Managing Revenue AI Licenses
Within the Revenue admin console, administrators can manage the licenses and users associated with those licenses for their account. Within the License Tab of the Admin, the allowed, assigned, and remaining licenses on a per-license basis are listed within the license usage section of the page.
In this section is a "Revenue AI" license which controls access to the following features associated with Revenue AI:
- Ask a Question of a Conversation
- Ask a Question of an Opportunity
- Opportunity Summaries
- Scorecards
- Coaching Feedback
This article will walk you through how you can provision Revenue AI licenses for users to take advantage of the advanced Generative capabilities of the Revenue.io platform.
View Revenue AI Licenses for an Account
Within the Licensing tab, you can view a list of licenses across your account. For each license you can view the number of allowed licenses (purchased), the number of assigned licenses (total number of users who have the license provisioned), and the remaining balance of licenses (available to provision to users). Within the list is an option for "Revenue AI Users"
Requesting Revenue AI Licenses
If you wish to add Revenue AI licenses to your account you can select the "Add Request" button above the license usage list.
On selection, you will be presented with a modal to select what types of licenses you wish to add.
Select the "Add Revenue AI Users" license option, designate. the number of licenses that you wish to add and designate an effective date so that our Sales Team can work to provision those licenses for your account.
Once you select the "Request" button a message will be sent to the Revenue team to reach out to provision the requested licenses.
Viewing Revenue AI Users
You can view the users who have a Revenue AI license provisioned to them in one of two ways:
- Select the "Revenue AI Users" link within the license page. This will navigate you to the user's tab which will be pre-filtered to show you users who have a Revenue AI license.
- You can also navigate directly to the Users page and select the "Revenue AI" license option from the license dropdown.
Provisioning Revenue AI Licenses
The quickest path to enabling Revenue AI is to navigate to an individual user record page. Here in the License section, you can see all of the license options available for a user.
You can enable the Revenue AI license by toggling the license setting to "On" for the user and selecting Save.
Note that once you have enabled a Revenue AI License for a user you will need to also enable the individual features available in the license for the user to have access to the granular features available to them.