Connect an AI provider so the organization's AI features have a model to call.
Before you start
The Manage AI Settings right, and your organization must have AI Support enabled.
Steps
- Go to Settings β Artificial Intelligence β Provider Setup.
- Click Add Provider (or similar β the "+" action on this screen).
- Fill in:
- Name β a label for this connection.
- Provider Type β OpenAI, Anthropic, Google (Gemini), Mistral, Cohere, OpenRouter, DeepSeek, xAI (Grok), Meta (Llama), Perplexity, Hugging Face, or Custom / OpenAI-compatible.
- API Key.
- Base URL β for Custom/OpenAI-compatible endpoints.
- Max Rate Limit, default 60.
- Cost Tier β Light, Medium, or Heavy.
- Whether this provider supports vision.
- Click Test Connection to verify the key works before saving.
- Save.
To manage priority
Drag providers into the order they should be tried β if one fails, the platform falls through to the next.
To add a model to a provider
Use the Add Model form on the provider's row to register a specific model identifier under it.
Related articles
Other guides that answer questions close to this one.
AI Providers Explained
An AI provider is a connection to a model vendor β OpenAI, Anthropic, Google (Gemini), Mistral, Cohere, OpenRouter, DeepSeek, xAI (Grok), Meta (Llama), Perplexity, Hugging Face, or a Custom OpenAI-compatible endpoint.β¦
How to Add an MCP Server
Connect an MCP server so the AI can use its tools. See MCP Servers Explained first. Before you start The Manage AI Settings right. Steps 1. Go to Settings β Artificial Intelligence β MCP Servers. 2. Click Add Server. 3.β¦
How to Configure General AI Settings
Note: despite the name, this isn't a top-level tab β it's a card at the bottom of Security Models, easy to miss if you only scroll through the policy list above it. Set the organization's default AI system prompt,β¦
How to Create an AI Sales Agent
Cross-reference: AI Sales Agents are what you assign to a web chat integration's AI channel β see How to Customize Your Web Chat Widget in Communications β Chat. Create a named AI persona your organization can assign toβ¦
MCP Servers Explained
An MCP (Model Context Protocol) server gives the AI access to external tools β a standardized way for an AI model to call out to a tool or data source beyond its own training, rather than every integration needingβ¦
How to Review AI Usage and Costs
See how much your organization is using AI features, broken down by provider, model, user, and day. Before you start The Manage AI Settings right. Steps 1. Go to Settings β Artificial Intelligence β Usage Overview. 2.β¦