player.png) NOTE: Playback is only supported in the Chrome browser and is not available in Safari. Click "Save Form" to save the form in the client card.  #### Step 7: Review the Treatment Note To review the treatment note, open the EMR tab in the client card and click Treatment notes. Your treatment note will be shown here. ![The saved treatment note on the EMR tab of the client card](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-v23-emr-dictation.png?width=670&name=r1027-v23-emr-dictation.png) **NOTE:** Each use of the AI tool for dictation will deduct 5 credits from your Pabau balance. Additionally, making edits to the generated text using the chatbox will incur an extra 5 credits per prompt. By following these steps, you can use the dictation tool to create treatment notes in your Pabau account using AI. --- ### How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes This article explains how to use the Echo AI transcription tool in treatment notes to capture and transcribe conversations between a practitioner and a patient. Echo AI provides automatic transcriptions of conversations during consultations and treatments, capturing every word in real time. This transcription feature also includes timestamps and labels speakers as Speaker: A and Speaker: B for each sentence or paragraph. #### Step 1: Navigate to the Client Card Start by [logging into your Pabau account](http://app.pabau.com/) using your login credentials. Then, use the search bar at the top of the page to find the client for whom you wish to create a treatment note.   ![The search bar at the top of the page](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-search.png?width=630&name=r1027-e-search.png) #### Step 2: Write a Treatment Note Once you're in the client card, navigate to the Create button, represented as a blue plus sign, at the bottom right corner of the screen. The option to write a treatment note will be revealed.  ![Create menu on the client card, with Treatment note](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-create-tn.png?width=262&height=474&name=r1027-e-create-tn.png) You can also create a treatment form directly from the appointment menu in the [Calendar](https://app.pabau.com/calendar). Simply click on the appointment, select "Quick Actions," then choose "Add Treatment Note," and pick the relevant form from your list. ![Quick Actions on an appointment, with Add Treatment note](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-c07-quick.png?width=341&height=488&name=r1027-c07-quick.png) #### Step 3: Select the Form Template Be sure to select a treatment note template that includes a Long Answer component, as the AI tool can only function within this type of component, which generates detailed responses. For more details on how to add a Long Answer component to your forms, please read [this article](https://support.pabau.com/en/pabau2/how-to-format-treatment-forms-for-ai?hsLang=en). ![Choosing a treatment note template](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-picker.png?width=670&name=r1027-e-picker.png) #### Step 4: Select the Audio Input To get started, click the cogwheel icon (Configure Audio) at the bottom right of the Long Answer field. ![The Configure Audio cogwheel icon](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-gear.png?width=618&name=r1027-e-gear.png) You’ll be prompted to choose your audio input and language. In the "Audio input" field, select the microphone you want to use for recording. In the "Output language" section, you can choose whether you’d like the audio to be translated into another language. Switch **Save audio** on if you wish to save the recorded audio. ![Device Settings: audio input, output language and save audio](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-audio.png?width=321&height=346&name=r1027-e-audio.png) **NOTE:** For the best experience, we recommend using a USB microphone to enhance clarity and ensure high-quality, reliable audio every time. Click "Close" after you've completed the selection. #### Step 5: Choose the Speech Mode After setting up the audio input and output language settings, click the microphone icon to select a speech mode—Dictation, Transcription, or Consultation. For this process, choose Transcription. ![Speech mode: Dictation, Transcription or Consultation](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-speech.png?width=443&name=r1027-e-speech.png) #### Step 6: Start Recording After selecting the speech mode, the system will start recording. The AI tool will record and convert your conversation to text.  If you need to take a break while speaking, click the Pause button. When you're ready to continue recording, click it again to resume. Once you're done, click the red Stop button to stop recording. If you need to make changes to the transcription, click the pen icon next to the sentence you want to edit, make your edits, and save your changes. ![Transcription with Speaker: A and Speaker: B labels and the pen icon to edit a sentence](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-t31-transcript.png?width=670&name=r1027-t31-transcript.png) To replay the recording, click the Play button on the generated audio. ![The Play button on the recorded audio](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-p22-player.png?width=670&name=r1027-p22-player.png) NOTE: Playback is only supported in the Chrome browser and is not available in Safari. Click "Save Form" to save the form in the client card.  #### Step 7: Review the Treatment Note To review the treatment note, open the EMR tab in the client card and click Treatment notes. Your treatment note will be shown here. ![The saved transcription on the EMR tab of the client card](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-v33-emr-transcription.png?width=540&height=842&name=r1027-v33-emr-transcription.png) **NOTE:** Each use of the AI tool for transcription will deduct 5 credits from your Pabau balance. Additionally, making edits to the generated text using the chatbox will incur an extra 5 credits per prompt. By following these steps, you can utilize the AI transcription tool to create treatment notes in Pabau. --- ### How to Use Echo AI to Generate Consultation Summaries In this guide, you'll learn how to use the AI-powered consultation summary tool in treatment notes to create concise and informative summaries of patient interactions. The consultation summary mode captures the entire conversation between you and your client, ensuring that no important information is overlooked. Once the conversation is recorded, the AI tool analyzes the dialogue to extract key details, such as symptoms, concerns, and recommendations. It then compiles this information into a concise and well-organized treatment note, making it easy for you to reference the most relevant points in your ongoing care. This process not only streamlines documentation but also enhances the accuracy and efficiency of your patient records. #### Step 1: Navigate to the Client Card Start by [logging into your Pabau account](http://app.pabau.com/) using your login credentials. Then, use the search bar at the top of the page to find the client for whom you wish to create a treatment note.   ![The search bar at the top of the page](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-search.png?width=595&name=r1027-e-search.png) #### Step 2: Write a Treatment Note Once you're in the client card, navigate to the Create button, represented as a blue plus sign, at the bottom right corner of the screen. The option to write a treatment note will be revealed.  ![Create menu on the client card, with Treatment note](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-create-tn.png?width=342&height=618&name=r1027-e-create-tn.png) You can also create a treatment form directly from the appointment menu in the [Calendar](https://app.pabau.com/calendar). Simply click on the appointment, select "Quick Actions," then choose "Add Treatment Note," and pick the relevant form from your list. ![Quick Actions on an appointment, with Add Treatment note](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-c07-quick.png?width=357&height=511&name=r1027-c07-quick.png) #### Step 3: Select the Form Template Be sure to select a treatment note template that includes a Long Answer component, as the AI tool can only function within this type of component, which generates detailed responses. For more details on how to add a Long Answer component to your forms, please read [this article](https://support.pabau.com/en/pabau2/how-to-format-treatment-forms-for-ai?hsLang=en). ![Choosing a treatment note template](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-picker.png?width=651&name=r1027-e-picker.png) #### Step 4: Select the Audio Input To get started, click the cogwheel icon (Configure Audio) at the bottom right of the Long Answer field. ![The Configure Audio cogwheel icon](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-gear.png?width=618&name=r1027-e-gear.png) You’ll be prompted to choose your audio input and language. In the "Audio input" field, select the microphone you want to use for recording. In the "Output language" section, you can choose whether you’d like the audio to be translated into another language. Switch **Save audio** on if you wish to save the recorded audio. ![Device Settings: audio input, output language and save audio](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-audio.png?width=443&name=r1027-e-audio.png) **NOTE:** For the best experience, we recommend using a USB microphone to enhance clarity and ensure high-quality, reliable audio every time. Click "Close" after you've completed the selection. #### Step 5: Choose the Speech Mode After setting up the audio input and output language settings, click the microphone icon to select a speech mode—Dictation, Transcription, or Consultation. For this process, choose Consultation. ![Speech mode: Dictation, Transcription or Consultation](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-speech.png?width=518&name=r1027-e-speech.png) #### Step 6: Start Recording After selecting the speech mode, the system will start recording. The AI