Adding an OpenAI API Key

These features require an OpenAI API key in order to leverage their chat API:

1. Conversation Q&A

2. Auto-Contact Creation

Add a Remote Site to OpenAI

Before you add an API key, you have to grant Goldie access to OpenAI's servers by adding a Remote Site setting:

1. In Salesforce go to Setup and find the page "Remote Site Settings".

2. Click the button "New Remote Site"

3. Add a new remote site called "OpenAI" with the URL https://api.openai.com/v1/chat/completions

4. Click "Save".

Generating an OpenAI API Key

1. Create or login to your OpenAI account at https://platform.openai.com/

2. Open this URL: https://platform.openai.com/organization/api-keys

3. If your account has access to multiple "organizations", make sure you select the right one in the top right corner.

4. Click the button "Create new secret key" to open the modal "Create new secret key".

5. In the modal "Create new secret key" add a name to your key like "Goldie/Salesforce prod" so you can later identify the purpose of the key easily.

6. For good measure create a "Restricted" key with the only "Write" permissions to "Model capabilities" (leave all others at "None")

7. After clicking "Create key" the modal "Save your key" displays the new key. Copy the API key to the clipboard and leave this modal open for now.

Adding the API Key to Goldie

1. In Salesforce click on the App Launcher and find the item "Goldie Setup".

2. In the Goldie Setup Page find the section "AI Model Settings".

3. Click the button "Edit OpenAI API Key" and paste the API key from before into the text box of the modal.

4. Click the button "Test OpenAI Connection". The button should turn green.