AI provider settings
Autify Genesis offers two modes for managing AI providers: Managed AI Providers and BYOK (Bring Your Own Key). Each organization selects one of the two modes when signing up.
In BYOK mode, you can register API keys from your organization's AI providers in Autify Genesis and use them for AI features such as chat generation and knowledge base search.
To switch modes after signing up, contact your Autify representative or customer support.
Prerequisites
Only the organization Owner can create, edit, or delete AI provider credentials. Admins and Members can only view the settings.
To newly enable BYOK mode, first contact support@autify.com. After enabling, you can manage providers by following the steps in this article.
Managed AI providers
Provider restrictions
Manage which AI providers are available in the organization. Use the toggle on each provider to enable or disable it individually.
When a provider is disabled, its models are removed from workflows and chat.
BYOK (Bring Your Own Key) mode
Configuring a chat provider
A chat provider is the AI provider used for chat generation. To use AI features, you must configure and enable at least one chat provider.
In the Chat Setup section, click Configure for the provider you want to use (OpenAI, Azure OpenAI, or Google Gemini).
When the setup dialog opens, enter the following information.
API Key
API key issued by the provider.
Display name (optional)
Optional name for management purposes.
For Azure OpenAI, enter a Base URL in addition to the API Key (for example: https://my-resource.openai.azure.com/openai/v1 or https://my-resource.cognitiveservices.azure.com/openai/v1). The API version is included in the base URL path and defaults to v1.
For Azure OpenAI chat setup, after you click Test Connection, Genesis detects the deployments available in your Azure resource and shows them before you save. If no deployments are detected, you cannot save yet. Check the resource and region, or add Deployment overrides (optional) and test again.
If your Azure deployment name differs from the model ID, specify model=deployment pairs in Deployment overrides (optional), separated by commas (for example: gpt-5.2=my-gpt52-deploy, gpt-5.4=my-gpt54-deploy). Models without an override use the model ID as the deployment name.
Genesis also uses the models available to your organization for background AI calls such as automatic chat title generation, memory updates, and context compaction in long workflows.
Click Test Connection.
For OpenAI and Google Gemini, confirm that Connection successful appears.
For Azure OpenAI chat setup, confirm that the detected deployments are listed.
You cannot click Save until the connection test succeeds. Run the test first.
After the test succeeds, click Save.
Turn on the toggle that appears on the provider card to enable the provider.
You can register multiple chat providers. Each provider's toggle can be turned on or off independently.
Refreshing Azure OpenAI deployments
If you add or remove Azure deployments later, you can refresh the saved list without re-entering the API key.
On the configured Azure OpenAI chat provider card, click Refresh deployments.
Review the detected deployments in the preview dialog.
Click Apply to replace the saved deployment list.
If you also changed the Azure resource host or path, reopen Configure, update Base URL, and run Test Connection again before you refresh deployments.
Configuring an embedding provider
An embedding provider is used for knowledge base indexing and search. This is required to use knowledge base features.
In the Embedding Setup section, click Configure for the provider you want to use.
As with chat providers, enter the API Key. For Azure OpenAI, in addition to the Base URL, enter the Deployment name. Specify the Azure deployment name for the
text-embedding-3-smallmodel (1536 dimensions) in Deployment name.Run Test Connection. After the test succeeds, click Save.
Select the registered provider. Genesis switches to it as soon as you click it and starts rebuilding existing knowledge bases.
Switching embedding providers rebuilds every knowledge base. This may take several minutes.
Only one embedding provider can be active at a time.
Other AI Providers
If Other AI Providers is available in your organization, the same settings page also lets you connect any OpenAI-compatible endpoint. These models can be used in chat and workflows.
In Other AI Providers, click Add provider.
Enter a name, the OpenAI-compatible Base URL, and an API Key.
Click Test Connection. Genesis discovers the models exposed by that endpoint.
Review the detected models, then click Save.
Turn on the provider to make its models available in chat and workflows.
If the endpoint's available models change later, click Refresh models on the provider card to update the saved list. Use Edit to rename the provider or update its credentials, and use Remove to delete it.
Editing provider credentials
To change the API key or display name of a registered provider, update them with the steps below.
Click Edit on the provider card you want to change.
Enter the new credentials and run Test Connection.
After the test succeeds, click Save.
Revoking provider credentials
Click Revoke on the provider card you want to revoke.
When the confirmation dialog appears, review the details and click Revoke.
Revoking credentials immediately stops every feature that uses them. There is no automatic fallback to platform-managed keys.
Troubleshooting
Chat provider is not configured
When no chat provider is enabled, a red warning message appears on the settings page. When you try to open any page other than the settings page, a setup dialog appears and blocks the operation.
The warning "At least one chat provider must be configured for AI features to work." appears.
No chat provider is configured, or all are disabled.
Configure at least one chat provider and turn on its toggle.
The setup dialog appears and operations are blocked (Owner).
In BYOK mode, no chat provider is configured.
Click Go to AI provider settings and configure a provider.
The setup dialog appears and operations are blocked (Admin / Member).
No chat provider is configured.
Ask the organization Owner to configure AI providers.
Connection test fails
"Connection test failed" appears.
The API key is invalid or has expired.
Reissue a valid API key from the provider console and enter it again.
Connection test fails for Azure OpenAI.
The base URL (resource and API version part) or the deployment settings are incorrect.
Verify the resource name, region, and deployment settings in the Azure portal, then re-enter the base URL and any required deployment overrides.
No deployments are listed after the Azure OpenAI connection test.
Genesis could not find a supported chat deployment with the current resource or deployment settings.
Verify the resource and region. If deployment names differ from model IDs, add Deployment overrides (optional) and run Test Connection again.
Connection tests can also fail because of network settings (proxy, firewall), IP restrictions, or temporary provider outages. If the error message includes details from the provider, review those as well.
No embedding provider is selected
If registered embedding providers exist but none is selected, a yellow warning message appears: "No embedding provider selected. Knowledge base features will not work." Select one of the providers to activate it.
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