AI Chat Settings
Configure AI assistant behavior and capabilities
Model Configuration
GPT-4o Mini - Optimized for financial advisory
0.70
Creative
System Prompt
Define AI behavior and response guidelines.
Features & Capabilities
Knowledge Base Integration
Access your documents and policies
Client Context Awareness
AI uses client data for personalized advice
Smart Suggestions
AI suggests relevant topics and follow-ups
AI Model Information
Changes take effect immediately for all new conversations. Existing conversations will use the previous settings.