What is this?
The AI Assist tab in Platform Settings is an information page about AI Assist — the in-dashboard Assistant that answers questions from your documentation and can take actions for the user. It has no settings of its own: it shows what the feature does, whether it is enabled, and a shortcut to Platform Visibility, where you control who sees it.This tab requires the AI Assist add-on on your installation and platform. If it isn’t available, the tab shows a lock icon and a message that AI Assist is not included in your current plan — contact support or purchase the add-on to enable it.
What can I do here?
- Read what AI Assist does: users open it from the dashboard and ask in plain language, and it can only do what the user’s own permissions allow
- Check the Enabled badge to confirm the feature is available on your platform
- Click Platform Visibility to open the visibility settings and control whether the feature is shown to users
How to use it
- Go to Platform Settings and open the AI Assist tab.
- Check that the Enabled badge is showing. If you see the lock icon instead, the add-on isn’t active.
- To show or hide AI Assist for users, click Platform Visibility (or open that tab) and change the AI Assist setting. See Platform Visibility.
- To give a customer access, turn on the AI Assist feature for them: it is a row on the user’s Features tab under Platform Users, or in the plan itself under Platform Plans.
Troubleshooting / Technical Notes
- The tab shows a lock icon. The AI Assist add-on isn’t active for your installation or platform. Purchase or enable the add-on.
- Users see a locked Assistant button. The button stays visible but locked when AI Assist isn’t included in their plan — add the AI Assist feature to the plan, or check Platform Visibility.
- I can’t find any AI Assist settings to change. That’s expected — this tab is informational only.