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Site AI Settings

Control AI features at the site level to tailor capabilities for each collaboration space. Site AI settings allow you to enable or disable specific AI features per site, giving you granular control over AI capabilities across different collaboration spaces. Site AI settings require that the account owner has enabled AI under Settings > AI.

Prerequisites

Before configuring site-level AI settings:

  1. Account-Level AI: AI features must be enabled at the account level
    • Navigate to Settings > AI
    • Enable the AI features you want to use
    • Save account settings
  2. Site Access: You must have admin or editor permissions on the site
  3. Organization Policies: If you're part of an organization, verify that AI features are permitted by organization policies

Accessing Site AI Settings

Navigate to Site Settings > AI to configure site-level AI features.

AI Settings: The Site AI Settings page provides toggles for each AI feature.

Available AI Features

Enable AI Chat

Enable AI Chat: Allow chat responses grounded in this site's content.

What It Does: When enabled, AI Chat can answer questions based on documents in this site. The AI uses indexed content from the site to provide relevant, context-aware responses.

Requirements:

  • Account-level AI Chat must be enabled
  • Content must be indexed (see Content Indexing)
  • Site must have searchable content

Use Cases:

  • Answer questions about site documents
  • Get insights from site content
  • Find information across multiple documents
  • Generate content based on site documents

When to Enable: Enable AI Chat for sites where users need to ask questions about content or get AI assistance with documents.

AI Document Summaries

AI Document Summaries: Generate summary tabs for supported files in this site.

What It Does: When enabled, AI automatically generates summary tabs for supported files. Summaries provide quick overviews of document content without reading the entire document.

Requirements:

  • Account-level AI features must be enabled
  • Content must be indexed
  • File formats must support text extraction

Use Cases:

  • Quick document overviews
  • Content understanding
  • Document scanning
  • Time-saving summaries

When to Enable: Enable AI Document Summaries for sites where users benefit from quick document overviews.

Processing: Summaries are generated in the background and may take time to appear, especially for large documents.

AI Enhanced Search: Improve discovery within this site using embeddings.

What It Does: When enabled, search uses AI embeddings to understand content meaning and context, providing better search results even when exact keywords don't match.

Requirements:

  • Account-level AI Enhanced Search must be enabled
  • Content must be indexed
  • AI Enhanced Search must be enabled at account level

Use Cases:

  • Semantic search
  • Finding related content
  • Context-aware search
  • Improved search accuracy

When to Enable: Enable AI Enhanced Search for sites where users need to find content by meaning, not just keywords.

Benefits:

  • Better search results
  • Semantic understanding
  • Context-aware results
  • Improved content discovery

MCP Access

MCP Access: Permit Model Context Protocol access if your organization uses MCP tools.

What It Does: When enabled, allows external AI applications using Model Context Protocol (MCP) to access and interact with site content through secure, standardized protocols.

Requirements:

  • Account-level AI features must be enabled
  • Organization must use MCP tools
  • MCP must be enabled at organization level (if applicable)

Use Cases:

  • External AI application integration
  • MCP-compatible tool access
  • Programmatic AI access
  • Advanced AI workflows

When to Enable: Enable MCP Access for sites that need to be accessible to external AI applications using MCP.

Security: MCP Access uses secure authentication and permission controls. See Model Context Protocol for details.

Configuring Site AI Settings

Enabling Features

  1. Navigate to Site Settings > AI
  2. Toggle on the AI features you want to enable
  3. Click Save to apply changes

Note: Features can only be enabled if they're enabled at the account level. Site settings can disable account-level features but cannot enable features disabled at the account level.

Disabling Features

  1. Navigate to Site Settings > AI
  2. Toggle off the AI features you want to disable
  3. Click Save to apply changes

Effect: Disabled features are immediately unavailable for the site, even if enabled at the account level.

Settings Application

Immediate Effect

Settings Changes: Most settings take effect immediately when saved

Feature Availability: Enabled features become available right away

User Access: Users with appropriate permissions can use enabled features immediately

Background Processing

Summaries: AI Document Summaries are generated in the background and may take time to appear

Indexing: Content indexing happens in the background and may take time to complete

Embeddings: AI Enhanced Search embeddings are created in the background

Patience: Allow time for background processing, especially for large sites or many documents

Site-Level vs Account-Level Settings

Relationship

Account Level: Provides the foundation - features must be enabled at account level first

Site Level: Provides granular control - can disable account-level features per site

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

Example Scenarios

Account Enables, Site Enables:

  • Account Setting: AI Chat enabled
  • Site Setting: AI Chat enabled
  • Result: ✅ AI Chat available for this site

Account Enables, Site Disables:

  • Account Setting: AI Chat enabled
  • Site Setting: AI Chat disabled
  • Result: ❌ AI Chat not available for this site (even though enabled at account level)

Account Disables, Site Tries to Enable:

  • Account Setting: AI Chat disabled
  • Site Setting: Cannot enable AI Chat
  • Result: ❌ AI Chat not available (cannot enable at site level if disabled at account level)

Organization Policy Impact

Policy Control

If you're part of an organization, organization policies may control AI features:

Policy Indicators: Visual indicators show when organization policies affect AI settings

Policy Override: Organization policies may override account and site settings

Compliance: Site settings must comply with organization policies

See Organization Policies Detailed for more information.

Best Practices

Selective Enablement

Per-Site Needs: Enable AI features based on each site's specific needs

Not All Sites: Not all sites need all AI features - enable only what's needed

Performance: Disabling unused features can optimize performance

User Communication

Feature Availability: Inform site members about available AI features

Usage Guidelines: Provide guidelines on how to use AI features effectively

Expectations: Set expectations about AI feature capabilities and limitations

Regular Review

Usage Monitoring: Monitor which AI features are actually being used

Settings Review: Periodically review site AI settings to ensure they match current needs

Optimization: Adjust settings based on usage patterns and feedback

Troubleshooting

Features Not Available

Check Account Settings: Verify AI features are enabled at account level

Check Site Settings: Verify AI features are enabled at site level

Check Policies: Verify organization policies allow AI features

Check Permissions: Ensure you have permissions to use AI features

Summaries Not Appearing

Wait Time: Allow time for background processing

Content Indexing: Ensure content is indexed

File Format: Verify file formats support summarization

Feature Enabled: Verify AI Document Summaries is enabled

Search Not Working

Indexing: Ensure content is indexed

Settings: Verify AI Enhanced Search is enabled at account and site levels

Content: Ensure site has searchable content