AI settings
Use the AI page in organization settings to configure how the Boldo AI assistant works for your organization.
This page is for administrators. End users should start with AI assistant.
AI depends on your organization plan. If AI is not included, the settings page shows that the feature is not available.
Access
- Click the Organization icon
- Open AI
The page contains two tabs:
| Tab | Use it to |
|---|---|
| Configuration | Set providers, access level, and output language |
| Usage | Monitor conversations, messages, and budget consumption |
Providers
Boldo can use Boldo-hosted models and, when enabled, your own provider keys.
The provider section lists:
- the built-in provider Hosted by Boldo (shown as "Europe · no API key required"), which needs no customer key
- the supported external providers: Claude (Anthropic), OpenAI, Gemini (Google), and Mistral
- whether a key is configured, with the last 4 characters shown masked (for example ••••AB12)
- the models each provider unlocks
For a provider without a key, use Connect to add one. For a configured provider, you can Edit or Delete the key, and Test a readable key. The test re-checks the stored key live against the provider and reports Key valid, Rejected by provider, or Can't verify right now, useful to detect a revoked or expired key.
When you add a provider key, store and rotate it like any other production secret. Boldo encrypts keys and does not show the full value again. If Boldo reports a key as unreadable or corrupted, re-enter it.
The model picker is derived from the available providers. Boldo-hosted models are available without a key. BYOK models appear only when the corresponding provider key is configured and readable.
Provider keys can give access to paid AI services. Limit who can manage them and revoke unused keys.
Access level
The access level defines what data the assistant may use in your organization.
| Level | What the assistant can use |
|---|---|
| Level 1 - Platform only | The metamodel (asset types, properties, relationship types), the rights model, domains, and Boldo documentation. The assistant can help with modeling, navigation, and configuration, but cannot read business data. |
| Level 2 - Business data | Everything in Level 1, plus the organization data that the current user is allowed to read. |
Level 2 - Business data is marked Recommended and is usually the most useful, because it lets the assistant answer questions about actual assets and relationships. The assistant still respects each user's rights.
Use Level 1 - Platform only when you want AI assistance for structure and modeling without exposing business data to the assistant. Data-driven AI features, such as filling asset fields from the form, require Level 2 - Business data.
Output language
This setting forces the language of AI-generated content: asset descriptions, asset proposals, autocompletes, and generated names and labels. It does not change the language of the assistant's chat replies, which always follow the language of your message.
- Auto follows the conversation language
- English forces generated content into English
- French forces generated content into French
Setting a language helps keep generated proposals and descriptions consistent across the organization.
Usage and budget
The Usage tab shows organization-level AI activity. A time-range selector controls the activity figures below: 7 days, 30 days, 90 days, Current month (the default), or 12 months.
Depending on available data, administrators can review:
- conversation count
- message count
- usage by user, including each user's share of total messages
- models used
- last activity
The budget card, titled Monthly budget, always reflects the current monthly period regardless of the selected range. It shows the percentage of budget used, the date the limit resets, and the days left. The monthly period is anchored to a day of the month configured for your organization (between the 1st and the 28th), so it may not align with the calendar month.
The budget applies to Boldo-hosted usage. BYOK usage still appears in activity and model reporting, but it is billed through your provider key and does not consume the Boldo-hosted budget.
Raw token totals are not shown in the organization usage page. Administrators see the budget percentage, conversations, messages, users, models, and last activity.
When the monthly Boldo-hosted budget is reached, Boldo allows a small number of extra requests (currently 2) before blocking, and the budget card shows how many of these remain. Once blocked, users see an error asking them to contact an administrator. BYOK models can still be used if their provider key is valid.
User access
AI is controlled both by plan availability and by user access. In user management, administrators can allow or deny AI access for each user when the feature is available.
AI access is off by default for every user. Even when your plan includes AI, an administrator must turn the AI access switch on, per user, before that user can use the assistant. You cannot grant yourself AI access. Only an administrator or owner can change another member's access.
Use this when AI should be available to a specific group first, or when only trained users should prepare AI proposals.
What administrators should decide
Before enabling AI broadly, decide:
- whether the assistant can use organization data or only the metamodel
- which provider keys are allowed
- who can use AI
- who reviews AI-generated proposals before applying them
- how budget usage will be monitored
Treat AI as an assisted workflow, not as a replacement for normal validation.