After selecting Request Design as the default AI-Assisted design flow, users will see two additional settings- “Show AI Assisted Design Questions” and “Add Main Panel and Electrical Documents”. These settings allow users to gather critical design-related information during customer interactions. The “Show AI Assisted Design Questions” setting allows admins to set up questions that the sales rep can answer when selecting a designer, eliminating communication gaps and streamlining the design process.

Click on theHamburger Menulocated next to your profile name.

Select“Settings” from the dropdown menu.

In theSettingsmenu, navigate to “Design Tool Settings”.

Click on the edit icon.

Locate the toggle for “Show AI-Assisted Design Questions”. Turn the toggle on to enable this feature. Once enabled, the sales representative can add AI-assisted design questions directly from the database.

Next, turn the toggle on to enable adding the main panel and electrical documents.

Click"Update" to save your changes. Related ArticlesHow to Adjust AI-Assisted Design Tool Flow SettingsHow to Add AI-Assisted Design QuestionsHow to Design Proposals with AIHow to Request AI DesignsHow to Design With the AI-Assisted Roofing Tool

💡 A solar contractor uses the enable ai-assisted design settings for faster proposals feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.