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© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.21.0
All guidesAI & copilotUse the AI copilotAI settingsControl what AI can see
User Guide › AI & copilot

AI settings

Choose the AI provider, turn features on or off, and add knowledge.

For: Admins

Steps

  1. 1Go to Settings → AI.
  2. 2Under Providers, use the built-in AI (credits) or add your own Anthropic, OpenAI or Google key.
  3. 3Under Features, turn each AI feature on or off per module.
  4. 4Under Knowledge, add sources the copilot may answer from.

Related guides

  • Use the AI copilotAsk questions and let AI prepare actions that you approve.
  • Control what AI can seeRedact personal data and keep chosen fields away from AI.

Still need help? Contact support

On this pageStepsRelated guides