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 plan at no extra cost. 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

Coming-soon features and the IQ+ / IQ Max plans aren’t available yet; their allowances and prices are set but hidden until launch.

How daily allowances work

Most Intelligence features are metered: each one has its own allowance for how many times it can run per day, and that allowance grows with your plan. The rules below apply to every metered feature.

Where to see your numbers. The comparison table at the top of Admin → Traise Intelligence shows the allowance for each feature on each plan, and each available feature’s card shows the allowance you’re on today. Those are the live figures — always read them from the app rather than from this guide.

The allowance is per agency, not per user. Everyone on the account draws from the same pool. If your allowance for a feature is ten and three staff members use it, that’s ten between them, not ten each.

Each feature is metered separately. Using up your Dec Pages comparisons for the day has no effect on voicemail or call summaries.

Everything resets at midnight UTC. That is not your local midnight — UTC midnight falls in the late afternoon or early evening of the previous day across US time zones (around 6 PM Mountain, 7 PM Eastern). So your allowance refreshes partway through the business day rather than overnight.

Unused allowance doesn’t carry over. A quiet day doesn’t bank anything for a busy one. Each day starts fresh at the same number.

Turning a feature off and on again doesn’t reset the count, and neither does changing plans. The day’s usage stays on the account until the next reset.

Note

Skipped items don’t count against you. When a feature declines to run for quality reasons — a three-second voicemail, a ten-second hang-up — it’s filtered out before the allowance is checked, so it doesn’t consume any of your daily total.

What happens when you reach the limit

It depends on whether the feature runs automatically or you trigger it yourself.

Feature	At the limit
Voicemail Summary, Call Summary (automatic)	The voicemail or call is recorded and transcribed exactly as normal — it just doesn’t get an AI summary. Nothing is lost and nothing errors; the summary simply isn’t there. Activity resumes at the next reset.
Dec Pages Compare (on demand)	The workspace shows today’s usage against your allowance, and the Compare button is disabled with an explanation once the allowance is gone. If you submit anyway, you’ll see “Daily Dec Pages Compare limit reached. Try again tomorrow.” Uploaded files and existing comparisons are untouched.

Caution

Because automatic summaries stop silently, a day with unusually heavy call volume can end with later calls missing summaries and no error anywhere to explain it. If summaries disappear partway through a day, the daily allowance is the first thing to check.

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.

Note

Coming-soon features can’t be switched on, even if you find a toggle for one. Live Call Assist, Custom Voice, and the other in-development features appear in the comparison table so you can see the roadmap, but they aren’t built yet — attempting to enable one is rejected. This isn’t a plan limitation or a billing problem, and upgrading won’t unlock them. They become available when they launch.

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 SummaryA short AI summary of every voicemail, on the call log. Available today.

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

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

Agency PulseA 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.