Getting started
Install AI Engine, connect your AI provider and go live with your first users.
9 articlesUsing AI Engine
Ask questions about your CRM data, run actions on records and work with the results.
16 articlesAdministration
Configure the provider, objects, prompts, scoring, PDFs and usage monitoring.
18 articlesSecurity & privacy
How AI Engine handles your data, what reaches the AI provider and how to lock it down.
8 articlesReference
Providers and models, feature catalogue, limits, token usage, data model and glossary.
7 articlesTroubleshooting
Answers to frequently asked questions about AI Engine.
1 articlePopular articles
- Quick start
- Connect your AI provider
- Ask questions in the Sales Agent chat
- Choose the objects and fields the agent can use
- Create prompt templates
- Set up AI scoring
- How AI Engine handles your data
Still stuck? Ask AI, or email contact@cloudconnected.pl with the exact error message, the page or action you used and roughly when it happened.