AI profile

An AI profile is a setting that bundles the connection method, permissions, and fixed context for the LLM the AI agent uses. It's also used by LLM actions in workflows.

Create and manage AI profiles from global nav > Workspace settings > AI profiles. While chatting with the AI agent, you can switch the profile in use from AI profile in the input field.

Types

From New AI Profile, choose one of the following.

Type	Description
Managed	Uses an AI model managed by Codatum. No API key is required
Custom	Uses an API key for OpenAI / Anthropic / Gemini / Vertex AI / OpenRouter / Fireworks / Amazon Bedrock, and more

Custom might not be available, depending on your contract.

Creating and managing

1. Open global nav > Workspace settings > AI profiles.
2. From New AI Profile, choose Managed or Custom.
3. Enter each item, then select Create.

You can open an existing profile from the list and change it with Update.

Settings

Name

The display name of the profile.

Model selection / provider / model

• Managed: choose a model tier (a selection based on intended use) under Model selection. You can't specify a provider or an individual model name.
• Custom: configure the provider, model, and API key, among other settings.

For Amazon Bedrock, configure a Bedrock API key and region.

Context

Specify content to always reference when the AI agent runs (optional).

Item	Description
Notebooks and folders	Loads a linked notebook, or the notebooks within a linked folder. You can also specify folders or notebooks within a teamspace
Plain text	Additional instructions or descriptions passed as text

If you link a folder, the notebooks within it are loaded. If you link a folder within a teamspace, using that AI profile requires view permission on the target folder.

WARNING

When a workflow runs, the AI profile's context isn't loaded.

Tool permissions

Restricts what the AI agent can use, on top of the executing user's permissions.

Item	Choices / content
Notebook access	All accessible notebooks / Current notebook only
Connection access	All accessible connections / Allow only selected / Deny selected
Connector access	Off / Allow only selected connectors / All connectors
Web search	Off / Allow specific domains / On
Web fetch	Off / Allow specific domains / On

For domain specification, you can use formats such as example.com or *.example.com.

Sharing

Manage which members and groups can use the profile.

Target	Description
Workspace Owner	Always included (fixed)
Workspace members	Grants access to all members
Group / individual members	Add from Add group or member. Choose the role: Owner or User

• Owner: can edit the profile, among other things.
• User: can chat using this AI profile.

Save conversations to logs

When turned on, conversation messages using this AI profile can be reviewed in Agent usage session details.

Cost tracking

For a Custom AI profile, turn on Cost tracking to record an estimated cost. The AI profile detail page displays the recorded amount as This month (estimated).

For a fixed model, enter the USD price per 1 million tokens for Input, Cached input, and Output. When default pricing is available for the model, the fields are prefilled. Select Reset to default to restore the current default pricing.

When Model is Auto, the estimate uses the default pricing for the model selected at runtime.

Estimated costs have the following characteristics:

• Only usage while cost tracking is on is recorded.
• Changing a price doesn't recalculate previously recorded estimates.
• Estimates don't include cache-write premiums, provider discounts, batch pricing, or currency conversion.
• Some retries and failed requests might not be recorded.
• Estimates might differ from the amount billed by the provider.

Usage limits

You can set a cost limit per AI profile (optional). There are two kinds of limits, and you can set both.

Item	Description
Profile limit	A limit on total usage for this profile.
Per-user limit	A limit on usage started directly by each user. Usage through a workflow or API key isn't included.

Specify the amount in USD, and choose a period of Monthly, Weekly, or Daily. Periods must be unique within a scope. You can set up to 3 limits per scope. See Limits.

Periods reset on the UTC calendar, and weeks start on Monday. When any limit is reached, new runs with that profile are rejected. The error includes the reset time in UTC. If you set multiple periods, exceeding any one of them stops new runs.

The check runs before a turn starts. An in-progress turn may finish even if it would exceed the limit.

• Custom: You can configure limits when Cost tracking is on. Limits use estimated cost. Turning tracking off means limits are no longer applied, but saved limit settings are kept.
• Managed: Configure limits under Usage limits. Limits use the billed cost of this profile. This is independent of the workspace monthly usage limit; whichever is reached first stops new runs.

Start screen

You can configure the welcome text shown when a chat starts, and suggested prompts (optional).