How to Set Up Sintra AI: A Step-by-Step Implementation Guide for SMEs
Getting started with a new AI platform can feel overwhelming, especially when you’re running a small business and every hour counts. Sintra AI offers 12 specialized AI assistants designed to handle everything from customer support to social media management, but knowing where to begin makes all the difference between a smooth rollout and a frustrating experience.
This implementation guide walks you through the complete setup process for Sintra AI, from creating your account to configuring Brain AI with your brand information. Whether you’re a solopreneur looking to automate repetitive tasks or a small team ready to delegate operations to AI assistants, you’ll find practical steps to get your virtual workforce up and running quickly.
By the end of this guide, you’ll have a fully configured Sintra AI workspace tailored to your business needs, with your first automations ready to save you time.
Onboarding and Interface Overview
First Steps
The tool provides a simple, self-guided onboarding flow that walks you through key questions about your business: industry, ideal customer, and goals. The more precisely you complete it, the more relevant its recommendations. If you pause at any point, you’ll receive an email with a link to resume later.
After onboarding, you access Sintra’s features through an intuitive interface. A Cassie popup offers a short tutorial showing how easy the tool is to use.
A blue Help tab on the right side of the screen provides quick access to Cassie for support at any time. The interface supports 12 languages (English, Spanish, Portuguese, French, German, Italian, Dutch, Polish, Japanese, Korean, Turkish, and Lithuanian), while AI agents support even more. If you speak to an agent in a different language than configured, it responds in your language automatically.
Brain AI and the 10-Question Quiz
Shortly after signing up, you’ll receive an email recommending next steps: setting up integrations and configuring Brain AI. Inside the Brain AI tab, a 10-question quiz helps the platform learn about your business. For our case study, a small private medical practice with two doctors, the first question was immediately relevant: “Do you offer any specialized services like minor procedures, lab work, or diagnostic testing on-site?” Each question comes from a different AI agent, so by answering the quiz, you’re configuring multiple assistants at once. The quiz then repeats with another 10 new questions.
The inbox already shows messages from several AI agents. Brain AI, described as “the most important place” in the platform, functions as a centralized database for your business information, used by all agents to provide contextual support. The platform encourages feeding it with as much relevant information as possible, since the richer the context, the more accurate the responses. In the following days, Brain AI will send new 10-question quizzes to continue learning about your SME.
Setting Up Integrations
The platform also prompts you to configure integrations with your calendar, social media, email, and other tools. While this step feels more complex, it’s worth it: integrations unlock full automation potential by syncing real data and eliminating repetitive manual work. To configure an integration, go to the Brain AI tab and browse the available options. Select the one you need, and a side panel will appear on the right. Click connect, and a pop-up window will prompt you to sign in with your credentials for that tool (for example, your Google account for Google Drive or Gmail). Once connected, it’s available to all agents that support it.
Navigating the Interface
All AI agents are accessed through a chat interface similar to ChatGPT. On Sintra’s Home screen, there’s a main chat where you can type, talk, upload documents, or activate Smart Mode, and when you make an inquiry, it automatically routes you to the best-suited agent. In Settings (bottom left corner), you can update your personal info, helper language, and interface language.
For this implementation guide, we chose a small business scenario: a newly opened private medical practice aiming to strengthen relationships within its local community. Like most private medical offices, its main advantage is the personalized, continuous care provided by the same doctor. Once we set our goal, Sintra immediately suggested objectives for the helpers and recommended creating a solid business plan.
Trying Buddy (Business Development)
To test the voice command feature, we asked Sintra from the Home screen how to attract more patients to our new medical practice, especially families looking for a long-term doctor. The tool immediately referred us to Buddy, the business development agent—one of Sintra’s most versatile.
Buddy’s response was detailed yet concise, taking into account everything we had told Brain AI. The agent provided an actionable plan covering local community engagement, digital presence, referral programs, educational outreach, and patient experience, all feasible for a doctor without marketing expertise.
The recommendations were spot-on, though some felt challenging for our scenario: building relationships with local businesses, offering free workshops, and writing health columns. We had specified this was a small practice with just two doctors and it’s hard to imagine them finding time for workshops on top of medical duties.
That said, the response concluded with a “Quick Wins” action plan that was genuinely actionable: update Google Business Profile, ask current patients for referrals, post on social media two to three times per week, and reach out to three local organizations.
Trying Soshie (Social Media)
Next, we tested Soshie, the social media management agent. Since we hadn’t connected any social media accounts yet, we selected “Find trending topics” from the predefined use cases.
