Help Center
DocsAI Provider Setup
AI features work out of the box with built-in AI, or bring your own API key for unlimited access
Built-in AI (Default)
AI features work immediately with no setup required.
Every organization gets built-in AI access as part of the platform. No API key, no configuration needed — AI features like the assistant, email drafting, and meeting summaries work out of the box.
Built-in AI includes a monthly token usage limit per organization. You can check your current usage in Settings > Integrations > AI.
Enabling Auto Edits Mode (Admin)
Organization admins can enable the Auto Edits permission mode for their team.
By default, the AI assistant operates in Ask Before Edits mode, where write actions require user approval. Admins can enable the Auto Edits mode, which allows the AI to execute all actions without confirmation.
To enable Auto Edits for your organization:
- Go to Admin > Organization Settings
- Find the AI Auto Edits toggle
- Enable it to allow team members to select Auto Edits mode
If Auto Edits is not enabled by the admin, users who select it will automatically fall back to Ask Before Edits mode.
Usage Limits
Monitor and manage your organization's AI cost budget.
Built-in AI uses a dollar-denominated monthly budget (see Settings > Usage > AI usage this cycle). The panel shows your percentage used, a category breakdown, and (for admins) a dollar view via the Show $ toggle.
- The budget bar turns yellow at 80%, orange at 90%, and red at 100%.
- When the budget is reached, AI calls return an error. Upgrade to a higher tier, enable opt-in overage with credit packs, or switch to your own API key.
- The budget resets on your subscription's cycle anchor (not necessarily the 1st of the calendar month).
- Switching to your own API key bypasses the built-in budget — you're billed directly by the provider.
- Background AI features count too.Page-context opener chips on CRM detail pages and AI-generated conversation titles are now counted against your monthly budget on cache miss. Each call is small (typically < $0.005), but high-volume browsing of detail pages or rapid new-chat creation can add up. Cache hits are free.
Bring Your Own Key (Advanced)
Use your own API key for unlimited access.
For unlimited AI access, you can connect your own API key from any supported provider. You will be billed directly by the provider.
OpenRouter (Recommended)
OpenRouter is an API gateway that routes requests to the optimal model for each task. One API key gives you access to multiple model providers with automatic cost optimization.
OpenAI
Direct connection to OpenAI's API. Default model: gpt-4o.
Anthropic
Direct connection to Anthropic's API. Default model: claude-sonnet-4-20250514.
Setting Up Your Own Provider
Follow these steps to switch from built-in AI to your own key.
Navigate to AI Settings
Select "Bring Your Own Key"
Choose a Provider
Enter Your API Key
Optionally Set a Model
Save and Test
Getting an OpenRouter API Key
- Visit openrouter.ai and create an account
- Go to your dashboard and navigate to "API Keys"
- Click "Create Key" and give it a descriptive name
- Copy the key (starts with
sk-or-) and paste it in the CRM AI settings
Cost Estimates (BYOK)
With OpenRouter's 5-tier routing, each request uses the cheapest model that can reliably handle it:
| Tier | Use Case | In / Out $/M |
|---|---|---|
| Micro | Chip generation, classification | $0.05 / $0.40 |
| Simple | Chat lookups, Q&A | $0.10 / $0.40 |
| Draft | Email drafts, replies, summaries | $0.27 / $0.41 |
| Medium | Analysis, recommendations, agent runs | $0.40 / $1.60 |
| Complex | Strategy, reports, deep reasoning | $0.25 / $2.00 |
Typical cost: ~$0.70/user/month at moderate use (~20 AI requests/day).