Documentation assistant for Allied Health Professionals

Everbility is your documentation assistant, designed specifically for Allied Health Professionals.

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  • Improved accuracy when creating documents ๐Ÿง 

    This is a big one! We have made some giant strides when it comes to accuracy of generated documents. Here are some of the differences you will see:

    • When turning on Smart Select you will find that Everbility will be able to look through your notes in a more thorough manner and generate responses that cover more content relevant to the instruction.
    • When selecting individual notes, for e.g. for generating a progress note/case note you will find that Everbility will not miss information present in the note.
    • The documents generated with Everbility will have better continuity.

    We believe that you will see reports that require less work to rework and contain comprehensive information from your notes!

    Bug fix ๐Ÿ›

    We have fixed a bug where a reaaaally long conversation with the Assistant would result in an error. Now you can have a conversation of any length with the Assistant without any issues. ๐Ÿ’ฌ

    More speed ๐Ÿƒโ€โ™€๏ธ

    You will see that responses are faster when you have NDIS turned on. 99% of the response are being delivered in under 6 seconds. That means Everbility looks through your notes, the NDIS guidelines and provides you with a response based on the provided instructions. SO MUCH TIME SAVING ๐Ÿš€

    Performance improvements all around ๐Ÿš€

    We have been hard at work making Everbility faster and more reliable. Some notable improvements:

    • We have improved the resource usage on our servers by 5x. This means fewer errors when using Everbility.
    • Now when you close the writer after clicking Generate everything we reliably stop the generation and you can continue from where you left off.

    Bug fix ๐Ÿ›

    We noticed that when continuing a saved report the writer would save an empty document. Even though it didn't affect any customer data it would often lead to annoying error notifications. We have squashed this bug and you should not see this issue anymore. ๐Ÿ› ๏ธ

    Update walkthrough ๐Ÿ†˜

    Everbility comes with a bunch of walkthroughs that you can use to learn about different features provided by Everbility. We have updated our "Quick Start - Writer" walkthrough to include updated information regarding how to use Everbility's Writer tool to supercharge your report-writing process.

    Take it for a spin and let us know if there is any particular walkthrough that you would like to see!!

    Improved Voice Transcription ๐ŸŽ™๏ธ

    We gave our voice transcription some much needed love these last few days. Here are the improvements:

    • The voice transcription will generate transcriptions much faster by a factor of almost 3x in more extended conversations โšก
    • The generated transcriptions will be much more accurate with the intent being captured more accurately ๐ŸŽฏ
    • The transcription will now handle silence much better and produce fewer filler words (in our tests it accurately picked silence in 95% of the cases!). In addition there will be less duplicate words in the transcription ๐Ÿคซ
    • We have also fixed a bug where the transcription would not show up in the editor after it was processed ๐Ÿ› ๏ธ

    Upgraded Writer ๐Ÿ“

    At Everbility we are very proud of the AI writer we have created for health professionals. We did a massive upgrade to the underlying architecture to make it more reliable and give us a stronger base to build on in the near future! You should see fewer crashes and a better experience when using tables. Let us know if you see any issues with the writer. ๐Ÿ—ฃ๏ธ

    ๐Ÿ›ย ย Bug fixes

    • You can use tables again in the notes editor when taking client notes. (โ•ฏยฐโ–กยฐ๏ผ‰โ•ฏ๏ธต โ”ปโ”โ”ป

    Verifiable AI ๐Ÿ”

    Today we are taking a big step towards massively increasing the confidence in any document you have generated using Everbility. Now you can select any content in Everbility and find real sources which can help you verify and provide evidence for anything generated with Everbility or pasted into Everbility.

    We have lots of plans to make this feature even more powerful in the future. For now enjoy having a super powerful search engine at your fingertips that will save you hours and hours of time โฑ๏ธ

    ๐Ÿš€ย ย Improvements

    • "Toggle Prompt" is now "Mark as Instruction" to make it clearer what the button does. ๐Ÿ“

    Show sources for generations ๐Ÿ”

    At Everbility we are committed to building the most accurate AI in healthcare! We are taking a big step towards that by showing you sources that were used to generate the content. You will be able to see the client notes that Everbility referred to (when smart select is on) and what NDIS web pages it referred to (when using NDIS as the funding model). We have a lot more work planned to help you build more confidence in anything generated by Everbility (something more coming next week!!). This feature is available anywhere you see Everbility generated content. ๐Ÿค–

