The AI providers are plan-gated. If AI isn’t included in your plan, the tiles still appear but
you can’t open them — see Plan gating below and Plans.
Connect your key
1
Create an API key at OpenAI
In your OpenAI account, go to Settings → API keys and create a key. It starts with
sk-. Copy it — OpenAI shows the full key only once.2
Open the OpenAI tile
In DMLY, go to Integrations and select the AI tab, then select OpenAI. The
panel’s Setup guide points you to platform.openai.com if you still need a key.
3
Paste the key and connect
Paste the key into API key and connect. The tile then reads Connected, and the
knowledge base controls appear on the panel.
4
Use it in a flow
Connecting a provider changes nothing on its own. Open a flow, add the AI step, and pick
an OpenAI model there. See AI replies.
What it powers
AI replies
The AI step writes the reply instead of you scripting it, using your prompt and the
conversation so far.
File search
The AI searches documents you’ve uploaded — your price list, policies, FAQs — and answers
from them.
Web search
The AI can look something up on the web while writing a reply.
Tools
The AI can tag a contact, book an appointment and use the other actions you allow it.
Your knowledge base
The AI’s knowledge base is built from Vector stores on the OpenAI panel: a store is a group of documents the AI can search while it writes a reply. Create a store, then add documents to it — upload a PDF, TXT or MD up to 20 MB, or paste a web address and DMLY fetches the page and indexes it for you. Uploading documents doesn’t make the AI use them. In the flow’s AI step you turn on Document search (File Search) and pick which stores that step can read. If no store is picked, the AI answers from its own general knowledge and your prompt only. Full detail in Knowledge base.Vector stores exist only for OpenAI and Google Gemini. Claude and DeepSeek can’t search your
documents at all — if a knowledge base matters to you, those two are not an option.
Try it before it goes live
The AI step’s Playground tab in the flow builder lets you send a test message and see the reply the AI would produce, along with which tools it decided to call. Nothing there reaches a real contact: no message is sent, nothing lands in the Inbox, and contact actions are simulated rather than actually applied. It’s the safe place to check a prompt before you publish the flow.Choosing a provider
All four AI providers connect the same way — an API key on their tile in the AI tab. They differ in what the AI can then do:Plan gating
What you see when AI isn't in your plan
What you see when AI isn't in your plan
The four AI tiles — OpenAI, Claude, Google Gemini and DeepSeek — stay visible
on the Integrations page so you can see what’s there, but they don’t open. Each tile shows
a Plan locked badge instead of its status badge, and the action reads
Upgrade. Selecting the tile shows: “The AI Agent isn’t included in your plan. Upgrade to
connect OpenAI, Claude, Gemini or DeepSeek.”Whether AI is included depends on your plan — see Plans and
Upgrading.
You had AI connected and it stopped working
You had AI connected and it stopped working
The gate is enforced on the server, not just on the tile. If a workspace moves to a plan
without AI, an OpenAI key that’s already connected stays stored but is no longer usable:
connecting or re-saving a key, the vector stores and the Playground are all blocked, and the
AI step is skipped when a flow runs. Move back to a plan that includes AI and the same key
works again — you don’t need to reconnect.

