AI Integrations¶
AI Integrations connect external AI models to your CxReports workspace. They are used by the AI Assistant, the Portal Assistant, and automatic dictionary translation.
As a workspace admin, navigate to the Admin application, then Connections → AI Integrations, to manage integrations.
Supported Engines¶
| Engine | Examples |
|---|---|
| OpenAI | gpt-4o, gpt-4, gpt-3.5-turbo |
| Anthropic | claude-opus-4-7, claude-3.5-sonnet |
The model name is a free-form string, so any model identifier supported by the selected engine can be used. As new models are released, they can be used immediately by entering the model name.
Configuration¶
Each integration requires a Name, Engine, Model, and API Key. API keys are stored encrypted and only decrypted at the moment they are needed.
You can create multiple integrations -- for example, a faster model for simple tasks and a more capable model for complex work -- and switch between them per conversation in the AI Assistant or Portal Assistant.
Notes¶
- The
AIpermission in role configuration controls access to AI features. - Dictionary translation uses the default language first, falling back to the entry key if needed.