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How to get started with AI Scribe on Your Coviu Account

This article explains how to unlock Coviu’s AI Scribe and manage user access.

Note:

  • AI Scribe is installed by default on all plans.

  • Each user automatically receives 5 free notes per month, which reset on the 1st of every month.

  • To unlock unlimited notes, platform admins must add a license seat for each user.

  • In the free version, users can still create unlimited templates and generate new notes from existing consultations.

On this page:

What is included in the free version?

  • All users get 5 free notes per month when AI Scribe is first installed.
  • New Coviu users on a trial will receive unlimited notes during their trial period.

How to unlock unlimited access for you and your team

For Admins:

  1. Log in as a platform admin.
  2. Go to AI Notes > Seats > Assign New Users.
  3. Add a license seat for the users you want to grant unlimited access to.
  4. Changes take effect immediately and will be reflected on your bill right away.

Non Admins:

Option 1: Go to AI Notes > Seats and click Request access. Your admin will receive an email notification and can grant you a seat from there.

Option 2: Upgrade directly from any consultation screen—whether in-person, video, or phone. Simply click the ‘Upgrade’ button to request a seat. This will send an email to the admin.

How to manage users

Assign a seat:

  1. Click AI Notes and select Seats.
  2. Click Assign New Users and select the users you want to give a seat to.

Remove a seat:

  1. Click AI Notes and select Seats.
  2. Click Remove next to the user whose seat you want to remove.

Approve a seat request:

When a team member requests access, you'll receive an email notification. Click Review & grant access in the email to give them a seat.