The response was specific: five trending topics tailored to our medical practice, all tied to current events from February 2026—measles resurgence, immunization schedule updates, preventive care policy uncertainty, personalized primary care, and community health screenings. This helper didn’t just list trends; it explained why each mattered for our audience and provided concrete angles for posts.
What stood out was how well Soshie understood our case study. One topic—personalized primary care as a counter-trend to rushed healthcare systems—directly aligned with our practice’s differentiator. Most suggestions were highly relevant, though one (on-site preventive programs) felt ambitious for two busy doctors.
Perhaps the most notable feature was source citation: nine verifiable URLs from outlets like the LA Times, New York Times, and Healthline—all with 2026 dates. This transparency is uncommon in AI tools and adds significant value for verification.
All topics were US-focused, likely because we set the interface to English and Sintra is a US-based company. To test localization, we added “Localize the results to England.” Soshie delivered five UK-specific topics with sources from GOV.UK, The King’s Fund, and NHS England. For SMEs outside the US, simply adding a location produces region-specific results.
The agent closed by offering to create a post immediately, asking which platform and tone we preferred—a ready-to-execute approach useful for SMEs without dedicated social media staff.
Trying Commet (Web Builder)
To test Commet, we checked the inbox’s “Ideas” section, where we found a message from Commet offering to set up online appointment booking. Keep in mind that ideas have an expiration date—if one catches your attention, it’s worth acting on it before it disappears. This suggestion was tied to our information in Brain AI: the EHR implementation and cash-pay model. We accepted, and the helper produced a comprehensive implementation plan.
Commet also created a downloadable document with detailed analysis and a step-by-step roadmap. From the top-right corner, the download arrow reveals export options: Word, PDF, Google Drive, or directly to Brain AI. The plan included three platform recommendations, two of which—Acuity Scheduling and Calendly—are in the AgentAya catalog. Both are HIPAA-compliant and widely used by healthcare professionals. The document featured concrete metrics, real pricing, and a 6-week timeline for a two-doctor practice.
We also asked Commet to build a website. The agent asked about target audience (families, young professionals, seniors), tone (warm and welcoming), and key features (contact form, office hours, location map, doctor bios). Within moments, this agent generated a complete site with home, about us, services, and contact pages—ready to publish at a Sintra subdomain, with an option to add a custom domain. Note: if an SME enters their own website during onboarding, this step likely wouldn’t be suggested.
Trying Cassie (Customer Support)
This is the customer support agent and has multiple capabilities such as inbox management, Facebook comment integration, customer review analysis, and FAQ generation. We tested Cassie with Smart Mode enabled, asking her to create an FAQ covering services, coverage, payment methods, booking, and cancellation policy. Like Commet, Cassie responded in chat and also generated a downloadable document.
The FAQ was comprehensive and accurate, pulling data directly from Brain AI. It correctly listed all services (family medicine, preventive care, sports medicine, rehabilitation), the cash-pay model, 30-minute appointments, and the 24-hour cancellation notice. The only inaccuracy was the office hours—which we hadn’t specified during onboarding. The questions themselves were well-chosen, covering exactly what new patients typically ask.
In under a minute, Cassie delivered a ready-to-use document that can be exported, saved to Brain AI, or even added to the website Commet built—we simply saved the FAQ to Brain AI and then asked Commet to add it to the site.
Trying Dexter (Data)
Dexter is the data analysis agent with capabilities including QuickBooks financial analysis and Google Drive integration for importing spreadsheets and documents. We asked this helper to create a monthly performance report with charts and KPIs. The agent searched Brain AI but couldn’t find the numerical data needed. Instead of generating inaccurate information, Dexter explained what was missing and offered options: create a template, generate a sample with estimated data, or wait for us to upload actual figures. This transparency is valuable, as agents ask for what they need rather than inventing data.
We uploaded a February 2026 performance summary to Brain AI, and Dexter immediately generated two documents: a detailed monthly report and an executive summary. The output was well-structured, organizing and expanding on our data (patient visits, no-show rates, wait times, service breakdown, satisfaction scores, and revenue) while offering prioritized recommendations like automated reminders to reduce no-shows. The analysis was solid with a well-balanced mix of clinical and business metrics. Some estimates lacked supporting calculations, but overall the output was accurate and useful. In a real scenario, we’d ask Dexter for deeper analysis or conduct our own review.
Worth noting: when a new conversation with an agent generates content, such as Commet’s website, Cassie’s FAQ, or Buddy’s plan, these conversations appear in the inbox’s Ideas section for easy reference.
