OpenAI Integration — Chat and text-enhancement flow
Understand exactly how prompts, the developer message, model selection, stored responses and HTML enhancement are processed.
Use OpenAI through a core CRM AI action
Use OpenAI through a core CRM AI actionRun a supported core AI action after configuring the provider.Open a CRM editor or AI-enabled feature → choose the configured AI action
Open guide →GuideUnderstand standard versus fine-tuned model selection
Understand standard versus fine-tuned model selectionKnow which model is used for each request.Admin Area → Setup → Settings → AI → OpenAI
Open guide →GuideUnderstand the OpenAI chat message roles
Understand the OpenAI chat message rolesReview the exact messages sent by the provider.Code-backed reference → OpenAiProvider::chat
Open guide →GuideUnderstand stored OpenAI chat responses
Understand stored OpenAI chat responsesAccount for the store=true option in every normal chat request.Code-backed reference → OpenAiProvider::chat
Open guide →GuideUnderstand maximum-token handling in chat requests
Understand maximum-token handling in chat requestsConfirm how the configured numeric value is applied.Code-backed reference → OpenAiProvider constructor and chat
Open guide →GuideUnderstand response-choice handling
Understand response-choice handlingKnow which part of the provider response is returned to the CRM.Code-backed reference → OpenAiProvider::chat
Open guide →GuideUnderstand HTML code-fence stripping
Understand HTML code-fence strippingReview how a response wrapped in an html code fence is cleaned.Code-backed reference → OpenAiProvider::chat
Open guide →GuideEnhance CRM editor text with OpenAI
Enhance CRM editor text with OpenAIUse the host AI enhancement action to request a more polite, formal or friendly result.Open an AI-enabled CRM TinyMCE editor → select text → AI enhancement action
Open guide →GuideUnderstand HTML-to-Markdown conversion before enhancement
Understand HTML-to-Markdown conversion before enhancementKnow how existing formatted content is prepared for the enhancement prompt.Code-backed reference → OpenAiProvider text-enhancement flow
Open guide →GuideUnderstand TinyMCE-compatible enhancement output
Understand TinyMCE-compatible enhancement outputReview the expected output format and paragraph-wrapper handling.Open an AI-enabled TinyMCE editor → AI enhancement action
Open guide →GuideExtend AI text enhancement with the before_ai_tickets_enhance_text filter
Extend AI text enhancement with the before_ai_tickets_enhance_text filterAlter the source text through the registered filter before it is sent.Development integration → hook before_ai_tickets_enhance_text
Open guide →GuideTroubleshoot an empty or malformed AI response
Troubleshoot an empty or malformed AI responseCheck credentials, model access, limits and first-choice content when no usable text is returned.Open the host CRM AI action and review application logs
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