Updating Company Settings on the AI Tab (Cloud Only)

To complete the AI tab:

  1. On the Company Settings page, select the AI tab, and then select Edit.
  2. To enable summarization for business processes (BPs), select Enable for Company Users only or Enable for all users (Company and Partner) in the Records Summarization section.
  3. To enable insight into workflow BPs and the steps that they go through, select Enable in the Task Assist and Progress Guide section.
  4. To save your changes, select Save.

See Also

Updating Company Settings

Updating Company Settings on the General Tab

Updating Company Settings on the Security Tab

Updating Company Settings on the IP Allowlist Tab

Updating Company Settings on the Password Policy Tab (On-Premises or Self-Hosted Deployment)

Updating Company Settings on the Support Tab

Updating Company Settings on the Lobby Tab (MT Cloud Only)

In This Section

Additional Information About Task Assist and Progress Guide (Cloud Only)


Last Published Monday, October 13, 2025