WorkVie AI

AI Settings

Organization admins turn WorkVie AI on, set feature access, and align usage limits, so Alex and the IT team can run blast-radius and CMDB analysis on licensed surfaces.

Real-world scenario

Alex Kim · VP of IT at Bluewave Labs

Bluewave Labs just added WorkVie AI to their contract. Alex works with Maya to enable it in org config before Carlos uses blast radius ahead of the prod-api-01 maintenance window.

Before you begin

  • Org admin access to My Organization → Configurations
  • WorkVie AI included in your license

Overview

AI settings live under My Organization, not inside individual product modules. Enabling WorkVie AI unlocks the header agent, docked assistant, CMDB advisory, and related intelligence features across ITAM, ITSM, and DEX for licensed users.

Configure AI

  1. 1

    Open My Organization → Configurations

    Go to the org config page and select the AI tab. You need admin access to change these settings.

  2. 2

    Enable WorkVie AI for your organization

    Toggle AI on if your license includes it. Users will see the header button and docked assistant on licensed admin surfaces.

  3. 3

    Review model and feature preferences

    Configure available capabilities, chat, CMDB advisory, sentiment, and related features, according to your org policy.

  4. 4

    Set usage limits if exposed

    Some deployments allow caps on tokens or per-user limits. Align these with what Alex and your leadership team expect for monthly spend.

  5. 5

    Save and verify in the UI

    Open the agent workspace or dock from ITAM and send a test prompt. Confirm Carlos and other admins see the same availability.

Recommended baseline

Bluewave Labs: initial rollout

  • WorkVie AI: Enabled
  • Surfaces: Admin dashboard, ITAM, ITSM, DEX, My Organization
  • First test prompt: "Summarize open P1 tickets across ITSM"
  • Owners: Alex (executive use), Carlos + Maya (operational use)
  • Review cadence: Monthly check in AI Observability

Enable before maintenance planning

Turn AI on at least a day before you rely on blast-radius answers for a change window. Carlos needs time to fix CMDB links the agent may surface as gaps.

Related articles