Activate AI at the organization level

To use AI features like an AI Telephonist, Personal AI Telephonist, or AI Support Agent, AI first needs to be activated at the organization level.

Tips

Go to AI → Licenses & Usage to view or change your pricing plan.

You can also keep track of your usage and any trial periods there.

1. Open Organization settings

Click the gear icon in the menu and choose Organization settings.

Under Company account, you’ll find the AI menu — click it.

This is where you manage all organization-wide AI settings.

2. Enable roles for AI agents

In the AI menu, choose which roles should be available in the organization.

Turn on the roles you want to use:

• AI Telephonists
• Personal AI Telephonists
• AI Support Agents for call groups and chat channels

You can add or change roles at any time as needed.

3. Purchase AI Voice

To use AI agents in their roles, you need to purchase the AI Voice add-on.

1. Go to Licenses & Usage (under AI).
2. Expand AI Voice and click Configure AI Voice.
3. Select the pricing plan that suits your organization.
4. Click Save.

Once AI Voice is active, you can start using AI agents such as:

• AI Support Agent in call groups or chat channels
• AI Telephonist for specific numbers and users

Good to know

If you want to use AI agents in a web chat or call group, the Contact Center package must be activated for your organization.

It’s purchased in the same place — under Add-ons.