{"id":789,"date":"2026-10-24T11:52:31","date_gmt":"2026-10-24T16:52:31","guid":{"rendered":"https:\/\/archietechnology.com\/ayuda\/guia\/configurar-los-ajustes-de-ia-del-crm-acceso-equipo-y-limite-mensual\/"},"modified":"2026-10-24T11:52:31","modified_gmt":"2026-10-24T16:52:31","slug":"configurar-los-ajustes-de-ia-del-crm-acceso-equipo-y-limite-mensual","status":"publish","type":"ayuda","link":"https:\/\/archietechnology.com\/en\/ayuda\/guia\/configurar-los-ajustes-de-ia-del-crm-acceso-equipo-y-limite-mensual\/","title":{"rendered":"Configure the CRM's AI settings (access, team and monthly limit)"},"content":{"rendered":"<p><!-- Archie Talk \u00b7 Bots y Archie AI \u00b7 Estado: borrador (pasos sin verificar en pantalla) --><\/p>\n<h2>What you'll achieve<\/h2>\n<p>Set up who will be able to use AI sales assistance in your company and how much monthly usage will be allowed, and know where to check how much you've used.<\/p>\n<h2>Before you start<\/h2>\n<ul>\n<li>For now this screen only prepares the settings. You'll see a notice saying the AI model is pending connection and that these settings don't turn on generation or use tokens.<\/li>\n<li>Only administrators can change the settings. The team only sees the usage line.<\/li>\n<li>A token is the unit used to measure AI model usage.<\/li>\n<li>This screen has no &#8220;draft mode&#8221; or caps other than the monthly limit; the only settings are the ones described here.<\/li>\n<\/ul>\n<h2>Steps<\/h2>\n<ol>\n<li>In the side menu open <strong>Sales CRM<\/strong>\u00a0and click <strong>Sales AI<\/strong>. <span class=\"ay-captura\">Screenshot: Sales AI screen<\/span><\/li>\n<li>Read the notice in the top box about the AI model status.<\/li>\n<li>Check <strong>Allow access when the provider is connected<\/strong>\u00a0if you want assistance enabled for your company once the AI model is connected.<\/li>\n<li>Check <strong>Allow the team to use AI<\/strong>\u00a0if you want the sales team to be able to use it in addition to administrators. If you leave it unchecked, only administrators can.<\/li>\n<li>In <strong>Monthly token limit<\/strong>\u00a0type a whole number between 0 and 1,000,000.<\/li>\n<li>Click <strong>Save limits<\/strong>. You'll see the notice &#8220;Limits saved&#8221;. <span class=\"ay-captura\">Screenshot: settings saved<\/span><\/li>\n<li>To see how much you've used, read the line <strong>Recorded usage: X of Y tokens<\/strong>.<\/li>\n<li>Note: this step hasn't been verified with the live service yet; while the AI model isn't connected, recorded usage stays at 0.<\/li>\n<\/ol>\n<h2>Expected result<\/h2>\n<p>Your settings are saved: who can use AI and the monthly limit. Usage is compared against that limit in the line <strong>Recorded usage<\/strong>.<\/p>\n<h2>Common issues<\/h2>\n<details>\n<summary>I don't see the checkboxes or the Save limits button.<\/summary>\n<p>Your user isn't an administrator; you only see usage.<\/p>\n<\/details>\n<details>\n<summary>It says &#8220;Couldn't load or save the AI limits.&#8221;<\/summary>\n<p>Check that the limit is a whole number between 0 and 1,000,000 and try again.<\/p>\n<\/details>\n<details>\n<summary>I saved the settings and the AI doesn't respond.<\/summary>\n<p>That's expected while the notice says the AI model is pending connection.<\/p>\n<\/details>\n<details>\n<summary>Usage shows 0.<\/summary>\n<p>It will be recorded once assistance is active.<\/p>\n<\/details>\n<details>\n<summary>I left the limit at 0.<\/summary>\n<p>A limit of 0 means no usage is allowed.<\/p>\n<\/details>\n<h2>When to contact support<\/h2>\n<p>Write to us if you can't save the settings as an administrator or if usage doesn't match your use. Send us: your company name, your user email, the values you tried to save, the exact text of the message and a screenshot of the screen <strong>Sales AI<\/strong>.<\/p>","protected":false},"excerpt":{"rendered":"<p>Set up who will be able to use AI sales assistance in your company and how much monthly usage will be allowed, and know where to check how much you've used.<\/p>","protected":false},"featured_media":0,"menu_order":7,"template":"","meta":{"ay_popular":0,"footnotes":""},"ayuda_seccion":[28,38],"class_list":["post-789","ayuda","type-ayuda","status-publish","hentry","ayuda_seccion-archie-talk","ayuda_seccion-talk-bots"],"_links":{"self":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/789","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda"}],"about":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/types\/ayuda"}],"version-history":[{"count":0,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/789\/revisions"}],"wp:attachment":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/media?parent=789"}],"wp:term":[{"taxonomy":"ayuda_seccion","embeddable":true,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda_seccion?post=789"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}