Managing the AI feature in your account

The AI feature is designed to help you write, improve, and automate various parts of your business planning process. It acts as a smart assistant that guides you with suggestions, generates draft content, and significantly reduces the time spent on manual writing across various modules, such as business plan builder, financial forecasts, pitch decks, and the strategic planning module.

While the AI feature can significantly enhance productivity and speed up planning, some users or teams may prefer to disable it for full manual control, compliance reasons, or to maintain consistency in writing tone and style. Others may wish to activate AI only in specific workspaces or for their users.

We give you full flexibility, allowing you to enable or disable the AI feature at both the workspace level and the account level, depending on your preferences and workflow.

This guide will walk you through the steps to enable or disable the AI feature on both the workspace level and the account level.

NOTE: The AI feature is not included in the Starter plan. To use it, upgrade to either the Premium or Professional plan.

Enable or Disable the AI Feature at the Workspace Level:

You can control whether the AI feature is available for a specific workspace. Follow the steps below:

1

Select your preferred workspace and click on the Workspace Settings section from the workspace menu.

2

Now, in the Settings tab, locate the Enable/Disable AI features for this workspace section.

3

Here, if the AI feature is currently enabled, you will see the option to Disable AI Features.

Click on this option to turn off the AI features for that workspace. This will hide the AI feature and deactivate all AI-related tools in that workspace only.

4

Once the AI feature is disabled, you will see the option to Enable AI Features.

Click this button to activate the AI functionality again for that specific workspace.

NOTE: These changes apply only to the selected workspace and do not affect AI settings in your other workspaces.

How to Enable or Disable the AI Feature at the Account Level?

If you want to manage the AI feature across all your workspaces at once, you can configure it from your account settings. Here's how:

1

Navigate to the  profile icon located at the top-right corner of your account and click on it.

Now, from the dropdown menu, select the  Account Settings option.

2

In the Account Settings section, locate the panel titled Enable / Disable AI Features and click the Manage AI Features option.

3

Here, a pop-up will appear with the following two options:

• Disable AI features for your account: This setting will disable AI features in all newly created workspaces moving forward.

• Would you like to apply above setting to all existing workspaces? (toggle): This will apply your chosen preference to all current workspaces.

4

Choose your preferred option based on your needs and then click Save Settings to apply the changes.

NOTE: This change affects AI availability in all selected existing workspaces and will be applied to new workspaces based on your chosen preferences.

Effect of AI Settings on Your Workspace Interface:

• This is with the AI feature enabled:
• This is with the AI feature disabled:

Understanding AI Feature Setting Options:

• Disabling AI for All Newly Created Workspaces:
If you select the Disable AI features for your account option and save the settings, the AI feature will be turned off by default in all newly created workspaces. Existing workspaces will remain unaffected unless you choose to apply the setting to them separately.



• Disabling AI for All Workspaces (Current and New):
Enabling both options and saving the settings will disable the AI feature for all your existing workspaces and automatically turn it off for any newly created workspaces as well. This ensures AI remains disabled across your entire account.



• Enabling AI for All Existing Workspaces:
With this configuration, the AI feature will be re-enabled for all existing workspaces where it was previously disabled, as well as for newly created workspaces will continue to follow your current default AI settings unless changed manually.

Managing the AI feature in your account gives you the flexibility to control where and how the AI feature is used across your workspaces. Whether you prefer to enable AI to boost productivity or disable it to maintain a manual workflow at both the account and workspace levels.