Use the OpenAI module action links
Open either the provider-specific settings or the parent AI settings from the module list.
Exact navigationAdmin Area → Setup → Modules → OpenAI Integration → action links
Before you begin
- Use an account with Administrator 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 covers
Open either the provider-specific settings or the parent AI settings from the module list. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Admin Area → Setup → Modules → OpenAI Integration → action links.
- 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, choices and supported possibilities
ActionUse the OpenAI module action links
Exact navigationAdmin Area → Setup → Modules → OpenAI Integration → action links
Module version1.0.0
VerificationConfirm the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.
Code-backed validations and workflow rules
- The OpenAI Settings link appears only while the module is active.
- The parent AI Settings link is always appended by the module action-link filter.
Expected result and verification
- The supported use the openai module action links 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.
- Review 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.