Disabling GenAI features

Created by Shawn Stensberg, Modified on Tue, 2 Jun at 12:50 PM by Shawn Stensberg

Objective

Turn off GenAI features either at the organizational level or within the governance profile.

Applies To

Admins

Before You Begin

Determine whether you wish to disable GenAI features for your entire organization or just for select users. The features accessible under the organization settings will differ from those in the governance profile settings, and the procedures for implementation will vary based on your intentions. 

Org-level GenAI features: Omni, Research Agent, Smart Account Assist, Meeting Prep Agent, Smart Deal Assist, AI topics explorer, MCP Server

Profile-level GenAI features: Omni, Smart Account Assist, Smart Deal Assist, Smart Email Assist, Deal Agent

Procedure

To turn off for the entire organization, go to Administration » Organization » Org info. Select the GenAI  tab and uncheck the checkboxes for the features you wish to disable at the organizational level.

For disabling a specific governance profile, navigate to Administration » User management » Access control. Click on the profile you want to modify, then scroll down to the GenAI section (or select the GenAI link in the left-hand menu). Uncheck the checkboxes next to the GenAI features you want to disable at the profile level.

Additional Information

For additional details on any of these features, please refer to the support articles listed below for more information.
Omni Best Practices Guide

Research Agent Overview

Smart Account Assist Overview

Meeting Prep Agent FAQ

Smart Deal Assist Overview

AI topics explorer in Kaia

MCP Server Overview

Deal Agent Overview

Experiencing technical difficulties? Contact our support team through the Outreach Support Portal! For more information, click here!


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