Configure Nue AI

nue ai contain docid\ qxfpfmipj8swhdqsx7qhe and docid\ rua3gafej p9h4wdpr2l2 , delivered through user friendly chatbots embedded directly in the nue app and nue for salesforce in this article, you will learn about how to access the ai settings panel and choose your ai model provider how to bring your own api key and model or use nue’s managed defaults how to customize and test prompts for quote, order, and customer summaries how to verify your setup using built in ai summary entry points in the app nue ai goes far beyond quote, order, and customer summaries explore nue mcp servers and nue chatbots to learn more about the full range of nue api capabilities license a tenant with the nue ai license enabled existing tenants do not have it by default and must be explicitly granted the nue ai license please contact your account executive to acquire nue ai licenses permissions required after nue ai licenses are enabled, the following functional permissions become available for user roles permission description access ai model allows users to access and use the configured ai models within nue view customized prompts enables users to view existing customized ai prompts configure ai model grants the ability to configure and manage ai model settings customer chatbot provides access to interact with the embedded customer facing chatbot experiences customize prompts allows users to create, edit, and manage custom ai prompts for different use cases access control access to nue mcp servers is managed through a nue api key the nue user roles associated with the api key determine data access control for mcp tools access to nue chatbots (both in the nue app and salesforce) is controlled through user authentication in nue and salesforce, respectively the user roles associated with the authenticated user in nue platform mapped to the salesforce user determine the level of data access within chatbot interactions configure ai model you have two options for how nue calls ai use nue’s default provider choose from gpt, claude, or gemini nue intentionally does not expose the exact model versions and reserves the right to select the most stable and economical model with the chosen vendor for quality and reliability bring your own provider and api key enter your api key this routes calls through your account for full control and direct vendor billing to configure ai model choosing, follow the steps below login to nue, and go to system settings > ai model the ai panel appears for users with the manage ai settings permission and lets you choose a provider and manage connection details choose a managed default or bring your own provider and api key if you choose to bring your own provider and api key, the following models are currently supported openai gpt 5, gpt 4o and gpt 4o mini anthropic claude opus 4, claude haiku, claude sonnet 4 gemini gemini pro, gemini ultra, gemini flash after the ai model configuration is saved or updated, the changes will take effect within a few minutes choose ai provider and model customize ai prompts with the functional permission nue ai · customize prompts you can tailor the tone and focus of three summary types quote summary order summary customer summary these customized prompts are applied directly to the corresponding mcp tools — specifically generatequotesummary generateordersummary generatecustomersummary once customized, these prompts are used to generate tailored responses through both the chat api and nue chatbots , as well as through any individual buttons or ui elements where these tools are invoked this allows you to align ai generated outputs with your organization’s preferred tone, style, and business priorities consistently across experiences we will take "generate quote summary" as an example to customize and manage prompts, follow the steps below login to nue, and navigate to settings > ai > generate quote (or order / customer) summary use search and select to pick a sample quote, order, or customer to test your prompt quote search shows the last 10 quotes by most recently modified; order search shows the last 10 active orders by activated date; customer search is by name and can use customer graphql behind the scenes enter your custom prompt the following is an example prompt example custom prompt for quote summary write a clear and concise summary of this quote for an account executive focus on deal size, products included, contract terms, and any ramped pricing or discounts highlight any anomalies or special clauses that might require approvals keep the language professional and actionable under 300 words only select a quote and click test to run the prompt nue calls its chat api and uses the mcp tool (in this example, generatequotesummary ) to produce a result for the selected record the quote summary will be displayed with an example shown below click save to store your prompt in draft, or use this prompt to activate it immediately to in use you can continue testing while in use, and you can restore to system default at any time, which sets it back to draft enable nue ai in nue on salesforce please follow the steps below to enable nue chatbots for example, customer chatbot in nue on salesforce activate nue ai trusted url before using the nue ai chatbot in salesforce, you must add the nue ai url to salesforce’s trusted urls this ensures that salesforce allows the chatbot modal to load securely within the salesforce environment log in to salesforce as a system administrator and navigate to setup on the quick find box, type trusted urls look for trusted url with api name nue domains click on edit action, and check 'active' checkbox click 'save' activate nue chatbot trusted url publish the products, pricebooks and price tags nue ai leverages nue commerce apis to retrieve your subscriptions, products, prices, and pricing tags in real time this enables the chatbot and agentic services to retrieve accurate product and pricing information for quoting, subscription management, and customer summaries to ensure this information is displayed clearly, make sure that your products, price books, and pricing tags are published in nue if these records remain in draft or unpublished states, nue ai will still reference them but may display internal ids instead of user friendly names in the chatbot publishing your pricing data ensures that ai generated responses are both accurate and human readable , improving the overall experience for your teams please follow the guides below to publish your products, pricebooks and price tags for nue ai to access docid\ pg0yiguylqlytnxxbligh docid\ hmmwgyyxzlf9noicd bju