AI Assistant Settings
The portal's assistant works for each person in every organization they belong to, as a member or as a guest. Your organization decides what it may do here, for everyone who works here, and whose AI credits it may use. The settings are on the organization's Assistant tab. Every member sees them; only owners and admins can change them. The tab appears once the assistant is available to your organization.
- Go to Organizations → {Your Org} → Assistant.
- Choose what the assistant may do, and whether guests may use your credits, as described below.
What the Assistant May Do Here
One setting, with three choices:
| Choice | The assistant |
|---|---|
| Read and edit (the default) | Searches and reads, and changes things after a plan the person confirms, with their own rights |
| Read only | Searches and reads; people make changes in the portal themselves |
| Off | Reads and changes nothing here |
Whatever you choose, the assistant never does more than the person may do in the portal. A viewer can't change anything through it, in any of the three.
Off is under Privacy. It is part of the Enterprise plan: on Free and Pro you see it greyed out, with the plan that includes it and See the plans. A member who is no owner or admin reads that they can ask an admin to upgrade. An organization whose assistant was turned off before this setting existed keeps Off, on every plan.
When It Takes Effect
A lower setting takes effect within a minute, for everyone:
- Read only: a change the assistant runs after that is refused, also a change in a plan the person proposed earlier, and the assistant says that the person makes it in the portal. Undoing a change it made before works the same way: it is refused, with that explanation.
- Off: the assistant no longer searches here. When a question could have found something here, it names your organization as one it skipped, and points to the portal. The results and cards it showed earlier from your organization disappear from its conversations and are no longer read back to the AI; answers it wrote then stay as they were.
AI Provider
The assistant's AI is Anthropic · Claude. It processes what the assistant reads and writes for the people working here. How we process data explains what is sent and how it is kept. There is one provider, so there is nothing to choose; to keep your organization's data from the provider, turn the assistant Off.
Credits
Each turn of a conversation is paid by one organization, in AI credits. Your organization pays only for work in your organization:
- Editors and admins of this organization use its credits for work here: people with Can edit or Admin on a team or anything in it, and the organization's owner and admins.
- Viewers and commenters never use them: they pay with an organization of their own. So inviting reviewers costs you no credits.
- Guests, people with a role on your teams who are not members, use their own organization's credits, unless you turn on Guests may use our credits for work here. It is off by default. On, a guest who edits in your teams can let your organization pay for work in it; it never pays for their work elsewhere.
Who used how many credits this month is on the organization's usage page.
Through the API and the MCP Server
The same settings are GET and PUT /v1/identity/organizations/{organizationId}/assistant (Identity Service), and the MCP tools organization_assistant_get and organization_assistant_update, which asks for confirmation first.
Related
- Assistant — what the assistant does, and who pays a turn
- Apps of Guests — what apps that guests connect may read; the portal's assistant follows the setting above instead
- Subscription & Usage — the AI credits of your plan, and who used them