Getting started with ELI, Scoro's AI-powered assistant

Meet ELI assistant – your AI-powered work assistant within Scoro! While many AI tools require you to manually feed them data, ELI is built directly into your Scoro site. It understands your budgets, sees your pipeline, and recognizes your resource capacity because it is rooted in your actual operational data.

ELI can pull data, surface insights, and actually do things for you: create tasks, schedule meetings, log time, manage time off, notify site users, add comments, and more. Just tell it what you need in plain language – just as you would message a colleague!

This article will walk you through what the ELI assistant can do for you and your team, how to manage its settings on your site, how to manage your ELI credits, permissions, and more.

1. Managing ELI assistant settings

The ELI assistant is enabled by default on Standard and Enterprise platforms and on all legacy plans, and it includes a free credit allowance on every plan. Site administrators can enable or disable ELI features at any time in site settings under Settings > Administration > ELI settings.

In the ELI settings page, admins can also control after how long the past threads are archived automatically. By default, the past ELI threads are archived after one month, but you can choose between various time periods starting from a week up to six months, or choose Never to switch off the automatic thread archiving.

The archived conversations can be accessed by clicking the Archive button at the bottom of the chat window's sidebar, and they stay there until someone restores them.

Learn how to archive a conversation with ELI in our Using the ELI assistant article.

2. Managing ELI permissions

Site administrators can manage your team's access to ELI by enabling or disabling the ELI permission for the relevant permission sets.

3. Using ELI

ELI isn't just an AI chat window that answers your questions – it can do so much more within the chat window and also elsewhere in Scoro. Learn what you can do with ELI on your site:

• ELI chat window
• ELI actions in various Scoro views
• Automated ELI actions via triggers and actions

3.1. ELI chat window

Click the ELI assistant icon on your site's menu bar to open the ELI chat window, where you can enter your prompt in natural language – just as you would message a colleague.

• ELI takes the current view you've opened into context, and it will only do what you've instructed it to do, always asking for your confirmation before taking action. 
• The things ELI can do are limited to what the user instructing ELI has permission to do. For example, if you don't have access to certain tasks, you won't be able to ask ELI to modify them.
• ELI will do only what you've instructed it to do in your prompt. ELI can also suggest follow-up actions, but it will not proceed with them on its own – it always asks for your confirmation on how to proceed. For requests involving larger amounts of data, ELI can ask you clarifying questions to confirm the intended action or to narrow its scope.

ELI can handle a wide range of tasks across project management, business operations, and everyday administration – these are just a few of the many, many things ELI can help you with:

• Project diagnostics: Instantly review project health, evaluate budgets, and pinpoint bottlenecked tasks.
• Calendar management: Create, move, and reschedule events with confidence, without worrying about double bookings.
• Booking management: Book resources for your projects, identify resource availability, solve over-utilization issues, split assignments, and reallocate bookings in bulk.
• Time-off management: Request new time off or modify existing time off (adjust vacation days/hours, change time-off type, or cancel time off). ELI automatically verifies whether there are any conflicts with existing time off before adding requests.
• Quoting & estimating: Draft quotes from client emails, match line items to products and price lists, or generate new quotes based on past projects.
• Information processing: Drop in a project brief (like a PDF) or ask questions about the specific page you are currently viewing to get instant, tailored summaries without hunting through tabs.

For step-by-step instructions on using the ELI assistant chat window, see our Using the ELI assistant article.

3.2. ELI actions in various Scoro views

Scoro’s ELI assistant doesn’t just live within the chat window – you’ll also find ELI actions in various Scoro modules and views, letting you quickly get straight to the essential insights with just a single click:

• Project view: Use the Analyze project health button to automatically analyze the project data to proactively identify potential risks and mitigation strategies, helping project managers stay ahead of delays, budget overruns, and other delivery threats.
  
• Bookings module: Use the Balance bookings button to evaluate and redistribute your team’s workload in the current or upcoming month to ensure no team members sit idle or work unintended overtime.
  

ELI actions use credits the same way as prompts in the ELI chat window.

ELI action buttons are visible only to users with the ELI assistant permission enabled in their permission set. Learn more about ELI permissions in the Managing ELI assistant permissions section of this article.

3.3. Automated ELI actions via triggers and actions

Beyond chatting with ELI directly, you can also set ELI to run as an action in your triggers and actions rules. 

For example, you could create a rule that, when a project is put on hold, ELI automatically changes the status of all uncompleted tasks under that project to ‘On hold’ and notifies the task assignees.

Learn how to set this up in our Triggers and actions article.

4. ELI credits and pricing

Each request you make to ELI consumes credits based on the task's complexity. 

As a rule of thumb, 1 request ≈ 10 credits. The specific cost depends on the complexity:

• Light request (e.g., look up a metric or answer a quick question) ≈ 5 credits
• Standard request (e.g., filter a list, compare periods, surface insights) ≈ 10 credits
• Complex request (e.g., generate a report, run a multi-step analysis) ≈ 20 credits

Every Scoro plan includes a monthly allowance of free ELI credits. Credits are allocated per seat, per month, but they are pooled at the site level. This means if one team member uses fewer credits, another can use more.

• Standard platform: 80 free credits/seat/month
• Enterprise platform: 120 free credits/seat/month
• Legacy plans:
  • Core, Essential: 60 credits/seat/month
  • Growth, Standard: 80 credits/seat/month
  • Performance, Pro: 140 credits/seat/month
  • Enterprise, Ultimate: 150 credits/seat/month

Site admins can track the ELI assistant credit usage under Settings > Administration > ELI settings.

4.1. Credit usage

The Usage tab in the ELI settings page lets you quickly review how actively your team uses ELI:

• The Daily credit usage section shows a bar chart with the total amount of credits used each day. Navigate the timeline by using the Previous, Current, and Next buttons above the chart, and hover over the blue bars to see the number of credits used on that day.
• The Usage by user section lists all users who used ELI in the selected month, along with the amount of credits they've used and their percentage of your team's total. You can sort the list by any of the data columns.

4.2. Purchasing additional credits

If your team requires more than the monthly ELI credit allowance, your site administrator can purchase additional credits as add-ons:

1. Go to Settings > Administration > Plan, add-ons and billing, scroll down to the Add-ons section, and click the Manage add-ons button. 
2. Search for 'credits for ELI' and enable the toggle for the 2,000 or 5,000 additional credit add-on, whichever amount you need.
3. Click Confirm, and save the changes. The charge for the purchased add-on will automatically be added to your next invoice.

Add-ons can be added or removed at any time.

Learn more about managing add-ons.

5. Privacy and data protection

ELI only accesses the data you have permission to see within Scoro. Your data is used solely to provide insights and perform actions within your own site; it is not used to train global AI models for other customers.

Read more about our AI Policy.

6. Frequently asked questions

Are actions completed by ELI included in the activity log?

The ELI assistant's actions appear in your site's activity log, but they aren't labeled as done by ELI at the moment. Instead, they are logged under the user who used the ELI assistant.

Can I undo actions done by ELI?

The actions completed by the ELI assistant cannot be undone at the moment. However, site admins can review the activity log to review the actions taken on your site.

ELI assistant sometimes shares bookmarks in chats – are they stored on my site?

ELI assistant may occasionally share links to bookmarked views on your site to let you quickly navigate to the specific view that's discussed. However, these bookmarks are temporary and aren't saved to your bookmarks list. Of course, you can always save a view shared by ELI assistant as a private or shared bookmark.

For more info on managing bookmarks, see our How to use bookmarks? article.