Managing Your AI Query Usage in the Intaker Dashboard

What is an AI Query?

An AI query refers to a question or instruction posed by a user to an artificial intelligence system. The purpose of an AI query is to request information, trigger a specific action, or obtain assistance with a task from the AI. The system processes the query using its understanding and analysis capabilities, drawing upon its training data, algorithms, and potentially external sources of information to provide a relevant response or perform the requested action.

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Accessing Your AI Query Information

To view your current AI query allocation and usage, please follow these simple steps:

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1. Navigate to Settings: Log in to your Intaker Dashboard. From the dashboard, locate and click on the "Settings" option. This section is your gateway to managing your account settings, including your AI queries.

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2. Go to Billing Plan and Usages: Within the Settings menu, find and select the "Billing Plan and Usages" option. This page provides a comprehensive overview of your account's plan details, including your allocated AI queries.

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Understanding Your AI Query Usage

Each AI query represents a single interaction or transaction processed by our AI features, including but not limited to:

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- AI Custom Fields: Tailor your data collection and enhance your forms with AI-driven custom fields that adapt based on your requirements.

- Live Call Connect: Instantly connect with clients over the phone through AI coordination, ensuring you never miss an important call.

- And several other AI-powered features designed to elevate your service delivery.

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Monitoring Your Usage

It's important to regularly check your AI query usage to ensure you're operating within your allocated plan. Exceeding your plan's limit may affect the availability of these AI features. The "Billing Plan and Usages" page provides a clear breakdown of your current usage against your total allocation.

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Need More Queries or Assistance?

If you find your current plan's AI query allocation doesn't meet your needs, or if you have any questions regarding your usage, our Customer Success team is here to help. You can reach out for support or to discuss upgrading your plan to accommodate your business growth.

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