Use OpenAI through a core CRM AI action
Follow this guide to run a supported core AI action after configuring the provider.
Where to goOpen a CRM editor or AI-enabled feature → choose the configured AI action
Before you start
- Use an account with Permission of the host CRM feature and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Run a supported core AI action after configuring the provider. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Open a CRM editor or AI-enabled feature → choose the configured AI action.
- Select the relevant record, filter, report, model or configuration described below.
- Use the displayed action or read the current values without altering unrelated data.
- Compare the output with the code-backed rules and expected result in this guide.
- Record or correct any mismatch before relying on the output in production.
Fields and options
ActionUse OpenAI through a core CRM AI action
Exact navigationOpen a CRM editor or AI-enabled feature → choose the configured AI action
Module version1.0.0
VerificationVerify the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.
Rules and limits
- The host CRM feature supplies the user prompt.
- OpenAiProvider returns only the first response choice message content.
Check it worked
- The supported use openai through a core crm ai action flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Restrict the API key and AI settings to authorised administrators.
- Do not submit confidential, special-category or unnecessary personal data to the external AI provider.
- Check generated text before using it in customer, staff, legal, financial or compliance communication.
- Monitor provider billing and retention independently because this module has no built-in cost dashboard.
Related guides
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