New Articles

  1. Merge on Unassigned FAQ

    Merging on Unassigned combines several arriving docs into one file before any of them is assigned. Answers to the common questions about when to merge, what it costs, and how it works alongside Pipeline AI. Can I merge documents before assignin...
  2. Why Has Pipeline AI Stopped Working for My Team?

    AI Create and AI Update have disappeared for everyone, not just one person. There are three usual causes, and none of them is a fault in your account. The Month's AI Spend Met Your Limit This is much the most common cause, and it isn't a fault —...
  3. Why Can't I See Pipeline AI?

    AI Create or AI Update isn't where you expected it, or a Pipeline AI link from an email returns an error. It's almost always an access gate rather than a fault. Pipeline AI Isn't Turned On for Your Account Pipeline AI stays off until a master ad...
  4. Usage Estimator FAQ

    The Pipeline AI page turns the amount on the limit slider into a number of AI runs. Answers to the common questions about what Pipeline AI will really cost your office. How many AI runs does one transaction take? Usually one to three. One AI...
  5. Roll Out Pipeline AI Without Losing Control of the Spend

    You pay the bill, so you decide what Pipeline AI can cost and who can spend it. Try it yourself first, set the Monthly Spending Limit, then open it to the team. Introduction Pipeline AI is an add-on with its own Monthly Spending Limit, and that ...
  6. Budget-Exhausted Pause FAQ

    A pause means the month's AI spend has met the ceiling you set, and it lifts on its own when the cycle resets. Answers to the common questions about why AI stopped, what still works, and how to bring it back. Why did Pipeline AI stop working for ...
  7. AI Runs FAQ

    Pipeline AI is billed by the run, and a run only happens when somebody asks for one. Answers to the common questions about what a run is, what it costs, and what's included. How much does Pipeline AI cost? $1.00 per AI run. A run is one pass ...
  8. AI Permissions FAQ

    Pipeline AI is off until a master admin turns it on, and each AI action carries its own access setting. Answers to the common questions about who can enable it and who can run it. Who can turn Pipeline AI on? Only a master admin. Until they d...
  9. AI Monthly Limit FAQ

    The monthly limit is a ceiling on Pipeline AI spending, set by a master admin and changeable at any point in the month. Answers to the common questions about setting it, changing it, and what you're actually billed. Am I billed my full monthly li...
  10. Why Isn't My AI-Created Transaction in My Account?

    You ran an AI Create , and the transaction isn't in your transactions list. Good news first: it almost certainly still exists, and it's waiting for you where the run left it. The Result Was Never Confirmed AI Create fills the form and stops —...