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Project Setup: AI Services.

AI Services (Rapport Services & My Services)

Overview

AI powers your character’s conversation logic. In Rapport, you can configure AI in two ways:

  • Rapport AI Services – Preconfigured and ready-to-go, e.g., ChatGPT (OpenAI), Gemini, Groq. No setup required.

  • My AI Services – Custom integrations created by Workspace Admins using your own provider credentials. Fully reusable across projects.

👉 New to the concept of Services? See our Services Overview for a quick explanation before continuing.

Rapport makes this simple — so you can start with defaults and customise later if needed.

✅ Quick Start Recommendation: Use the default Rapport AI Service that’s preselected when you create a project. You’ll have a working experience immediately, with no setup required.


Quick AI Setup (Default)

When you first open Project Settings > AI, you’ll see a list of Rapport AI Services already configured and ready to use:

  • ChatGPT (OpenAI)

  • Gemini

  • Groq

Each comes with:

  • A default model

  • A pre-set prompt

  • Predefined behaviour settings


Selecting a Different Rapport AI Service

If you want to try a different provider or model:

  1. Click Connect your own AI service or select another

  2. Choose a different Rapport AI Service from the list

  3. Editable fields (like prompt or temperature) can be customised per project


My AI Services (Bring Your Own Credentials)

If your organisation needs specific models, compliance controls, or account-level billing, Workspace Admins can configure My AI Services.

To add one:

  1. Go to Workspace > My Services > AI

  2. Click Add New AI Service

  3. Enter:

    • Service name

    • Provider (OpenAI, Gemini, Groq, etc.)

    • API credentials

  4. Save — the service will now appear in your AI menu for all projects in this Workspace

🧠 Tip: My AI Services are encrypted, reusable, and available across all projects in your Workspace.


Configuring AI in Advanced Settings

For full control:

  1. Go to Project Settings > Advanced Settings > AI

  2. Select:

    • Provider & Model (Rapport Service or My Service)

    • Prompt (tone, behaviour, personality)

    • Advanced Parameters (temperature, top-p, token limits, etc.)

  3. Save — your changes apply immediately

⚠️ Important: Switching to a different AI provider resets the template prompt. Copy your prompt first if you want to reuse it.


AI Types Supported

Rapport supports several AI types, selectable in Advanced Settings > AI:

AI Type

Purpose

Best For

Generative AI

Uses LLMs like OpenAI, Gemini, Groq

Natural conversations, character dialogue

Assistant

Integrates OpenAI Assistants

Structured workflows, tool use

Chatbot

Connects to chatbot platforms (Dialogflow, Lex)

Rule-based flows, scripted responses

Echo AI

Repeats what the user says with TTS voice

Testing character voice setup

Voice Echo

Repeats user input in their own recorded voice

Personalisation demos

Idle (Custom AI)

Programmatic logic

Advanced developer integrations


➕ Adding a New AI Service

Option 1: From Within a Project

  1. Go to Project Settings > Advanced Settings > AI

  2. Expand the provider list

  3. Select Add AI Service

  4. Enter details:

    • Service name

    • Provider (e.g., OpenAI, Gemini, Groq)

    • Credentials (API key or auth details, if required)

  5. Click Create

  6. Adjust preferences (model, prompt, temperature, etc.)

Option 2: From Workspace > My Services

  1. Navigate to Workspace > My Services > AI

  2. Click Add New AI Service

  3. Enter provider name, details, and credentials

  4. Save → This service is now reusable across all projects in the Workspace


Managing AI Services

All My AI Services can be managed under:

Workspace > My Services > AI

From here, you can:

  • Add, edit, or remove services

  • Update credentials securely

  • Reuse across multiple projects

  • Switch between Rapport AI and My AI Services at the project level


Recommended Workflow

  1. Start Simple — Use the preselected Rapport AI Service

  2. Preview & Test — See how your character responds

  3. Customise Prompt — Adjust tone, personality, or behaviour

  4. Switch or Add AI — Choose another Rapport Service or create a My AI Service if needed

  5. Fine-Tune — Use Advanced Settings to tweak parameters like temperature, tokens, etc.


Why It Matters

  • Fast prototyping — Use defaults for instant results

  • Enterprise control — Bring your own credentials with My Services

  • Secure — Credentials are encrypted and stored safely

  • Reusable — My AI Services work across multiple projects

  • Flexible — Switch providers per project without rebuilding

🔧 Need more control? See Advanced Settings (Link)

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