AI configuration reference

AI configuration at a glance

AI configuration is the set of settings used by the AI documentation engine. An AI provider is the service you choose for AI operations. Use AI configuration to adjust how AI responses are generated. AI Configuration is the administration area for these settings.

Before you start

The AI settings surface uses the providers returned for your environment and stores settings in your browser.

Prerequisites

• Have a valid .json settings file ready if you plan to import settings.
• If you plan to restore settings, use a file that your browser can read.
• If you plan to change settings, note that the current values are read from the browser's stored settings when they are available.

When no stored settings exist, the default settings are azure-claude, 2000 maximum tokens, 0.7 temperature, streaming enabled, and automatic saving enabled.

Open AI settings

The AI settings page is the administration surface where provider, usage, request history, and advanced settings areas are selected.

Prerequisites

• Open AI settings from the administration navigation.

Steps

1. Open AI settings from the administration navigation.

2. Select the area that matches the work you need to do.

   If you need to…	Select…
   Choose or test a provider	Providers
   Review current-month AI usage	Usage
   Review request history	History
   Change advanced settings	Settings

Result: The selected settings area is displayed.

If the route displays 404, the AI settings surface has not opened.

Understand the settings surface

The settings surface groups provider choices separately from advanced response and storage controls.

The provider area appears when Providers is selected. The advanced settings area appears when Settings is selected. The page has no separate save button for advanced settings; each change is saved to browser storage.

The settings surface has no Prompts area. The available settings areas are Providers, Usage, History, and Settings.

Select Providers to choose a provider, or select Settings to adjust advanced AI settings.

Choose and test an AI provider

Use the provider area to make one returned provider the default and to test an available provider.

Prerequisites

• Open the Providers area.
• At least one provider is returned for your environment if you want to select a provider.

Steps

1. Review the provider names and status shown in the provider cards.

   Provider display name	Status or action shown with it
   Azure Claude (Anthropic)	● Available or ● Unavailable; Test Connection
   Azure OpenAI	● Available or ● Unavailable; Test Connection
   Claude	● Available or ● Unavailable; Test Connection
   OpenAI	● Available or ● Unavailable; Test Connection

2. Select the radio control beside the provider you want to use as the default.

3. Select Test Connection for an available provider.

   The control reads Testing... while the test is running. A successful test displays ✓ Test Passed; an unsuccessful test displays ✗ Test Failed.

Result: The selected provider is the default for AI operations, and the provider card shows the connection-test result when a test has been run.

If no providers are returned, the provider area displays No AI providers configured. and Please configure your environment variables.

Adjust advanced AI settings

Advanced AI settings control response length, response randomness, streaming, automatic saving, and local backup and restore actions.

Prerequisites

• Open the Settings area.
• Have a readable .json settings file ready before importing settings.

Steps

1. Set Max Tokens with the range control.

   The permitted range is 100 to 4000, in increments of 100. Higher values allow longer responses but may cost more.

2. Set Temperature with the range control.

   The permitted range is 0 to 1, in increments of 0.1. Lower values are more deterministic; higher values are more creative.

3. Select or clear Enable Streaming.

   This controls whether AI responses stream in real time.

4. Select or clear Auto-Save Settings.

   This controls whether settings changes are saved automatically to local storage.

5. Choose the backup action that matches your goal.

   If you need to…	Select…
   Save the current settings to a file	Export Settings
   Load settings from a JSON file	Import Settings, then choose the .json file in the file chooser
   Replace the current settings with the default settings	Reset to Defaults, then confirm azure-claude, 2000 maximum tokens, 0.7 temperature, streaming enabled, and automatic saving enabled

Result: The selected advanced values are applied, or the settings are exported, imported, or reset according to the action you selected.

Handle provider and settings branches

The provider and settings areas change their available path according to the returned provider list, provider availability, and the action you choose.

Steps

1. Choose the path that matches what is on screen.

   If you see…	Follow this path
   No AI providers configured.	Configure the environment before selecting a provider.
   ● Unavailable	Select an available provider; Test Connection is disabled for the unavailable provider.
   Testing...	Wait for the test result before interpreting the provider status.
   Import Settings	Choose a .json file when the file chooser opens.
   Reset to Defaults	Use the default settings listed in Adjust advanced AI settings.

Result: You follow the branch that matches the provider or settings state shown on screen.

Handle configuration problems

Configuration problems are shown at the point where provider loading, connection testing, or settings-file handling stops the action.

When provider loading fails, the page displays AI settings failed to load. followed by the provider error message.

Result: The message identifies whether the problem occurred while loading providers, testing a provider, importing a file, or reaching the settings route.

What to do next

After you understand the provider and advanced settings, use the configuration procedure for the ordered setup task or return to the overview for the wider AI workspace context.

• Continue with Configure AI to change the settings in order.
• Read AI Configuration overview for the wider AI configuration and workspace context.
• Support-agent chat and agent-management controls belong to the separate support-agent surfaces.

The settings note is titled Settings Storage. It states that settings are stored locally in the browser, persist across sessions, and do not sync across devices unless you export and import them manually.