Getting Started - Blue Docs

The AI Agent is configured per organization by an owner or admin, from Settings > AI > General.

1. Choose a provider and add an API key

Pick one of the supported providers — Anthropic, OpenAI, Google, or OpenRouter — and paste in an API key from that provider’s own developer console. Blue encrypts the key at rest and never displays it again after saving; you can only replace or remove it.

A key is required to enable the assistant

You can’t turn on Enable AI Assistant without an API key already saved (or entered in the same save). This prevents the chat panel from looking active while every request would fail behind the scenes.

2. Pick a default model

Choose the Default model the assistant uses to reply. The list is scoped to whichever provider you selected.

You can also set a separate Checker model — a smaller, cheaper model used only to classify how risky a proposed action is when the assistant is running in Auto mode (see Using the Assistant). This is optional; if you leave it blank, the default model is used for that check too.

3. Add an organization prompt (optional)

The Organization prompt field lets you give the assistant standing instructions — house style, terminology, or things it should always keep in mind — that apply to every conversation across your organization. Individual workspaces can layer their own guidance on top; see Workspace Prompts.

4. Set a monthly spend cap (optional)

Set a Monthly spend cap in USD to stop new AI calls once the organization’s estimated spend for the calendar month reaches that amount. Leave it blank for no cap. Actual usage is tracked on the Statistics tab.

5. Turn it on

Flip Enable AI Assistant on and save. Members with access (see Access Control) will see the AI Agent button appear in the sidebar.