Stub mode. Showing fixture data — wire real backend by setting
NEXT_PUBLIC_CRM_FORCE_STUB=0.AI
Provider key, per-feature toggles, and the daily token budget. Audit each call from AI usage.
Anthropic API key
Stored per-tenant. Sent encrypted at rest; the UI only shows whether a key is set.
Not configured
Source: unconfiguredPer-feature toggles
Disable individual copilot surfaces while keeping the platform on. Defaults assume opted-in unless your tenant disables them.
Summarize ticket thread
Three-sentence summary on the ticket detail copilot.
Draft reply
Streamed reply suggestion that agents paste into the composer.
Classify ticket
Suggests priority, queue, and tags for inbound tickets.
Suggest macro
Recommends a macro to apply with rationale per suggestion.
Next best action on deals
Recommends the next move based on stage + last activity.
Draft deal outreach
Streamed outreach email for the deal detail composer.
Generate KB article from ticket
Drafts a knowledge-base article from a resolved ticket thread.
Token budget
Hard daily ceiling and a per-request soft cap. When the daily total hits the ceiling, copilot endpoints return 429 and the UI shows an empty state.