AI Provider Setup

Configure your AI provider to unlock smart replies, conversation summaries, intent detection, and auto lead scoring.

💡 BYO-AI (Bring Your Own AI) ChatFlow CRM does not include any API keys. You must provide your own key from one of the supported providers. All API calls go directly from the extension to the provider — no middleman servers.

Supported Providers

Provider	Best For	Pricing
OpenAI	Best overall quality	Pay-per-token
OpenRouter	Access to multiple models	Pay-per-token (varies by model)
Google Gemini	Free tier available	Free tier + paid tiers

Getting an OpenAI API Key

Create an OpenAI Account

Go to platform.openai.com/signup and create an account.

Add Payment Method

Navigate to Settings → Billing and add a payment method. OpenAI requires prepaid credits.

Create API Key

Go to platform.openai.com/api-keys. Click "Create new secret key". Copy and save the key.

Enter in ChatFlow CRM

Open extension Settings → Select OpenAI as provider → Paste your API key → Enter model name (e.g., gpt-3.5-turbo or gpt-4o).

Recommended OpenAI Models

Model	Speed	Quality	Cost
gpt-3.5-turbo	⚡ Fast	Good	$ Low
gpt-4o-mini	⚡ Fast	Very Good	$ Low
gpt-4o	⚡ Fast	Excellent	$$ Medium
gpt-4-turbo	🐢 Slower	Excellent	$$$ High

Getting an OpenRouter API Key

Create an OpenRouter Account

Go to openrouter.ai and sign up.

Add Credits

Navigate to the Credits page and add funds.

Create API Key

Go to openrouter.ai/keys and create a new key.

Enter in ChatFlow CRM

Select OpenRouter → Paste your key → Enter model name (e.g., openai/gpt-3.5-turbo).

💡 OpenRouter Advantage OpenRouter provides access to hundreds of AI models from different providers through a single API key. You can switch models without changing providers.

Getting a Google Gemini API Key

Visit Google AI Studio

Go to aistudio.google.com/app/apikey.

Create API Key

Click "Create API Key" and select a Google Cloud project (or create one).

Enter in ChatFlow CRM

Select Google Gemini → Paste your key → Enter model name (e.g., gemini-pro or gemini-1.5-flash).

Recommended Gemini Models

Model	Speed	Quality	Free Tier
gemini-1.5-flash	⚡ Very Fast	Good	✅ Yes
gemini-pro	⚡ Fast	Very Good	✅ Yes
gemini-1.5-pro	🐢 Slower	Excellent	✅ Limited

Configuration Settings

Temperature

Controls the randomness of AI responses:

0.0 – 0.3: Very focused and deterministic. Best for factual analysis.
0.4 – 0.7: Balanced. Recommended for most CRM uses.
0.8 – 1.5: More creative. Good for generating diverse reply options.
1.5 – 2.0: Very creative/random. Not recommended for CRM use.

Max Tokens

Controls the maximum length of AI responses. Recommended: 1024 for most features. Increase to 2048 if you need longer summaries.

Testing Your Connection

After entering your credentials, click "Test Connection" in Settings. A successful test will show the model name and a confirmation message.

⚠️ Security Note Your API key is stored locally in your browser using Chrome's storage API. It is never sent to any server other than your selected AI provider. Never share your API key publicly.