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AI config

AI config is where you declare an AI provider and its API Key so the software can call AI — used for the AI chat feature right on a customer's detail page (CRM), for example asking AI to assess that customer's value or predict churn risk.

Opening AI config​

  1. Go to the System configuration screen (see Configuration overview), group Utilities, click AI config.
  2. Faster way: type AI into the quick search box at the top of the System configuration screen, then click the result.

AI config list​

AI config list with 1 row ChatGPT (OpenAI), model gpt-4o-mini

Screenshot of the AI config list

  • Default: a green label marks the config the software prioritizes when it calls AI without specifying a particular provider. Only turn on Default config for exactly 1 row at a time.
  • Status: a toggle right on the list — turn it off to temporarily stop using this config (AI stops calling that provider) without losing the saved API Key or Model; turn it back on to use it again right away.
  • Row action buttons: pencil to edit, trash bin to delete.

Creating an AI configuration​

Click + Create to declare a new AI configuration.

Create AI configuration dialog, numbered fill order for Provider, API Key, Model, ring around the Fetch model list button

Screenshot of the Create AI configuration dialog

Fill in, in this order:

  1. Provider (required) — pick from the AI provider catalog declared under AI - Provider (same Utilities group); several common providers come built in, such as ChatGPT (OpenAI), Claude (Anthropic), Gemini (Google), Mistral AI, Cohere, Perplexity, Groq, DeepSeek, OpenRouter.
  2. API Key (required) — the API key from the selected provider's account.
  3. Model (required) — once Provider is selected and API Key is filled in, the Fetch model list button lights up; click it and the software pulls the real model list available for that API key, so you can pick a model instead of typing it. A few providers have no model list available via API (Perplexity, for example) — type the model name into this field directly for those.

Then you can optionally turn on:

  • Default config — makes this the main config the software prioritizes using.
  • Show — turn on so this config is usable right after saving.

Once filled in, click Save.

Changing the API Key later

Click the pencil to edit — the dialog reopens prefilled just like at creation, with the API Key field showing a partially masked value. Leave it as-is to keep the saved key, or type a new key to replace it.