OpenAI Integration — Security, privacy, limitations and troubleshooting
Protect API credentials and submitted content and diagnose provider, model, training and output errors without inventing unsupported controls.
Protect the OpenAI API key
Protect the OpenAI API keyApply least privilege and secret-handling controls to the stored credential.Admin Area → Setup → Settings → AI → OpenAI
Open guide →GuideAssess personal-data transfer to OpenAI
Assess personal-data transfer to OpenAIReview lawful basis, minimisation and provider terms before using CRM data in prompts.Data protection review → CRM AI features
Open guide →GuideReview AI-generated content before use
Review AI-generated content before usePrevent unverified output from becoming an official CRM communication or decision.Any CRM feature using OpenAI → review generated result
Open guide →GuideMonitor OpenAI cost and usage externally
Monitor OpenAI cost and usage externallyUse provider-side controls because this module has no usage dashboard.OpenAI provider account → Usage/Billing
Open guide →GuideUnderstand the absence of OpenAI module cron and webhooks
Understand the absence of OpenAI module cron and webhooksDo not expect background polling or inbound provider events from this module.Code-backed reference → supplied OpenAI module hooks/controllers
Open guide →GuideUnderstand the absence of API-key rotation controls
Understand the absence of API-key rotation controlsPlan credential lifecycle outside the module.OpenAI provider account and Admin Area → Setup → Settings → AI → OpenAI
Open guide →GuideReview OpenAI activity and PHP logs
Review OpenAI activity and PHP logsUse the available evidence when provider calls fail.Admin Area → Utilities/Activity Log and server PHP logs
Open guide →GuideTroubleshoot OpenAI authentication or model-access errors
Troubleshoot OpenAI authentication or model-access errorsVerify key validity, account access and the selected model.Admin Area → Setup → Settings → AI → OpenAI
Open guide →GuideTroubleshoot OpenAI rate-limit, quota or token errors
Troubleshoot OpenAI rate-limit, quota or token errorsReduce request frequency/size or correct provider account limits.Admin Area → Setup → Settings → AI → OpenAI
Open guide →GuideRun the OpenAI Integration production verification checklist
Run the OpenAI Integration production verification checklistVerify settings, controlled output, fine-tuning access and privacy controls before release.Admin Area → Setup → Settings → AI → OpenAI
Open guide →