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SmartSuite AI: Managed Connections

SmartSuite AI now centralizes LLM provider connections in a new AI Control Center under Workspace Administration. Workspace admins configure a provider key once, scope it to specific solutions and features, and reuse it across AI Workflow Agent actions and AI Field Agents. Existing configurations migrate automatically; new workspaces get a pre-configured Trial Connection with 100 free requests. Compliance-conscious ITSM teams, GRC programs enforcing model governance, and any organization scaling AI across multiple solutions get the configuration surface that production AI use warrants.
Key Highlights
- Centralized Connection Registry: A new Providers and Models section under Workspace Administration → AI Control Center lets admins add, edit, test, disable, and delete AI provider connections in one place. API keys are encrypted at rest and only visible to workspace admins.
- Solution and Feature Scoping: Every connection is scoped to all solutions or a specific list, and to AI Workflow Agent Action, AI Field Agent, or both. Governance-restricted solutions can be limited to specific approved connections without the risk of stray keys leaking across projects.
- Test Before Saving: Every new or edited connection runs through a live test-connection step (system prompt sent to the provider, response displayed) before the connection saves. A failed test blocks the save; a successful one gates the Next button.
- Usage and Activity Log: Each connection has a Used-In tab showing every automation and Field Agent consuming it, plus an Activity History tab with every API call's status (success or error), filterable and sortable. Three-year retention on activity records.
- Trial Connection Built In: New workspaces get a pre-configured SmartSuite Trial Connection (OpenAI GPT 5.1, 100 free requests) so evaluators and new customers can experience the full AI feature set without configuring their own key first.
How It Works
- A workspace admin opens Workspace Administration and finds the new AI Control Center section with Providers and Models inside.
- Click Edit to open the Providers and Models modal; click Add Connection to start the setup wizard. Pick a provider, enter the required credentials, name the connection, optionally add a description, and set Enable Internet Access for models that support web browsing.
- Click Test Connection. The system sends a test system prompt to the provider and shows the response; a successful test unlocks the Next button.
- Pick a scope of solutions (All Solutions by default, or Only Selected with a solution picker) and pick which features can use this connection (AI Workflow Agent Action, AI Field Agent, or both).
- Save. Automation builders and Field Agent authors now see the connection in their Select Connection dropdown wherever it matches the solution and feature filter, no key re-entry required.
Existing AI Field Agent and AI Workflow Agent Action configurations migrate automatically. Workspaces without a previously-configured key get automatically pointed at the SmartSuite Trial Connection so no automation or agent breaks.