Workspace and profile · How-to
Switch AI features on or off
AI features stay off until an owner or admin turns them on. Here is what they do, what leaves your workspace, and how credits work.
See what AI does
Open Settings › AI. AI does three things: a three-sentence brief on a client before you call them, a first draft of a reply in the language the customer wrote in, and a proposed column match for an import file Setvos could not read.
Know what is sent
Only the record you ask about is sent to our AI provider — never your whole database, and nothing at all while AI is off. Your data is not used to train anybody’s model.
Turn it on
Switch on “Turn on AI features”. Everyone in the workspace then gets the buttons: “Summarise” on a contact or a deal, “Draft a reply” in the inbox and on support tickets, and “Suggest with AI” when you import a file.
Watch the credits
“Credits this month” shows how many are used. A summary or a column match costs one credit; a drafted reply costs three. Credits start again on the 1st of each month, and “Add AI credits” takes you to the packs on Plan & billing.
Turn it off
Switch it off at any time and the buttons disappear for everyone.
Common questions
- What happens when the credits run out?
The AI buttons say this month’s credits are used up. They work again on the 1st, or at once if an owner or admin adds credits on the web.
- Why can’t I switch AI on?
Your role cannot change workspace settings, or AI is not available here — the card then says there is nothing to turn on.
- Can I switch AI on from the phone?
Yes: AI features shows this month’s credits and what the features do, and the switch, which is off until you turn it on.
Read next
Buy or cancel extras: credit packs, module groups and an extra place
Raise a monthly allowance or add a module group in the middle of your term. Extras are paid for by the day to the end of the term, renew with your licence, and one you cancel stays until the renewal.
Import clients, services or other records from a file
Bring your list over from Altegio, YCLIENTS, EasyWeek, Appointer, Fresha or a spreadsheet. You see what the file would do before anything is saved.
Work with a client’s card
Read a client’s history, log notes and calls, and keep their details, files and tasks up to date from one screen.
Read and answer a conversation
Open a conversation, see who wrote and what they attached, and reply on the same channel, with an AI draft if you want one.
Answer a ticket and resolve it
Take a ticket or hand it to a colleague, reply to the client or leave a note for your team, change its priority, and resolve or reopen it.
More in Workspace and profile
- Workspace and profile: how your business is set up
- Set your business details: country, time zone, currency and language
- Decide what members may change on their own profile
- Switch modules on and off
- Add your own fields to contacts, companies and deals
- See who changed what in the audit log
- Edit your profile: name, photo and contact details
- Choose your language, time zone and theme
- Workspace settings: common questions
Open in Setvos
Signed in? This article is also in the Help menu of the app.
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