AI Assistant
Connect OpenAI, Anthropic Claude, or Google Gemini to power intelligent replies inside your bot flows.
Overview
AI is configured per account (not globally). Each account owner adds their own API key and chooses a default model. AI is used through AI Agent nodes in bot flows — it does not replace the entire bot, but adds smart conversation steps.
Settings page: /ai/settings
Connect a provider
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Get an API key
Sign up at your chosen provider and create an API key.
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Open AI Settings
Dashboard → AI Settings (account owner only).
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Select provider & model
Choose OpenAI, Anthropic, or Gemini. Pick a model tier (fast, balanced, or best).
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Enter API key & enable
Paste your key, toggle Enable, and save.
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Test connection
Click Test Connection to verify the key and model work.
Supported providers
| Provider | Get API key | Recommended model |
|---|---|---|
| OpenAI (ChatGPT) | platform.openai.com | gpt-4o-mini (fast) |
| Anthropic (Claude) | console.anthropic.com | claude-3-5-haiku-latest |
| Google Gemini | aistudio.google.com | gemini-2.5-flash |
gemini-1.5-pro may no longer work. Use current models listed in AI Settings. If a flow stopped replying, update your default model and test again.
AI node in bot flows
In the flow builder, add an AI Agent node and configure:
- Preset — Support, Sales, FAQ, or Custom instructions
- Business knowledge — FAQ text, product info, policies the AI should use
- Response length — Short, balanced, or detailed
- Mode — Single-turn or multi-turn conversation
- Exit keywords — Words that end the AI loop (e.g. "menu", "agent")
Output branches:
- Done — AI completed successfully (single-turn or customer exited)
- Handoff — Customer asked for human or exit keyword triggered handoff
- Error — API failure or AI not configured
Single-turn vs multi-turn
| Mode | Behavior | Best for |
|---|---|---|
| Single-turn | One AI reply, then continues to Done branch | Quick answers, product lookups, one-shot FAQ |
| Multi-turn | Keeps chatting until exit keyword or max turns | Support conversations, guided sales chats |
Presets & knowledge base
Presets set the AI's personality and rules. Add your Business knowledge text with real facts — prices, hours, return policy, product names. The FAQ preset will only answer from this knowledge.