Note: Accounts must be on the Accelerator plan to access the Leads Table.
API Key Generation
1. Log into your AR portal and click on the Settings wheel.
2. Navigate to Integrations > Leads API
3. Select 'Ageless AI' from the Source dropdown.
4. Click "Generate Key"
5. Click 'Copy Key' for the Ageless AI source.
Add API Key to Ageless Platform
6. Once you've copied your API key, go to your Ageless portal, and select Aesthetic Record under Integration.
7. Paste the API key in the API Key field and click Save.
*Please note, if you currently have the RepeatMD integration, it will not connect Ageless. You must complete this step in order to connect Ageless to your Leads tab.
AR Lead Source Verification
8. Once connected, if a new lead comes in, you will see the updated source in the Leads section. You can sort the leads tab by the source, or you can locate new leads by source under the Source column.
9. The current functionality includes the lead's name, email and phone. Using the icons under the Action section, the user can book the patient, add them to the patient list, remove the lead or send a 2-way text.
Reviewing an Ageless AI Lead
Open a Lead Record
Click on a patient's name in the Leads list
The lead detail view opens, showing:
Contact information (name, email, phone)
Assessment date when the questionnaire was completed
Primary concerns and wellness interests selected by the patient
Aesthetic goal the patient is seeking
Treatment experience level (new to treatments, somewhat experienced, very experienced)
Previous treatments the patient has received
Recommended treatments matched by Ageless AI, with brief descriptions
View Assessment Documents and Images
In the lead record, locate the Files section
This section contains:
Assessment summary PDF: A formatted report of the patient's concerns, goals, and recommendations
Questionnaire responses: The complete answers from the Ageless AI assessment
Patient images: Photos taken during the assessment for visual reference
Document Repository
These same images and questionnaires are stored in the client's Document Repository once you convert the lead to a client.