AI Pro

charthop's ai capabilities are split into two tiers charthop ai with access guard docid 3rpdklvnc72ozeigwxmp 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 actions docid\ tv jf8w ml 9utkfdl6qx enable ai to trigger automated workflows and actions ai agents docid\ g3gzp2 qpittovnm4vlx7 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 completion docid 4impdk6cqgb6uhhf4vdtt 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