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Client task template
A client wants to discuss aesthetic goals.
AI Visual Consultation Brief for Med Spas
A consultation record with goals, relevant history, and unresolved intake questions.
For aesthetic practices
Create an AI agent to help a client describe aesthetic goals and prepare a treatment consultation. Give it your knowledge and let clients use it on its own web page.
Agentplace lets aesthetic practices create a customer-facing AI agent to help a client describe aesthetic goals and prepare a treatment consultation. You provide the service knowledge and rules. The client opens the agent’s own URL, explains the situation by text or voice, and works with a result that updates on the page as they clarify their request. The examples below cover specific parts of that journey. Open a template to inspect its result and requirements before choosing what to offer.
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Help a client describe aesthetic goals and prepare a treatment consultation.
The agent asks for the relevant details, applies your knowledge, and presents the result on its page. A changed answer updates the work in that same session. You choose whether clients pay for the digital service or continue to a booking, your team, or a connected system.
Service menus, practitioner and location records, price rules, preparation guidance, and examples of consultation outcomes.
Create my AI agentFind your use case
Each link opens the full example with its client result, required knowledge, and setup. Starting points show a reusable task and need to be adapted to your business.
01
Client task template
A client wants to discuss aesthetic goals.
A consultation record with goals, relevant history, and unresolved intake questions.
02
Client task template
A client needs to understand a proposed treatment course.
A personal treatment plan using the provider's supplied recommendations and rules.
Start with a specific client decision. For fast services, booking or a visual try-on is clearer than a vague promise of personalization. Consultation agents need the business rules that determine the next step.
Start with one result you can explain and test. Ask the builder to help define that result before adding more tasks or connections.
How it works
Choose an example or describe the work your clients should be able to complete. Keep its scope tied to a service you can explain and test.
Give the agent your questions, rules, examples, and approved materials. Connect the records or workflow needed to complete that particular task.
Try a complete client session, including a changed answer and missing information. Publish the agent and share its URL when the result and configured actions work as intended.
It can help a client describe aesthetic goals and prepare a treatment consultation. Your business supplies service menus, practitioner and location records, price rules, preparation guidance, and examples of consultation outcomes. The agent uses that context during a client session and shows the resulting information and permitted next action on its own page.
Prepare service menus, practitioner and location records, price rules, preparation guidance, and examples of consultation outcomes. Use one completed example from your service and one example with missing information. For this audience, test whether the agent can help a client describe aesthetic goals and prepare a treatment consultation without filling gaps with assumptions.
Start with a specific client decision. For fast services, booking or a visual try-on is clearer than a vague promise of personalization. Consultation agents need the business rules that determine the next step.
No. A template shows a particular client task. Examples marked as starting points need your service questions, records, and actions configured before use. The linked page explains the example in full.
Yes. The AI agent has its own web page where clients can use text or voice. Configure the next step your service needs, such as a paid session, an appointment, or a handoff with the agreed information. Phone, messaging, and other systems are optional connections.