Skip to main content
AI features in Elate are voice dictation, the Eli assistant and AI drafting. This page shows how an organisation controls them and what happens to the data they use. Who can do this: Organisation Owners and Service Provider Admins. The AI tab in Settings is only shown to these two roles, and only when your organisation has AI features.
This needs the AI features module. If you cannot see it, ask your organisation owner. The Elate team turns the module on for your organisation. Your organisation owner can switch AI features off in Settings > AI.

​
Three things must all be true

AI features appear for a person only when:
  1. Your organisation has the AI features module.
  2. AI features are switched on for your organisation in Settings > AI.
  3. The person’s role includes the AI features permission.
Elate checks all three again on every AI request, not just when the page loads.

​
Switch AI features on or off

1

Open the AI settings

Select Settings in the sidebar, then the AI tab.
2

Use the switch

Turn AI features enabled for this organisation on or off. When it is off, AI is unavailable to every role, whatever their permissions.
3

Save

Select Save AI settings.

​
Set how long voice recordings are kept

1

Enter the number of days

In Voice recording retention (days), enter a number from 1 to 365. It is 30 unless you change it.
2

Save

Select Save AI settings.
This applies to recordings someone chose to attach to a note with Attach recording. They are deleted automatically once they are older than this number of days, and the attachment is marked as expired. The written note is kept as normal. See Dictation.

​
Choose which roles can use AI

1

Open Permissions

Select Settings, then the Permissions tab.
2

Find AI features

Find the AI features row. It covers Eli, voice dictation and AI drafting.
3

Tick or untick roles

Tick the roles that should have it. By default every role has it except Read Only Auditor. Organisation Owner and Service Provider Admin always hold every area.
If your organisation does not have the module, the row shows AI features is not in your plan and cannot be changed. See Roles and permissions.

​
How AI handles your data

  • Only what your role can see. Eli looks up records as the person asking, so its answers only use data that person’s role can see.
  • Nothing changes without a person. Eli only prepares changes that someone confirms on a card. Elate keeps a record of what Eli offered and what was decided.
  • Storage switched off. Text sent to Elate’s AI provider, for example an Eli question or a tidy-up, is sent with the provider’s storage switched off.
  • Recording notice. Before every dictation, Elate asks the person to tell everyone present that the conversation is being recorded and transcribed.
  • Audio is not kept unless attached. Temporary uploads for transcription are removed after processing, or within 24 hours if processing fails. Attached recordings follow your retention setting above.
  • Daily limit. Eli has a daily usage limit for each organisation. If it is reached, people see “Eli has reached today’s usage limit for this organisation. It resets tomorrow.”