Before you start
You need the appropriate settings access and a provider API account. A consumer chat subscription does not necessarily include API usage.
Follow these steps
- Obtain the API credential from the provider account.
- Open the authorised workspace AI settings.
- Save the company connection and review the available consent.
- Try a supported low-risk task with suitable data.
- Review its result and provider-account usage.
Check the result
The company workspace can use supported AI tasks within the user’s permissions. This is a company connection, not a separate key for each employee.
If you get stuck
Check the configured provider, API credential, account availability and task requirements. Provider selection follows workspace configuration, not a per-message model picker.
One thing to remember
Provider support varies by task. DeepSeek and Groq are text-only for the receipt-image workflow. Recorded usage and cooldown controls are not a verified provider bill or a guaranteed hard spending cap.
Keep going
Still need a hand?
Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.
Open a support ticket. Visitors without a workspace can contact us.
Still stuck?
Before contacting support:
- Confirm the workspace, record number, date range and status.
- Check your role permissions and the source document.
- Refresh once and search for the record before repeating a submission.
- Check the relevant guide for the next action; do not force a match, posting or approval.
If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.