Turn On AI Summaries: Plan, Permission & Settings

What it takes to use AI summaries#

There’s no single “AI on/off” switch to flip. AI summaries — and the other AI features — become available the moment three requirements line up on your account:

The AI Summary permission on the user’s profile (administrators already have it).
A positive AI credit balance.

Miss any one and the feature is unavailable — an empty balance blocks generating even on the right plan with the right permission. Work through the three steps below in order.

Step 1 — Be on a plan that includes AI#

AI features are not available on the Free plan. They’re included on every paid plan — Lite, Growth, and Advance.

On Free, where AI would appear you’ll instead see a “Premium feature — this isn’t included in your plan” screen with a See plans button.
Upgrade from Billing → Change plan.

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The plan requirement applies to everyone, including administrators — an admin on the Free plan still can’t generate AI summaries. Being an admin only bypasses the permission step below, not the plan.

Step 2 — Grant the AI Summary permission#

AI summaries are governed by a two-level profile permission, found under the Automation, AI & Data group in a profile’s permission list:

AI Summary — View — the user can read a summary that already exists on a record or chat, but the generate/re-summarise button is hidden.
AI Summary — Manage — the user can generate and re-summarise (the credit-spending action). Managers automatically get view as well.

To set it:

Open Settings → Profiles and edit (or create) the profile for that job type.
Find AI Summary — View and AI Summary — Manage under Automation, AI & Data.
Tick View for people who should read summaries, and Manage for people who should generate them. Save/Create the profile.

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Administrators already have full AI Summary access — no need to grant it. And if a profile held the older single “AI Features” permission before this was split into View/Manage, it keeps working — those users retain access automatically.

Step 3 — Add AI credits#

A plan lets you use AI, but the usage itself is paid for from an AI credit balance — and new accounts start at zero. Until you top up, generating a summary returns “You’re out of AI credits.” Add credits from Billing; the full model (what’s billed, how to top up, auto-recharge) is in AI Credits & Pricing.

Set the summary style — AI Behaviours#

Once AI is on, you control how every summary across your organisation reads at Settings → AI Behaviours. (You can also jump here from the gear icon on any AI Summary card.) This page needs the Manage Organization permission.

Length
- Short (default) — 2–3 key points.
- Medium — around 5 key points.
- Detailed — covers everything relevant.
Format — Bullets (default) or Paragraph.
Tone — Professional (default) or Casual.
Custom instruction — an optional free-text line (up to 500 characters) applied last, so it can fine-tune or override the choices above — e.g. “Always finish with the recommended next step.”

Click Save changes (you’ll see “AI behaviour settings saved.”). Changes apply the next time a summary is generated — existing summaries aren’t rewritten until you re-summarise.

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These settings shape record and conversation summaries. They don’t change the WhatsApp Inbox Intelligence answers, which use a fixed structured format.

Quick checklist#

✅ Profile has AI Summary — Manage (or the user is an admin)
✅ AI credit balance is above zero
✅ (Optional) AI Behaviours length/format/tone set to taste

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All set? Open any contact or deal and generate your first AI summary.

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