Trying Vizzy (Virtual Assistant)
This is the virtual assistant with capabilities including meeting notetaking, daily summaries, image background removal, image quality enhancement, priority organization, and bulk visual generation. Today we asked Vizzy to generate five appointment reminder card options that would work both as text messages and printed cards for older patients. Before generating anything, the helper asked some questions about the purpose and message content.
The specified requirements: patient and clinic name personalization, date, time, appointment type, doctor’s name, address with Google Maps link, preparation instructions, and cancellation policy. The agent generated all five variations simultaneously, each with a different style—clean and classic, warm and friendly, modern minimalist, colorful and inviting, and traditional and trustworthy. All five images were well-executed. Notably, all text in the designs was spelled correctly—a common issue with other AI image generators. The only minor critique: the second option might not be ideal for a printed version.
As a follow-up, we requested the first and third cards as blank templates without patient information, and to change the text color to gray on the third. Vizzy delivered both requests accurately with ready-to-use templates that could easily be filled with patient-specific data.
Trying Penn (Copywriting)
Penn is the copywriting agent specialized in content creation, ad copy, and SEO-optimized writing. We requested Penn to write a blog post about managing high blood pressure naturally and the importance of regular checkups. Before writing, Penn asked some clarifying questions about the topic and our preferences, then conducted web searches to research what’s ranking and what people are searching for.
The result was a comprehensive, well-structured article. From an SEO perspective, it included a keyword-rich headline, proper H2/H3 hierarchy, natural keyword integration (DASH diet, blood pressure monitoring, family doctor), and multiple CTAs driving appointment bookings. The content itself was accurate, actionable, and free of medical jargon—appropriate for a general audience. The tone matched our clinic’s community-focused brand, and the English flowed naturally throughout. Notably, the article correctly acknowledged that medication plays an important role for many people—an appropriate nuance, since lifestyle changes complement rather than replace pharmacological treatment for moderate-to-severe hypertension.
Penn closed by offering to write three more posts for our content calendar.
You can check out the full article written by Penn here.
Trying Emmie (Email)
This is the email marketing agent with capabilities including welcome sequences, newsletters, re-engagement campaigns, appointment reminders, and automated drip campaigns. We asked Emmie to create an email sequence for new patients. The helper generated a comprehensive 5-email welcome flow designed to onboard patients over three weeks: a welcome message (immediate), doctor introductions (day 2), services overview (day 6), preventive care tips (day 13), and a stay-connected email (day 23).
The sequence was well-structured and each email had a clear purpose and call-to-action, the tone was warm and community-focused, and the content reinforced our case study key differentiators. Emmie also referenced data from Brain AI, noting our 32% preventive care visits and 8.7% no-show rate to justify the sequence strategy. Emmie closed by offering to create appointment reminder emails, a monthly newsletter template, or re-engagement campaigns.
Worth noting: some agents have overlapping capabilities with subtle differences, while others offer entirely unique features. For example, both Emmie and Vizzy can write emails—but Vizzy handles one-off messages as part of administrative tasks, while Emmie specializes in multi-email marketing campaigns and automated workflows. Understanding these distinctions helps you route tasks to the right agent.
Trying Scouty (Talent)
This is the recruitment agent specialized in hiring processes such as job descriptions, LinkedIn outreach, and candidate evaluation. This is perhaps the most specialized agent in Sintra’s lineup, and likely the least frequently used. While our case study didn’t involve active hiring, even a small two-doctor practice might eventually need administrative support, so we asked Scouty to create a job description for a secretary position.
The result was a comprehensive, ready-to-post job description that reflected our practice’s culture and specific needs. It included responsibilities tied to our actual challenges— appointment coordination and no-show reduction through reminders. The tone matched our warm, community-centered brand, and the qualifications were realistic for a small practice. The helper closed by offering to help with interview questions or posting strategies useful for SMEs without HR departments navigating the hiring process for the first time.
Trying Milli (Sales)
Milli is the sales agent with capabilities including pricing strategy review, sales playbooks, upsell brainstorming, and objection handling.
A sales AI for a healthcare SME might not sound useful—doctors don’t typically think in terms of “sales.” Yet medical practices still sell a service. So, we decided to request Milli a review of our pricing and to tell us if we were positioned correctly.
