1. Go to the AI settings section (located within the company settings pages). 2. Under "AI provider", select the service you want to use—you can choose either "ChatGPT" or "Claude". 3. In the "Model" dropdown menu, select a model such as "GPT-4o" or "GPT-4o Mini". 4. Enter the API key for the corresponding service provider in the "API Key" field. 5. After confirming the settings, click the "Update settings" button to save—the feature will be enabled at the same time. Both AI provider and Model must be submitted together for the settings to take effect. 6. After saving, you can click "Test connection" to verify that the API key connects properly (the test sends a real call to the service provider using the saved settings). 7. To pause the AI feature, click "Disable".
Example of how to ask AI: "Please give me a summary of the key information from this order." How AI responds: The AI assistant will review the order page you're currently on, organize, and list key field contents such as buyer name, amount, delivery date, etc.
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