# How to turn on AI features in Stacks — Stacks Features > Stacks builds AI into every tool — drafting review replies, follow-up emails, invoices from a sentence and more. Here's how to turn on AI: use workspace AI credits, review generated content, and upgrade if you need a monthly allowance. Markdown version of https://stackscrm.com/features/turn-on-ai — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt --- #### Getting started - [Create your account](https://stackscrm.com/features/create-account-set-up-workspace) - [Invite your team](https://stackscrm.com/features/invite-team-set-roles) - [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour) #### CRM - [Import your contacts](https://stackscrm.com/features/import-contacts) - [Add a contact](https://stackscrm.com/features/add-contact) - [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags) - [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline) - [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts) - [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form) - [Export your contacts](https://stackscrm.com/features/export-contacts) #### Email marketing - [Send a campaign](https://stackscrm.com/features/send-email-campaign) - [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence) - [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms) #### Reviews - [Request a review](https://stackscrm.com/features/request-customer-reviews) - [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai) - [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget) #### Invoicing - [Create an invoice](https://stackscrm.com/features/create-and-send-invoice) - [Send an estimate](https://stackscrm.com/features/send-estimate-quote) - [Get paid online](https://stackscrm.com/features/payment-links) - [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices) - [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit) - [Projects & billable time](https://stackscrm.com/features/bill-project-time) - [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions) #### Scheduling - [Set your availability](https://stackscrm.com/features/set-availability-take-bookings) - [Create an appointment type](https://stackscrm.com/features/create-appointment-type) - [Share your booking link](https://stackscrm.com/features/share-embed-booking-link) #### Support - [Manage support tickets](https://stackscrm.com/features/manage-support-tickets) #### Tasks & time - [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks) - [Track & bill time](https://stackscrm.com/features/track-and-bill-time) #### AI & automation - [Turn on AI](https://stackscrm.com/features/turn-on-ai) - [Build an automation](https://stackscrm.com/features/build-an-automation) #### Connecting your tools - [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments) - [Connect email provider](https://stackscrm.com/features/connect-email-provider) - [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms) - [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile) - [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc) #### Workspace and additional guides - [Review agent approvals](https://stackscrm.com/features/review-agent-approvals) - [Manage companies](https://stackscrm.com/features/manage-companies) - [Import from another CRM](https://stackscrm.com/features/import-crm-records) - [Manage email templates](https://stackscrm.com/features/manage-email-templates) - [Manage appointments](https://stackscrm.com/features/manage-appointments) - [Set up standing appointments](https://stackscrm.com/features/recurring-appointments) - [Review feedback reports](https://stackscrm.com/features/review-feedback-reports) - [Create review story images](https://stackscrm.com/features/manage-review-stories) - [Configure customer reviews](https://stackscrm.com/features/configure-reviews) - [Manage workspace settings](https://stackscrm.com/features/workspace-settings) - [Manage the product catalog](https://stackscrm.com/features/manage-products) - [Configure email alerts](https://stackscrm.com/features/configure-email-alerts) - [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access) - [Read API activity](https://stackscrm.com/features/api-activity) - [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks) - [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits) - [Read workspace activity](https://stackscrm.com/features/workspace-activity) - [Request help from Stacks](https://stackscrm.com/features/request-platform-help) - [Triage platform requests](https://stackscrm.com/features/platform-request-triage) [Features](https://stackscrm.com/features) › [AI](https://stackscrm.com/features#ai) › **Turn on AI features** # How to turn on AI features in Stacks AI · about 3 min · updated Aug 2026 Stacks builds AI right into the tools you already use — it can draft a reply to a customer review, write a follow-up email, turn a sentence into an invoice, score a lead, and more. Free workspaces receive 50 one-time AI credits. AI Pro provides a separate 50-credit monthly pool. Unused Free credits remain available if you later return to Free; they never refill. ## Before you start - Free includes 50 one-time AI credits for the workspace. Upgrade to AI Pro for its separate monthly pool and priority support when you need it. - Only an **admin** — someone who can manage billing — can upgrade the account to AI Pro. - Available AI credits are shared across supported features. Credits are shared across your whole account, and each AI action checks the permissions required for its data and operation. ## Step by step 1. **Find the AI buttons.