Save provider credentials, assign them to features and distinguish configuration from a real test.
Prepare keys · Assign and check · Context documents
Provider, model and saving.
Open My account → AI. No assigned client is required to configure keys. The list shows stored providers and models without revealing keys; an empty list requires adding a credential.
Reopen the section when connected. Selectors can be disabled; this does not prove server keys were deleted.
Select OpenAI, Anthropic or Gemini to match the credential being saved. It must be an API key for that provider; a website login password is not an API key.
The model can be left empty to use the feature’s default. If entered, use an identifier valid for the provider and task. Do not treat a demonstration model name as a permanent recommendation.
Paste the key into the masked field and click Save key. Check the notice and updated list. The key is not displayed again; the field clears after a successful save. Saving another key for the same provider replaces that provider’s previous key.
Enter a valid credential and save again. The field’s minimum-length check does not certify provider validity.
Features, errors and removal.
Verify provider and model under Your keys. Not seeing the full key after reopening is expected. To change it, obtain the appropriate credential and save its replacement.
Under Which key each feature uses, review Recaps, WhatsApp agent and Organisation reports. Select Automatic or a provider with a stored key. Each selector saves upon selection; the Save key button is not required. Check the result.
Open the relevant workflow and test with appropriate data. Saving or assigning does not confirm that the credential, model or task works. For audio recaps, also check transcription setup; a text key does not prove audio upload works.
At the end of AI, under Context documents for the AI, click Upload document to add your methodology or materials (PDF, Word or TXT, up to 5 MB; 20 documents max). Only the text is kept.
These documents apply to all your clients: Ask the AI and Prepare with AI use them, always with the key assigned to recaps. Documents for a specific client are uploaded from their record.
A scanned PDF (image only) has no text to read. Save it again as a text PDF or as Word and upload it again.
Click Delete beside the provider and read confirmation. Cancel retains the key. If deleted, review assignments depending on it and retest the feature. Removing it here does not revoke it in the provider’s dashboard.
Check the registered key, feature assignment and a test of your own. Saving does not test an AI response.
