01 AI Assistant overview
DevPremier CRM includes a self-hosted AI Assistant framework — you supply API keys; data stays on your server.
- Providers: OpenAI, Gemini, Claude, OpenRouter, Azure OpenAI, Ollama, and custom OpenAI-compatible endpoints.
- Configure credentials under Office → AI Assistant.
- Feature toggles per use case: lead summaries, email writer, ticket replies, project planning.
- Permissions:
ai_assistant_use_module, settings, prompt templates, and usage logs.
02 Provider setup
- Open Office → AI Assistant → Providers.
- Select a provider and paste API keys (encrypted at rest — never exposed to the browser).
- Set default models for chat, summarization, and email generation.
- Use Test connection before enabling features for staff.
03 Prompt templates
Admins manage reusable prompt templates in the database.
- Templates power lead summaries, email drafts, support replies, and custom dashboard AI generation.
- Variables inject CRM context (lead name, company, ticket body, etc.).
- Permission module:
ai_prompt_templates_module.
04 Usage logs & costs
Every AI request is logged with provider, feature, tokens, duration, status, and estimated cost.
Review usage under Office → AI Assistant → Usage. Permission: ai_usage_module.
API: /api/ai/* (session-authenticated; respects REST API group toggles).
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