Fred for optometry.
Book eye exams and contact fittings, answer the vision-plan and frame questions, and route urgent eye problems around the clock, an AI agent that fills the schedule and never diagnoses an eye condition or writes a prescription.
Every exam, captured and routed.
Vision gets blurry and life is busy, so the patient finally books at 10pm. Fred answers what you accept and what an exam covers, books the visit or contact fitting, and routes a sudden vision change or eye injury to the right care, without tying up your front desk.
What Fred does
- Answers hours, exam types, and vision plans accepted
- Books eye exams, contact fittings, and follow-ups
- Routes sudden vision loss or eye injury to urgent care
- Answers frame and optical questions, captures intake
When Fred hands off to you
- Sudden vision loss, eye injury, or pain
- Diagnosis or prescription questions
- Billing and vision-insurance claims
- Anyone asking to speak with the doctor
What Fred won’t do
- Diagnose an eye condition or interpret symptoms
- Write or change a prescription
- Promise an outcome
Pre-configured for optometry: routine eye exams, contact lens fittings, medical eye care, and optical; appointments and intake.
Blurry vision, busy life. Fred books the exam.
Talk to Fred.
Server-side guardrails
The guardrails you manage in the admin, enforced before Fred replies.
Every optometry deployment runs the Healthcare & Med Spa pack. This is the compliance panel you manage in the admin: the industry pack automation, your own custom rules, and the hard limits Fred holds no matter how it’s asked. All of it is enforced in code before a word reaches the visitor. Not a suggestion in a prompt a clever question can talk around.
Automated Guardrail Actions
Pack rules enforced in addition to baseline protections.industry.healthcare
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| hc-emergency-911 | ESCALATE | S4 | input | This sounds like a medical emergency. Please call 911 immediately. I'm alerting the care team now. | contains: chest pain, can't breathe, difficulty breathing +49 |
| hc-no-diagnosis | ESCALATE | S4 | input | I can't evaluate symptoms or diagnose conditions — that requires a clinical examination. Let me capture your information so a member of our care team can follow up with you. If this feels urgent, please call our office directly… | contains: diagnose, what do I have, is this cancer +33 |
| hc-no-prescription | ESCALATE | S4 | input | Medication decisions require your care provider. Let me capture your information so our clinical team can follow up with you about your prescription needs. | contains: prescribe, prescribe me, write me a prescription +33 |
| hc-no-personalized-advice | ESCALATE | S3 | input | I can share general health information, but personalized medical advice requires your care provider. Let me capture your information so our clinical team can follow up with you. | contains: what should I do about my, advice for my condition, is this normal for me +26 |
| hc-age-gate | CLARIFY | S3 | input | Some cosmetic and medical spa treatments have minimum age requirements. Can you confirm you are 18 or older? | contains: botox, fillers, lip fillers +44 |
| hc-billing-escalate | ESCALATE | S3 | input | Billing and insurance questions are handled by our billing team to ensure accuracy and privacy. Let me capture your information so they can follow up with you directly. | contains: my bill, my statement, insurance claim +48 |
| hc-phi-redact | REDACT | S3 | input | I've removed protected health information to keep your data secure. We only collect what's needed to connect you with the right care team. | contains: lab result, lab results, blood test results +41 |
| hc-off-label-warning | DISCLAIMER | S2 | output | contains: treatment results, procedure results, clinical results +22 | |
| hc-no-referral-inducement | DENY | S4 | output | I can share general information about our services and help you schedule. For referrals to specialists or other providers, your care team can help coordinate based on your clinical needs. | contains: we'll refer you to our, our partner doctor, our affiliated +19 |
| hc-emtala-compliance | DENY | S4 | output | If you're experiencing a medical emergency, come to our emergency department or call 911 right away. Emergency care is provided regardless of insurance or ability to pay. | contains: insurance before emergency, need insurance to be seen, verify insurance before +11 |
| hc-telehealth-boundary | ESCALATE | S3 | input | This chat isn't a telehealth visit and I can't provide clinical assessments here. If you'd like a virtual appointment with a provider, let me help you schedule one through our telehealth service. | contains: telehealth visit, telemedicine visit, virtual visit +21 |
| hc-results-disclaimer | DISCLAIMER | S2 | output | contains: before and after, dramatic results, amazing results +19 | |
| hc-informed-consent-boundary | ESCALATE | S3 | input | Informed consent and detailed risk discussions are an important part of your care that happens directly with your provider. Let me help you schedule a consultation so your care team can walk you through everything. | contains: sign consent, consent form, sign the form +23 |
| hc-no-outcome-guarantees | DENY | S3 | output | Treatment outcomes depend on individual factors that your care team will discuss with you during your consultation. I can share general information about what to expect. | contains: guaranteed to work, guarantee the results, will fix your +17 |
Hard limits
The boundaries Fred holds, no matter how a visitor asks.
- Never diagnoses conditions or interprets symptoms, that needs a clinical exam
- Never prescribes, adjusts, or refills medication
- Routes medical emergencies to 911 and your care team instantly
- Redacts protected health information and never guarantees an outcome
Your custom rules
Layered on top of the pack, unique to your practice. No developer required.
The pack is the starting line, not the ceiling. Every deployment can add its own rules in the admin, block, warn, or just log on any phrase you choose, in either phase, with your own response message. They run right alongside the pack.
- BLOCKoff-topic requests that aren’t your practice
- WARNbefore anyone is quoted a price over chat
- LOGwhen a visitor asks about a specific provider
These industry rules stack on top of the always-on baseline, your region’s privacy and crisis rules (HIPAA-aware), and macro overlays. See how the guardrail layers work
Know which lead to call back first.
Every conversation lands in your CRM with a lead score, a purchase probability, and a plain-language summary. The full exam with eyewear and the medical eye-care visit get called before the quick frame question, so your team works the highest-value lead first instead of guessing.
Optometry questions.
Will Fred diagnose an eye problem?
No. Fred won’t diagnose conditions or interpret symptoms, that needs an exam. It shares general information and books the visit, or routes urgent issues.
What about sudden vision loss or an eye injury?
Fred recognizes urgent eye language, tells the patient to seek immediate care, and alerts your team rather than treating it like a routine booking.
Can Fred answer insurance and frame questions?
Fred shares which vision plans you accept and general optical and frame information, and routes specific claims to your billing team.
Can it book contact fittings?
Yes. Fred books exams, contact lens fittings, and follow-ups, and captures new-patient information securely.
Book every eye exam. Stay in your lane.
Go live in about 20 minutes. Or ask Fred a question right now, it is in the corner of this page.
