Managing AI features

Artificial Intelligence (AI) features in Diligent Entities drive efficient, informed and impactful entity management.

For information on how AI features use Entities data, refer to Entities AI transparency notice.

The following AI features are available:

  • Document summary

  • Entities assistant

AI licence

AI enhancements are available to clients with the Entities Platform package. For more information, contact your Customer Success Manager.

Provision AI access

You can control user access to AI features with user role rights. To enable access to AI features, create or edit a user role and add the following rights.

For information on how to create a new user role, go to New User Role.

For information on how to edit a user role, go to User Roles.

  • To give the user access to Entities assistant, in User Role, select Integrations > AI Assistant.

  • To give the user access to Document summary, in User Role, select Integrations > Document Summarization.