20 October 2026
OrdersSettings
AI use: This feature uses AI to analyze data you provide.
Your data: We do not use your data to train models.
Opt-in: To enable this feature, submit a support request and include the Project key.
Members of your Organization's Administrators Team can now configure Intake for a Project. Configuring agent instructions controls how the agent parses quote and invoice documents for your business. Custom search attributes enable Intake to search for Products using custom Attributes defined in your Product Types. Intake can find Products using non-SKU identifiers such as ISBN, EAN, or MPN.
To open the configuration, click Settings in the Intake panel.