How it Works

Spree AI only works after it is allowed to reach BillSpree and an AI Configuration is assigned to the user. Setup comes first; chat comes after.

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1. Scope an API token

Create an API token and choose which BillSpree actions Spree AI may use (for example Retrieve Bills or Agent Chat). The token acts as that user for the permissions you select.

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2. Confirm the key in API Keys

After you generate the token, it appears under API Keys in BillSpree. Spree AI uses this key when it looks up billing data.

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3. Create an AI Configuration

Open Spree AI setup and add a configuration: provider, model, provider key, and the BillSpree API token. Set the configuration to Active.

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4. Assign the configuration to a user

On the user account, set Spree AI Configuration to the active configuration that employee should use.

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5. Ask in chat

When an active configuration is assigned, the Spree AI robot opens in SpreeSuite. Ask in product language — Spree AI matches the question to billing data the token is allowed to see, then replies in chat. For example questions, see What You Can Ask.