The AI Assistant is not enabled by default and requires activation by your admin within the Root Dashboard. You need to enable AI for your organisation as a whole, as well as for specific individuals within your team. This ensures that you have complete control over whether or not your organisation uses AI and which team members will have permissions to use it.
Organisation-level activation:
- Click the Organisation icon (blue bar on the left).
- Go to Features & add-ons (Grey bar on left)
- Under Operations, ensure the AI option is toggled on (the slider will appear blue).
Role-based user activation:
Users who need to access the Claims AI must also have the feature enabled in their specific role:
- Under the Organisation tab, click on Roles (grey bar).
- Navigate to the required role.
- Click the 3 dots and select Edit.
- In the Edit Role screen, make sure the AI checkbox is ticked.
Disclaimer:
This feature is currently in a beta phase. We welcome any feedback you have while using it, as user input will guide our ongoing improvements to this feature.
Remember that AI is not infallible; always verify and check all responses for accuracy before incorporating them into your workflow.