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:

  • AI Document Summary

  • Entities AI Assistant

  • Chart assist

Note

AI enhancements are available to clients with the Entities Platform package and clients who joined the Entities AI Early adopter program. 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.

Entities AI Assistant

Note

Access to Chart assist and Entities AI assistant is controlled with the same user role settings. A user can have access to both these features, or neither.

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

Chart assist

Note

Access to Chart assist and Entities AI assistant is controlled with the same user role settings. A user can have access to both these features, or neither.

To give the user access to Chart assist, in User Role, select Integrations > AI Assistant.

AI Document Summary

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

Set AI Document Summary output language

To set the language of the AI summary, in System Tools, go to System Options > Country and select an option from Language.