Lesson 7 of 7 · 11 min

Configuring AI features

Two surfaces: the AI Assistant's tools, and Document AI's rules, quality, and credits.

Lesson 7 of 7

AI configuration lives in two distinct places, and mixing them up is the usual confusion. Settings › AI configures the AI Assistant's tools and permissions. Document AI — what gets extracted, the accuracy tier, and the credit balance — lives on its own page and on Billing.

Before you start

  • Admin or Owner access — both AI settings pages need admin-level permissions ('manage org settings' / 'manage document AI settings').

Settings › AI is the AI Assistant, not Document AI

The 'AI Assistant' tile (/app/settings/ai) configures which assistant tools are available, which need human approval, and which roles can use them. It does not hold an analysis accuracy setting or a credit balance — those belong to Document AI. Don't look here for extraction quality or credits.

Document AI is where extraction, quality, and credits live

Document AI (/app/settings/ai/documents) is where you set analysis rules and key-term extraction, and it links straight to your credit balance. The accuracy tier itself — the org's Document AI quality, Standard vs Full — is set on the Billing page (Standard is 1 credit/page with a 3-credit minimum; Full is 4 credits/page).

  1. 1

    Configure the AI Assistant's tools

    Open /app/settings/ai ('AI Assistant Settings'). Query Tools are read-only and need no approval by default; Action Tools modify data and require approval by default. Toggle a tool's 'Enabled' state, flip 'Approval' on or off, and use Role Restrictions to limit which access levels may use each tool. This governs the assistant only — not document analysis.

    Settings › AI governs the assistant's tools, approvals, and role access — nothing about Document AI.
  2. 2

    Set up Document AI extraction

    Open /app/settings/ai/documents ('Document AI'). The 'Analysis Rules' tab controls what AI does with uploaded documents; the 'Key Term Extraction' tab defines the exact values it pulls out for matters. The credit-balance chip at the top links through to Billing. This is the page that decides what gets extracted — quality and credits are set elsewhere.

    Document AI holds analysis rules and key-term extraction, with a link to your credit balance.
  3. 3

    Choose the accuracy tier on Billing

    The accuracy tier is the org's Document AI quality, and it's set in the Document AI Credits section of the Billing page: Standard (1 credit/page, minimum 3) or Full (4 credits/page, deeper form extraction). Because higher quality spends more credits, the choice sits next to the credit balance rather than in Settings › AI.

Tips & pitfalls

  • Settings › AI (/app/settings/ai) is the AI Assistant's tool config — it has no accuracy setting and no credit balance.
  • Extraction accuracy (Standard vs Full) and the credit balance live on Document AI (/app/settings/ai/documents) and the Billing page, not Settings › AI.
  • Document AI analysis is opt-in per upload and spends credits; configuring these pages doesn't make every upload get analysed automatically.

Key takeaways

  • AI config is split: Settings › AI = the AI Assistant's tools/approvals/roles; Document AI = extraction rules, quality, and credits.
  • The Standard/Full accuracy tier is the org's Document AI quality, set on the Billing page (1 vs 4 credits/page).
  • Document AI needs credits to run; the balance and top-ups live on the Billing page.
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