Configure your AI provider

AIUpdated September 23, 2026

This article covers picking a provider and dropping in credentials.

Before you start

You need the Admin role and API credentials from your chosen provider.

Step 1 — Open AI settings

Open Configuration → Settings and pick AI. The page shows the currently-configured provider and a Where used list of features that depend on it.

AI settings page with provider configuration

The AI settings page is where every AI-powered feature gets its credentials.

Step 2 — Pick provider and enter credentials

Pick one of Anthropic, OpenAI, Gemini, DeepSeek, or Self-hosted. Enter the API key and any model preferences. The form shape adapts per provider — self-hosted asks for a base URL, cloud providers only need a key. Save.

AI provider credential form with a 'where used' list

The provider form is the single place every AI feature gets its credentials — the 'where used' list tells you exactly what will start working.

Step 3 — Test the connection

Click Test connection. The platform hits the provider's identity endpoint and reports back within seconds. On success, every feature on the Where-used list starts working immediately. On failure, the error tells you which field is wrong.

AI Credits page showing balance and history

The credits page tells you exactly how much AI capacity remains and where it went.

Notes

  • Every feature routes through LLMProviderFactory.buildForTenant() — no bypass, no env-var fallback.
  • Rotate keys by pasting new ones over old and saving; there's no separate rotation step.

What next?

#ai#provider#credentials#anthropic#openai