Managing AI Settings for Your Account and Sites

How admins turn Panoramic AI on or off for an account and for each site, and how to review who changed what.

Updated at October 20th, 2026

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Table of Contents

How AI Settings Work Who Can Manage AI Settings Account AI Settings Turning AI On for a Site Turning AI Off for a Site Reviewing Setting History What Users See When AI Is Off Related Articles

How AI Settings Work

Panoramic AI has two switches:

Account switch - controls whether sites in the account can use the TimeView Assistant. It's on by default.
Site switch - turns the Assistant on for one site. It's off by default, so each site opts in on its own settings page.

Both need to be on for people to use the Assistant on a site. If the account switch is off, every site is off, whatever its own setting.

Who Can Manage AI Settings

These roles can view and change AI Settings, and see usage details:

Account Owner
Admin
Deployer
Partner Owner
Partner Admin

Other users don't see the AI Settings page. Once AI is on for a site, every user with access to that site can chat with the Assistant - including users with the basic User role.

Account AI Settings

Open your account.
Go to Settings → AI Settings.

The page has three parts:

Panoramic AI for this account - the account switch. The text under it reads "Controls if sites can use TimeView Assistant. Each site opts in on its settings page."
Account usage - conversations and allowance used for each site this month. See AI Usage and Monthly Allowance.
Setting history - a log of every change.

What the assistant can do

Click What the assistant can do to see a summary of the Assistant's capabilities, with links to How it works and Terms & Conditions.

Turning AI off for the account

Click the Panoramic AI for this account switch to turn it off. This turns AI off on every site in the account. When you turn the account back on, each site goes back to the setting it had before.

Turning AI On for a Site

Before you start:

Optimize site. The site must be on the Optimize package.

Account switch on. If the account is off, the site switch is locked.

Open the site.

Go to Settings → AI Settings (the last item in the menu, marked New).

Click the switch to turn AI on.

Read the Before you turn AI on for this site message:

Turning on Panoramic AI lets the assistant answer questions about this site's structure, energy, and cost data. The assistant is read-only and cannot change settings, alerts, or devices.

Click Enable AI on this site, or Cancel to leave it off.

The Panoramic AI button is now active in TimeView for everyone with access to the site.

Note: The site also needs a monthly AI allowance. If it doesn't have one, users see AI usage isn't included for this site. when they open the panel. Contact your Panoramic Power partner or Customer Success team.

Turning AI Off for a Site

Go to Settings → AI Settings on the site and click the switch to turn it off. It turns off right away, with no confirmation step. If someone is mid-conversation, their chat ends.

Reviewing Setting History

The Setting history table lists every change to AI Settings, newest first:

Date and Time of the change.
Changed by - who made it.
Role - their role at the time.
Change - what was changed.

Click Export CSV to download the history as a spreadsheet.

What Users See When AI Is Off

Situation	In TimeView	On the AI Settings page
Account is off	The sparkle button is greyed out. Tooltip: Panoramic AI is disabled for this account	Banner: Panoramic AI is off for this account · Managed by account admin. The site switch is locked.
Site is off	The sparkle button is greyed out. Tooltip: Panoramic AI is disabled for this site	The switch shows Off.
No allowance	The panel opens with AI usage isn't included for this site. Questions can't be sent.	Usage shows 0%.
Visualize site	No sparkle button, and no AI Settings menu item.	—

unlabeled anonymous optimize ai ai settings enable ai site settings admin timeview assistant