OpenAI Integration — Setup, access and model configuration
Activate the provider, store credentials and select the model and token settings used by core CRM AI features.
OpenAI Integration module overview
OpenAI Integration module overviewConnect the CRM AI-provider registry to OpenAI, configure the standard model and optionally use a CRM-trained fine-tuned model.Admin Area → Setup → Settings → AI → OpenAI
Open guide →GuideInstall and activate OpenAI Integration v1.0.0
Install and activate OpenAI Integration v1.0.0Activate the bundled provider module and verify that its settings child appears under the CRM AI settings group.Admin Area → Setup → Modules → OpenAI Integration → Activate
Open guide →GuideVerify the CRM and PHP requirements for OpenAI Integration
Verify the CRM and PHP requirements for OpenAI IntegrationCheck the supplied version requirements before activation or upgrade.Server diagnostics and Admin Area → Setup → Modules → OpenAI Integration
Open guide →GuideOpen the OpenAI settings workspace
Open the OpenAI settings workspaceUse the real settings path rather than looking for a standalone OpenAI menu.Admin Area → Setup → Settings → AI → OpenAI
Open guide →GuideEnter the OpenAI API key
Enter the OpenAI API keyStore the provider credential used to construct the OpenAI client.Admin Area → Setup → Settings → AI → OpenAI
Open guide →GuideChoose the standard OpenAI model
Choose the standard OpenAI modelSelect the model used when fine-tuning is disabled or no fine-tuned model is selected.Admin Area → Setup → Settings → AI → OpenAI
Open guide →GuideSet the OpenAI maximum token value
Set the OpenAI maximum token valueControl the max_tokens value sent with each chat request.Admin Area → Setup → Settings → AI → OpenAI
Open guide →GuideConfigure the CRM AI system prompt
Configure the CRM AI system promptSet the parent CRM AI system instruction that OpenAI uses as the developer message and fine-tuning system message.Admin Area → Setup → Settings → AI
Open guide →GuideSave and verify OpenAI provider settings
Save and verify OpenAI provider settingsConfirm that the API key, model and maximum-token values persist and the provider is registered.Admin Area → Setup → Settings → AI → OpenAI
Open guide →GuideUse the OpenAI module action links
Use the OpenAI module action linksOpen either the provider-specific settings or the parent AI settings from the module list.Admin Area → Setup → Modules → OpenAI Integration → action links
Open guide →GuideUnderstand the OpenAI provider registry key
Understand the OpenAI provider registry keyKnow how the module becomes available to core CRM AI features.Code-backed reference → openai.php → openai_module_init
Open guide →GuideExtend the standard model list with the openai_models filter
Extend the standard model list with the openai_models filterAdd supported model entries without editing the provider class.Development integration → hook openai_models
Open guide →GuideDeactivate OpenAI Integration safely
Deactivate OpenAI Integration safelyDisable the provider module without assuming its stored options are deleted.Admin Area → Setup → Modules → OpenAI Integration → Deactivate
Open guide →GuideTroubleshoot a missing OpenAI settings section
Troubleshoot a missing OpenAI settings sectionCheck module activation, CRM version and parent AI settings registration when the child section is absent.Admin Area → Setup → Settings → AI → OpenAI
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