Admin Settings¶
Open Administration > AI Settings to configure extension-wide behavior.
General¶
Default AI Provider¶
Select the provider used when no AI Profile chooses another provider. The provider must first be enabled under Administration > Integrations.
Chat Accent Color¶
Leave this field empty to use the current theme accent. To override it, enter a six-digit hex color such as #005A8D; text switches to black or white for contrast. The color applies to the Chat launcher, your message bubbles, and primary Chat buttons. Save and reload the page after changing it. Only administrators can change this setting; other AI features keep their existing colors.
Global AI Instructions¶
Add concise rules that should apply to every AI request, such as company terminology, response language, or compliance requirements.
Supported variables include:
| Variable | Value |
|---|---|
{userName} |
Current user's name |
{userRole} |
Administrator or User |
{companyName} |
Company name |
{today} |
Current date |
{language} |
Current user's language |
{entityType}, {entityName}, {entityId} |
Current record context, when available |
Do not place secrets or API keys in instructions.
Feature visibility¶
- Smart Paste Scopes controls where Smart Paste appears. Leave it empty to allow all customizable entities.
- AI Create Scopes controls where Create with AI appears.
- Suggested Action Entity Types limits which records Email Analysis may propose.
Translate¶
- Field Translation Languages controls the translation choices for fields and stream comments.
- Enable Email Translate shows the Translate action on Email views.
- Email Translate Prompt selects the saved prompt used for email translation.
Email translation uses the current user's CRM language as its target language.
Token Limits¶
- Default Token Limit is the fallback quota for non-admin users. Set it to
0for unlimited use. - Token Limit Period can be daily, weekly, or monthly.
- Max Tool-Call Iterations limits the number of tool rounds Chat may perform in one message.
A positive user limit overrides team and global limits. Otherwise, the most permissive team limit is used before the global default. Administrators are not blocked by token limits.
See Token Usage for the complete resolution order.
Response Cache¶
Enable the cache to reuse identical eligible responses until the configured TTL expires. Cache hits avoid a new provider call and appear in AI Log.
Tool-using Chat requests are not cached.
AI Features¶
A profile is optional. Leave a feature empty to use the normal fallback:
- Feature profile
- Default AI Profile
- Default AI Provider and its default model
Available feature assignments include Chat, Summary, Email Composer, Email Analysis, Field Actions, Smart Paste, Email Translation, and Image Generation.
No feature profile is selected automatically after installation.
Chat Modes¶
Administrators can enter separate instructions for Internal and External Chat modes. The mode switch is shown only to administrators and only when at least one mode has instructions.
Use External instructions to define client-safe wording or information restrictions. Normal CRM permissions still apply in both modes.
CRM Guide¶
Use More > Manage CRM Guide from AI Settings to explain how the installation uses custom entities and fields.
The guide contains:
- A short global CRM summary
- A definition for each selected record type
- Fields that Chat must not use
You can write the definitions or generate drafts and edit them before saving. Keep definitions practical: explain what the record represents, where important business values are stored, and how it relates to other records.
