Managing AI Settings and Usage

Managing AI Settings and Usage

How to get AI Enabled

AI features are only enabled for customers who have Opted in for AI features.

Please contact your account manager to upgrade your plan.

What if I want to downgrade my plan and turn all AI off?

Saved AI notes and document summaries are retained and remain readable with normal access permissions. The new plan will control further generation.

Managing AI Settings and Usage

Assuredly includes a range of AI features that help you complete assessments faster, from summarising evidence to improving the wording of your notes.

Administrators can choose which AI features are available to people in their organisation and keep track of how AI credits are being used.

You can find all AI settings and usage information on the AI page in Company Settings.

How AI Credits Work

  • Each time someone uses an AI feature, credits are deducted from your organisation's shared allowance.
  • Your allowance includes a set number of credits each month. Credits renew on the first of each month (UTC) and unused credits do not roll over.
  • Extra credits can be granted to your allowance in addition to your monthly credits.
  • Failed requests do not use any credits.

Different AI features use different amounts of credits:

Improve note wording - Choose from three professional rewrites of a note, preserving its meaning

Explain evidence relevance - Summarise control design, operation and evidence gaps for a question

Summarise a document - Summarise an uploaded document

Research a supplier - Research supplier certifications and service backup offerings with source links

Set up a report - Create a stakeholder report from an existing assessment using a prompt

Turn AI Features On or Off

You can turn all AI features on or off for your organisation, or choose which individual features people can use.

Turn All AI Features On or Off
  1. Go to Company Settings and select AI.
  2. Under AI features, find Allow AI features.
  3. Select the toggle to turn AI On or Off for everyone in your organisation.
When Allow AI features is turned off, no one in your organisation will be able to use any AI features.
Turn Individual AI Features On or Off
  1. Go to Company Settings and select AI.
  2. Under AI features, find the feature you want to change, for example Research a supplier.
  3. Select the toggle next to the feature to turn it On or Off.
Turning off higher-credit features such as Research a supplier or Set up a report is a simple way to make your monthly allowance go further.

Check Your Available Credits

  1. Go to Company Settings and select AI.
  2. Scroll down to the Available credits panel. This shows:
    • Available credits – the total credits remaining in your shared allowance.
    • Included this month – the credits included in your plan this month, plus any extra credits granted.
    • Next renewal – the date your allowance next renews.

Review AI Usage

The AI page gives you three views of how credits are being used.

Usage by Account
  • This table shows the usage charged to your shared allowance this month for each account, including accounts that are no longer using it. For each account you can see the number of completed requests, credits used, credits in progress, and whether the account uses your credits or its own allowance.
  • Use Find an account to search for a specific account.
Usage This Month
  • This table breaks down usage by person and AI feature, showing how many requests each person has completed and how many credits they have used. Use it to see which features your team relies on most.
Recent Activity
  • This table lists the latest 50 AI requests made this month, including when each request was made, who made it, the organisation, the AI feature used, whether it completed, and the credits used.

View Extra Credit Grants

Scroll to the bottom of the AI page to see Extra credit grants. This lists the date, number of credits and reason for any extra credits added to your allowance.

Related help

Upload Evidence and Generate AI Summaries

Improve Wording in Custom Notes

Manage Users

Audit Logs for Administrators