Define AI Provider

Nected AI Copilot uses Claude by default and includes up to 5 free chats. To use Copilot beyond the free limit — or to use your own Claude model — you need to connect an AI provider integration.

There are two ways to add an AI provider: through the Integrations page or directly from the Copilot chat window.

Method 1: Add AI Provider from the Integrations Page

This is the recommended path for setting up a new provider from scratch.

Step 1: From the left navigation, go to Integrations.

Step 2: On the Integrations page, click Add New Integration or the + button.

Step 3: In the integration type selector, choose AI Model (or search for Claude, OpenAI, or the model you want to connect).

[Screenshot: Integration type selector with AI Model option]

Step 4: Fill in the required fields:

• Integration name — a label for this integration (for example, "My Claude API")

• API Key — your API key from the provider (for example, from Anthropic's console for Claude)

• Model — select the specific model version you want to use

Step 5: Click Save. The integration will be created in Draft state by default.

Step 6: To make this integration available in the Copilot chat window, you must Publish it. Click the Publish button on the integration card or detail view.

Important: Only published integrations appear in the Copilot chat window. Draft integrations are not shown.

Once published, the integration is ready to be selected inside the Copilot chat window.

Method 2: Add or Select AI Provider from the Copilot Chat Window

If you already have a published integration and want to activate it for Copilot, or if you want to quickly jump to creating a new one, you can do this directly from the chat.

Step 1: Open Nected AI Copilot Beta from the Home page.

Step 2: In the chat window, click the Settings (gear) icon. This opens the Copilot settings panel.

Step 3: In the settings panel, you can:

• Set the Max Tokens limit for responses

• Select an Integration from the dropdown, this list shows all your published AI model integrations

Step 4: Select the integration you want to use from the dropdown and confirm your settings.

Note: Only published integrations are listed here. If you do not see your integration in the dropdown, go back to the Integrations page and make sure it has been published.

Step 5 (Optional): Create a new integration from here. If you want to add a new provider without leaving the chat, click the + (plus) icon next to the integration dropdown. This takes you directly to the Integrations page where you can create and publish a new model integration. Once published, return to the chat settings to select it.

After Setup

Once an integration is selected, Copilot will use that model for all subsequent chats in your workspace. You can change the integration at any time by returning to the chat settings panel.

Recommendation: Nected's Rules and Workflows are optimized for Claude. If you are connecting your own model, use a Claude-based model for the best results.