    ๐Ÿš€ย ย Improvements

    • We have redesigned the actions you can take in Assistant (Export, Find Research) to make them easier to access. ๐Ÿ”ฌ
    • We redesigned the action buttons in the writer to make them work on all screen sizes and just down right prettier. ๐Ÿ–Œ๏ธ
    • The assistant is much more performant now. Less crashes!! โค๏ธโ€๐Ÿฉน

    Organisation Templates ๐Ÿ“ƒ

    We have introduced organisation templates!! You can now create templates that are specific to your organisation. This will allow you to make the templates once and share it with your entire team right from within Everbility!. Instant efficiency gains and standardisation across your team. ๐Ÿ‘ฅ

    Admins can create organisation templates and organisation members can use them, copy them.

    ๐Ÿš€ย ย Improvements

    • The writer page will look a little cleaner. You will not see the disabled writer till you select a client and a template to write a report. ๐Ÿงน
    • We have made a bunch of performance improvements to the dashboard page and the manage account page.

    AI Improvements ๐Ÿค–

    We noticed that our AI had a tendency to get confused when it came across examples from the NDIS website that had names in them like this. We have made a number of improvements to the AI to make it more robust and accurate when it comes across examples like these. ๐Ÿค–

    New Client Data View ๐Ÿ—ƒ๏ธ

    We have made the client data view a little nicer to look at and use. You now have separate tabs for client notes (any session information, background information) and documents(generated using Everbility). Bye bye scrolling forever โˆž ๐Ÿ‘‹

    Organisations ๐Ÿฐ

    We have introduced organisations in Everbility! Now you can easily create an organisation for your team and invite team members to Everbility! This also allows you to manage billing for your entire team from one single place. ๐Ÿš€

    Updated guides ๐Ÿ““

    At Everbility we are continuously updating the product(and will continue to do so). We have updated our guides to reflect the latest changes and features. ๐Ÿ““

    Are you finding our guides helpful? Let us know if there is anything you would like us to add to them. ๐Ÿš€

    New Landing Page โœจ

    Say hello to our new landing page that is guaranteed to make you smile! ๐Ÿ˜ Did you manage to find all the tiny little interactions that make the page come alive? ๐ŸŽ‰

    We love products that delight us, and we will be introducing more and more delight into Everbility!

    Products built for healthcare professionals don't need to be boring and soulless! โค๏ธ

    Shiny New Tables ๐ŸŒŸ

    You will see new tables everywhere in Everbility. Client notes, report history, conversation history have been updated to use the new tables. This will make it easier for you to work with your data stored on Everbility and this also means that we will make it easier for us to introduce search and filtering of report history and conversation history in the near future. ๐Ÿš€

    New Notes Editor ๐Ÿ“’

    Say hello to our brand new notes editor! ๐ŸŽ‰ We have taken a leaf out of our report editor and have brought auto save to the notes editor. Now your notes will automatically save as you type. ๐Ÿš€

    Behind the scenes we the notes editor now has the same base as the report editor. This means that in the near future we will be able to bring a lot of AI features to the notes editor as well. ๐Ÿค– Watch this space!!

    ๐Ÿ›ย ย Bug fixes

    We have fixed a bug where the edit with AI feature was not working and would not show the AI generated content. ๐Ÿ› ๏ธ It should be more reliable now. Let us know if you see any issues with it.

    It's Raining Templates ๐ŸŒง๏ธ

    Everbility's flexible AI powered templates can cut down your report writing time by up to 80%! We just released a bunch of new example templates to help you get started. When adding a new template, you can copy from an existing example template and modify it to suit your needs. โœ๏ธ A couple of other things that will help you take advantage of the new example templates:

    • You can now easily search through the example templates.
    • When you copy a template with merge tags and start writing a new report with it, Everbility will automatically create and fill the merge tags for you. ๐Ÿค–

    A step closer to different funding models ๐Ÿ“œ

    Everbility was started with a focus on helping health care providers navigate the NDIS. We have grown now to be used by a wide range of health care professionals that work across different funding models all over the world. We are excited to announce that we have laid the groundwork to support different funding models. Now you can go to AI Preferences under Manage Account and select Other (Global) as your funding model. This will result in Everbility not giving you NDIS specific answers. ๐ŸŒ

    You will find Everbility to be really smart when you ask her about the funding model you work with. In the near future you will be able to specify which funding model your clients are trying to access. ๐Ÿซ‚

