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AI provider keys

AI Assist runs on your provider keys, not a shared service. You stay in control of the model, the cost and the data boundary.

In the Admin area, add a provider and paste its API key. The key is encrypted at rest and only used by the AI features you enable.

  • Summarizing records and threads.
  • Drafting replies, resolution notes and knowledge.
  • Deflecting requests with suggested knowledge.

Because keys and features sit under the security model, you decide which roles can invoke AI and on which records. Drafts are always reviewed by a person before they’re sent or saved — see AI governance.

Rotate or revoke a key at any time; AI features fall back gracefully when no valid key is present, so nothing breaks — the assistance simply pauses until a key is restored.