AI Accounts and Models

Verify model assignments and configure additional AI providers in Settings → AI Accounts.

Summary

Purpose: Verify and configure model assignments, and optionally add additional AI providers beyond OpenAI
Audience: Admins, integrators
Prereqs: Complete License Activation and OpenAI API Key Setup (OpenAI should already be configured), then see /docs/reference/settings/ai-accounts
Primary Focus: Model Assignments - ensuring the right AI models handle different tasks in ProofChat

Steps

Primary Task: Verify Model Assignments

Open the Chat interface in the app
Choose Settings → AI Accounts (/docs/reference/settings/ai-accounts)
Scroll to Model Assignments (bottom of the page) - this is your main task
Verify each assignment has the correct provider (OpenAI) and model selected
Confirm default models for each purpose (e.g., Main Chat should use gpt-4o or similar)

Optional: Verify OpenAI Connection

In the AI Provider Accounts table, confirm OpenAI shows "Connected" status
If needed, use Actions → Edit to verify your API key, then Actions → Test Connection

Check Model Assignment Providers

Due to a known issue, the provider field in Model Assignments may be empty even when models are configured. You may need to manually select the provider (e.g., OpenAI) for each assignment, then confirm the model (gpt-4.1 should be the default) is properly selected.

Model Assignments are the Key

Model Assignments (at the bottom of the AI Accounts page) control which AI models handle different tasks in ProofChat. This is typically the main reason to visit this page after initial setup. You can change them any time without re‑adding API keys.

Tips

Use separate keys per environment (dev/stage/prod)
Apply least‑privilege and rotate keys regularly
For Custom providers, confirm the base URL and model names match the vendor docs

Adding Additional Providers (Advanced)

OpenAI is already configured from your initial setup. If you want to add Anthropic, custom endpoints, or other providers, use "Add Account" and follow the same steps to paste the key and test the connection. Then update your Model Assignments to use the new provider's models.

License and Model Access

Your ProofChat license tier affects available AI models:

Free: Access to standard AI models with your API keys
Pro: Enhanced model selection and additional providers (Coming Soon)
Enterprise: Custom model configurations and private inference options

Current license status is shown in Settings → License Management.

OpenAI API Key Setup - Initial OpenAI configuration (previous step)
Technical Requirements - API key and provider requirements
License Management Guide - Complete license management information
/docs/reference/settings/ai-accounts
Chat Parameters