Manage Mammoth Ask guests and their question limit
The People tab of the AI Agent page lists everyone who can ask the agent, and lets you edit, preview, move or remove them. Open Workspace Settings → AI Agent → People. Only Workspace Owners can change it, and the AI Agent and Ask mode are available on Enterprise plans.
See everyone with Ask on the People tab
The list has columns Person, Room and Added, with a count above it, for example "3 people". Below it, a usage line reads, for example, "Calendar month so far: 120 guest questions", with how many people with access are at or near their limit (80% of it or more). With no one yet, it reads "No one yet. Give access to people who should ask about data they can't open."
Invite to a room adds someone; see Invite guests to Ask. It's turned off while Guests is off ("Guests are off. Turn them on in Settings.").
| Status | Meaning |
|---|---|
| Member | A workspace member. Their row adds "plus their own access" |
| "Not a member · free" | A guest who joined |
| "Invited · free" | A guest who hasn't accepted yet |
| "Invited · their page is ready" | Invited, and their first page is ready |
| "Preparing their first page · the invite goes out when it's ready" | Mammoth is still building their first page |
Move, edit, resend or remove a guest
Each row has a ⋯ menu (its tooltip reads, for example, "More for Pat Lee"), and a button while their invite is held.
| Action | What it does |
|---|---|
| Send now | Sends the invite without waiting for their first page. Shows Try again if sending failed |
| Move to another room | "Their access follows the new room." With only one room: "There's no other room yet. Make one in Rooms." |
| Resend invite | Sends the invite email again |
| Edit | Opens "Edit access for Pat Lee" to change what they can ask about. Shown for people who aren't in a room |
| Remove | Asks "Remove access". They can no longer ask the agent about these files. Their chats stay |
Edit what a guest can ask about
Edit opens the access panel.
| Part | What it does |
|---|---|
| People | Emails or names. Typed addresses not in the workspace become new guests |
| About | The projects, folders and files they can ask about. A ticked folder includes datasets added to it later |
| They get | Can download data, on or off |
| Summary | For example "They'll be able to ask questions and get answers, charts and records from these 3 files. They can't open the files or change anything." |
| Preview as one of them | Opens Mammoth as one of these people sees it |
| Remove access | Only when editing. Removes their access |
| Give access or Save | Saves |
A person in a room shows, for example, "In Clinic managers", with Move to another room; their access follows the room. If someone could already open the project, nothing changes: "pat@example.com could already open the project, so nothing changed for them."
See Mammoth as a guest sees it
Use Preview as one of them in the access panel, or the Preview and send step of an invite. A bar at the top reads, for example, "Previewing as Pat Lee", says what they can ask about, and ends "not saved to Pat Lee's chats". Back to AI Agent settings ends the preview.
Set the monthly question limit for guests
Questions per guest each month, on the Settings tab under Guests, starts at 200. It takes a whole number from 1 to 100,000 ("Enter a whole number from 1 to 100,000."). Members aren't limited here.
The month is the calendar month. Questions in Ask and in Slack count; Today pages and the Today email don't. Near the limit, the chat box shows, for example, "You've used 170 of 200 questions this month." At the limit, new questions are refused: "You've used all 200 of your questions this month. New questions start again on the 1st, or ask the owner to raise your limit." Their Today page and email keep updating. Raise the limit to let them ask again before the 1st.
Limits
| Item | Limit |
|---|---|
| Questions per guest each month | 200 by default; set from 1 to 100,000 |
| Seats used by a guest | None |
| What counts | Questions in Ask and in Slack; not Today pages or the Today email |
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| "You've used all 200 of your questions this month..." | The guest reached the monthly limit | Raise Questions per guest each month, or wait for the 1st |
| Invite to a room is turned off | Guests is off | Turn Guests on in the Settings tab |
Related
- Invite guests to Ask: the invite steps.
- Set up AI Agent access, Ask mode and Slack: rooms and the switches guests depend on.
- Answer agent requests: access requests from would-be guests.
- Ask mode: what guests see when they ask.
Something wrong? support@mammoth.io