tool will capture your conversation and generate a summary of what was discussed. ![Consultation summary generated in the Long Answer field](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-c41-consultation.png?width=670&name=r1027-c41-consultation.png) If you need to take a break while speaking, click the Pause button. When you're ready to continue recording, click it again to resume. Once you're done, click the red Stop button to stop recording. To replay the recording, click the Play button on the generated audio. ![The Play button on the recorded audio](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-p22-player.png?width=670&name=r1027-p22-player.png) NOTE: Playback is only supported in the Chrome browser and is not available in Safari. Click "Save Form" to save the form in the client card.  #### Step 7: Review the Treatment Note To review the treatment note, open the EMR tab in the client card and click Treatment notes. Your treatment note will be shown here. ![The saved consultation summary on the EMR tab of the client card](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-v43-emr-consultation.png?width=670&name=r1027-v43-emr-consultation.png) **NOTE:** Each use of the AI tool for consultation summaries will deduct 5 credits from your Pabau balance. Additionally, making edits to the generated text using the chatbox will incur an extra 5 credits per prompt. By following these steps, you can use the Consultation Summary tool to create treatment notes in your Pabau account. --- ### How to Use the Echo AI Content Agent for Service Descriptions This article covers how you can use Echo AI to generate service descriptions. #### Step 1: Navigate to Services Start by [logging in to your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the [Setup](https://app.pabau.com/setup) page. You will find the "[Services](https://app.pabau.com/setup/services)" tab under the Catalogue section.  ![Screenshot - 2026-10-29T121342.877](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-29T121342.877.png?width=670&height=273&name=Screenshot%20-%202026-10-29T121342.877.png)   #### Step 2: Create/Edit a Service Once you're on the Services page, you can generate a Pabau AI description when editing or creating a service.  **NOTE:** For more information about creating a service in Pabau, please refer to [this article.](https://support.pabau.com/en/pabau2/en/pabau2/how-to-create-a-service?hsLang=en) #### Step 3: Generate an AI Description When you create or edit a service, click the "Online Booking" tab at the top left of the page to add a description.  ![Edit Service, Online Booking tab](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-s14-online-booking.png?width=601&name=r1027-s14-online-booking.png) This tab will reveal a button to generate a description based on the service name. The button is located below the description field. ![The Generate button below the Description field](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-s45-generate.png?width=494&name=r1027-s45-generate.png) If you like the description, you can click the "Save" button at the top right corner to update the changes and display the description in your online booking portal. If necessary, you can also make changes to the description, then save it. **NOTE:** On your booking page, the description shows beneath the service name. To check it is shown, open Pabau Studio (**Online Bookings → Customise page**), click **Edit**, open the **Services** page, click the **Services list** label and make sure **Hide description** is switched off on the **Tiles** tab. Click **Publish** to make changes live. ![Hide description on the Tiles tab of the Services list section in Pabau Studio](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-st-svclist-hidedesc.png?width=459&height=439&name=r1027-st-svclist-hidedesc.png) For more information, see [New Online Bookings Part 2: Customise and Publish Your Booking Page in Pabau Studio](https://support.pabau.com/en/pabau2/new-online-bookings-part-2-customise-and-publish-your-booking-page-in-pabau-studio?hsLang=en). #### Step 4: Review the Service on Your Booking Page On your booking page, click the info icon (**i**) next to a service to open the service and read its full description. If you changed the **Description trigger** in Studio (on the **Description** tab of **Services list**), clients click **More details** or **Details** instead. ![The info icon next to a service on the booking page](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-bp-info.png?width=511&name=r1027-bp-info.png) Once clicked, the description you have saved will be displayed. ![Service details with the full description](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-bp-service-details.png?width=585&height=331&name=r1027-bp-service-details.png) **NOTE:** Please note that using this functionality will deduct 5 credits from your Pabau credit balance per service description. By following these steps, you can generate descriptions for your services using Echo AI. --- ### How to Use the Echo AI Letter Agent to Generate Letters