AI Settings
#Overview
AI features (assistant tools, staff agents, knowledge base, chatbot) require an OpenAI-compatible API key and firm AI credits.
Super Admin → Settings → AI / OpenAI
| Field |
Purpose |
| API key |
Required |
| Model |
e.g. GPT-4o class model |
| Base URL |
Optional compatible endpoint |
| Default credits |
Starting credit behaviour |
Click Test OpenAI after saving.
#Firm credits
Super Admin → AI Credits
- View balances per firm
- Add Credits when a firm runs low
- Review usage charts
The Firm Admin sidebar shows remaining credits on AI Assistant.
| Tool |
Location |
| AI Assistant |
/admin/ai |
| AI Staff agents |
/admin/ai-staff |
| Knowledge Base |
/admin/knowledge-base |
#Notes
#Best Practices
- Top up credits before campaigns that use marketing generation. The postcard designer's Draft with AI costs 2 credits per draft.
- Review AI Staff drafts before approving client-facing messages.
- Keep knowledge base documents up to date for accurate chatbot answers.