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Setup AI connect in bilabl

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AI Connect is a bilabl add-on that controls what bilabl data AI agents can see and change in your firm. Learn how to review the risks, accept the terms, and set an Access level for each type of data. Only users with the Administrator role can enable AI Connect.

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Addons

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","aiText":"Read to the end, then select **I have read the terms**. The **AI Connect Terms** section now shows **Read**.","aiTextVisible":true,"anchorNodeId":null,"anchorPosition":"BottomCenter","nextButtonText":null,"backButtonText":null,"hotspotWidth":"Medium","textAlign":"Left","modalPosition":"Center","cardWidth":null,"cardMinHeight":null,"borderRadius":"Round","nextButtonAction":"Slide","nextButtonUrl":null,"nextButtonBgColor":null,"nextButtonTextColor":null,"nextButtonDisabled":false,"backButtonAction":"Slide","backButtonUrl":null,"backButtonBgColor":null,"backButtonTextColor":null,"backButtonDisabled":false,"timelineElementId":null}],"chapter":null,"videoProject":null},{"id":"cmvucsw1f05imqmakoiolxxnx","number":8,"text":null,"image":"https://media.supademo.com/cltdv8jog0u2y116a7p1415bk/Z37BVfNq8BQHFdVzpE9kZ.jpg","video":null,"createdAt":"2026-10-30T02:29:11.091Z","updatedAt":"2026-10-30T03:18:30.165Z","demoId":"cmvucs8ai05h2qmak6zqhc125","imageWidth":"688","imageHeight":"0","mouseXCooridnate":"55.52083333333333","mouseYCooridnate":"36.93743139407245","editedImage":null,"widthOrg":1920,"heightOrg":911,"bgcolor":"#4f46e5","textcolor":"#fff","imgState":null,"trimStart":0,"trimEnd":100,"videoWidth":null,"videoHeight":null,"videoDuration":null,"videoProjectId":null,"audio":"https://media.supademo.com/cltdv8jog0u2y116a7p1415bk/audio/edVHjTUeq4Ig5-6Em-RSY.mp3","audioText":"Under Permissions, you decide what AI agents can do with each type of data. The quickest way to start is Use suggested, which sets Create and Edit for most data, and Read only for Billing and User. Check each Access level before you continue.","voice":"29vD33N1CtxCmqQRPOHJ","audioLanguage":null,"audioDuration":16.84897959183673,"captionsUrl":"https://media.supademo.com/cltdv8jog0u2y116a7p1415bk/captions/edVHjTUeq4Ig5-6Em-RSY.vtt","zoomPositionX":null,"zoomPositionY":null,"zoomWidth":null,"zoomHeight":null,"playbackRate":1,"mute":null,"mediaFitMode":"Cover","mediaAlignMode":"Top","htmlCaptureId":null,"backdrop":"None","pageUrl":"https://training.bilabl.io/setting/integrations","recordingSessionId":null,"preventScroll":false,"scrollTopOverride":null,"scrollOverrides":null,"duration":null,"transition":null,"customDescription":null,"hotspots":[{"id":"cmvucsw1f05inqmaknpz4bkeh","number":13,"createdAt":"2026-10-30T02:29:11.091Z","updatedAt":"2026-10-30T03:05:48.872Z","default":true,"text":"From here, click \"Use suggested\" to apply the recommended permission levels for each object.","bgcolor":"#4f46e5","textcolor":"#fff","mouseXCooridnate":"55.52083333333333","mouseYCooridnate":"36.93743139407245","style":"Area","animation":"Pulse","isVisible":true,"boxWidth":5.625,"boxHeight":3.18331503841932,"prevslide":null,"nextslide":null,"stepId":"cmvucsw1f05imqmakoiolxxnx","tipposition":"bottom","nextButton":true,"isDisplayOnly":false,"textVisible":true,"htmlValue":"

","aiText":"Under **Permissions**, choose an Access level for each type of data. Select **Use suggested** to start from **Create & Edit** for every type except **Billing** and **User**, which are set to **Read only**. Check each Access level before you continue.","aiTextVisible":true,"anchorNodeId":null,"anchorPosition":"BottomCenter","nextButtonText":null,"backButtonText":null,"hotspotWidth":"Medium","textAlign":"Left","modalPosition":"Center","cardWidth":null,"cardMinHeight":null,"borderRadius":"Round","nextButtonAction":"Slide","nextButtonUrl":null,"nextButtonBgColor":null,"nextButtonTextColor":null,"nextButtonDisabled":false,"backButtonAction":"Slide","backButtonUrl":null,"backButtonBgColor":null,"backButtonTextColor":null,"backButtonDisabled":false,"timelineElementId":null}],"chapter":null,"videoProject":null},{"id":"cmvucsy6v05ixqmak6fmtbcdi","number":9,"text":null,"image":"https://media.supademo.com/cltdv8jog0u2y116a7p1415bk/na-zQf2za9EQ8kSQl3ZMf.jpg","video":null,"createdAt":"2026-10-30T02:29:13.879Z","updatedAt":"2026-10-30T03:18:30.165Z","demoId":"cmvucs8ai05h2qmak6zqhc125","imageWidth":"688","imageHeight":"0","mouseXCooridnate":"61.61458333333333","mouseYCooridnate":"36.93743139407245","editedImage":null,"widthOrg":1920,"heightOrg":911,"bgcolor":"#4f46e5","textcolor":"#fff","imgState":null,"trimStart":0,"trimEnd":100,"videoWidth":null,"videoHeight":null,"videoDuration":null,"videoProjectId":null,"audio":"https://media.supademo.com/cltdv8jog0u2y116a7p1415bk/audio/fmbNozpr6geky8FhwrLTQ.mp3","audioText":"If you want AI agents to only read data, select Read only for all instead.","voice":"29vD33N1CtxCmqQRPOHJ","audioLanguage":null,"audioDuration":4.911020408163266,"captionsUrl":"https://media.supademo.com/cltdv8jog0u2y116a7p1415bk/captions/fmbNozpr6geky8FhwrLTQ.vtt","zoomPositionX":null,"zoomPositionY":null,"zoomWidth":null,"zoomHeight":null,"playbackRate":1,"mute":null,"mediaFitMode":"Cover","mediaAlignMode":"Top","htmlCaptureId":null,"backdrop":"None","pageUrl":"https://training.bilabl.io/setting/integrations","recordingSessionId":null,"preventScroll":false,"scrollTopOverride":null,"scrollOverrides":null,"duration":null,"transition":null,"customDescription":null,"hotspots":[{"id":"cmvucsy6v05iyqmakrt31clov","number":14,"createdAt":"2026-10-30T02:29:13.879Z","updatedAt":"2026-10-30T03:05:59.313Z","default":true,"text":"Next up, click \"Read only for all\" to set read-only access across every object in AI Connect.","bgcolor":"#4f46e5","textcolor":"#fff","mouseXCooridnate":"61.61458333333333","mouseYCooridnate":"36.93743139407245","style":"Area","animation":"Pulse","isVisible":true,"boxWidth":5.9375,"boxHeight":3.18331503841932,"prevslide":null,"nextslide":null,"stepId":"cmvucsy6v05ixqmak6fmtbcdi","tipposition":"bottom","nextButton":true,"isDisplayOnly":false,"textVisible":true,"htmlValue":"

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Read only

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Delete

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