Which AI your organization uses, what it's allowed to do, and what it costs. This is the administrator's side of the AI Assistant — the everyday side is documented there.
Connecting AI
- AI Providers Explained — what a provider is, and why you might use more than one
- How to Add an AI Provider — connecting one
- How to Configure General AI Settings — the default instructions the Assistant works under
Controlling what it can do
- AI Security Models Explained — the framework
- How to Create an AI Access Policy — limiting what the Assistant may be asked, and by whom
Worth being deliberate here. The Assistant answers from your own data, and an access policy is what stops it answering questions somebody shouldn't be asking it.
Extending it
- MCP Servers Explained and How to Add an MCP Server — connecting the Assistant to systems outside KamoCRM so it can act on them
- How to Create an AI Sales Agent — an assistant that works leads on its own
Watching the cost
- How to Review AI Usage and Costs — what's being used, by whom, and what it's adding up to
AI is billed by how much is asked of it, so this is one of the few settings screens worth checking monthly rather than once.
In this section
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