AI configuration
Configure AI providers and AI connections so agents and workflow builders can use approved models.
AI configuration decides which AI providers and model connections are available to users. Business users can build agents only when they have access to at least one AI connection and model.
Open Admin Panel → AI Providers or Admin Panel → AI Connections.
Providers vs connections
| Item | Meaning |
|---|---|
| AI Provider | The provider type or platform, such as OpenAI, Azure, or another supported model source |
| AI Connection | A configured account or credential users can select in agents and Build with AI |
Citizen developers usually interact with AI Connection and Model fields. SuperAdmins configure the provider and grant access behind the scenes.
Configure AI access
Open AI Providers
In Admin Panel, go to AI Configuration → AI Providers. Review which providers are available.
Open AI Connections
Go to AI Configuration → AI Connections. Create or review the connections users will select.
AI Connections controls which approved model connections builders can select. Grant access deliberately
Make the connection available only where it should be used. Separate testing and production access when model cost or data policy differs.
Test as a builder
Open an agent as a normal builder and confirm AI Connection and Model appear in Create and configure.
Model governance
When choosing what to expose, decide:
| Question | Why it matters |
|---|---|
| Which data may be sent to this provider? | Protects customer, employee, and operational data |
| Which teams need higher-quality models? | Controls cost and performance |
| Which models are approved for production agents? | Avoids experimental models in business workflows |
| Who owns the provider account? | Makes billing and rotation clear |
If users cannot chat with agents
Check:
- Does the user have access to an AI connection?
- Does the connection expose at least one model?
- Did the agent builder select both AI Connection and Model?
- Is the provider credential still valid?