Turn on AI helpers

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Turn on AI helpers

Switch on AI summaries, reply drafts, document reading and an out-of-hours chat assistant.

Where to find it: Settings → AI helpers Owners and admins 5 min

Before you start

You're an owner or admin.

The steps at a glance

Step 1 of 4

Tap Settings in the menu, then tap AI helpers in the "Jump to a section" row (or scroll down to the AI helpers box).
Turn on Use AI helpers. It's off until you switch it on.
Under Today's use and safety limits, set the Daily safety limit and Per person, per hour. Tap Save limits.
Under Knowledge, tap Add an answer: a Question and its Answer. The website chat assistant uses these out of hours.

✅ How do I know it worked?

On a lead you see Summary and Draft a reply. AI-written text is always labelled.

⚠️ Common mistakes

Problem“Set up a website chat first (Settings → Website chat).”FixThe out-of-hours assistant needs the chat bubble set up first.