How to activate, deactivate, or unlock modules (Scheduling, Sales, Tasks, etc.)
Turn on only the modules your business uses. When turned off, they leave the menu and the AI stops using them. A module with a lock icon requires a higher plan.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Cognizy has eight modules that can be turned on or off: Scheduling, Sales, Tasks, Automations, Journeys, Forms, Knowledge Base, and Campaigns. Turning a module off hides it from the menu and removes its tools from the AI; the data stays saved and comes back when you turn it on again.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can change modules.
Step by step
- Step 1:
Open . Each card is a module, with the toggle switched on when it's active.
- Step 2:
To deactivate a module, click its toggle. The change takes effect right away: the module disappears from the menu and the AI stops using its tools. To activate it, click again.
- Step 3:
If a module shows Upgrade required, it's not part of your plan. Click the badge to see the plans and choose one that includes the module; after switching, the toggle becomes available.
How to know it worked
The menu shows only the modules that are turned on. When you turn one on again, it comes back with the data it already had.
If something goes wrong
I turned off a module and lost my data?
No. The data stays saved; turn the toggle on again and everything comes back.
The toggle doesn't change.
Only the owner and administrators can change modules. For modules with Upgrade required, the toggle stays locked until the plan is switched.
The AI keeps offering scheduling even though the module is turned off.
Conversations opened before the change may take a few minutes to update. Also check whether the knowledge base mentions the service.
Next step
Protect your team's access by requiring two-factor verification.
Sign in with your Cognizy account to save your progress.
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