Setup, access and model configuration

OpenAI Integration module overview

Connect the CRM AI-provider registry to OpenAI, configure the standard model and optionally use a CRM-trained fine-tuned model. 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: ViewModule v1.0.0

Jump to steps

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

Before you start

Use an account with Settings: View 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

Connect the CRM AI-provider registry to OpenAI, configure the standard model and optionally use a CRM-trained fine-tuned model. 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.
Select the exact record or option described in this guide.
Complete the displayed fields or action using the rules below.
Save or submit once and resolve any validation response.
Check the resulting record, status, file, notification or integration effect.

Fields and options to review

ActionOpenAI Integration module overview

Exact navigationAdmin Area → Setup → Settings → AI → OpenAI

Module version1.0.0

VerificationVerify the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.

Rules the system enforces

The module metadata identifies version 1.0.0 and requires CRM 3.2.* or later.
The bundled Composer definition requires PHP 8.1 or later.
The module registers provider key openai and adds OpenAI as a child of the existing AI settings group.

How to confirm it worked

The supported openai integration module overview 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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