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AI Configuration ProThis feature requires the Pro plan

The AI Assistant Settings page lets you control how the AI Assistant works for your business. You can choose the AI model, add custom instructions, and enable or disable the assistant for your entire team.

Accessing AI Assistant Settings​

  1. Click Settings in the sidebar.
  2. Select AI Assistant from the settings menu.

The AI Assistant Settings page with the enable toggle, model selector, and custom instructions area

Enabling or Disabling the AI Assistant​

At the top of the page, you will see the Enable AI Assistant toggle:

  • Enabled -- all team members with AI Assistant access can use it.
  • Disabled -- the AI Assistant is hidden from the entire team.

Changes take effect immediately when you toggle this setting.

AI Credits​

The AI Assistant Settings page shows your current credit balance:

  • Monthly Credits -- how many credits your plan includes each month.
  • Purchased Credits -- any additional credits you have bought (these do not expire at the end of the month).
  • By Feature -- a breakdown of credit usage across AI Assistant conversations, text generation, and smart search.

Click Refresh to update the credit information with the latest data.

Choosing an AI Model​

EquipDash offers two AI models. Select the one that fits your needs:

ModelDescriptionCredit Usage
GPT-4o MiniFast and cost-effective. Recommended for most use cases.Lower credits per request
GPT-4oMore capable with better reasoning. Best for complex queries.Higher credits per request

To change the model:

  1. Select the model from the AI Model options.
  2. Click Update.
tip

Start with GPT-4o Mini for everyday use. Switch to GPT-4o if you need the assistant to handle more nuanced questions or complex data analysis.

Custom Instructions​

Custom instructions let you give the AI Assistant additional context about your business that it should always keep in mind. This helps it give more relevant and accurate answers.

  1. In the Custom Instructions field, type any instructions you want the AI to follow (up to 2,000 characters).
  2. Click Update.

Example Custom Instructions​

  • "Our business primarily rents surfboards and wetsuits to tourists. Most rentals are for 1-3 days."
  • "We operate two locations: the beach shop (main) and the harbour shop (seasonal, open Oct-Mar only)."
  • "When asked about pricing, always mention that we offer a 10% discount for weekly rentals."
  • "Our busiest season is December to February. Keep this in mind when discussing availability."