** AI lives *inside* the modules, marked with a sparkle — for example **✨ Draft with AI** on a customer review or a contact, or the AI helpers when you create an invoice or an email campaign. Free workspaces can use their one-time credits with the same buttons. 2. **Upgrade when you need a monthly allowance.** Go to **Settings → Billing → Plans**, when you want AI Pro. This step is optional while Free credits remain. 3. **Optional: subscribe to AI Pro.** Complete checkout for the **AI Pro** plan — payment is handled securely by Stripe, so Stacks never touches your card details. That subscription provides the monthly AI pool across every module; there's no per-feature toggle to hunt for. 4. **Use any AI button.** Head back to where you started and click the AI button. Drafting features return text for you to review and edit. Some structured features, such as lead scoring, save their result. Sending is a separate action governed by the account's permissions and workflow settings. 5. Each successful AI generation uses one credit. Check the credit display for remaining allowance. Confirmed failures release their reservation; an uncertain outcome may remain reserved for review. 💡 **What's free vs. AI Pro.** The software — CRM, invoicing, scheduling and reviews — is free forever with unlimited users. Free includes 50 one-time credits to try AI. **AI Pro** adds its separate monthly credits and **priority support**. The standard, non-AI helpers stay free for everyone — like the CSV column auto-match when you import contacts, or the spam pre-flight check on an email campaign. ## What AI can do once it's on - **Reviews.** Draft a warm, sentiment-aware reply to a customer's private feedback, and mine your feedback into recurring themes. - **CRM.** Draft a follow-up, summarize a contact's history, or suggest the next best step — plus AI lead scoring (a 0–100 score with plain-English reasons) and AI column-matching on CSV import. - **Invoicing.** Turn a plain sentence ("3 hrs plumbing at $95/hr plus a $40 service call") into invoice line items, and ask your books questions in plain English. - **Scheduling.** Get a meeting-prep brief, a warm reschedule message, or a friendly no-show follow-up for any appointment. - **Email.** Draft a campaign from a one-line brief and generate subject-line variants. ## Good to know - **Review generated content.** Drafting and scoring have different outcomes. An activated workflow may perform its configured actions automatically; API-triggered workflows retain the initiating key's restrictions. - **Confirmed failures release their reservation.** Successful generations spend credits. If a request stops before its outcome is known, the reservation stays held for review. - **Two separate pools.** Pro credits refresh on the 1st UTC and do not roll over. Free credits are a one-time allocation and never refill. - **AI processes selected context.** When you run an AI feature, the relevant text is sent to Anthropic for generation. Stacks checks permissions and filters recognized card-number, US Social Security number and credential patterns first. Pattern filters cannot detect every secret; names, notes and other relevant text may still be included. Some features also filter contact emails and phone numbers. - **Cancel anytime.** Manage or cancel AI Pro from **Settings → Billing**. After Pro ends, you can use any unused original Free credits. Core records and Free access remain. ## Frequently asked Do I have to set anything up per module? No. The workspace credit allowance supports AI **everywhere** — reviews, contacts, invoicing, scheduling and email. There's no per-feature switch. What happens when I run out of credits? AI requests pause when the active pool is exhausted. Pro refreshes monthly; Free never refills. Core software keeps working. Does AI ever send messages on its own? Never. Every AI feature drafts text into an editable box — you review, edit, and send it yourself. That's a firm rule across the whole platform. Was this helpful? ## Related articles [Import your contacts (with AI mapping) →](https://stackscrm.com/features/import-contacts) [Draft a review reply with AI →](https://stackscrm.com/features/request-customer-reviews) [Score a lead with AI →](https://stackscrm.com/features/) [Ask your books a question →](https://stackscrm.com/features/) ### Ready to put AI to work? Every Stacks tool is free with unlimited users. Add AI Pro for AI drafting and priority support. [Start free →](https://stackscrm.com/register) [Explore more features →](https://stackscrm.com/features)