    The Need for Speed ๐ŸŽ๏ธ

    We have been cranking it up a notch and making Everbility a lot faster. Today was dedicated to a bunch of upgrades in the background to make Everbility a lot more faster and reliable. We are not done yet and will continue investing in making Everbility snappy. For the fellow nerds out there:

    • Updated our data validation engine leading to a performance gain of anywhere from 5 - 50x (yes you read that right).
    • Updates were made to how we handle connections to the database. Here is a pretty picture (less is better):

    NDIS Search by Everbility

    We are proud and excited to announce that we have released a free and very useful tool: NDIS Search by Everbility. This will allow you to search and from one place. ๐Ÿš€ Not only that, you are also provided with relevant resources that were used to generate the answer for you so that you can continue exploring the NDIS website. ๐Ÿ“š

    ๐Ÿš€ย ย Improvements

    • The Everbility logo visible in the top right after logging in will now take you back to the dashboard. An annoying little quirk that has been fixed. ๐Ÿ˜ฎโ€๐Ÿ’จ

    ๐Ÿ›ย ย Bug fixes

    • The toolbar in the writer was showing a scrollbar even on a larger screen. That has now been fixed and the toolbar is now a lot more usable. ๐Ÿ› ๏ธ
    • We have fixed an issue where a table with headers on the left hand side would not be downloaded as a table when exporting the report to docx. ๐Ÿ“

    ๐Ÿ’ชย ย Everbility becomes more resilient

    We observed a problem where any issue with OpenAI would result in a flow on affect where Everbility would become unresponsive. We have made a number of changes to make Everbility more resilient to issues with OpenAI. This should result in less downtime and more reliability for our users. ๐Ÿš€

    ๐Ÿš€ย ย Report Generation Improvement

    The report generation has been improved to be a little less repetitive. This should result in more varied reports and less repetition of generated content. ๐ŸŽ‰

    ๐Ÿ›ย ย Fixed aggressive undo

    We have fixed an issue where the undo button was enabled when the editor was first opened. This resulted in a couple of users deleting their reports by pressing it. Now you should not be able to undo your way to an empty report. ๐Ÿšซโ†ฉ ๏ธ

    Refer a friend ๐Ÿค

    We have added a referral program to Everbility. ๐ŸŽ‰ You can now refer your friends to Everbility and get a discount on your subscription. ๐Ÿค‘ When a friend signs up using your referral link they and you will get a 10 AUD discount on your next subscription payment. ๐Ÿš€

    Select your preferred language ๐Ÿ—ฃ๏ธ

    Everbility now replies in your preferred language. ๐ŸŽ‰ You can select your preferred language by clicking on your avatar and then picking your preferred language under AI Preferences.

    We currently support US English and UK English. Let us know if you would like us to add support for any other language.

    AI Powered Merge Tags ๐Ÿค–

    We have added AI powered merge tags to Everbility. ๐ŸŽ‰ This will allow you to use merge tags in your templates and have Everbility fill them out for you. This has been a long requested feature and we are excited to finally release it.

    You can use merge tags by clicking on the + icon in templates and writer. You can even add your custom merge tags. Everbility will automatically look through your client notes and select the correct information to fill the merge tags with.

    ๐Ÿš€ย ย Improvements

    • We have improved logging of user ids (no personally identifiable information) to help us debug issues faster and keep Everbility more secure. ๐Ÿ›ก๏ธ

    Easily insert tables +

    How annoying is it when you have to scroll all the way to the top of the page to insert a table? ๐Ÿ˜ข No more. Now you can insert tables from anywhere in the document by clicking the plus icon next to the row. ๐Ÿš€

    Tis the season of Tables ๐ŸŽ„

    Santa ๐ŸŽ… is a little late but comes bearing gifts. ๐ŸŽ We have made a lot of improvements to tables over the last few weeks and are excited to share them with you!

