> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upshiftcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI FAQ

> Frequently asked questions about AI features in Upshift.

<AccordionGroup>
  <Accordion title="What AI capabilities are available?">
    Two main capabilities of AI are:

    1. **AI Chatbot**: A context-aware assistant that can access your Upshift data and help you with queries
    2. **AI Agents in Workflows**: Intelligent automation that can process data, make decisions, and execute tasks within your workflows
  </Accordion>

  <Accordion title="Do AI agents have access to all my data?">
    AI agents operate under the permission system. You can assign specific roles to AI agents under **Settings → Members → Roles**, giving you full control over what data they can access and what actions they can perform.
  </Accordion>

  <Accordion title="How do AI credits work?">
    AI actions consume workflow credits based on the complexity of the task and the AI model used.
  </Accordion>

  <Accordion title="Can I use my own AI models?">
    On cloud, the models run on Upshift's own provider accounts: you choose which ones your workspace uses under **Settings → AI**, and there is no way to plug in your own API key.

    On a self-hosted instance, the built-in providers (OpenAI, Anthropic, Google, Mistral, xAI) work on every plan, Free included. Set the matching API key (`OPENAI_API_KEY`, `ANTHROPIC_API_KEY`, `GOOGLE_API_KEY`, `MISTRAL_API_KEY`, `XAI_API_KEY`) in **Settings → Admin Panel → Configuration Variables**, or in your `.env` followed by a server restart. The models then appear under **Settings → Admin Panel → AI**.

    Custom providers (custom endpoints, private gateways, OpenAI-compatible or local models, extra regions), added under **Settings → Admin Panel → AI → Custom Providers**, are currently complimentary up to 25 seats. Above that, an Organization plan is required. The AI section of the admin panel states where your instance stands.
  </Accordion>

  <Accordion title="I don't see a role I assigned to an AI agent, where is it?">
    By default, the Roles list is filtered to roles assignable to workspace members. If a role is assignable only to AI agents, you need to change the filter to include AI-agent roles.
  </Accordion>
</AccordionGroup>


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