Fix AI Intake problems

AI Intake may not be enabled in your workspace yet, and your role needs permission to create records in the area you are working in. Ask an administrator to confirm that AI Intake is available on your account and that your role includes the create permission for recipients or donors.

Keep the tab open while your files upload. Reading runs in the background, but uploading does not: closing the tab can interrupt an upload in progress.

Retry the failed page from the intake. Pages that already read successfully keep their drafts, and retrying a failed page does not create saved records again.

Pages with no usable information, such as a blank back side or an unrelated document, are examined and marked irrelevant or empty. They produce no draft, and the capacity reserved for them is released unused. Remove the page or replace it with the correct page.

When the account has no available AI capacity, the intake shows an out-of-capacity notice instead of starting. Ask an administrator about adding available AI capacity, then retry.

Reading can time out. Retry the pages that did not finish. Pages that already read keep their drafts.

The draft matches a record that already exists, or another person read from the same intake. Duplicate checks are scoped to where you started: recipients within the same program, donors within the same donor profile form. Select Open existing to review the record that already exists, or Save as new to keep the new record.

The checklist lists required fields the document did not supply. Supply every required field from the source page before saving. Optional fields can stay blank.

When extracted-photo visibility is restricted, a cropped portrait still saves to the record's Files & Photos, but it does not replace the public profile photo. Visibility and consent settings control this. See Configure AI Intake settings.

Source documents and extracted photos attach to the record's Files & Photos in the background after you save. The attachment can be pending for a while, and it can fail. To retry, reopen your intake and use the Retry control next to Source document couldn't be attached in the intake summary.

An intake expires after 14 days without activity. Start a new intake and add the document again.

Stopping or discarding an intake removes its remaining unsaved review material, and this cannot be undone. Records you already saved, and their attachments, remain. Discarding a single draft during review is different: use Undo or Restore to bring that draft back before you finish.

If the program or donor form changed after the draft was started, review each field before saving and correct anything that no longer fits.