    ๐Ÿš€ย ย Improvements

    • You can now use column headers to generate tables in addition to row headers. ๐Ÿ™Œ This has been one of the most requested features and we are excited to finally release it. ๐ŸŽ‰
    • You can now provide hints in table cells. This will allow you to personalise table cells even more. Something you are used to doing when creating templates in a word processor. ๐Ÿ“
    • The button to edit table is now much clearer and easy to access. ๐Ÿ› ๏ธ

    ๐Ÿ›ย ย Bug fixes

    • We have fixed a bug where a table row could not be deleted if it was added manually to the table and was empty ๐Ÿงฐ
    • Setting table headers works properly now and will not remove header from a cell when you are in fact trying to set it. ๐Ÿ˜ตโ€๐Ÿ’ซ

    Starter Guide ๐Ÿ““

    We have created a starter guide to help you get started with Everbility. ๐Ÿš€ By clicking on the Starter Guide button in the dashboard you can access self-guided demos to walk you through the most important features of Everbility. This should make it easier for you to get started with Everbility and make the most of it. ๐Ÿ™Œ

    ๐Ÿš€ย ย Bug fixes

    • User authentication and authorisation just got a lot faster. We have shaved off milliseconds from all our requests as we continue to make Everbility more snappy to use. โšก

    Improved and Longer Speech to Text ๐ŸŽ™๏ธ

    We have improved our speech to text feature to be more reliable, faster and to support longer recordings. ๐ŸŽ™๏ธ Now you can use transcription for up to 180 minutes (3 hours) in one go compared to the previous limit of 10 minutes. The audio will also be transcribed much more frequently as you talk and this in turn will result in fewer cases of your entire recording not being transcribed if there are any issues. Take it for a spin and let us know how you find it ๐Ÿ—ฃ๏ธ

    ๐Ÿ›ย ย Bug fixes

    • Fixed a bug where users would get a client side application error when transcribing in an empty document.

    Multiple allied health professions ๐ŸŽ‰

    Our mission here at Everbility is to change the healthcare system for the better for both healthcare professionals and their clients. Today we are taking a big step towards that mission by supporting multiple allied health professionals. ๐ŸŽ‰ Everbility now supports the following professions:

    • Occupational Therapists
    • Dietitians
    • Physiotherapists
    • Podiatrists
    • Psychologists
    • Speech Pathologists
    • Exercise Physiologists
    • ABA Practitioners
    • Behaviour Support Practitioners

    Selecting the correct profession will customise Everbility's AI models to your profession and make it easier for you to use Everbility. ๐Ÿš€ If you want to use Everbility and your profession is not listed here, please reach out to us at and we will add it for you. ๐Ÿซถ

    Status Page ๐Ÿšง

    Something wrong with Everbility? You can now check any active issues we are dealing with and working on at We will endeavour to keep this page up to date with any issues we are facing and the progress we are making on them. ๐Ÿš€

    You can access the page by clicking on the ? icon on the bottom left of the screen and then clicking on Status Page. ๐Ÿšง

    Community Templates ๐Ÿ‘ฅ

    We are excited to announce that we have launched community templates! ๐ŸŽ‰ These are ready to go report, letter and note templates that you can use right away. We will be adding more templates to this list over time. ๐Ÿš€

    This will make it easier for you to get started with Everbility and save you heaps of time. โฑ๏ธ

    โš•๏ธย ย HIPAA compliant

    We are very proud to announce that Everbility is now compliant with the Health Insurance Portability and Accountability Act (HIPAA). This means that Everbility is now compliant with the US Privacy Laws in addition to being compliant with the Australian Privacy Laws. ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡บ๐Ÿ‡ธ

    Everbility is committed to safeguarding your data and building upon a foundation of security and privacy. Being compliant with HIPAA is a big step in that direction. ๐Ÿ›ก๏ธ Some notable improvements to Everbility's security, privacy and reliability that have happened as a result of this are:

    • All changes to Everbility are now reviewed by multiple people.
    • Your data is now backed up in multiple data centers. Still encrypted and safe from prying eyes.
    • All access to any of Everbility's infrastructure is logged and audited at a regular cadence.
    • All employees of Everbility are trained on HIPAA compliance and privacy best practices and have their devices monitored for security best practices.
    • Everbility has documented disaster and incident response plans to make sure that we can respond to any incidents in a timely manner.

