AI Assist in Aligned is controlled at more than one level: an admin switches it on for the whole account, each user sets the default for the Rooms they create, and the Room owner decides whether it runs in a specific Room. This article covers what admins control and where.
Where account-level AI Assist settings live
Open the Admin Center from the avatar dropdown at the top of Aligned, then open the AI Settings tab. The Admin Center opens in a separate browser tab and is available to Admins and Owners only. Members and Managers cannot open it.
Plan: AI Assist is available on all plans. The Admin Center is also available on all plans.
Role: Admin or Owner for account-level settings. Every user can set their own default for new Rooms. Room-level control belongs to the Room owner.
Turning AI Assist on for the account
In AI Settings, use the Enable AI Assist toggle.
Two things to know before you flip it:
Changes affect existing Rooms, not just new ones. Turning AI Assist off at account level removes it from Rooms that are already live and shared with buyers.
Once enabled, you also get a usage view showing how many AI responses your company has used out of its allowance, and a place to enter general prompts about your company so the assistant can answer buyer questions it cannot find in the Room itself.
Setting your own default for new Rooms
Account-level enablement makes AI Assist available. It does not switch it on everywhere. Each user sets the default AI Assist state for the Rooms they create in their personal Settings. Changing that default does not affect Rooms that already exist.
Turning AI Assist on inside a specific Room
A Room owner enables it per Room from Room Settings → Permissions → Enable AI Assist. Only the Room owner controls this, and it works only when AI Assist is enabled at account level.
Comments must be enabled in the Room first — AI Assist answers run through the comments layer, so without comments the feature will not work.
Controlling what buyers see
Enabling AI Assist in a Room does not force the assistant into the buyer's view. Inside the Room, open the chat and use Hide in Room or Show in Room to control whether buyers see it at all.
This is the setting to reach for when you want AI answers available on some deals but not others without changing account-level configuration.
What AI Assist can and cannot see
AI Assist answers are based only on content visible to the person asking. It reads the text content of the Room — section names, file names, comments, and tasks — plus the general company prompts an admin has entered.
This matters in a security review: a buyer cannot use the assistant to reach content they could not already open themselves. If a buyer cannot access a document, AI Assist does not use it in an answer.
Who can do what
Action | Who |
Enable or disable AI Assist for the account | Admin or Owner |
Enter general company prompts | Admin or Owner |
View AI Assist usage for the account | Admin or Owner |
Set the default AI Assist state for new Rooms | Every user, for their own Rooms |
Enable AI Assist in a specific Room | That Room's owner |
Show or hide the assistant from buyers | That Room's owner |
Troubleshooting & FAQ
Q: Buyers cannot see the assistant in one of my Rooms.
Q: Buyers cannot see the assistant in one of my Rooms.
Check three things, in order: AI Assist is enabled at account level in the Admin Center, comments are enabled in that Room, and the chat is set to Show in Room. Only the Room owner can change the Room-level setting.
Q: I turned AI Assist off for the account. What happens to Rooms already shared with buyers?
Q: I turned AI Assist off for the account. What happens to Rooms already shared with buyers?
It is removed from those Rooms too. The account-level setting applies to existing Rooms, not only new ones.
Q: I changed my default for new Rooms. Why did nothing change in my current Rooms?
Q: I changed my default for new Rooms. Why did nothing change in my current Rooms?
The personal default applies to Rooms created after the change. Existing Rooms keep whatever the Room owner set.
Q: Can a buyer use AI Assist to see content we have hidden from them?
Q: Can a buyer use AI Assist to see content we have hidden from them?
No. Answers are built only from content that is visible to the person asking.