AI accounts and shared defaults

What it is

An AI account connects your AI features to a model service or an external agent service. It also holds shared rules and execution defaults. Several features can use the same account.

Who uses it and why

Operators with the Settings role and AI access, or the Developer role, choose which prepared account an AI feature uses. Developers agree the model service, credentials and integration needs with Powerfront. Powerfront creates and changes the account for you.

Where to find it

Powerfront manages Settings › AI › Accounts. You select an account for a feature in Settings › AI › Features, using the Settings role with AI access or the Developer role.

How it works

Powerfront creates an account for your website and selects its Harness.
An AiFlow account uses a configured Model and the credentials for that model's provider. Legacy retains the older execution option. External harnesses manage their own model selection.
You select the account in each AI feature that should use it.
Those features share the account's applicable rules, connections and defaults. A feature may override options that it exposes separately.

The API Key is displayed as a masked hint when an existing account is read. Saving the unchanged hint preserves the saved key. This behaviour does not establish how every other credential is displayed or stored.

Configure it

Ask Powerfront to create or update the account, model connection and credentials. Specify which features should share the account, since an account change can affect several features.

For conversation context, Recent messages kept verbatim defaults to 10 and accepts 0 to 100. Zero retains the full conversation. Default Context Compiler starts with Simple Context (Legacy); Adaptive Context is another available choice.

Powerfront can select optional Guardrails and Privacy connections and set shared AI Macro Fields, Conversation Suggestion Rules and Conversation Summary Rules. No external privacy service is selected merely by creating an account.

For Adaptive Context, Powerfront can change the token budgets in Advanced context settings. Blank token budgets derive from the model and effective limit. Maximum run time (seconds) defaults to 1,800, and Maximum wake delay (seconds) defaults to 300. Enable Continue Work starts off.

Settings

Setting	Where	Applies to	Default	Who can change it	What it does
Max Function Count	Settings › AI › Accounts	website	3	Powerfront	Sets the default function-round or iteration allowance for executions using this account.
Max Function Seconds	Settings › AI › Accounts	website	30 seconds	Powerfront	Sets the default time allowance for function work; managed context can use a separate run-time limit.
Recent messages kept verbatim	Settings › AI › Accounts	website	10	Powerfront	Keeps this many recent conversation messages unchanged when older context is reduced; zero retains the full conversation.
Default Context Compiler	Settings › AI › Accounts	website	Simple Context (Legacy)	Powerfront	Selects how agentic features manage conversation context when they use the account default.
Enable Continue Work	Settings › AI › Accounts › Advanced context settings	website	Off	Powerfront	Allows managed agent runs to send interim updates and continue working when the feature uses this account option.
Maximum input tokens	Settings › AI › Accounts › Advanced context settings	website	Not set	Powerfront	Overrides the adaptive input budget; when blank, the budget is derived from the selected model.
Start compaction at	Settings › AI › Accounts › Advanced context settings	website	60% of the effective token limit	Powerfront	Starts background reduction of older context before the hard input limit is reached.
Soft reduction limit	Settings › AI › Accounts › Advanced context settings	website	80% of the effective token limit	Powerfront	Starts immediate context reduction while background compaction is not ready.
Post-compaction target	Settings › AI › Accounts › Advanced context settings	website	45% of the effective token limit	Powerfront	Sets the target size of context after older content is compacted.
Maximum run time (seconds)	Settings › AI › Accounts › Advanced context settings	website	1800 seconds	Powerfront	Limits the total managed run duration; individual providers and tools may have shorter limits.
Maximum wake delay (seconds)	Settings › AI › Accounts › Advanced context settings	website	300 seconds	Powerfront	Bounds the delay requested by continued work; new visitor input can wake the run sooner.
Debug	Settings › AI › Accounts	website	Off	Powerfront	Enables additional AI diagnostics.
Harness	Settings › AI › Accounts	website	AiFlow for new accounts	Powerfront	Selects the service that runs the AI feature. Older accounts without a saved choice use AiFlow when a provider is configured, otherwise Legacy.
API Endpoint	Settings › AI › Accounts	website	Not set	Powerfront	Overrides the service address where supported; leaving it unset uses the provider's built-in address.
Guardrails	Settings › AI › Accounts	website	None	Powerfront	Selects an optional guardrail connection; None applies no external guardrail connection from this account.
Privacy	Settings › AI › Accounts	website	None	Powerfront	Selects an optional privacy connection; None applies no external privacy connection from this account.
AI Macro Fields	Settings › AI › Accounts	website	Not set	Powerfront	Defines shared Key and Value pairs for AI prompts; no account-specific pairs are supplied when blank.
Conversation Suggestion Rules	Settings › AI › Accounts	website	Not set	Powerfront	Supplies shared guidance for conversation suggestions, with one rule per line; blank adds no account-specific rules.
Conversation Summary Rules	Settings › AI › Accounts	website	Not set	Powerfront	Supplies shared guidance for conversation summaries, with one rule per line; blank adds no account-specific rules.

