Threadline

This is the guide your customers will see. Your purchase also includes the Owner guide, written for you: installing, updating and running your SaaS. It comes inside the download, and you can read it here first. Here the guide says “Threadline”; on your server it shows your own platform name.

Your Own AI Key

What it is

Settings, AI (Admins) shows which AI answers your customers, and whose account pays for it. Depending on your plan, the page says one of three things:

Your plan What it means
AI included The AI comes with your plan. There is nothing to set up.
AI included, or use your own AI key The AI comes with your plan, and you may switch to your own AI provider account instead.
Bring your own AI key The AI only answers once you add a key from your own AI provider account.

You can see which one you have on Settings, Plans.

What problem it solves

With your own key, you choose the AI provider and model, you pay the provider directly for exactly what you use, and the plan's monthly AI limit no longer applies to you.

How it works

  • You add a key from one of the AI providers listed on the page (for example OpenAI, Anthropic, Google Gemini or OpenRouter), then pick a chat model (it writes the answers) and an embedding model (it makes your knowledge base searchable). Anthropic has no embedding models, so pick another provider for that.
  • Each new key is tried with one tiny request before it is saved. A key the provider rejects is not saved, and the page tells you why.
  • Once your key is saved, everything the AI does in this workspace uses it: answers, drafts, Ask your data, social posts, voice notes and knowledge base processing.
  • Keys are stored encrypted. After saving, only the last four characters are ever shown.
  • If your key stops working (it was revoked, or your account ran out of credit), the AI hands conversations to your team, Admins get a notification, and the page shows the provider's message under that key. Fix it by typing a new key and saving.
  • If your plan needs your own key and none is saved, the AI does not answer and conversations go to your team until you add one.

Set up your own key

  1. Open Settings, AI.
  2. Next to the provider you use, click Get a key and create a key in your provider account.
  3. Paste it into that provider's API key field.
  4. Choose the Chat provider, Chat model, Embedding provider and Embedding model.
  5. Click Save.

To change a key later, type the new one and save. Leaving a key field blank keeps the saved key. To delete one, tick Remove this key.

Your knowledge bases when you switch

A knowledge base is stored as vectors made by one embedding provider, and it can only be searched with a key for that same provider.

  • If your new keys still include that provider, the knowledge base keeps working as it is, at no cost.
  • If they do not, you are asked first, with the list of knowledge bases affected. Click Save and re-embed and they are processed again with your new embedding model. Your documents, edits and settings are kept.
  • While a knowledge base is being re-embedded (usually a few minutes), the AI hands its questions to your team.
  • If a knowledge base ever shows frozen (for example after a plan change), open it and click Re-embed to process it again with the AI you use now.

Stop using your own key

On a plan where your own key is optional, click Stop using my own key. The AI goes back to the AI included in your plan, and any knowledge base that needs it is re-embedded after you confirm. On a plan that requires your own key you can replace it, but not remove it.

Common questions

Who can open this page? Admins, and team members whose role can manage workspace settings.

Does my own key count toward my plan's AI limit? No. Calls on your own key are billed by your provider and never count toward the plan's monthly AI limit.

I moved to a plan with AI included. What happens to my key? It stays saved but unused, and takes over again if you move back to a plan that allows it. You can delete it from the same page.

Something is wrong with my key and I cannot fix it. Contact support.