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Turning chat and messaging on or off

The Chat, messaging & moments card lets you turn the Pippa AI chat, care-team messaging, moment check-ins, and the daily plan on or off for a specific patient.

On this page

Some patients shouldn't be using the Pippa AI chat, and some shouldn't be messaging the care team between sessions. The Chat, messaging & moments card lets you turn either one off for an individual patient. It lives on the patient's Customizations tab. Chat and messaging are on by default. The same card also holds two opt-in surfaces, moment check-ins and the daily plan, which are off by default.

The Chat, messaging & moments card with four toggles: Pippa AI chat off, Care-team messaging on, Moment check-ins off, and Daily plan on
Four independent switches, shown here with the AI chat turned off. Off hides the surface in the patient's app; nothing they've already sent is deleted.

What each switch does

Pippa AI chat
Off hides the chat entry point in the patient's app — tapping the Pippa buddy no longer opens a conversation. Existing history isn't deleted.
Care-team messaging
Off hides the messages inbox (the 💌 in their app) so the patient can't message you or the care team. Your dashboard messaging is unaffected; this only controls the patient's ability to reach out.
Moment check-ins
Off by default. On lets the patient record a short note about a hard moment that never touched a meal log. It reaches you, and the app tells the patient so, so turn it on deliberately.
Daily plan
Off by default. Steadying for some patients, and one more daily thing to fall short of for others. The plan stays on their phone; only the evening reflection reaches you, and only if they share their journal.

The change reaches the patient's app the next time it refreshes (within about a minute of a save, or immediately when they next foreground the app).

It hides the surface, not the history

Turning a switch off removes the entry point in the app; it does not delete anything already sent. Turn it back on and the surface reappears with its history intact.

When to use it

  • AI chat off — a patient for whom the companion isn't clinically appropriate, or who is using it in a way that isn't helping. Their safety protections (crisis routing) live in the app regardless; this simply removes the chat surface.
  • Care-team messaging off — a caseload or boundary decision where between-session messaging isn't part of the plan for this patient.
Chat and messaging stay on unless you change them

Because chat and messaging default on, you never have to enable anything for a normal patient. You only reach for this card when a surface should come off for a specific person, or when you decide a patient would benefit from moment check-ins or the daily plan.

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