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OpenAI Key Setup

ToolboxAI can use OpenAI models to power the Activity Summarizer, Extractor, and RecordAI tools. To use OpenAI, you'll need an API key from OpenAI and a few dollars of credit on your OpenAI account.

1. Create an OpenAI account​

If you don't already have one, sign up at platform.openai.com.

2. Add billing to your OpenAI account​

  1. In the OpenAI Platform, go to Settings → Billing.
  2. Add a payment method and add credit to your account. ToolboxAI calls the OpenAI API on a pay-as-you-go basis, so your account needs an active payment method before any requests will succeed.

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3. Create an API key​

  1. In the OpenAI Platform, go to Settings → API keys.
  2. Click Create new secret key.
  3. Give it a name (e.g. "ToolboxAI") and click Create secret key.
  4. Copy the key. OpenAI will only show it to you once, so make sure to copy it before closing the dialog.

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4. Add the key to ToolboxAI​

  1. In Salesforce, go to App Launcher → ToolboxAI.
  2. Click the Settings tab.
  3. Under AI Connections, paste your key into the OpenAI field.
  4. Click Save.

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Once saved, any tool set to an OpenAI model in Tool Settings will use this key automatically.