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Praxi AI & Actions

Praxi can suggest and execute actions from the same registry used by the Command Palette and workflows. Every AI-initiated action requires your explicit approval before it takes effect -- no exceptions.

One Assistant Across Your Practice​

You always work with one assistant called Praxi. Praxi can help across clinical documentation, scheduling, billing, research, reporting, team wellbeing, and workflow automation. It automatically chooses the right capability and model for each request, so you do not need to select a specialist.

Which AI capabilities your plan includes

Student and Essentials plans include Praxi's efficient general assistance. Advanced specialist capabilities require a Pro plan or higher.

Model Routing​

Praxi routes approximately 70% of AI interactions to Haiku (fast, efficient), 25% to Sonnet (balanced), and 5% to Opus (advanced clinical reasoning). The system automatically escalates to a more capable model when it detects clinical urgency, sensitive content, or high complexity.

Your subscription tier sets the model ceiling:

PlanMaximum model class
StudentEfficient
EssentialsEfficient
ProBalanced
EnterpriseMost capable

How Praxi Uses Actions​

When you ask Praxi to do something, it translates your request into one or more actions from the Universal Action Registry. For example:

  1. You ask Praxi: "Reschedule Sarah's Thursday appointment to next Monday at 2pm"
  2. Praxi identifies the matching action — rescheduling the appointment
  3. Praxi fills in the parameters: client, original time, new time
  4. Praxi presents the suggestion for your approval
  5. You approve, and the action executes

All AI-suggested actions use the .suggest.* pattern, meaning they always produce a suggestion rather than executing directly.

Domain Routing​

Praxi routes each request to a capability restricted to the appropriate domain. This prevents clinical assistance from modifying billing records or scheduling assistance from altering clinical notes.

CapabilityCan AccessCannot Access
ClinicalClinical notes, risk assessment, documents, care plansBilling, scheduling, staff HR
OperationsAppointments, billing, Medicare, navigation, helpClinical notes, risk assessment
ResearchResearch databases, MBS schedule, guidelinesPractice data modification
AnalyticsAnalytics, reports, revenue data (read-only)Client records, clinical notes
Team wellbeingStaff wellness indicators, HR data, leaveClient records, billing
AutomationWorkflows, automation rules, integrationsClinical notes, direct client data
info

You can ask Praxi any supported question. It automatically routes the request to the appropriate capability.

PsyBA 2025 Compliance​

The Psychology Board of Australia's Code of Conduct (effective 1 December 2025) requires that practitioners maintain direct responsibility for all clinical decisions. Praxi enforces this by requiring human approval for every AI-initiated action, regardless of the action's normal approval tier.

Even actions that normally execute immediately (approval tier: NONE) require your confirmation when initiated by Praxi. This applies to every AI capability, including clinical assistance.

Reviewing AI Suggestions​

AI suggestions appear in three places:

  1. Inline -- When chatting with Praxi, suggestions appear as actionable cards in the conversation
  2. Approval inbox -- Pending suggestions appear in the Command Palette under Pending Approvals
  3. Notifications -- You receive a notification for each suggestion requiring your attention

What a Suggestion Looks Like​

Each suggestion card shows:

  • The action name and description
  • The parameters the agent has filled in
  • Praxi as the source of the suggestion
  • A confidence indicator (how certain the agent is about the parameters)
  • Approve and Reject buttons

Approving or Rejecting​

  • Approve: The action executes with the suggested parameters. You can edit parameters before approving.
  • Reject: The suggestion is discarded. You can optionally provide a reason, which helps Praxi learn your preferences.
  • Edit and Approve: Modify the parameters, then approve. Useful when Praxi got the action right but a detail wrong.
tip

You can reject a suggestion with a note like "Use 30-minute sessions, not 50" and the agent will remember this preference for future suggestions in the same session.

AI Permission Ceiling​

Praxi inherits your permissions and can never exceed them. If you do not have permission to delete a client record, Praxi cannot suggest that action to you.

Your RolePraxi Can Suggest
Practice OwnerAny action in the registry
PractitionerActions scoped to own clients and records
InternRead-only suggestions, note drafts (require supervisor co-sign)
ReceptionistScheduling, client intake, communication actions

Audit Trail​

Every AI interaction is logged in the audit trail:

  • The query you sent to Praxi
  • The suggestion Praxi produced
  • Whether you approved, rejected, or edited the suggestion
  • The resulting action execution (if approved)

These records are retained for 7 years in compliance with the Privacy Act 1988 and AHPRA record-keeping requirements.

Configuring AI Access​

Practice owners can configure Praxi at Settings > AI. Individual practitioners can adjust their preferences at Settings > AI Preferences, including:

  • Enabling or disabling Praxi
  • Setting suggestion verbosity (Minimal, Standard, Comprehensive)
  • Configuring custom instructions for more relevant suggestions

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