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AI Settings

Configure your account-level AI preferences to control how AI features work across your sites. These settings provide the foundation for AI functionality and can be overridden at the site level. Access AI settings through Settings > AI.

Account-Level AI Features

Control which AI features are enabled for your account:

Enable AI Chat

Master Switch: Enable or disable AI Chat functionality for your account

When Enabled:

  • AI Chat becomes available throughout your account
  • You can use AI Chat features on sites where enabled
  • AI models can be selected and used

When Disabled:

  • AI Chat is completely disabled for your account
  • No AI Chat features are available
  • Site-level AI settings cannot override this

Organization Policy: If your organization has policies controlling AI Chat, you'll see policy indicators showing whether this setting is controlled or defaulted by your organization.

Enable AI Chat for My Sites

Site-Level Control: Allow AI Chat to be enabled on sites you own

When Enabled:

  • You can enable AI Chat on individual sites
  • Site administrators can enable AI Chat for their sites
  • Provides flexibility for site-specific AI usage

When Disabled:

  • AI Chat cannot be enabled on any of your sites
  • Overrides site-level AI Chat settings
  • Useful for accounts that don't want AI Chat on sites

Relationship: This setting works in conjunction with the master "Enable AI Chat" switch. Both must be enabled for AI Chat to work on sites.

Enable AI Document Summaries

Document Summaries: Enable AI-powered document summarization

When Enabled:

  • AI can generate summaries for supported documents
  • Summary tabs appear in file viewers
  • Summaries help quickly understand document content

When Disabled:

  • Document summarization is not available
  • Summary tabs don't appear
  • Saves AI credits if summaries aren't needed

Site-Level: Can be further controlled at the site level for granular management.

Enhanced Search: Enable AI-powered search capabilities

When Enabled:

  • Search uses AI embeddings for better results
  • Improved ranking and recall
  • More relevant search results

When Disabled:

  • Search uses traditional keyword matching
  • No AI enhancement of search results
  • May reduce search effectiveness

Site-Level: Can be enabled or disabled per site for fine-grained control.

Default AI Model Selection

Choose your preferred AI model for AI Chat interactions:

Model Selection

Navigate to Settings > AI > Default AI Model to select from available models:

Model Options: Select from industry-leading AI models

Available Models:

  • Different models offer different capabilities
  • Models vary in cost (credit consumption)
  • Some models may be plan-restricted

Model Characteristics:

  • Efficiency: Some models are more efficient (lower credit cost)
  • Capability: Advanced models offer better performance
  • Speed: Models vary in response time
  • Features: Some models support additional features

Organization Policy Control

Permitted Models: If your organization has a policy specifying permitted models:

Policy Indicator: You'll see a policy indicator showing model selection is controlled

Model Restrictions: You can only select from models permitted by your organization

Policy Display: The indicator shows which models are available based on organization policy

Flexibility: Even with organization control, you can choose from permitted models

Model Selection Impact

AI Chat Performance: Selected model affects AI Chat response quality and capabilities

Credit Consumption: Different models consume credits at different rates

Feature Availability: Some features may only work with specific models

Default Behavior: Selected model is used as default, but can be changed per chat if needed

Organization Policy Indicators

Understand how organization policies affect your AI settings:

Policy Indicator Icons

Policy Icon: Small icon indicates organization policy control

Tooltip Information: Hover over indicators for details about the policy

Color Coding: Different colors indicate policy type or enforcement level

Understanding Indicators

Organization Controlled: Setting is controlled by organization policy (strict mode)

  • Setting is locked and cannot be changed
  • Organization policy value is enforced

Organization Default: Setting uses organization default but can be modified (non-strict mode)

  • You can modify the setting (if making it less permissive)
  • Organization provides the default value

No Policy: No organization policy affects this setting

  • Full control over the setting
  • No policy indicators shown

Policy Impact

Strict Mode: When organization uses strict enforcement, settings are locked to organization values

Non-Strict Mode: When organization uses non-strict enforcement, you can modify settings within policy constraints

Less Permissive Rule: In non-strict mode, you can disable features organization allows, but cannot enable features organization restricts

Relationship Between Account and Site Settings

Understanding how account and site settings interact:

Hierarchy

Settings follow this hierarchy (highest to lowest):

  1. Organization Policy (if applicable): Overrides or provides defaults
  2. Account Settings: Your personal account preferences
  3. Site Settings: Site-specific overrides

Account Settings as Foundation

Base Configuration: Account settings provide the foundation for AI features

Site Overrides: Site settings can further restrict (but not enable if disabled at account level)

Example: If account-level AI Chat is disabled, site settings cannot enable it

Site Settings Override

Site-Level Control: Each site can have its own AI settings

Restriction Only: Site settings can only restrict features enabled at account level

Granular Control: Allows different AI configurations for different sites

Use Cases:

  • Enable AI Chat on some sites but not others
  • Use different AI models for different sites
  • Control AI features per collaboration space

Best Practices

Feature Management

Enable What You Need: Enable only the AI features you actually use to optimize credit consumption

Start Conservative: Begin with fewer features enabled and add more as needed

Regular Review: Periodically review enabled features to ensure they're still needed

Model Selection

Match to Needs: Select models that match your use cases and requirements

Consider Costs: Balance model capabilities with credit consumption

Test Different Models: Try different models to find the best fit for your needs

Organization Policies

Understand Policies: Review organization policies to understand constraints

Work Within Constraints: Configure settings within policy limitations

Request Changes: Contact administrators if policy changes are needed

Site Configuration

Site-Specific Settings: Configure AI settings per site based on site needs

Consistent Strategy: Develop a consistent strategy for AI feature usage across sites

Document Decisions: Document why certain settings are chosen for future reference