We initially provided rates in USD ($40 consultations, $20 follow-ups), and Milli searched competitor pricing in Argentina. When we corrected to British pounds (£40 and £20), the agent immediately recalculated using UK market data. This illustrates an important point: testing in English led agents to default to US assumptions, but getting region-specific results was as simple as specifying our location. We recommend uploading complete business information to Brain AI, including your country, to improve accuracy across all agents.
Milli’s UK assessment was thorough: our pricing was 40-60% below market rate (competitors charge £94–£140 for consultations), leaving approximately £200,000 annually on the table. Rather than just recommending a price increase, Milli identified a positioning mismatch—our pricing signaled “budget” while our service delivery justified premium rates. The agent proposed a phased strategy: strengthen positioning first, introduce a membership model, then gradually adjust pricing. This demonstrated how a “sales” agent provides strategic value even in healthcare.
Trying Seomi (SEO)
This is the SEO specialist agent with capabilities including keyword research, on-page optimization, technical SEO recommendations, and local SEO strategies. While Penn writes content, Seomi optimizes it for search engines. To test this workflow, we asked Seomi to optimize the blog post we created with Penn. The agent searched Brain AI but could only find references to the article—not the document itself. We had to save the blog post to Brain AI first. This is important: if you want content created by one agent fully available to others, save it to Brain AI. Otherwise, agents can only see conversation history, not generated documents.
Once Seomi had access, it asked for our clinic’s location (we chose Edinburgh) and generated a 12-section SEO guide covering meta titles, URL slugs, local keyword placement, heading structure, internal linking, schema markup, and image optimization. The contextual research impressed us: the helper included real local references like Arthur’s Seat and Edinburgh Farmers’ Market, and adapted the FAQ to UK medical standards. The timeline estimate (4-8 weeks for ranking improvements) may be optimistic for new domains, and the guide could have addressed backlink strategy more thoroughly. But overall, the document represents the kind of analysis that would typically require a specialized SEO consultant—delivered in minutes.
Trying Gigi (Personal Coach)
Gigi is the personal coach agent with capabilities including wellness programs, habit trackers, meal planning, exercise routines, and lifestyle challenges. We thought to check if this helper can also support patient engagement strategies for healthcare SMEs.
We asked Gigi to generate health plan ideas we could give to patients. The agent produced a comprehensive document with eight different plans: hypertension management, diabetes prevention and management, preventive wellness for healthy adults, weight management, chronic pain management, heart health, respiratory health, and stress and mental wellness. Each plan followed a consistent structure—goals, action steps, and follow-up schedules—with implementation tips at the end.
The clinical content was accurate and aligned with current guidelines: blood pressure targets below 130/80 mmHg, A1C goals under 7% for most diabetics, sodium limits of 1,500–2,300 mg daily, and 150 minutes of weekly moderate exercise. The stress and mental wellness plan was the most universally applicable, with safe recommendations suitable for any patient.
However, the plans were generic and lacked stratification. The hypertension plan didn’t differentiate between stage 1 and stage 2, and the diabetes plan didn’t adjust A1C targets for elderly patients or those with comorbidities—where guidelines recommend less aggressive goals. These are solid starting points, but a physician would need to personalize them before handing them to specific patients.
Sintra
Sintra AI offers 12 specialised AI assistants for SMEs. Our review covers features, pricing, pros and cons, and whether it's right for your business.
Conclusion
Sintra AI is an interconnected suite of AI agents designed to support SMEs across virtually every business function. The platform works like ChatGPT but with more features and less prompt engineering required.
One notable strength: these agents don’t fabricate information or make unjustified inferences—a common issue with other AI tools. They’re designed to be partners, not yes-machines. Response times were fast throughout our testing, with no freezing even during resource-intensive tasks like website generation.
The 12 agents cover a wide range of needs. Some fulfill universal SME requirements: Buddy (business development), Commet (web builder), and Soshie (social media) proved immediately useful. Others like Scouty (talent) or Gigi (personal development) may be less relevant depending on your situation. The interconnection between agents stands out, and their proactive suggestions are both creative and easily dismissed if not needed. Brain AI, the centralized database for your business information, improves agent accuracy while serving as a useful reference for owners themselves. Personalization options like adjusting response tone or adding custom instructions are nice touches, though not always necessary. Tasks like website creation take slightly longer than simple requests, but timing is comparable to similar tools.
Each response, document, or asset is easily downloadable, savable to Brain AI, or copyable. This is a collaborative tool: don’t expect ready-to-use results, but you’ll get excellent drafts that make your work significantly easier. For SMEs looking to automate without technical complexity, Sintra AI delivers a practical suite that genuinely saves time.