AI Features

Overview

The Business Platform includes AI-powered capabilities that can be enabled or disabled on a per-project basis. Project administrators control AI feature availability through the project settings, allowing teams to opt in to AI functionality while maintaining data privacy awareness.

Enabling AI Features

AI features are disabled by default for each project. To enable them:

  1. Open your project and navigate to Settings in the sidebar.
  2. Under the Features section, click the AI Settings tile.
  3. Toggle the AI Features switch to the enabled position.
  4. The setting is saved immediately — no additional confirmation is required.

To disable AI features, return to the same page and toggle the switch off.

Note: Only users with project update permissions can change AI settings.

Affected Features

When AI features are disabled for a project, the following capabilities are blocked and return an error if accessed:

Feature Behavior when disabled
Documentation Chat Returns a 403 error with a message prompting the user to enable AI in project settings.
AI Agents (Chat) Requests to AI agent chat endpoints are rejected with a 403 error.
Smart Import (AI Extract) AI-powered data extraction is blocked with a 403 error.
Action Summaries AI-generated action summaries are unavailable.

When a user attempts to access a disabled AI feature from within the application UI, they are shown a prompt explaining that AI features are not enabled for the project, with a direct link to the AI Settings page.

Data Privacy

Enabling AI features for a project means that certain data may be processed by third-party AI providers. The following data types can be involved:

  • Documentation Chat — User questions and relevant documentation excerpts.
  • AI Agents — Conversation messages and agent-configured context.
  • Action Summaries — Action metadata and associated entity data.
  • Smart Import — File content submitted for data extraction.

AI Providers

The Business Platform integrates with the following external AI providers when AI features are enabled:

No data is sent to AI providers while AI features are disabled for a project.

Data Handling Considerations

  • Only data relevant to the specific AI operation is transmitted to providers (e.g., the user's message and retrieved documentation context for documentation chat).
  • Sensitive project data should be reviewed before enabling AI features in environments where data residency or confidentiality requirements apply.
  • Consult your organization's data protection officer (DPO) if you are unsure whether enabling AI features is appropriate for your use case.

API Behavior

All AI-related API endpoints check the aiEnabled flag on the project before processing requests.

Endpoint Description
POST /api/projects/[projectId]/ai-agents/[agentId]/chat AI agent chat
POST /api/projects/[projectId]/types/[typeId]/ai-extract Smart import / AI extraction
POST /api/help/chat Documentation chat

If aiEnabled is false, these endpoints return:

HTTP 403 Forbidden
{
  "error": "AI features are disabled for this project. Please enable AI features in project settings."
}

The AI settings themselves are managed via the following endpoint:

PATCH /api/projects/{projectId}/ai-settings
Content-Type: application/json

{ "aiEnabled": true }

This endpoint requires the authenticated user to have update permission on the project.

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