    Import/Export Documents ๐Ÿ“ค

    Everbility writer now allows you to easily import and export your documents/templates in a special Everbility format. This means that you can easily share your templates with your team members. ๐Ÿค

    Your practice now needs to create a template just once, export it and share it with the rest of the team. ๐Ÿš€ The team members can then import it and get started right away. This will save a lot of time and make it easier for you to collaborate with your team. ๐Ÿ™Œ

    Faster document store ๐Ÿš€

    Everbility is growing fast, and as a result, we updated our document store to be faster and more reliable. This should result in faster loading times when interacting with documents on Everbility. ๐Ÿƒโ€โ™€๏ธ ๐Ÿ“

    HIPAA Compliant Infrastructure โš•๏ธ

    We are pleased to announce that Everbility has started it's journey of being HIPAA compliant. Everbility is already compliant with the Australian Privacy Laws and as we gear up for our US launch, we are dotting our i's and crossing our t's to make sure we are compliant with the US laws as well. ๐Ÿ‡บ๐Ÿ‡ธ

    As a result, we spent a fair bit of time moving Everbility to HIPAA compliant infrastructure. This entails having contracts with all our vendors that they will follow the best practices when it comes to handling sensitive data, better backup and security practices, better monitoring of our infrastructure for issues, etc. This will make Everbility more reliable and secure for all our users. ๐Ÿ›ก๏ธ

    Better voice to text ๐ŸŽ™๏ธ

    Voice to text got some much needed love. ๐Ÿ’“ Now, if audio transcription fails for any reason (such as poor internet) Everbility will automatically download your recording for you. Not only that, you can then upload the recording when using the writer to transcribe it again. ๐Ÿคฏ You can even use Everbility to transcribe your existing audio files.

    ๐Ÿ›ย ย Bug fixes

    • We have massively improved the reliability of voice to text. Less frustration for our users who love transcribing! Thank you to our user, Dhania, for highlighting this issue to us. ๐Ÿ™

    ๐Ÿ›ย ย Bug fixes

    • We have solved the case of the missing generate button in the templates. ๐Ÿ•ต๏ธโ€โ™‚๏ธ
    • We have fixed the issue where the Stop button would not work reliably when editing with AI in the writer. ๐Ÿ›‘

    Documentation ๐Ÿ““

    We have added documentation to help you get started with Everbility and understand how to use all of it's features to the fullest. You can access the docs from the home page or by clicking the ? on the bottom left when using Everbility. This will be great as you onboard new team members and want to get them up to speed quickly. ๐Ÿƒโ€โ™€๏ธ

    Edit with AI ๐Ÿค– โœ๏ธ

    Everbility's AI powered editor now allows you to edit parts of the document with AI. Just select the text you want to edit and click on the โœ๏ธ icon. Everbility will use it's knowledge about your client notes and rest of the report to do these edits. This will allow you to get through your documentation really fast. โšก

    AI powered tables

    Our users love tables, and now we have AI-powered tables available in the writer. Just insert a table and add headers, and Everbility will look through your notes to fill up the table for you. We are committed to making the writer the best report-writing experience for you, and we believe this is a big step in that direction. ๐Ÿš€

    Checkout the walkthrough of the new feature by Angela.

    Quality of life improvements

    • We did some background updates to make Everbility more reliable which should result in faster error responses in case the OpenAI API is down. โค๏ธโ€๐Ÿฉน
    • More data fetching optimizations when using the new AI powered editor. Everbility makes fewer requests to the server now. ๐Ÿ›œ

    New support options

    Reaching out to us for help just got a whole lot easier. You can now reach out to us via email, chat or book a meeting. We are here to help you get the most out of Everbility.

    ๐Ÿ›ย ย Bug fixes

    • Fixed a bug where the users would see an error notification momentarily when accessing their client data on templates. ๐Ÿƒโ€โ™€๏ธ

    AI Powered Editor

    Say hello to our biggest change yet. The new AI powered writer that allows you to write reports, letters, etc super fast. Backed by the knowledge about your clients and the Allied Health we believe this is going to completely change how you use Everbility and interact with our AI models. See it in action.

    ๐Ÿš€ย ย Improvements

    • Breadcrumbs have been added to make it obvious where you are when using Everbility and to make it easier to jump back and forth. ๐Ÿž

    • You can access client data and report history easily when using the writer or the assistant. ๐Ÿ“

    • Faster tooltips have been added throughout the app. ๐Ÿ—จ๏ธ

    • The voice text icon has been updated to make it clearer that you can use voice input. ๐ŸŽ™๏ธ

    • General performance improvements for the app. Everbility now makes less requests and works the same. โšก

    • Performance updates to our editor to make it more stable.

    ๐Ÿ›ย ย Bug fixes

    • You can no longer send empty messages to the assistant. ๐Ÿ™…โ€โ™‚๏ธ Thank you to our user Kim for highlighting this issue to us.

    Smart Select

    Select your client, turn on Smart Select and see how Everbility picks the right notes and gives you the answer! This brings the capability of not having to worry about the length of your notes anymore! No more worrying about which note to select. Everbility does that for you.

