Enabling AI
Enabling AI is a simple two step process.
Firstly, Workvivo AI needs to be enabled for your Workvivo instance in order to use it. Please reach out to your Workvivo point-of-contact to action this.
Secondly, access to Workvivo AI features requires customer acknowledgement of Workvivo AI Explainer document and toggling AI "on" within the environment. The steps to follow are listed below and the screenshots that follow provide an illustration.
- HQ Sidebar Navigation -> Admin -> Admin Hub
- Search for ‘AI Admin Settings’
- Review ‘Workvivo AI Explainer’ document through ‘Learn More’ link
- Once reviewed, toggle on ‘Workvivo AI for your Organization’
(Note: Enabling AI is the Customer acknowledging the AI Explainer)
AI Admin Settings in Admin Hub
- All Workvivo AI features are now available to toggle on / off for the organization
AI Admin Settings in Admin Hub (AI enabled)
Enabling AI doesn't mean that every AI capability is accessible to everyone. Workvivo AI is a modular set of embedded capabilities and as illustrated in the screenshot above, each capability has it's own admin controls ensuring that, admins may be able to control whether the capability is enabled at all, which groups (or roles) can access it and certain elements of how the feature may be used.
The individual Help Center article for each AI feature then describes the devices relevant (e.g. Desktop/Mobile), Roles/Permissions required and further explains each capability admin setting.
The following sections provide this detail for the Assistant, Compose and Surveys AI features only.
Access Toggle
Each Workvivo AI feature will allow the AI Administrator to give all users access to the selected AI feature.
- Ask All users who can post to Workvivo will get access to Ask if the toggle is switched on
- Compose All users who can post to Workvivo will get access to Compose if the toggle is switched on
- Survey Generation All Survey creators will get access to the AI survey generation feature if the toggle is switched on
User Permissions
If the universal access toggle for the AI features is not enabled then each role must be explicitly assigned on a per-user basis. Simply enabling the AI features at the organization level is not sufficient - users cannot access any AI capabilities until they are granted the corresponding role/permission. This is also true for a System Admin, they need to be granted the role(s) by another Admin user in order to use AI. For more information on granting roles, please see here.
- AI Chat User permission - Required for accessing the Workvivo AI Assistant
- AI Compose User permission - Required for using the Compose AI feature
- AI Surveys User permission - Required for generating surveys using AI
Device(s): Desktop
Roles / Permissions:
- Admin: Has "Manage AI" permission by default
- AI Manager: Can access and manage all AI settings within 'Workvivo AI'
- AI Chat User: Can access the Workvivo AI Assistant
- AI Compose User: Can access the Compose AI feature
- AI Surveys User: Can generate surveys using the AI feature
Note: The AI Chat User, AI Compose User and AI Surveys permissions also requires that the associated setting is enabled.
Workvivo AI Assistant
When enabled, the Ask option will show in the AI side panel for any users with the AI Chat User role.
There are several options for this:
- All support articles from support.workvivo.com
This will allow the Workvivo AI Assistant to check the Workvivo Help Center for answers. If a user asks 'What is a space?' for example, then Workvivo AI Assistant will return some information on what a space is and will provide links to any relevant Help Center articles.
- Workvivo articles from yourdomain.workvivo.com
This will allow the Workvivo AI Assistant to check your own articles for answers. To allow your article to be included in the Workvivo AI search then you will need to edit the article and select the "Allow Article to be accessed with AI" checkbox.
- Workvivo pages from yourdomain.workvivo.com
This will allow the Workvivo AI Assistant to check your own pages for answers. To allow your page to be included in the Workvivo AI search then you will need to edit the page and select the "Allow Page to be accessed with Workvivo AI" checkbox.
- Prompts
Once enabled you can set custom prompts for your users to see when they open Workvivo AI Assistant. For example 'What is a Shout-out?'. If you do not enter any custom prompts then no prompts will show for the user.
Compose
When the 'Compose' option is enabled, any user with the AI Compose User role will see the Compose tab in the AI side panel. It will allow the user to:
- Enable Values in compose
When enabled this option will show the user an "Include Values?" checkbox that will allow them to include company values when composing material.
Survey Generation
When the 'Survey Generation' option is enable, any user with the AI Surveys User will see the AI sparkle icon next to the 'Survey Title' header. This will allow the user to create a survey using a mix of text and prompts using Workvivo AI.
Note on Data Usage
Workvivo AI is powered by and integrated with Zoom's AI technology. Workvivo does not use customer content to train our models or third-party models used in our features. Workvivo does not use any customer content to train Zoom’s or its third-party AI models.
We evaluate and update our models periodically and those used to support Workvivo AI may change from time to time. For features in Workvivo AI that use third-party AI model providers, we will share relevant data with those third-parties when you use the feature.
The third-party model provider is not permitted to retain the content used or generated by the feature, unless required by applicable law.