Enable AI features
Overview: enable CxAI on a project
Project CxAI settings turn on AI for a project, for all users on that project, and for automatic indexing of new files, which is used when an older project was created before CxAI and still needs AI turned on by hand.
- Your role must be project Admin.
- You can find the menu at Project settings - Project data - CxAI - less admin. more Cx.
- This changes AI availability, user access to AI, and whether new files are indexed for AI.
How to enable AI features
- Go to Project settings in the left sidebar.
- Click Project data.
- Locate CxAI - less admin. more Cx.
- Use the sliders to enable or disable each AI setting.
Results: CxAI project settings
Setting | Result |
|---|---|
Enable CxAI for this project | Activates AI functionality in the project |
Enable CxAI for all users on this project | Grants all users access to AI features |
Auto-index new files for all AI | Automatically indexes new files for AI use |
Scenario | Behavior |
|---|---|
New projects | All files are automatically indexed for AI |
Older projects | Existing files are not automatically indexed |
Older projects after activation | Only new files are automatically indexed |
Troubleshooting: enable CxAI
Problem | Cause | Solution |
|---|---|---|
AI features are not visible | CxAI is not enabled for the project | Open Project settings - Project data and enable Enable CxAI for this project |
Users do not have access to AI | All-users access is off | Enable Enable CxAI for all users on this project |
AI cannot find existing files | Older files were never indexed | Index those documents manually in the project |
AI cannot find new files | Auto-index is disabled | Enable Auto-index new files for all AI |
Cannot change AI settings | Your project role is below Admin | Ask a project Admin to change the CxAI settings |
Updated on: 07/26/2026
Thank you!