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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 token usage.
Built-in AI has a monthly token limit that resets at the start of each month. The usage meter in Settings shows your current consumption.
- The usage bar turns amber at 70% and red at 90%
- When the limit is reached, AI features return an error suggesting you add your own key
- Usage resets automatically on the first of each month
- Switching to your own API key gives you unlimited access with no platform limits
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 3-tier routing, costs are optimized automatically:
| Tier | Use Case | Cost / M tokens |
|---|---|---|
| Simple | Lookups, lists, Q&A | ~$0.05 |
| Medium | Analysis, suggestions | ~$0.23 |
| Complex | Drafts, reports | ~$0.28 |
Estimated total: $8-25/month for a team of 100 users at 25 requests/user/day with 70/20/10 routing split.