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.
01OpenAI 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 → OpenAI02Install 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 → Activate03Verify the CRM and PHP requirements for OpenAI IntegrationCheck the supplied version requirements before activation or upgrade.Server diagnostics and Admin Area → Setup → Modules → OpenAI Integration04Open the OpenAI settings workspaceUse the real settings path rather than looking for a standalone OpenAI menu.Admin Area → Setup → Settings → AI → OpenAI05Enter the OpenAI API keyStore the provider credential used to construct the OpenAI client.Admin Area → Setup → Settings → AI → OpenAI06Choose the standard OpenAI modelSelect the model used when fine-tuning is disabled or no fine-tuned model is selected.Admin Area → Setup → Settings → AI → OpenAI07Set the OpenAI maximum token valueControl the max_tokens value sent with each chat request.Admin Area → Setup → Settings → AI → OpenAI08Configure 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 → AI09Save 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 → OpenAI10Use 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 links11Understand the OpenAI provider registry keyKnow how the module becomes available to core CRM AI features.Code-backed reference → openai.php → openai_module_init12Extend the standard model list with the openai_models filterAdd supported model entries without editing the provider class.Development integration → hook openai_models13Deactivate OpenAI Integration safelyDisable the provider module without assuming its stored options are deleted.Admin Area → Setup → Modules → OpenAI Integration → Deactivate14Troubleshoot 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