Switching AI assistants on
The steps an administrator takes to let people connect AI assistants: asking EstatesBase, accepting the data notice, setting the policy and switching it on.
For administrators
For administrators
Switching AI assistants on, setting the policy, approving and ending connections, and reading the activity log.
The AI assistants policy, choice by choice
Every choice on the Policy tab in plain words: who may connect, how people are named, what assistants may do, which areas, and which assistants.
For administrators
Approving connections
How an administrator approves or declines a connection that is waiting, and what the person sees while it waits.
For administrators
Ending connections
Every way to end an assistant's access to EstatesBase, for one person, for one assistant or for everyone, and what happens when a person leaves.
For administrators
Reading the activity log
How to read the Activity tab: every call an assistant has made, who it was for, what was asked, and what happened.
For administrators