This article will guide you through:
Looking for something else?
- Already created your program and looking to create a program line? Learn how to set up program lines here.
- Alternatively, see our Help Center for more on trading programs.
Understanding Agreement AI’s capabilities
Agreement AI is an embedded, conversational assistant inside Enable designed to make core workflows faster and simpler.
Currently, Agreement AI can:
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Create contracts on your behalf by extracting key contract information from a PDF you upload. The agent can support the extraction of key information, including but not limited to:
Trading Program Details such as Trading Partner, Dates, Currency and Contract Type.
Extrapolate the correct number of Program Lines, and applicable mechanisms such as Fixed Amount, Fixed % Rate and Fixed Unit Rate.
Extrapolate the correct inclusion and exclusion rules for your program lines such as the applicable products and branches.
Answer general, FAQ-style questions — such as “How do I upload transactions?” — to guide you through using Enable’s features.
Note: Agreement AI does not access or analyze your trading program data, reports, or transactions. It cannot retrieve, summarize, or interpret channel data. Its answers are based only on predefined Enable guidance and your uploaded files. Our Insights Search feature in our AI-Powered Analytics product can provide you with this information.
Using Agreement AI on the platform
How it works
When the agent is enabled on your channel, you can find it on several pages, including:
Activity page
Contract creation area
Inside a trading program
To access the agent:
Click the ✨ sparkle icon to open the Enable AI panel on the right-hand side of your screen.
The panel will display available prompts and a text field where you can type your question.
For most requests, Agreement AI provides step-by-step guidance to help you complete your task.
You can also instruct Agreement AI to create a rebate agreement on your behalf, saving time by automatically populating key fields based on the information you provide or upload.
Creating a rebate agreement with Agreement AI
You can use Agreement AI to create a contract directly from a PDF document. The agent will extract key information from your file and populate the appropriate fields for you.
To create a contract with Agreement AI:
Click the ✨ sparkle icon to open the Enable AI panel, then either ask the agent to create a contract or select one of the predefined prompts displayed in the opening message.
If you’re not already on the contract creation page, the agent will direct you there.
Click the + symbol to upload your PDF document.
Select your document and click Upload or Open.
The agent will read your document — this may take a few moments.
Once complete, Agreement AI provides a summary of what it understood from your document.
If you’re satisfied with the summary, click Apply Changes. Agreement AI will populate all applicable fields automatically.
If any mandatory fields are missing, they’ll be highlighted in red within the contract creation form for your attention.
Tip: Always review the agent’s inputs before saving, as there may be occasional errors.
Providing Feedback to Agreement AI
Users can rate Agreement AI’s replies using the thumbs up and thumbs down icons located below each response.
When a thumbs down is given, users can provide additional information to help us improve your experience with the AI.
Frequently asked questions
Who has access to Agreement AI?
Agreement AI is available only on an opt-in basis. If your channel is eligible, you will have a modal upon login inviting you to be part of our limited release. If you want to get access to this tool but do not have the opt-in banner, please reach out to your Customer Success Manager and they will be able to provide you with next steps.
What do you do with my inputs and outputs?
Agreement AI uses your inputs (questions, prompts, and uploaded documents) to generate real-time responses or draft contract content. These inputs and outputs are processed securely to deliver your requested results but are not used to train or modify any AI models.
Does the agent ask for feedback, and what happens with feedback received?
Yes. Agreement AI includes a simple feedback feature (like thumbs up/down). This feedback helps improve future guidance and adjust prompt behaviour but is used only for quality improvement within Enable — not for AI model training or third-party sharing.
What happens with documents I upload into the agent?
Uploaded PDFs are processed securely to extract contract information and populate relevant fields. These files are stored in Azure Blob Storage and used only to generate the summary and contract details during that interaction.
Do you do anything else with uploaded documents?
No. Enable does not use uploaded documents for AI training or external analysis. Files are only processed to extract structured data for your contract. In rare cases, anonymized patterns derived from consenting customers’ documents may help improve extraction accuracy — but your specific data remains private and isolated.