You can use AI creative assistance when writing emails or notes in Ezekia using 'Open AI', to augment your records with data from the internet, or to analyse your data in the Query Builder or almost any other screen in Ezekia. Alternatively, you can use an MCP connection to connect ChatGPT to Ezekia. A link to this process can be found at the bottom of this page.


Note: OpenAI and ChatGPT are two distinct products offered by the same company, although you can log in to both using the same login credentials. 


Setup OpenAI

You only need one OpenAI account, which will be used by all the users in your firm.  Ezekia can be used with either a personal OpenAI account or with a business OpenAI account, but there are advantages in choosing the business account:

  • It allows you to 'opt out' from allowing OpenAI to learn from the data you send it (see below). This is not possible on personal accounts.
  • The business account gives a predictable quota rather than “use until your credits run out.”


An administrator will need to sign up for an account at https://platform.openai.com. Once that is up and running, they can obtain an API key (a long string of letters and numbers that identifies your account) from OpenAI.  To do this, in OpenAI, the administrator can click on the 'API Keys' tab.  On this page, click 'Create a new secret key' to create a key with full access. Copy the new key provided into your clipboard.


In Ezekia, the administrator can connect OpenAI by navigating to Settings, then AI, and finally OpenAI Settings in the tabs at the top.  There, they can paste the API key and activate the new function.


As profile data can now be sent to Open AI for summarisation, to comply with privacy rules, it is important that you opt out of allowing Open AI to learn from the data it is sent.  There is a link to do this on the Settings/Integrations/Open AI page.


Once you have a subscription, the administrator can enable OpenAI in the settings/AI page (under the OpenAI settings tab). There they can choose in Ezekia which GPT model to use (see below). Ezekia AI features only work with models in the GPT-4 range or higher. To help you choose between the two options, GPT5 is more expensive but can produce better results, whereas GPT-4 and GPT-5 mini are much cheaper but may require more prompting to achieve the desired results.


The OpenAI functionality depends on you having sufficient credits available with OpenAI.  If you see this message, it simply means that you have not added credits to your OpenAI account or that you have run out of credits. If you have switched from ChatGPT to OpenAI, you may need to provide payment details to OpenAI before it will work.

OpenAI will start working again if you purchase additional credits.


Using AI in Ezekia

The following FAQ articles describe how to use the various AI facilities in Ezekia: