Configure AI

• Starting from Bold BI v10.1, on-premise users can configure their own AI models with credentials for AI features.

BOLD AI Service

• Once users configure the Bold AI Service, we can manage AI functionalities on our end seamlessly.

• It requires no credentials and operates on a cloud-based service.

Open AI

• Users can integrate their own OpenAI model for AI features by entering an API key.

• Once configured, we can identify the selected model from our end.

Azure AI

• For Azure AI configuration, users need to provide their Azure AI model name, resource name, deployment name, and API key.

NOTE: We recommend using gpt-4o deployment for Azure AI to achieve better responses.

Steps to enable or disable AI features and configure AI

1. Click on the profile icon and select Manage Sites.

2. On the Manage Sites page, click the Settings icon.

3. In the Settings page, navigate to the AI option.

4. On the AI page, enable or disable the Enable AI toggle button.

5. Choose and configure your preferred AI on the AI page.

6. If select Bold AI Service, it requires no credentials and operates on a cloud-based service.

7. If select Open AI, enter the API Key.

8. If select Azure AI, enter the model name, deployment name, resource name, and API key for configuration.

NOTE: This feature is available exclusively for on-premise users.