AI & the agent
AI can speed up setting up a plan. It's optional and off on a new server: your admin turns it on in AI settings. The pill at the bottom of the left menu shows AI on or AI off. While it's off, the AI buttons are hidden.
What AI does
| Feature | Where |
|---|---|
| Refine with AI: better skills and options for every column | Tools menu on a plan |
| Add with AI: rules in plain English | Advanced → Rules |
| Ask the agent: "make 20% of policies lapsed", "add 2–5 claims per member" | Ask Agent at the top right, or Data chat on the Generate tab |
| AI-written text: realistic descriptions and notes | Generate tab |
| Describe it and Write code: new skills from a description | Skills library |
The agent proposes each change as a Proposed change you can Apply or skip (Not now). Everything can be undone.
What AI never sees
Only table and column names, plan settings and your project brief are sent to the AI provider, never rows of data. If you opt in with Show these real values to the AI on a learned column, only that column's value mix is sent.
Without AI
Everything still works:
- Auto-analyse tags columns by rule.
- The Rule builder makes every rule type.
- The agent understands simple requests about sizes, shares, ranges and id starts without AI.
- Describe it understands simple phrasings without AI.