Manage XactAI license information in Xactimate Admin

Updated by Jill Bowers

The Verisk artificial intelligence tool, known as XactAI, is an add-on designed to enhance the efficiency, accuracy, consistency, and speed of creating estimates and other projects across Verisk’s suite of solutions, including Xactimate, XactContents, XactAnalysis, and ClaimXperience.  

We offer three types of XactAI licenses. The XactAI – 1 month subscription is priced per user. For a limited time, you can sign up for the XactAI – 1 month subscription – Early access price license, which comes with a special discount and a 12-month contract. We also offer an Enterprise license that includes access for all users in your account across Xactimate, XactContents, XactAnalysis, and ClaimXperience. You can purchase XactAI – 1 month subscription – Early access price and XactAI – 1 month subscription licenses through the Xactware store. For more information on the Enterprise license, please contact our Sales department via phone at 1-800-424-9228 from 7:00am – 5:00pm Mountain Time, Monday through Friday. 

To manage XactAI licenses in your Verisk account(s) in Xactimate Admin, follow the directions below. 

Assign XactAI licenses 

The Enterprise license assigns XactAI to all users in the account automatically. However, you must assign licenses manually for XactAI – Early access price and XactAI – Online Store – Month. To assign licenses, follow the steps below. 

Note: This workflow takes place in the Accounts tab. If you do not see the Accounts option in the left menu, review our article on allowing access to the Accounts tab.  

  1. From within Xactimate Admin, select Accounts. 
  2. Select Users. 

Note: If you have more than one account, select your account from the Accounts table to open the Users tab. 

  1. Select the row of the user whose rights you want to edit. This opens a side drawer. 
  2. Turn on the Enable user access to XactAI toggle. 
  3. Select Save. This closes the side drawer. 

XactAI feature(s) should be available when users next open, connect, or sync Xactimate. Learn more about how XactAI works in Xactimate by reviewing our XactAI photo descriptions articles for desktop and online.  

Learn more about XactAI 

  1. Select Accounts. 
  2. Select Users. 
  3. Select the Learn more link. A pop-up window appears. 
  4. Select Pilot for early access to XactAI. 

Deactivate XactAI options 

After you purchase an XactAI license, the XactAI photo labeling option activates in Xactimate Admin by default.  

Note: Only XactAI photo labeling is controlled in Xactimate Admin. Activation of XactAI ALE Receipt Processing and XactAI Assignment Summaries is controlled manually in ClaimXperience and XactAnalysis, respectfully.  

If you have an XactAI – Early access price license or the XactAI – Online Store – Month license, you can turn off XactAI photo labeling by following these steps.  

  1. From within Xactimate Admin, select Instances. 

Note: If you have more than one instance, find your instance on the Instances table and select it. 

  1. Select Configuration. 
  2. Locate the XactAI section. Depending on your settings, you may have to scroll to find this option. 
  3. Turn off the XactAI: Enable XactAI labels and descriptions toggle. 

Note: The XactAI section is not available if XactAI licenses have not been purchased. 

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