Fields

Field	Where	Required	What it is for
Name	Settings › AI › Accounts	Yes	Names the account so it can be selected in AI features.
Model	Settings › AI › Accounts	No	Selects a website model for AiFlow or Legacy; an external harness manages its own model.
API Key	Settings › AI › Accounts	No	Supplies the credential for the selected model service; no credential is supplied by default.

Permissions

Permission	Lets you
AI	With the Settings role, allows access to client-managed AI configuration, including selecting an account in Features; it does not grant account administration.

Limits and good to know

An account belongs to one website. Editing it does not move it to another website.
AiFlow needs a configured model. External harnesses have their own connection requirements.
The Max Function Count control offers 1 to 10; Max Function Seconds offers 1 to 60 seconds. Managed agent runs can have separate limits.
A positive account token limit cannot exceed the selected model's configured context limit.
Debug is off by default. Ask Powerfront to enable diagnostics when investigating a problem.

Depends on and works with

RequiresConfigured byEnhancesRelated

+32 more · used by

AI spam checks for incoming conversationsRequires
Classification needs a configured AI account.
Email Autopilot for ticketsRequires
Email decisions need a configured AI account.
Voice Autopilot call handlingRequires
Voice Autopilot needs an AI account with the speech service credentials.
AI run limitsConfigured by
Powerfront manages the account's normal execution limits.
Context Compiler for AI conversationsConfigured by
Powerfront manages shared account context and continuation settings.
Specialist sub-agents for AI tasksRequires
The specialist needs a configured AI account to run its work.
AI agent service connectionsRequires
The selected AI account supplies the harness and service configuration.
AI guardrail routing and fallback actionsConfigured by
AI account settings provide safety configuration and fallback routing rules.
AI product suggestion settingsRequires
Product Suggestion needs a configured AI account.
AI answer citations and summariesRequires
Summary generation needs an available AI account and model.
AI conversation quality scoringRequires
Automatic scoring uses an AI account.
AI resolution and first-contact metricsRequires
AI evaluation needs an available account and model.
AI response quality evaluatorsRequires
A configured AI account runs the evaluator.
AI Experiments Lab for response testingConfigured by
Feature-mode experiments use the selected feature account or an account override.
AI assistance activityConfigured by
Powerfront manages account defaults and function work limits.
Images and attachments for AI agentsConfigured by
The selected account and provider determine supported attachment input.
AI model provider selectionRequires
An AI account supplies the connection used by the feature.
OpenAI API connection optionsRequires
The account supplies model selection, API choice and credentials.
Google AI Studio model connectionRequires
An AI account supplies Google model selection and credentials.
AWS Bedrock model connectionRequires
The AI account supplies the model connection, credential and region.
Cloudflare AI Gateway connectionRequires
Gateway details and credentials belong to the AI account.
Embedding models for knowledge searchConfigured by
The feature's AI account supplies the fallback endpoint when no embedding endpoint is specified.
Shared AI service connectionsConfigured by
AI accounts select the shared privacy, guardrail or Salesforce connections used by their features.
Persistent AI memory connectionsConfigured by
INSIDE Memory Service needs a configured AI account for profile extraction; Mem0 uses its own service setup.
Autopilot connections through A2ARequires
The AI feature executing A2A requests needs a working AI account.
ACP compatibility for AI agentsRequires
The AI feature executing ACP requests needs a working AI account.
Personal information masking for AIConfigured by
The AI account selects the privacy connection and controls whether privacy processing is enabled.
AI guardrail policy connectionsConfigured by
The AI account selects a guardrail connection.
AI usage and estimated costConfigured by
The AI account supplies the model and account identity attributed to usage.
AI platform execution limitsConfigured by
Powerfront manages account-wide defaults shared by features using that account.
Voice Autopilot connection setupRequires
Powerfront prepares the AI account and OpenAI credential used by the realtime connection.
Salesforce Models API connectionRequires
An AI account must select the Salesforce model, connection and execution identity policy.

