Keyboard shortcuts

Press or to navigate between chapters

Press S or / to search in the book

Press ? to show this help

Press Esc to hide this help

Add AI Provider

Add an AI provider to your organization to enable AI features in the Pextra CloudEnvironment® web interface. At least one AI provider must be configured and enabled for AI features to function. If no AI providers are configured, the AI features will not be available in the web interface.

note

For security reasons, the API keys for AI providers are not displayed in the web interface. API keys cannot be retrieved once set. Store your API keys securely.

Web Interface

  1. Select the organization in the resource tree and view the page on the right. Click on the AI Providers tab in the right pane. AI Providers Page

  2. Click the Add AI Provider button. Add AI Provider button

  3. Choose the AI provider type from the dropdown list. A list of supported AI providers is available in the Supported AI Providers section. AI Provider type selection

  4. Enter the API key and custom base URL (if applicable) for the selected AI provider. Set API key and custom base URL

important

When using a self-hosted AI provider (such as ollama or lmstudio), a custom base URL must be specified. For cloud-hosted providers, the base URL is pre-configured and does not need to be changed.

  1. Enter a name for the AI provider, and an optional description. Disable the provider if you do not want it to be available for use immediately. AI Provider name and description

  2. Enter the name of the model to use with this provider. This model will be used for all AI features unless overridden in specific configurations. AI Provider model

  3. Click Create to add the AI provider to your organization. The new AI provider will be listed on the AI Providers page. Create AI Provider

Adding OpenAI-Compatible Providers

For AI providers that are OpenAI-compatible but are not explicitly listed above, use the openai provider type and configure a custom base URL. This allows you to connect to any service that implements the OpenAI API specification.

When configuring an OpenAI-compatible provider:

  1. Select openai as the provider type
  2. Set the custom base URL to point to your provider’s API endpoint
  3. Use the appropriate API key for your chosen provider

This approach works with many third-party AI services and self-hosted solutions that implement OpenAI-compatible APIs.