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Enable or disable the ai assistant for the company

An Admin turns the AI Assistant module on or off for the whole company — a master switch independent of the operating mode and of any per-channel enablement.

When this happens: Admin opens Admin — AI Assistant.

Step by step

  1. 1

    Open Admin — AI Assistant.

    EasyCRM shows the master AI Assistant enabled toggle, currently off (first visit — no AiAssistantSettings row yet).

  2. 2

    Turns the toggle on.

    EasyCRM creates AiAssistantSettings with and Disabled (safe default — no automatic behavior until the Admin explicitly picks a mode, UC-28.2). EasyCRM shows the rest of the configuration tabs (Instructions, Persona, Sources, Handover, Groundedness, Forbidden Topics, Customer Messages, Test), previously hidden.

Other paths

Disable an already-configured assistant

Turns the toggle off. EasyCRM shows: Turning this off stops Auto Reply and Copilot immediately for every channel. Your configuration is kept Confirm. Sets . Every in-flight Auto Reply gate check now fails at the company gate; every Copilot request is rejected with EasyCrm:Ai:Disabled. A conversation the AI still holds goes to a person when its customer next writes, the AI sending nothing (FR-28-001 AC #3).

Good to know

  • The company-level switch is evaluated before the operating mode and before any per-channel setting.
  • Disabling the Assistant does not delete configuration, sources or history — it only stops new activity.