View all connections as a list

This feature uses

Context Compiler for AI conversationsConfigured by
Context Compiler settings define the shared context and continued-work defaults used by the account's features.
AI agent service connectionsConfigured by
The selected harness determines which service executes the feature.
AI model catalogueConfigured by
AiFlow accounts select a website model and use its provider and context limit.
Shared AI service connectionsConfigured by
Account selections refer to configured external service connections.
Personal information masking for AIEnhances
A privacy connection can anonymise AI inputs and restore protected values in replies.
AI guardrail policy connectionsEnhances
An optional guardrail connection checks AI work.
Operator LogRelated
Operator Log can help investigate recorded AI account changes, subject to the activity visible to your role.

Used by

Conversation translationRequires
Machine translation needs a configured AI account.
AI feature settings and change historyRequires
Each feature needs a configured AI account.
Autopilot for live chatRequires
Autopilot runs through its configured AI account.
Copilot reply suggestionsRequires
Copilot needs a suitable AI account.
Fix and Re-Phrase for operator draftsRequires
Draft assistance needs a suitable AI account.
Ask AI beside a visitor conversationRequires
Ask AI needs a suitable configured account.
AI conversation summariesRequires
Summaries need a configured AI account.
Chat Translate and language detectionRequires
AI translation uses a suitable configured account.
AI spam checks for incoming conversationsRequires
Classification needs a configured AI account.
Email Autopilot for ticketsRequires
Email decisions need a configured AI account.
Voice Autopilot call handlingRequires
Voice Autopilot needs an AI account with the speech service credentials.
AI run limitsConfigured by
Powerfront manages the account's normal execution limits.
Context Compiler for AI conversationsConfigured by
Powerfront manages shared account context and continuation settings.
Specialist sub-agents for AI tasksRequires
The specialist needs a configured AI account to run its work.
AI agent service connectionsRequires
The selected AI account supplies the harness and service configuration.
AI guardrail routing and fallback actionsConfigured by
AI account settings provide safety configuration and fallback routing rules.
AI product suggestion settingsRequires
Product Suggestion needs a configured AI account.
AI answer citations and summariesRequires
Summary generation needs an available AI account and model.
AI conversation quality scoringRequires
Automatic scoring uses an AI account.
AI resolution and first-contact metricsRequires
AI evaluation needs an available account and model.
AI response quality evaluatorsRequires
A configured AI account runs the evaluator.
AI Experiments Lab for response testingConfigured by
Feature-mode experiments use the selected feature account or an account override.
AI assistance activityConfigured by
Powerfront manages account defaults and function work limits.
Images and attachments for AI agentsConfigured by
The selected account and provider determine supported attachment input.
AI model provider selectionRequires
An AI account supplies the connection used by the feature.
OpenAI API connection optionsRequires
The account supplies model selection, API choice and credentials.
Google AI Studio model connectionRequires
An AI account supplies Google model selection and credentials.
AWS Bedrock model connectionRequires
The AI account supplies the model connection, credential and region.
Cloudflare AI Gateway connectionRequires
Gateway details and credentials belong to the AI account.
Embedding models for knowledge searchConfigured by
The feature's AI account supplies the fallback endpoint when no embedding endpoint is specified.
Shared AI service connectionsConfigured by
AI accounts select the shared privacy, guardrail or Salesforce connections used by their features.
Persistent AI memory connectionsConfigured by
INSIDE Memory Service needs a configured AI account for profile extraction; Mem0 uses its own service setup.
Autopilot connections through A2ARequires
The AI feature executing A2A requests needs a working AI account.
ACP compatibility for AI agentsRequires
The AI feature executing ACP requests needs a working AI account.
Personal information masking for AIConfigured by
The AI account selects the privacy connection and controls whether privacy processing is enabled.
AI guardrail policy connectionsConfigured by
The AI account selects a guardrail connection.
AI usage and estimated costConfigured by
The AI account supplies the model and account identity attributed to usage.
AI platform execution limitsConfigured by
Powerfront manages account-wide defaults shared by features using that account.
Voice Autopilot connection setupRequires
Powerfront prepares the AI account and OpenAI credential used by the realtime connection.
Salesforce Models API connectionRequires
An AI account must select the Salesforce model, connection and execution identity policy.

FAQ and troubleshooting

Why can I select an account but not edit it?

Account administration is Powerfront-managed. Use the Developer role, or the Settings role with AI access, to configure features that use the account.

Why did several features change together?

They may share the same account. Ask Powerfront to check the account's model, rules and connections.

Must a masked API Key be entered again?

No. Saving its unchanged masked hint preserves the saved key. Ask Powerfront to replace it when rotating credentials.

Why will an AiFlow account not save?

It needs a configured Model. Invalid context options or a token limit above that model's configured limit can also prevent saving.