OpenAI Integration Setup

API Setup

1. Go to OpenAI and sign in to your account.
2. Press "Create new secret key" to generate a new API key.
3. Give it a name and All permissions then press "Create secret key".
4. Copy the API key.

EspoCRM Setup

1. Navigate to Administration -> Integrations -> OpenAI.
2. Paste the API key obtained from OpenAI into API Key field.

3. Choose the default model you want to use.

   

Final Step in AI Settings

After saving the integration:

1. Navigate to Administration -> AI Settings.
2. Open the General tab.
3. Set Default AI Provider to OpenAI.
4. Save.

Important

Configuring the integration alone is not enough. The extension also needs a default provider selected in AI Settings before most AI features become available.

Capability Notes

OpenAI is suitable for:

• Chat and text generation
• Vision analysis
• Image generation
• Speech generation