AI Pro
ChartHop's AI capabilities are split into two tiers: ChartHop AI with Access GuardChartHop AI features, available to all organizations with the AI module, and AI Pro features, a set of advanced agentic capabilities currently in pre-release and available to select organizations.
AI Pro Features
The following features are part of the AI Pro (Pre-Release) tier. They appear in the bottom section of Admin > AI.
Note: AI Pro features require the base AI Features toggle to be enabled. Navigate to Admin > AI and ensure AI Features is toggled on before enabling any AI Pro features.
- AI Agentic ActionsAI Agentic Actions - Enable AI to trigger automated workflows and actions.
- AI AgentsAI Agents - Deploy AI agents that can take actions on your behalf within ChartHop. When enabled, you can select a Default AI Agent and configure agent settings, including memory.
- AI Form CompletionAI Form Completion - Use AI to assist with form completion and response summarization.
Enabling AI Pro Features
- Navigate to Admin > AI
- Ensure AI Features is toggled on
- Scroll to the AI Pro (Pre-Release) section at the bottom of the page
- Toggle on the specific AI Pro feature(s) you want to enable
- Click Save Settings
AI Pro features are in active development. Behavior and availability may change before general release.