Getting started with Board AI Agents

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Board AI Agents interpret data, suggest actions, and guide workflows in collaboration with the user. They provide insights and recommendations while ensuring the user always retains full control.

This section cover the following topics:

The Board AI Agents require an internet connection, a Board license associated with the Board 15 cloud with Subscription Hub version, administration permission from the Subscription Hub for User and Lite licenses, and other system requirements listed below.

Board license requirements

Board AI Agents are included with every Power User and Developer licenses. User and Lite licenses must be given permission via the User section of the Subscription Hub.

  1. Go to System Administration and click on the Subscription Hub tile

  2. Go to the User section and select the user to view their user profile

  3. Navigate to the License section of the user profile and enable the checkbox labeled GenAI

    You call also enable the “GenAI” checkbox for user permissions .

When exporting users, the “GenAI” checkbox is included in the exported file.

Other Sub Hub sections

In the AI Platform Activation section , you can check the “STATUS” of your License and the number of “INSTANCES USED” compared to the maximum allowed. A table below displays the instances where the Board AI Agents feature is available. From this table you can determine which instances can access the Board AI Agents feature.

In the Licenses section , you can see the number of licenses in use and check whether the section listing all Board AI Agents in your Sub Hub is available. In the following example, only the Financial Agent is available.

Learn more about Board AI Agents and how to to create and configure one.