Documentation

AI Settings

AI Settings

Organization-wide AI provider, model, and system prompt used for personalized campaign email generation.

AI Settings provider, model, and system prompt

Supported providers

  • OpenAI

    GPT-4o, GPT-4 Turbo, and other OpenAI models. Best-in-class for structured email generation and instruction following.

  • Gemini

    Google Gemini (Pro / Flash). Great balance of speed and quality, with a large context window for long system prompts.

  • Anthropic

    Claude 3.5 Sonnet and other Claude models. Excels at nuanced, tone-aware writing and following complex formatting rules.

  • OpenRouter

    Unified gateway to 100+ models (OpenAI, Mistral, Llama, and more) via a single API key — ideal for experimenting with multiple providers.

Configure AI

  1. Add provider

    Connect a provider (e.g. OpenRouter) with an API key. Switching providers preserves stored keys for the workspace.

    Add AI provider

  2. Choose model

    Select which model runs for email generation after a key is saved.

  3. Edit system prompt

    Instruct tone, format, and output shape (DevCRM expects structured subject + body HTML for generation flows).

    Edit AI system prompt

Tips

  • Keep the system prompt specific to your agency voice for better personalized campaigns.
  • API keys are never shown in full after save — only masked metadata.

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