Traise Intelligence

Traise Intelligence is the home for AI-powered features on your account. What you can turn on depends on your Intelligence plan — a separate add-on with three tiers: IQ, IQ+, and IQ Max.

Navigate to Admin → Traise Intelligence (/account/info/intelligence). A chip next to the heading shows the plan you're on.

Plans and what they include

Today, Voicemail Summary, Call Summary, Dec Pages Compare, and Agency Pulse are available, all included on the IQ (free) plan. Every other feature — and the IQ+ and IQ Max plans — is on the way and shows as Coming soon. The comparison table at the top of the page lays this out; your current plan's column is highlighted.

Feature	IQ	IQ+	IQ Max
Price	Included	Coming soon	Coming soon
Voicemail Summary	✓	✓	✓
Call Summary	✓	✓	✓
Dec Pages Compare	✓	✓	✓
Custom Voice	Coming soon	Coming soon	Coming soon
Live Call Assist	Coming soon	Coming soon	Coming soon
Agency Pulse	✓	✓	✓

Note

Metered features have a daily allowance that grows with the plan — the in-app comparison table shows the current numbers for each tier. Coming-soon features and the IQ+ / IQ Max plans aren't available yet; their allowances and prices are set but hidden until launch.

Turning features on

Below the comparison table you'll see a management card for each feature that's available on your account — today, that's Voicemail Summary, Call Summary, Dec Pages Compare, and Agency Pulse. Features still in development don't get a card; they appear only in the comparison table above, so you can see what's coming without extra clutter here.

Each card has a toggle to switch the feature on, and metered features show their current daily allowance. Some cards have an info icon next to the title — click it to see exactly what data that feature sends for AI processing.

Caution

Traise Intelligence features require your subscription to be on autopay. If it isn't, you'll see a prompt to turn on autopay and the toggles stay disabled until you do. (You can still turn a feature off if autopay lapses.) Set up autopay on the Billing page.

Once more features launch, any that your plan doesn't include will show a Requires IQ+ / Requires IQ Max badge instead of a toggle.

Enabling a feature — the disclaimer

When you switch a feature on, a short disclaimer appears explaining that the feature sends data to our vendor's AI service for processing, and noting that your data is never used to train third-party AI models. You confirm with Acknowledge & enable before anything is turned on.

The disclaimer also offers a Redact personal information (PII) switch:

• Off (default) — transcripts and summaries keep names, phone numbers, and other details. For voicemail this is usually what you want, since the summary's job is to capture who called and their callback number.
• On — PII is redacted from the stored transcript. Note this also strips those details from the summary, so callback numbers and caller names won't appear.

You can change the PII setting later from a Redact personal information (PII) switch on the feature's card. It takes a few minutes to apply the change to new recordings.

Features

Voicemail Summary A short AI summary of every voicemail, on the call log. Available today.

Dec Pages Compare Upload declarations pages and get an AI comparison you can review, edit, and send to the client. Available today.

Call Summary AI summaries of recorded phone calls, with follow-ups and action items captured on the call log. Available today.

Agency Pulse A short AI briefing on the dashboard each morning covering your agency's activity. Available today.

More features — Live Call Assist, Custom Voice, and others — are on the roadmap and will get their own pages as they launch.