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AI Settings ​

SocietyDesk comes with a built-in AI Assistant that can answer questions about your society data. You can configure the AI provider from Settings -> AI Settings page. This setting requires the ai_settings_edit permission.

WARNING

SAAS Version: AI Settings is only visible when the company's subscription plan has AI features enabled. The superadmin must enable AI in the subscription plan's AI Features tab for the company to access this setting.

Supported Providers ​

Cloud Providers ​

  • OpenAI - Uses GPT models (default model: gpt-4o-mini). Requires an API key from platform.openai.com.
  • Claude - Uses Anthropic Claude models (default model: claude-sonnet-4-5-20250929). Requires an API key from console.anthropic.com.
  • Perplexity - Uses Perplexity Sonar models (default model: sonar). Requires an API key from perplexity.ai.

Self-Hosted Providers (Local Environment Only) ​

  • Ollama - Run open-source models locally (default model: llama3.2). Requires a Base URL (default: http://localhost:11434).
  • OpenAI Compatible - Connect to any OpenAI-compatible API such as Groq, Together AI or OpenRouter. Requires an API Key and Base URL.

Configuration Fields ​

  • Provider, select the AI provider (required). Choose "None" to disable AI features.
  • API Key, enter the API key from your provider (required for cloud providers and OpenAI Compatible).
  • Model, enter the model name (required). A default model is pre-filled based on the selected provider.
  • Max Tokens, set the maximum response length between 100-8000 (default: 2000).
  • Base URL, enter the API endpoint URL (required for Ollama and OpenAI Compatible).

Setup Instructions ​

After selecting a provider, expandable setup instructions are displayed with step-by-step guidance for obtaining API keys and configuring each provider.

Test Connection ​

After configuring, use the Test Connection button to verify your settings are correct before saving.