Digital Agency Tools Docs

AI buttons are greyed out

You hover over an AI button and it says "AI not configured", or the AI part of a page is missing. Here is what that means, and what is worth checking.

The symptom

On pages that use AI, the AI buttons are disabled, with the tooltip AI not configured. Everything else on the page still works: you can write by hand, save and send as normal.

Where you will notice it:

  • AI Agent: New chat and Send are greyed out.
  • Discover: the AI steps on a discovery are greyed out.
  • Client updates: Draft with AI and the Refine box are greyed out. You can still write, save and send updates by hand.
  • Proposals: the AI draft card does not appear at all.

Two different things

Button greyed out,
"AI not configured"
  → AI is not set up

Page missing from
the sidebar
  → feature not in your plan
The AI Agent page, where the New chat and Send buttons show the AI not configured tooltip when AI is unavailable
The AI Agent page. When AI is off, New chat and Send are disabled.

The cause

AI features run on an AI provider, such as Anthropic's Claude or OpenAI. The platform supplies the connection to that provider for every business. When no provider is connected, every AI button is switched off together, rather than failing when you click it.

There is no AI key for you to enter. Settings → AI chatbot lists the provider under Set by the platform, and you cannot change it.

Checks, in order

  1. Hover over the button. If it says AI not configured, AI is off for your business. Go to step 4.
  2. If the whole page (Discover or AI Agent) is missing from the sidebar under Projects, that feature is not in your plan. See Plans and features.
  3. If the button works but you get an error such as AI failed, the provider did not answer in time. Wait a moment and try again, with shorter source text if you pasted a lot.
  4. Raise a support ticket saying which page and button. AI is switched on at the platform level, so support can tell you whether it is available.

While AI is off

Nothing is lost. Proposals, discoveries, client updates and tasks can all be written by hand. Once AI is switched on, the buttons come back by themselves. Reload the page.

Whatever AI writes is a draft. Read it before it goes to a client, whether AI is on or not.

Related

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