Summer The messenger installation controls where the widget appears. The chat assistant has its own enable switch, role instructions and model-spending limit.
Both the conversational assistant and investigator receive the same full company library as ordinary Markdown files under knowledge/. Edit facts, policies and procedures once in the Knowledge workspace. Each role has its own AGENTS.md instructions, which guide what it reads and how much work it does.
Prepare your assistant
Open Customer messenger → Chat assistant instructions. Set the conversational role, tone, greeting and handoff behavior in Conversational AGENTS.md. Add support hours, policies, approved answers and offer terms in the shared Knowledge workspace. Keep patient-specific evidence out of company-wide knowledge.
Choose the intended installation. Its role instructions guide selective file reads and brief replies. The assistant can access the full company library without reading every file for each question. A URL in a knowledge file does not automatically import the website or keep it synchronized.
Set Model spending limit per conversation (cents), then select Save assistant settings. Review the saved settings history. New turns refresh changed instructions and shared knowledge files while retaining the native conversation session. A failed or stale save needs correction before relying on the change.
A new company's knowledge starts unconfigured. Summer does not inherit Rebody's products, policies or prices. Public destinations and offers belong to your company's installation.
For writing examples and source guidance, see Write useful guidance. For the other settings available to customers, see Customize Summer.
Clinical questions
Keep the clinical referral procedure in your instructions. Summer should use the configured care links and leave clinical answers and medication directions to clinicians. A support conversation or a human approval does not authorize the assistant to provide medication directions.
Human handoff and changes
The assistant can preserve a complex request for the team. A saved handoff is not proof that an investigation is running or a resolution was carried out. Deeper investigations and actions depend on the separately configured operational connection and its approvals.
A teammate's reviewed reply pauses the conversational assistant. Authorized staff can inspect the conversation, errors and saved settings, edit the instructions, and explicitly resume the assistant when appropriate. Edits retain revision history.
Enable only after testing
Prepare the role instructions and shared company knowledge, then test the installation before enabling routine automatic replies. The deployment's chat-runtime switch must also be enabled by your Summer administrator. Enabling a website widget does not turn on the agent runtime, background investigations or business actions.
Customers can attach images and PDFs within the limits shown in the widget. Offline email notifications are currently unavailable; customers return to the website for replies. Do not promise an email notification that has not been configured and verified.