Configuring the Generative AI integration

Use the Generative AI integration detail view to enable and configure the Generative AI integration. The Generative AI integration includes the AI Assistant, AI Summary, and AI Newsfeed features.

Note: 
  • The system administrator and users with the appropriate role can access these features.
  • This integration is not supported by the remote servers.
  • The performance of Generative AI is based on the AI provider model and key tier. Refer to the AI provider for recommended models for your implementation and business requirements.
To configure Generative AI integration:
  1. Access Integration > Integrations > Generative AI. Generative AI deatail view is displayed. See Using the Integrations list view.
  2. Select the AI provider to use for Generative AI and the related fields are displayed.

    Possible values:

    • Azure Open AI
      • API Key: The API Key used for the Azure Open AI account.
      • Endpoint: The Chat Completions API for the Azure Open AI account.
        Note: You must specify the Chat Completions API, not the Responses API endpoint.
    • Gemini
      • API Key: The API Key used for the Gemini account.
    • Open AI
      • API Key: The API Key used for the Open AI account.
  3. Specify these options:
    Note: Refer to your AI Provider account settings for recommended values.
    Token Limit
    The number of tokens to be processed or generated in a single operation that determines the complexity of data, the AI provider can analyze. For example, 100,000. The exact number is determined by the AI provider and model.
    Tokens Per Minute
    The tokens per minute value is the number of tokens to be processed or generated per minute. For example, 200,000. The exact number is determined by AI provider and model.
    Requests Per Minute
    The requests-per-minute value defines the maximum number of requests that can be processed per minute. For example, 10. The exact number is determined by AI provider and model.
  4. Modify Advanced Options to change the parameters for Simple, Moderate, and Complex AI functions, if required.
  5. Click the Restore AI functions back to default settings icon for each type (Simple, Moderate, or Complex) to reset the parameters to the default value.
    Note: The options and recommended values are based on the AI Provider. Refer to your AI Provider documentation for recommended values.
  6. Select the Enabled check box to turn on Generative AI.
  7. Click the Test option to validate the AI Provider information.
  8. Click Save.
  9. Click the Options tab to set Generative AI-specific custom settings.
    By default, all included record types as specified in the AI summary definition are available to summarize, regardless of age, except for these override options:
    Activity Override Summary Age in Months
    The age of activities determines the time range (in months) for which activities are available to summarize. The default setting is 12, therefore, only activities from the past 12 months are included in summaries. Activities older than 12 months are excluded when generating a summary. Therefore, a value of -1 indicates that all activities are available to summarize.
    Campaign Override Summary Age in Months
    The age of campaigns in months available to summarize. The default setting is 36, indicating that campaigns in the last 36 months are available to summarize. Campaigns older than 36 months are excluded when generating a summary. A value of -1 indicates that all campaigns are available to summarize.
    History Override Summary Age in Months
    The age of history records in months available to summarize. The default setting is 24, indicating history records in the last 24 months are available to summarize. History records older than 24 months are excluded when generating a summary. A value of -1 indicates that all history records are available to summarize.
    Lead Override Summary Age in Months
    The age of leads in months to be available to summarize. The default setting is 36, indicating leads within the last 36 months are available to summarize. Leads older than 36 months are excluded when generating a summary. A value of -1 indicates that all leads are available to summarize.
    Opportunity Override Summary Age in Months
    The age of opportunities in months to be available to summarize. The default setting is 48, indicating opportunities in the last 48 months are available to summarize. Opportunities older than 48 months are excluded when generating a summary. A value of -1 indicates that all opportunities are available to summarize.
  10. Configure the entity-specific options for the AI Summary on the AI Summary Definitions tab. See AI Summary Definitions tab.
  11. Configure options for Newsfeeds by using the Newsfeeds tab. See Generative AI integration Newsfeeds tab.