AI設定

AI Providers ExplainedAn AI provider is a connection to a model vendor — OpenAI, Anthropic, Google (Gemini), Mistral, Cohere, OpenRouter, DeepSeek, xAI (Grok), Meta (Llama), Perplexity, Hugging Face, or a Custom OpenAI-compatible endpoint.…

AI Security Models ExplainedNaming note: despite sharing the name "Security Model," this is unrelated to the Branch Types / Security Models feature under My Account (Workspace) — that one governs sub-organizations; this one governs AI access…

MCP Servers ExplainedAn MCP (Model Context Protocol) server gives the AI access to external tools — a standardized way for an AI model to call out to a tool or data source beyond its own training, rather than every integration needing…

How to Add an AI ProviderConnect 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 1. Go to Settings → Artificial…

How to Add an MCP ServerConnect 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 → Artificial Intelligence → MCP Servers. 2. Click Add Server. 3.…

How to Configure General AI SettingsNote: despite the name, this isn't a top-level tab — 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,…

How to Create an AI Access PolicyDefine usage limits and provider/model access for a group of roles. Before you start The Manage AI Settings right. Steps 1. Go to Settings → Artificial Intelligence → Security Models. 2. Click Add Policy. 3. Fill in: -…

How to Create an AI Sales AgentCross-reference: AI Sales Agents are what you assign to a web chat integration's AI channel — see How to Customize Your Web Chat Widget in Communications → Chat. Create a named AI persona your organization can assign to…

How to Review AI Usage and CostsSee 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 → Artificial Intelligence → Usage Overview. 2.…

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