AI Components and Settings

20 minute readLast updated: January 2025

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

  1. Navigate to Account Settings > AI Configuration
  2. Review available AI features
  3. Toggle features on/off as needed
  4. Configure feature-specific settings
  5. Save changes

Feature Availability by Plan

PlanAI OperationsDocumentationSearchDiscovery
Starter100/monthBasic documentationStandardLimited
Professional1,000/monthAdvanced documentationSemantic searchFull discovery
EnterpriseUnlimitedCustom AI modelsAdvanced + APIFull + 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:

  1. Go to AI Configuration > Usage
  2. 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: