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Product Guide

AI Model

Configure chat and embedding providers, test connections, and manage the introductory AI allowance.

answerLoops uses a language model to draft answers and an embedding model to search your knowledge base. Settings → AI Model controls which provider and models an org uses.

What runs by default

StateWhat's used
A new cloud org, no key configuredanswerLoops' key, metered as a free trial — 5 AI‑answered tickets, lifetime, per org
Trial used up, still no keyAI drafting stops; connect a provider to resume
Self‑hostedThe OPENAI_API_KEY in your environment
A workspace with saved model settingsIts configured chat and embedding services

The card shows where you stand — trial credits remaining, "trial used up", or the configured provider and model.

Bring your own provider

Included on every plan for the named providers below. A custom OpenAI‑compatible endpoint (your own base URL — Ollama, LM Studio, vLLM, a proxy) is part of Custom AI model configuration, which is included on Enterprise and in the self-hosted edition.

ProviderChatEmbeddings
OpenAI✓ (same key covers both)
Anthropic— needs a separate OpenAI key for embeddings
Google Gemini— separate OpenAI key
Groq— separate OpenAI key
Mistral— separate OpenAI key
xAI (Grok)— separate OpenAI key
OpenAI‑compatible endpoint✓ (Enterprise)✓ (Enterprise)

In answerLoops, OpenAI is the named provider option for embeddings. If your chat provider is anything else, enter an OpenAI API key under Embeddings — otherwise knowledge‑base search and every ingest fails after you save. The form asks for it automatically and the save is rejected with a clear message if it's missing.

Steps

  1. Settings → AI Model → Edit (or Save for a first‑time setup — owner or admin only).
  2. Pick the chat provider, enter its API key, then click Refresh models to pull that provider's current model list live — Model ID stays a dropdown of whatever that provider actually offers today instead of a list that goes stale between releases. If the live fetch fails (or before you've run it), Model ID falls back to a built‑in list of recent models, or you can type an ID directly with Custom model ID….
  3. Pick the embedding provider and model. Add an OpenAI embedding key if the chat provider isn't OpenAI.
  4. Click Test connection — this makes a one‑token call to each provider with the values you entered (nothing is saved yet) and reports chat: connection OK / embedding: … or a specific error (rejected key, unknown model, unreachable endpoint).
  5. Click Save.

Changing provider later

If you switch the chat or embedding provider and leave the key field blank, the save is rejected — the stored key belonged to the previous provider and would fail on every call. Enter a key for the new provider. (A keyless local endpoint is the exception: switching to openai-compatible with no key clears the old one.)

Leaving a key field blank on an update to the same provider keeps the stored key — the field shows "Key saved".

Reset

Reset to platform default deletes the org's AI config. A cloud org falls back to the trial (or, if exhausted, to no AI); a self‑hosted deployment falls back to its environment key.

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