The AI Assistant is powerful — but there are some questions that should always be handled by you or a qualified team member.
That’s where the “Defer to Human Coach” feature comes in.
You can define what topics the AI should not answer, and instead notify you when a client brings it up.
⚙️ How to Set This Up
Go to AI Assistant
Click on Settings → General Settings
Scroll to the section titled Topics to Defer to Human Coach
Here you’ll see multiple options.
🚫 List of Topics You Can Disable for the AI
You can enable/disable any of the following:
Meal Plan Changes & Adjustments
(Major diet modifications, meal overhauls, new nutrition protocols)Specific Injury Advice or Rehab
(Injury assessment, pain management, rehab programs)Medical Diagnoses or Conditions
(Health conditions, symptoms, diagnosis requests)Supplement Interactions/Conflicts
(Medication safety, contraindications, supplement interactions)Complex Personal/Emotional Issues
(Mental health, personal struggles, emotional support)Payments / Refunds
(Billing, membership questions, refund requests)
✅ Simply toggle ON any topic you want the AI Assistant to skip.
📝 Customize the Message Clients Will See
At the bottom of the settings panel, you’ll find a box labeled:
Custom Deferral Message
Example: “Please ask your coach directly for help with this.”
This message will be shown automatically anytime the AI detects a topic you've marked as sensitive.
🧠 View All Defer-to-Human Events in Analytics
Once this is live, any client question that triggers a deferral will be logged.
You can view these by going to:
AI Assistant
Analytics
Defer to Human
You’ll be able to see:
Which client asked the question
What the AI replied
And most importantly, click “Open in Doc” to instantly jump into that conversation so you can reply directly.
✅ Summary
This feature is a critical safety mechanism to:
Avoid AI answering questions it shouldn't
Protect client safety and professionalism
Let you personally handle sensitive or complex conversations