🔒 Permissions: Admins and Creators can create new Minis. Members can view and interact with Minis they've been given access to, but can't create new ones. Learn more about roles →
A Mini is a person-centred AI agent for someone in your care — a resident, a client, a participant. It learns from the records, notes, and documents you add, and uses that context to help you with everyday care tasks: writing handover notes, summarising progress, drafting family updates, and more. Think of it as a knowledgeable teammate who's always up to speed on that person's story.
Creating a Mini is the first step. Once it's set up, you'll build its knowledge over time by adding records — and the more context it has, the more useful it becomes.
When to use this
You're onboarding a new client or resident and want to set up their Mini so you can start building their care history from day one.
You want to check or update someone's details — for example, correcting a date of birth or adding a photo.
How to create a Mini
Select Create Mini
Enter the person's name
Add their date of birth and profile photo
Click Create Mini
Your workspace template applies automatically, so the Mini is ready to use straight away.
ℹ️ Good to know: Your workspace is set up for a specific care type (NDIS, Residential Aged Care, or Support at Home), which shapes how your Minis work — including the prompt recommendations and record labels available. If you're not sure which care type applies, your Workspace Admin can check this in Settings.
Adding first records
Once your Mini is created, you can start adding records — care notes, assessments, progress updates — by clicking Add first record. The more records a Mini has, the better it can support you in conversations and care tasks. For a full walkthrough, see How to create a record.
Viewing and editing a Mini's details
Open the Mini by clicking their profile photo and name in the top left.
The details panel opens on the right.
Click Edit details to update their information.
⚠️ Accuracy matters: The details you enter — name, date of birth, and other identifiers — shape how the Mini supports you in conversations and documentation. Take a moment to make sure everything is correct, especially if this information will appear in care notes or reports.
Need help?
Setting up a new Mini and not sure where to start? Message us through the Help Desk in the app — we're happy to walk you through it.