# AI accounts and shared defaults

AI accounts hold the model connection and shared defaults used by your AI features.

*Release 3.3 · admin, developer*

**Settings › AI › Accounts** · **Settings › AI › Features**

## 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

1. Powerfront creates an account for your website and selects its **Harness**.
2. 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.
3. You select the account in each AI feature that should use it.
4. 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, on request | Sets the default function-round or iteration allowance for executions using this account. |
| Max Function Seconds | Settings › AI › Accounts | website | 30 seconds | Powerfront, on request | 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, on request | 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, on request | 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, on request | 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, on request | 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, on request | 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, on request | 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, on request | 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, on request | 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, on request | Bounds the delay requested by continued work; new visitor input can wake the run sooner. |
| Debug | Settings › AI › Accounts | website | Off | Powerfront, on request | Enables additional AI diagnostics. |
| Harness | Settings › AI › Accounts | website | AiFlow for new accounts | Powerfront, on request | 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, on request | Overrides the service address where supported; leaving it unset uses the provider's built-in address. |
| Guardrails | Settings › AI › Accounts | website | None | Powerfront, on request | Selects an optional guardrail connection; None applies no external guardrail connection from this account. |
| Privacy | Settings › AI › Accounts | website | None | Powerfront, on request | Selects an optional privacy connection; None applies no external privacy connection from this account. |
| AI Macro Fields | Settings › AI › Accounts | website | Not set | Powerfront, on request | 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, on request | 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, on request | 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

### This feature uses

- **Configured in** [Context Compiler for AI conversations](AI-015.md): Context Compiler settings define the shared context and continued-work defaults used by the account's features.
- **Configured in** [AI agent service connections](AI-024.md): The selected harness determines which service executes the feature.
- **Configured in** [AI model catalogue](AIP-002.md): AiFlow accounts select a website model and use its provider and context limit.
- **Configured in** [Shared AI service connections](AIP-013.md): Account selections refer to configured external service connections.
- **Works better with** [Personal information masking for AI](AIP-021.md): A privacy connection can anonymise AI inputs and restore protected values in replies.
- **Works better with** [AI guardrail policy connections](AIP-022.md): An optional guardrail connection checks AI work.
- **Related** [Operator Log](REP-022.md): Operator Log can help investigate recorded AI account changes, subject to the activity visible to your role.

### Used by

- **Required by** [Conversation translation](CHAT-023.md): Machine translation needs a configured AI account.
- **Required by** [AI feature settings and change history](AI-001.md): Each feature needs a configured AI account.
- **Required by** [Autopilot for live chat](AI-003.md): Autopilot runs through its configured AI account.
- **Required by** [Copilot reply suggestions](AI-006.md): Copilot needs a suitable AI account.
- **Required by** [Fix and Re-Phrase for operator drafts](AI-007.md): Draft assistance needs a suitable AI account.
- **Required by** [Ask AI beside a visitor conversation](AI-008.md): Ask AI needs a suitable configured account.
- **Required by** [AI conversation summaries](AI-009.md): Summaries need a configured AI account.
- **Required by** [Chat Translate and language detection](AI-010.md): AI translation uses a suitable configured account.
- **Required by** [AI spam checks for incoming conversations](AI-011.md): Classification needs a configured AI account.
- **Required by** [Email Autopilot for tickets](AI-012.md): Email decisions need a configured AI account.
- **Required by** [Voice Autopilot call handling](AI-013.md): Voice Autopilot needs an AI account with the speech service credentials.
- **Required by** [Specialist sub-agents for AI tasks](AI-023.md): The specialist needs a configured AI account to run its work.
- **Required by** [AI agent service connections](AI-024.md): The selected AI account supplies the harness and service configuration.
- **Required by** [AI product suggestion settings](AI-027.md): Product Suggestion needs a configured AI account.
- **Required by** [AI answer citations and summaries](AI-028.md): Summary generation needs an available AI account and model.
- **Required by** [AI conversation quality scoring](AI-029.md): Automatic scoring uses an AI account.
- **Required by** [AI resolution and first-contact metrics](AI-030.md): AI evaluation needs an available account and model.
- **Required by** [AI response quality evaluators](AI-031.md): A configured AI account runs the evaluator.
- **Required by** [AI model provider selection](AIP-003.md): An AI account supplies the connection used by the feature.
- **Required by** [OpenAI API connection options](AIP-004.md): The account supplies model selection, API choice and credentials.
- **Required by** [Google AI Studio model connection](AIP-005.md): An AI account supplies Google model selection and credentials.
- **Required by** [AWS Bedrock model connection](AIP-006.md): The AI account supplies the model connection, credential and region.
- **Required by** [Cloudflare AI Gateway connection](AIP-007.md): Gateway details and credentials belong to the AI account.
- **Required by** [Autopilot connections through A2A](AIP-019.md): The AI feature executing A2A requests needs a working AI account.
- **Required by** [ACP compatibility for AI agents](AIP-020.md): The AI feature executing ACP requests needs a working AI account.
- **Required by** [Voice Autopilot connection setup](AIP-025.md): Powerfront prepares the AI account and OpenAI credential used by the realtime connection.
- **Required by** [Salesforce Models API connection](AIP-027.md): An AI account must select the Salesforce model, connection and execution identity policy.
- **Configures** [AI run limits](AI-014.md): Powerfront manages the account's normal execution limits.
- **Configures** [Context Compiler for AI conversations](AI-015.md): Powerfront manages shared account context and continuation settings.
- **Configures** [AI guardrail routing and fallback actions](AI-025.md): AI account settings provide safety configuration and fallback routing rules.
- **Configures** [AI Experiments Lab for response testing](AI-032.md): Feature-mode experiments use the selected feature account or an account override.
- **Configures** [AI assistance activity](AI-033.md): Powerfront manages account defaults and function work limits.
- **Configures** [Images and attachments for AI agents](AI-039.md): The selected account and provider determine supported attachment input.
- **Configures** [Embedding models for knowledge search](AIP-008.md): The feature's AI account supplies the fallback endpoint when no embedding endpoint is specified.
- **Configures** [Shared AI service connections](AIP-013.md): AI accounts select the shared privacy, guardrail or Salesforce connections used by their features.
- **Configures** [Persistent AI memory connections](AIP-016.md): INSIDE Memory Service needs a configured AI account for profile extraction; Mem0 uses its own service setup.
- **Configures** [Personal information masking for AI](AIP-021.md): The AI account selects the privacy connection and controls whether privacy processing is enabled.
- **Configures** [AI guardrail policy connections](AIP-022.md): The AI account selects a guardrail connection.
- **Configures** [AI usage and estimated cost](AIP-023.md): The AI account supplies the model and account identity attributed to usage.
- **Configures** [AI platform execution limits](AIP-024.md): Powerfront manages account-wide defaults shared by features using that account.

## 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.