OpenAI

OpenAI Integration

The OpenAI integration powers Quickfire’s AI features, including summaries, extraction, automation, and intelligent workflows.

It is not a chatbot bolted onto the side. It is a core engine used across the platform.

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What This Integration Does

OpenAI is used to:

• Generate client summaries
• Summarize calls and emails
• Extract structured data from text
• Power task agents and automations
• Assist with proposal and document workflows

Different models are used for different jobs, balancing speed, cost, and accuracy.

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How It Shows Up in Quickfire

AI-powered features appear throughout the system:

• Client Info and Recent Activity
• Call summaries and transcriptions
• Smart agents and action buttons
• Proposal preparation and data cleanup
• Search and navigation assistance

AI outputs are always explainable and traceable back to their source data.

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Configuration Overview

Configured under Settings → Integrations → AI.

You’ll provide:

• An OpenAI API key
• Optional model preferences
• Usage and safety settings

Keys can be rotated without redeploying the application.

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Why It Matters

AI in Quickfire is not about novelty. It’s about removing friction, reducing re-keying, and giving staff better context faster.