Meelio Docs
AI Assistant

General Agent

Use Meelio's general-purpose AI assistant for clinical questions and research.

The General Agent is Meelio's AI assistant for conversations that aren't tied to a specific patient or consultation.

Accessing the General Agent

Click the AI Agent option in the navigation to open the general chat.

Web Search & Research

The General Agent is the ideal place for clinical research and staying current with medical literature.

  • Enable Search — Click the Search (globe) icon to allow the agent to search the web.
  • Deep Search — For complex topics, use the Deep search option (available via the arrow next to the Search button) for more exhaustive results.
  • Verified Sources — Every web-connected response includes a Sources section. Click any citation to view the original source in your system browser.
  • Google Search Suggestions — Use the "Related Google searches" dropdown for additional research paths.

What You Can Use It For

  • Clinical research — Ask about medical topics, nutrition science, or treatment approaches
  • General questions — Get help with documentation formatting, terminology, or best practices
  • Summary creation — Generate summaries from meeting notes
  • Template guidance — Get help designing templates for your clinical documentation

Example Prompts

  • "Search for the most recent clinical guidelines for PCOS management in 2025-2026"
  • "Explain the difference between SOAP and DAP note formats"
  • "Help me create a template for initial nutrition assessments"
  • "What supplements are contraindicated with metformin? Search for recent meta-analyses."

Limitations

The General Agent does not have access to specific patient data. For patient-specific conversations, use Patient Chat or the Post-Consultation Chat.

Chat History

Your conversations with the General Agent are saved and accessible from the chat history. You can return to previous conversations to continue where you left off.

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