AI Components and Settings
Huddle leverages artificial intelligence to enhance productivity and automate documentation tasks. This guide covers configuring AI components at the account level, managing AI features, and optimizing their use for your organization.
AI Promise: Your data never leaves your account and is never used to train AI models. All AI processing is done securely with full audit trails and compliance.
AI-Powered Features
Huddle's AI components work together to provide intelligent automation and insights:
Documentation Generation
Automatically generates comprehensive documentation for tracked Smartsheet assets
- •Analyzes sheet structure and formulas
- •Creates human-readable descriptions
- •Updates documentation when sheets change
- •Identifies key metrics and KPIs
Intelligent Search
Natural language search across all your huddles and documentation
- •Semantic understanding of queries
- •Context-aware results
- •Cross-huddle searching
- •Relevance ranking
Relationship Discovery
Automatically detects and maps connections between Smartsheet assets
- •Cross-sheet formula detection
- •Cell linking analysis
- •Report source tracking
- •Dashboard component mapping
Smart Summaries
Concise overviews of complex sheets with business context
- •Key metric identification
- •Data flow explanations
- •Business purpose inference
- •Change impact analysis
Enabling AI Features
Account-Level Configuration
- Navigate to Account Settings > AI Configuration
- Review available AI features
- Toggle features on/off as needed
- Configure feature-specific settings
- Save changes
Feature Availability by Plan
Plan | AI Operations | Documentation | Search | Discovery |
---|---|---|---|---|
Starter | 100/month | Basic documentation | Standard | Limited |
Professional | 1,000/month | Advanced documentation | Semantic search | Full discovery |
Enterprise | Unlimited | Custom AI models | Advanced + API | Full + Custom rules |
Documentation Generation Settings
Generation Options
Configure when and how documentation is generated:
Automatic Generation Triggers
- • On asset creation - Generate when new items are tracked
- • On version save - Update documentation with each version
- • On manual request - User-initiated generation
- • Schedule-based - Regular updates (daily, weekly, monthly)
Documentation Depth Levels
- Basic - Sheet overview and structure only
- Standard - Includes formulas and relationships
- Comprehensive - Full analysis with recommendations and insights
Quality Controls
Ensure high-quality documentation output:
- Confidence Thresholds - Minimum confidence score for publication
- Review Requirements - Manual approval for sensitive content
- Content Filters - Exclude PII and sensitive information
- Custom Exclusions - Define patterns to exclude from documentation
Pro Tip: Start with Standard documentation depth and adjust based on your team's needs. Comprehensive documentation provides the most value but uses more AI operations.
Search Configuration
Search Indexing
Control what gets indexed for search:
- Asset names and descriptions - Always indexed
- Documentation content - Full text search
- Formula analysis - Search by formula patterns
- Comments and notes - Optional indexing
Search Optimization
Fine-tune search relevance:
- Boost recent items - Prioritize newer content
- Usage-based ranking - Popular items rank higher
- Custom ranking factors - Define your own priorities
- User preference learning - Personalized results over time
Relationship Discovery Settings
Discovery Rules
Configure how relationships are detected:
Relationship Types
- • Cell links between sheets
- • Formula references
- • Report data sources
- • Cross-sheet formulas
- • Similar sheet structures
Detection Settings
- • Enable/disable discovery
- • Detection sensitivity levels
- • Confidence thresholds
- • Manual override options
- • Automated notifications
AI Usage Management
Monitoring Usage
Track your AI operations consumption:
- Go to AI Configuration > Usage
- View metrics including:
- Operations used vs. remaining
- Feature breakdown by type
- User activity reports
- Cost analysis (if applicable)
Usage Alert: You'll receive notifications at 80% usage. Consider upgrading your plan or optimizing settings if you consistently reach limits.
Cost Optimization Strategies
- Batch operations - Process multiple items together
- Scheduled processing - Run during off-peak hours
- Selective generation - Only document critical assets
- Cache utilization - Reuse previous results when possible
Privacy and Security
Data Handling
Your data is protected with enterprise-grade security:
- Data never leaves your account environment
- No training on customer data
- Encrypted processing at all stages
- Complete audit trail maintained
Compliance Features
- GDPR compliance - Full data privacy controls
- Enterprise security - Advanced security standards compliance
- Data residency options - Control where data is processed
Best Practice: Start with a pilot group to test AI features, gather feedback, and optimize settings before rolling out to your entire organization.
Advanced Configuration (Enterprise)
Custom AI Models
Enterprise customers can customize AI behavior:
- Industry-specific models - Tailored to your domain
- Custom terminology - Recognize your business terms
- Specialized prompts - Define documentation style
- Performance tuning - Optimize for your use cases
API Integration
Programmatically access AI features:
- Documentation generation API
- Search query endpoints
- Relationship mapping API
- Usage metrics endpoints
Next Steps
After configuring AI components, explore these related features: