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Admin Settings

Global AI settings are managed from Administration → AI Settings. These settings control provider selection, feature defaults, token limits, response caching, translation behavior, Smart Paste visibility, and Create with AI visibility.

General Tab

The General tab contains the core extension-wide settings.

AI Settings General Tap

Default AI Provider

The Default AI Provider setting determines which configured provider is used when a feature does not explicitly resolve another provider from an AI Profile.

Most UI-based AI actions also expect a default provider to be set before their buttons become visible.

Default AI Profile

The Default AI Profile is the fallback profile used when a feature does not have:

  • An entity-specific profile
  • A feature-specific default profile
  • A prompt-linked profile

Global AI Instructions

The Global AI Instructions field lets you define text that is prepended to every AI request across the extension.

Use this for:

  • Company-wide response rules
  • Tone and formatting guidance
  • Language instructions
  • Restrictions or compliance reminders

Note

Global AI Instructions are combined with the selected AI Profile context and the feature-specific prompt. The global instructions are applied first.

Variable Substitution

Global AI Instructions and AI Profile context fields support {varName} placeholders.

Always available:

Variable Replaced with
{userName} Current user's full name
{userRole} Administrator or User
{companyName} Company name from Settings
{today} Current date in YYYY-MM-DD format
{language} Current user's language code

Available when a feature runs against a record context:

Variable Replaced with
{entityType} Entity type, such as Contact or Opportunity
{entityName} The record name
{entityId} The record ID

Unknown placeholders are left unchanged.

Translate Tab

The Translate tab contains language and email-translation settings.

AI Settings Translate Tab

AI Translate Languages

It controls the language list shown by translation actions in text fields, varchar fields, WYSIWYG fields, and stream comments.

Behavior:

  • If one language is configured, the UI shows a single Translate action
  • If multiple languages are configured, the UI shows a Translate To sub-menu

Enable Email Translate

Enable Email Translate to show the Translate button on Email detail views.

AI Email Translate Default Profile

Set a dedicated profile if you want email translations to use a different model or context than the global default.

AI Email Translate Default Prompt

Set the prompt used for the email translation request.

Important

Email translation expects a translation prompt to be configured. For reliable use, set AI Email Translate Default Prompt explicitly.

Token Limits Tab

AI Settings Token Limits Tab

Default Token Limit

The Default Token Limit sets the fallback system-wide token quota for non-admin users.

  • 0 means unlimited
  • Applies only when the user does not have a personal override

Token Limit Period

The Token Limit Period defines the enforcement window:

  • Daily
  • Weekly
  • Monthly

Per-User Override

Each user record has an AI Monthly Token Limit field. Even though the label says Monthly, the value acts as that user's personal override for the currently configured period.

Max Tool-Call Iterations

It limits how many consecutive tool-call rounds the AI Chat engine can perform in one request.

Use cases:

  • Lower values reduce cost and keep tool usage tight
  • Higher values help with more complex multi-step chat tasks

Response Cache Tab

The response cache reuses identical AI responses for selected features.

AI Settings Response Cache Tab

Settings

  • Response Cache
  • Cache TTL in days

What Is Cached

The current implementation uses response caching for several feature APIs, including:

  • Email composer actions
  • Email template generation
  • PDF template generation
  • Field text actions

Some AI interactions are intentionally excluded, especially tool-using chat flows.

Cache Notes

  • Cached responses return faster
  • Cached responses do not consume new tokens on the cache-hit request
  • Cache hits are visible in AI Log

AI Features Tab

This tab lets you assign default profiles per feature.

Setting Used By
Default AI Profile Global fallback for all features
AI Chat Default Profile Record-level AI Chat
AI Summary Default Profile AI Summary
AI Email Composer Default Profile Draft, reply, polish, grammar, tone
AI Field Action Default Profile Text field and stream comment AI actions
AI Smart Paste Default Profile Smart Paste
AI Vision Default Profile Image analysis and image generation
AI Admin Assistant Default Profile Admin Assistant
AI Email Translate Default Profile Email translation

AI Settings AI Features Tab

Smart Paste Scopes

The Smart Paste Scopes field controls where Smart Paste buttons appear.

Recommended configuration:

  1. Open Administration → AI Settings → General.
  2. Select the entity types you want to support.
  3. Save.

Tip

Explicitly selecting the scopes gives the most predictable button visibility across main list views, relationship panels, and new-record forms.

AI Create Scopes

The AI Create Scopes field controls where Create with AI appears.

  1. Open Administration → AI Settings → General.
  2. Select the entity types that should show Create with AI.
  3. Save.

The button then appears:

  • In the main list view header
  • In supported relationship panel lists