Choose what Ivy can see
Last updated
Pick which kinds of office data Ivy may read.
1 minute · Owner
1
Open Settings and choose the Emails & Ivy tab.
2
Pick Ivy on the left.
3
Under AI data access, turn each switch on or off. Each change saves at once.
The switches:
- Team members: roster, positions and producer stats.
- Salary & Commission: pay, commission plans, rates and payout structures.
- Sales: the sales log, summaries, trends and location breakdowns.
- Leads: internet leads, provider ROI and which leads became sales.
- ROI, Goals & Activity: Employee ROI, goal pacing and activity tracking.
- Schedule & PTO: weekly schedules, time off and PTO balances.
- Policy Activity: cancellations and retention, where your office has it.
With a switch off, Ivy says that data is not enabled. A question that needs two kinds of data needs both switches on.
On the Ask Ivy page, Reading N areas under the question box lists each kind, and Change in Settings opens these switches.
Who can use Ivy
Ivy is for the agency owner. Team members don't see Ask Ivy, and there is no permission that turns it on for them.