Administration

Configure the provider, objects, prompts, scoring, PDFs and usage monitoring.

18 articles

• The AI Engine admin panelWhere AI Engine is configured, who can open it, and what each tab of the admin panel does.
• Org Profile settingsReference for the Org Profile tab — provider, models, Named Credential, output tokens, temperature, PII, playbook, branding and Meeting Prep.
• Choose the main and fast modelsHow AI Engine uses a main model and an optional fast model, how to pick them, and what to test after you change a model.
• Write the playbookThe playbook tells the AI who your company is, how you sell and what it must not say. What each section is for and how to write it.
• Choose the objects and fields the agent can useEnable objects for the Sales Agent, pick the fields it may read, flag personal data, and control the Activity Digest.
• Child objects and Meeting PrepAdd related records to the AI's record context and choose which related objects Meet Prep reads for its meeting briefs.
• Create prompt templatesTurn your own prompts into one-click actions in the Sales Agent Actions menu, for records or for use without a record.
• Add data sources to a prompt templateGive a prompt template real CRM data with saved queries that run for each user at click time. Limits, binds, preview and budget.
• Write effective promptsPractical guidance for prompt templates that give specific, reliable answers — structure, language, data, guardrails and testing.
• Set up AI scoringConfigure AI scoring for Leads and Opportunities — activation, won/lost history, your own rules, automatic scoring and scheduled batches.
• Choose scoring context fieldsPick exactly which fields the AI reads when it scores a Lead or Opportunity, and decide whether to verify the company on the web.
• Design PDF templatesBuild reusable PDF layouts that users generate from a record with the PDF button — section types, layout, preview and activation.
• PDF settingsSet the colours, logo, header, footer, font and layout used by the chat and template PDFs that AI Engine generates.
• Branding the Sales AgentChange the Sales Agent's title and logo, switch on the modern interface, and understand how in-app branding differs from PDF branding.
• Monitor usage with the Activity MonitorSee AI calls, tokens, estimated cost, active users and failed requests across your org, by feature and by user.
• License and trialHow the free trial starts, what the License tab shows, what happens when a trial or licence expires, and how to activate a licence key.
• Add your own topics to the in-app helpExtend AI Engine's in-app help assistant with your org's own topics, such as custom fields and internal processes, using a JSON static resource.
• Move your configuration from a sandbox to productionAI Engine settings are stored as records, not metadata, so change sets do not carry them. How to bring a tested setup into production.