Choose what Vera can see
Updated
Pick which kinds of office data Vera may read.
1 minute · Owner
1
Open Settings and choose the Emails & Vera tab.
2
Pick Vera on the left.
3
Under AI data access, turn each switch on or off. Each change saves at once.
The switches:
- Team members: roster, positions and producer stats.
- Salary & Commission: pay, commission plans, rates and payout structures.
- Sales: the sales log, summaries, trends and location breakdowns.
- Leads: internet leads, provider ROI and which leads became sales.
- ROI, Goals & Activity: Employee ROI, goal pacing and activity tracking.
- Schedule & PTO: weekly schedules, time off and PTO balances.
- Policy Activity: cancellations and retention, where your office has it.
With a switch off, Vera says that data is not enabled. A question that needs two kinds of data needs both switches on.
On the Ask Vera page, What Vera can see lists each kind, and Change opens these switches.
Who can use Vera
- The owner always can.
- A team member can when the owner ticks Vera (AI Assistant) in their permissions. It starts off, and Grant all does not turn it on.
- A Basic member cannot.
When you tick it, a warning starts Vera cannot be limited. Anyone with Vera can ask about all office data, salaries and payouts included.