AI Assistant — Deployment

Operational notes for the billable ai Marketplace module and prepaid credit packs.

Companion readiness audits:

• Platform AI (credits / BYOK / gateway): AI production readiness
• Workspace search 1.3.0: AI workspace search production readiness
• Help Desk triage tools 1.4.0: AI Help Desk triage production readiness
• Task triage tools 1.5.0: AI Task triage production readiness
• Opportunity triage tools 1.6.0: AI Opportunity triage production readiness
• Invoice triage tools 1.7.0: AI Invoice triage production readiness
• Expense triage tools 1.8.0: AI Expense triage production readiness
• Project triage tools 1.9.0: AI Project triage production readiness
• Purchase Order triage tools 1.10.0: AI Purchase Order triage production readiness
• Payment triage tools 1.11.0: AI Payment triage production readiness
• Lead assign + note tools 1.12.0: AI Lead assign + note production readiness
• Estimate triage tools 1.13.0: AI Estimate triage production readiness
• Quotation triage tools 1.14.0: AI Quotation triage production readiness
• Credit Note triage tools 1.15.0: AI Credit Note triage production readiness
• Leave triage tools 1.16.0: AI Leave triage production readiness

What ships

Piece	Notes
Catalog	ai ($29/$290) 1.16.0, packs ai-credits-1k / 5k / 20k (require ai)
Migrations	2026_08_21_010000 register · 010100 permissions · 010200 tables · 010300 version bump 1.0.1 · 150423 version bump 1.1.0 · 2026_08_25_120000 version bump 1.2.0 · 2026_08_31_200000 version bump 1.3.0 (search_workspace) · 2026_09_15_040000 version bump 1.4.0 (Help Desk triage tools) · 2026_09_15_050000 version bump 1.5.0 (Task triage tools) · 2026_09_15_060000 version bump 1.6.0 (Opportunity triage tools) · 2026_09_15_070000 version bump 1.7.0 (Invoice triage tools) · 2026_09_15_080000 version bump 1.8.0 (Expense triage tools) · 2026_09_15_090000 version bump 1.9.0 (Project triage tools) · 2026_09_15_100000 version bump 1.10.0 (Purchase Order triage tools) · 2026_09_15_110000 version bump 1.11.0 (Payment triage tools) · 2026_09_15_120000 version bump 1.12.0 (Lead assign + note tools) · 2026_09_16_010000 version bump 1.13.0 (Estimate triage tools) · 2026_09_16_020000 version bump 1.14.0 (Quotation triage tools) · 2026_09_16_030000 version bump 1.15.0 (Credit Note triage tools) · 2026_09_16_040000 version bump 1.16.0 (Leave triage tools)
Scheduler	ai:rollover-monthly-credits (daily UTC period rollover)
Rate limits	throttle:ai (30/min) on message send + Lead Copilot
Queues	None AI-specific — chat/copilot run synchronously on the web request

Central configuration

Configure under Central → Settings → AI (encrypted settings store — not primarily .env):

• ai_enabled, ai_allow_platform, ai_allow_byok
• ai_provider, ai_api_key, ai_api_base_url (Ollama / OpenAI-compatible), default / fast / advanced models
• ai_monthly_included_credits, ai_tokens_per_credit, ai_max_output_tokens
• ai_tool_calling_enabled

Keep APP_KEY stable so stored API keys remain decryptable after deploy.

Tenant configuration

After the workspace entitles ai:

• Settings → AI — requires ai.manage (+ settings.update); mode (platform | byok), provider catalog, optional tenant key and base URL, assistant toggles, instructions
• Platform mode burns EloSync wallet credits (pre-provider ceiling + post-turn burn); BYOK does not

Upgrade

See Upgrade Guide — AI Assistant platform. Migrate-only; do not db:seed in production.

Smoke

1. Central Test AI connection
2. Entitle ai → wallet grant
3. Ask EloSync + Search workspace starter + Lead Copilot
4. Tasks: overdue / due today → propose status/assign/note → Confirm (also smoke complete-only staff → complete)
5. With Help Desk entitled: open tickets → propose status/assign/note → Confirm
6. With Opportunities entitled: list stages / fetch deal → propose stage/assign/note → Confirm
7. Zero credits → HTTP 402 on platform mode

Full checklists: AI production readiness · AI workspace search 1.3.0 · AI Help Desk triage 1.4.0 · AI Task triage 1.5.0 · AI Opportunity triage 1.6.0 · AI Invoice triage 1.7.0 · AI Expense triage 1.8.0 · AI Project triage 1.9.0 · AI Purchase Order triage 1.10.0 · AI Payment triage 1.11.0 · AI Lead assign + note 1.12.0 · AI Estimate triage 1.13.0 · AI Quotation triage 1.14.0 · AI Credit Note triage 1.15.0 · AI Leave triage 1.16.0.