1. Enable AI Agents

Important: Enable AI roles to purchase AI services

To be able to purchase and use AI services, you first need toactivate Opt-infor AI agents.

To use AI features such as AI operator, personal AI operator, or AI support agent, AI first needs to be enabled at the organizational level.

Tip

Go to  AI → Licenses and Usageto view or change your pricing plan.

There you can also keep track of your usage and any trial periods.

1. Open the organization settings

Click onthe gear wheelin the menu and selectOrganization settings.

DuringBusiness accountcan you find the menuAI– click there.

Here you manage all settings that apply to AI at the organizational level.

To use or purchase AI services, you need to activateOpt-induringRoles for AI agents.

Once you have enabled the desired roles, clickSave.

2. Enable roles for AI agents

In the menuAIyou choose which roles should be available in the organization.

Turn on the roles you want to use:

• AI operators

• Personal AI operators

• AI support agentsfor response groups and chat channels

You can add or change roles at any time if necessary.

3. Buy AI Voice

License & Usage

To be able to use AI agents in their roles, you need to purchase the add-onAI Voice.

1. Go toLicenses & usage(duringAI).

2. In expandAI Voiceand click KConfigure AI Voice

3. Choose itprice planthat suits the organization.

4. Click onSave.

Once AI Voice is enabled, you can start using AI agents like:

• AI support agentin response groups or chat channels

• AI operatorfor specific numbers and users

Good to know

If you want to use AI agents inweb chatorresponse groupneedContact Center packagebe activated in the organization.

It is purchased at the same place – underOptional.