    If you want, you can still select individual notes by turning smart select off.

    ๐Ÿš€ย ย Improvements

    • You can now download/copy the entire conversation at once

    ๐Ÿ›ย ย Bug fixes

    • Fixed a bug where the note would get unselected if you moved away from the window or tried to edit the note when using Assistant or Writer โœ…
    • We have solved the mystery of the disappear conversation. Your conversation is not going to disappear even if you leave your computer idle. Also, there is always history. โณ

    Voice Input

    Now you can use voice input when using Everbility assistant or writer! ๐ŸŽ™๏ธ

    You may have used speech-to-text on your devices before, but we promise you that this is a big step up. Built using the best speech-to-text AI models, you will be amazed at how well Everbility understands you!

    Conversation History

    We have conversation history! You can see and continue your past conversations here.

    ๐Ÿš€ย ย Improvements

    • Everbility is focused on Privacy and committed to protecting your data. We highlighted that on our homepage along with other design improvements. ๐Ÿ”
    • We have deprecated our old chat page. If you visit the old chat page, you will see a link to our assistant.
    • We are active on Instagram! Say hello to us there:

    ๐Ÿ›ย ย Bug fixes

    • We fixed a bug when generating the follow-up question where the loading indicator would keep spinning.

    Better Knowledge Base

    Introducing "Explore", which intelligently provides you links from the NDIS based on your query.

    As a part of this change, we also improved the Assistant's knowledge, and you will find it a bit smarter. We will continue to build this feature out and include other knowledge sources for different funding models in Australia and overseas.

    ๐Ÿš€ย ย Improvements

    • Assistant provides a follow up question that you can use to continue your conversation with the it. ๐Ÿค–
    • We have added a stop button to stop generating an answer in Assistant and Writer.

    ๐Ÿ›ย ย Bug fixes

    • Lists are rendered properly when talking to assistant.

    New Writer

    Writer has been revamped to make it easier to use!

    ๐Ÿš€ย ย Improvements

    • A reorganised view for templates so that you can find the right template easily.

    Cross Device Notes

    Everbility finally comes with cross-device document storage and an easy way to organise client notes and templates! Now access your notes from anywhere, anytime. ๐Ÿ“

    As with any feature we introduce at Everbility, security and privacy are our highest priority. Any data you add to Everbility is encrypted and stored currently in Australia. In the future, we will offer our international users storage options in their respective countries.


    We released our biggest update yet and released a brand new in-browser editor. Use a template and notes to generate a report section and see the new editor in action.

    At Everbility, we believe we have just scratched the surface of how technology can positively impact the Allied Health space. We have decided to focus on documentation first, and today we took a big step to take report writing to the next level.

    ๐Ÿš€ย ย Improvements

    • Finding research is a lot faster now. We have gone from an average of 40 seconds to do research when clicking the "Find Research" button to an average of 15 seconds.

    ๐Ÿ›ย ย Bug fixes

    We fixed a bug where the Docx download was putting a lot of content in the same line. So more reliable docx downloads and less work for you when incorporating them in your reports!


    We are pleased to share that Everbility is fully compliant with the Australian Privacy Principles and the Privacy Act 1988. We have updated our Privacy Policy to reflect the same.

    ๐Ÿš€ย ย Improvements

    • You can now save your repeatedly used questions when talking to the Assistant thanks to the new "Question Library โŒ˜K"
    • The prompts in the "Question Library" are now shown in their entirety and not truncated as before.

    Spring Cleaning

    ๐Ÿš€ย ย Improvements

    • New users will now see example notes, templates and questions. To make starting with Everbility a little easier. If you have found Everbility too intimidating in the past, we hope this will help!
    • Uploaded client notes can be viewed and edited when talking to the Assistant.
    • Adding client notes and templates is a little easier with wider panels to upload documents.
    • Everbility as a whole should feel a lot more usable on mobile. We still recommend using it on the desktop for the best experience.
    • You can now copy/download the answers/reports generated by Everbility.

    Report Generation

    ๐Ÿš€ย ย Improvements

    • Report writing is a big part of the workflow where we believe we can help. With that in mind, we have released the first version of our report-writing workflow, which allows us to generate reports based on Templates and Client Notes.
    • โ€˜Example questionsโ€™ are available in the assistant by clicking the button of โŒ˜K shortcut.
    • OTs love tables! The assistant is now capable of generating properly formatted tables.