Setup, access and model configuration

Choose the standard OpenAI model

Select the model used when fine-tuning is disabled or no fine-tuned model is selected. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM administrators and authorised staffPermission: Settings: EditModule v1.0.0

Jump to steps

Where to goAdmin Area → Setup → Settings → AI → OpenAI

Before you start

Use an account with Settings: Edit and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Select the model used when fine-tuning is disabled or no fine-tuned model is selected. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Admin Area → Setup → Settings → AI → OpenAI.
Go to the exact setting, option or record named in this guide.
Enter or select the required value; leave unrelated options unchanged.
Save the form and wait for the success response.
Reload the page or open a controlled record to confirm the stored value is being used.

Fields and options to review

GPT-3.5 TurboModel ID gpt-3.5-turbo.

GPT-4oModel ID gpt-4o.

GPT-4o MiniModel ID gpt-4o-mini.

o1 MiniModel ID o1-mini.

Rules the system enforces

The list is passed through the openai_models filter.
The standard model selector is disabled in the view when openai_use_fine_tuning equals 1.

How to confirm it worked

The supported choose the standard openai model flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Restrict the API key and AI settings to authorised administrators.
Do not submit confidential, special-category or unnecessary personal data to the external AI provider.
Check generated text before using it in customer, staff, legal, financial or compliance communication.
Monitor provider billing and retention independently because this module has no built-in cost dashboard.

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