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AI & knowledge sources

Connect an AI provider

Connect your AI provider, choose the supported model and verify the connection before enabling assistance.

2 min read · HelSup product documentation
On this page
  1. Overview
  2. When to use this
  3. Where to find the controls
  4. Who can make these changes
  5. Before you begin
  6. Follow these steps
  7. Settings reference
  8. Example workflow
  9. Good practices
  10. Important considerations
  11. If something does not work

Overview

AI is optional. Tickets, Inbox, Knowledge Base, and human support continue to operate without a provider key. Configure providers, models, feature access, and knowledge retrieval under Settings → AI. Agents use Copilot to prepare assistance; visitor Chat AI requires its own Live Chat and AI enablement.

When to use this

Bring-your-own-key keeps secrets on your site. You can develop with the Test provider in debug without billing a vendor. Customers should never depend on AI for the helpdesk to exist.

Where to find the controls

Settings → AI (feature-gated). Sidebar AI Copilot → #/ai (beta, pro flag ai_copilot). Test connection lives on the AI panel debug tools. Feature toggle: #/settings/billing/features.

Who can make these changes

elegant_support_manage_ai (or manage_settings) to configure keys. elegant_support_use_ai to run Copilot. Chat visitors never see keys.

Before you begin

Enable the AI feature, pick a provider, paste the key, choose a model, Test provider in debug, then save. Internal KB and internal notes are excluded from customer Chat AI regardless of provider. Grounded mode still requires RAG sources.

Follow these steps

  1. Confirm you actually need AI.
  2. Enable ai_copilot.
  3. Open Settings → AI.
  4. Enter BYOK details.
  5. Run Test provider.
  6. Grant use_ai to agents who should see Copilot.
  7. For Chat AI, set Live Chat mode to AI first or hybrid.
  8. Publish KB and index RAG before promising factual answers.

Settings reference

Provider, API key, compatible base URL if used, model, usage counters, Test provider result, prompts, RAG stats. Feature flag ai_copilot.

Example workflow

Staging uses the Test provider and never calls OpenAI. Production stores a Gemini key, tests once in debug, then agents draft replies with Copilot while Chat AI answers only from chunks.

Good practices

Keep a non-AI fallback: human only mode and saved replies. Rotate keys after staff changes. Do not screenshot the AI panel.

Important considerations

Keys are secrets; Import/Export excludes them. You do not need OpenAI specifically — Gemini or Claude work via BYOK. Never let Chat AI answer factual support with empty retrieval.

If something does not work

Test provider fails: outbound HTTPS, wrong key, or model id. Copilot hidden: feature off, no use_ai, or provider unset. AI no answer: see ai/rag and live-chat/ai-chat (no_evidence). Contact support with provider name and HTTP status, never the key.

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