AI assistant

See what the assistant has cost this month

1. Read Spent this month: what it has cost, against the month's budget, and what is left.
2. Read Requests this month, with how many the budget turned away.
3. Read This month, by what it was asked: minutes, messages and broadcasts drafted, conversations and staff reports summarized, and questions answered, each with its count and cost.
4. Read Latest requests: what each was for, the day, who asked, how it went, its cost, and how much it read and wrote.

Then: Never the words anybody asked, or what it answered.

Set the monthly budget

1. Under Monthly budget, type a whole number of US dollars in Monthly budget, in US dollars, such as 25.
2. Or leave it blank to allow all your plan gives.
3. Press Save changes on the bar at the foot of the page.

Then: The new figure applies at once. When this month's requests have cost it all, the assistant says its budget is used up and stops until the 1st, in your organization's own time zone.

Who: Only an Owner changes the budget. Each change is in the audit log, with what it was before.

Mary Ann expects the board secretaries to draft minutes every week, so they type 25, leaving room below the plan's figure, and press Save changes. Spent this month now reads against the new budget.

Choose whether what people ask is kept

1. Under Keeping what is asked, read what is kept now.
2. To keep each person's questions and answers for them to come back to, press the button that says Keep each person's own for 30 days.
3. To stop, press Stop keeping, then Stop, and delete what is kept.

Then: Kept, each person's own are held 30 days for them alone, then deleted. Stopping deletes everything kept at once. As it starts, nothing anybody asks, and nothing it answers, is kept beyond the answer.

Who: Only an Owner chooses. Each change is in the audit log.

Switch the assistant off or on

1. Under How it works, press Settings › Features › Modules.
2. Find AI assistant, and switch it off or on.
3. Press Save changes.

Then: Everybody's menus change from their next page.

Who: The assistant sees only what the person asking can see, and never sends, saves or changes anything: a draft goes where they put it, for them to edit.

If the assistant says its budget is used up

1. Read Spent this month: with nothing left, this month's requests have used the budget.
2. If you are an Owner, raise Monthly budget, in US dollars, up to your plan's figure, and press Save changes.
3. Otherwise wait for the 1st, when it starts again.