Skip to main content

How do I turn Scout AI on or off for my company?

Switch Scout chat, Insights and MCP connections on or off, and tell Scout about your company with Company Context.

Written by Marius Ekerholt

🙋 This article is for: Company Admins and Account Owners who decide how Scout AI is used in their company.

⭐ Available on: all plans.

Open the Scout settings

  1. Click Manage in the left menu.

  2. Click Settings.

  3. Open Scout AI.

What you can control

  • Enable Scout AI chat: whether managers and admins can use Scout.

  • Enable Insights powered by Scout: whether Scout writes Insights on user, team and department profiles.

  • Allow MCP connections: whether people can connect Claude or ChatGPT to your company's SalesScreen.

  • Company Context: a short text that helps Scout talk about your company the way your people do.

Turn Scout chat on or off

  1. Open Manage > Settings > Scout AI.

  2. Switch Enable Scout AI chat on or off.

When it is off, Scout chat and the Scout button are hidden for everyone in the company, and so are the Draft with Scout options in the post box. Nothing else in SalesScreen changes. Switch it on again at any time.

Turn Insights on or off

  1. Open Manage > Settings > Scout AI.

  2. Switch Enable Insights powered by Scout on or off.

When it is on, Scout writes weekly and monthly Insights for the periods that have data. When it is off, no new Insights are created. See How do Scout Insights work? for what Insights show and who sees them.

Turn MCP connections on or off

The SalesScreen MCP lets managers and admins use their own Claude or ChatGPT with SalesScreen. It is on by default.

  1. Open Manage > Settings > Scout AI.

  2. Switch Allow MCP connections on or off.

When it is off, no one in the company can connect or use it. The setting applies to the whole company. You can't limit it to some managers in SalesScreen. When it is on, the page also shows the connector details and a Connect to Claude button.

Tell Scout about your company

Company Context is a short text that Scout reads in every chat and every Insight. Use it for facts about your business and how you talk about it.

  1. Open Manage > Settings > Scout AI.

  2. Write in the Company Context box. It can be up to 4,000 characters.

  3. Stop typing. The text is saved automatically after a short pause.

Example:

We sell software to mid-sized companies in the Nordics. Our key goals are booked demos and closed deals. We call our reps "sellers". Keep suggestions short and positive.

  • Write about the business, the goals and the tone. Don't include personal details about people.

  • Keep it short and clear. Update it when your goals change.

Who can change these settings

Only Company Admins and Account Owners can change them. Managers and other users can't. When Scout chat is off, managers don't see Scout at all.

What if this doesn't work?

I can't find the Scout AI settings. Check that you are a Company Admin or an Account Owner. Managers and other roles don't have this page.

My Company Context didn't save. It saves automatically after you stop typing. Wait a moment before you leave the page, then reload to check.

A manager still can't connect Claude or ChatGPT. Check that Allow MCP connections is on. The manager also needs a Claude or ChatGPT account. See the connect article for the steps.

Scout still shows for someone after I switched it off. Ask them to reload SalesScreen. If it still shows, contact Support.

Related articles

Did this answer your question?