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