AI chat

What it is#

Konvyra's own screens have no AI chat today, neither in the sidebar, in the search box nor on the phone. AI exists in the CRM engine behind Konvyra and is set up by the administrator in the settings. It uses the organisation's own provider and its own key. Konvyra has no AI service of its own.

How the administrator sets up AI#

An Administrator does this. See also Administration.

1. Choose Administration in the sidebar and open Admin Panel, then AI.
2. Switch on the provider you want to use and enter the organisation's own API key.
3. Open Settings, AI and the Models tab. Choose which models are available and which one is the default.

The AI section in the settings only appears for roles that have permission for AI settings. The rest of the setup is done in Admin Panel, which covers the whole service and is not part of every account.

What is sent to the provider#

What is typed into the AI features is sent to the AI provider the organisation has chosen, and the provider's terms apply to it. Konvyra does not control how the provider handles the text.

• Read the provider's terms before you enter customer information.
• Do not type passwords or keys.
• If you use the provider's paid service, usage costs money at the provider, not at Konvyra.