This article explains how you can use Echo AI to generate letters. #### Step 1: Navigate to the Client Card Start by [logging in to your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the search bar and type at least three letters to search for a client. Click on the client name to open their client card. ![Screenshot - 2026-10-21T105752.236](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Screenshot%20-%202026-10-21T105752.236.png?width=670&height=297&name=Screenshot%20-%202026-10-21T105752.236.png) #### Step 2: Create a Letter To locate the option to write a letter, click on the Create button, which is represented by a blue plus sign at the bottom right side of the screen. The action will appear under "Communication." ![Create menu on the client card, with Communication](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-e-create-comm.png?width=272&height=491&name=r1027-e-create-comm.png) #### Step 3: Generate a Letter Using Pabau's AI Tool Start [creating the letter as usual](https://support.pabau.com/en/pabau2/how-to-create-a-letter?hsLang=en). The option to generate a letter using Echo AI's assistance is located at the bottom of the text builder. ![The Ask AI to write anything field at the bottom of the letter editor](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-l54-composer.png?width=670&name=r1027-l54-composer.png) **NOTE:** You can also create letters by using our dictation tool to record voice notes and then convert them into written letters with AI. For more details, check out [this article](https://support.pabau.com/en/pabau2/dictation?hsLang=en). Click the "Ask AI to write anything" field to open **Draft with AI**, then choose the letter you need, such as Write a Letter to Patient, Write a Letter to GP or Write a Referral Letter. Letters to the patient or their GP can draw on the client's recent treatment notes. You can also type your own instruction in the field. Once the letter is generated, review it and click the "Send & complete" button at the bottom of the letter editor to finalise.  ![Draft with AI options and the Send & complete button](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-l55-draft.png?width=670&name=r1027-l55-draft.png) **NOTE:** Please note that using this functionality will deduct 5 credits from your Pabau credit balance. By following these steps, you can use Echo AI to write letters. --- ### How to Use the AI Tool to Respond to a Review #### Step 1: Navigate to Reviews Start by [logging into your Pabau account](http://app.pabau.com) using your login credentials. Then, hover over the Marketing icon in the left sidebar menu, then click [Reviews](https://app.pabau.com/marketing/reviews). ![Marketing menu in the left sidebar, with Reviews](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-r56-nav.png?width=420&name=r1027-r56-nav.png) **NOTE:** For a detailed guide on how reviews work in Pabau, check out [this article](https://support.pabau.com/en/pabau2/reviews?hsLang=en). #### Step 2: Respond to a Review On the [Reviews page](https://app.pabau.com/marketing/reviews), you'll find all the reviews you've received. Click **Needs reply** to show only the reviews you haven't answered yet. For each review you can use: - **Reply**: Reply to the client who left the review. - **The three-dot menu**: Open review, Star review, Copy review link or Hide the review. In this case, click the "Reply" button.  ![The Needs reply filter and the Reply button on the Reviews page](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-r57-list.png?width=670&name=r1027-r57-list.png) #### Step 3: Generate a Response Using AI In the reply panel, expand **Draft with AI**, choose a tone (Warm & personal, Professional, Apologetic or Brief) and click "Generate draft". The AI tool will craft a response tailored to the review, making it easy to send a thoughtful reply to the client. Draft replies are written in English. ![Draft with AI in the reply panel: tone options and Generate draft](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-r58-draft.png?width=420&name=r1027-r58-draft.png) **NOTE:** You will be charged 2 credits per generated response when using the AI tool to reply to reviews. #### Step 4: Send the Response Once the AI generates the text, you can edit it if needed. If you're satisfied with the response, simply click the "Send reply" button to post it. ![The Send reply button in the reply panel](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-r59-send.png?width=420&name=r1027-r59-send.png) The reply is now posted publicly on your Pabau reviews page. ![The reply from the clinic shown on the public reviews page](https://support.pabau.com/hs-fs/hubfs/kb/refresh-1027/r1027-r60-public.png?width=560&name=r1027-r60-public.png) By following these steps, you can easily use the AI tool to generate a review response. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For **[more guides](https://support.pabau.com/en/pabau2?hsLang=en)**, browse the related articles below or use the search bar at the top of the page. 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