Go to Settings → Integrations → AI, choose the provider (Anthropic, OpenAI, Gemini, Groq, OpenRouter or Mistral), paste your API key and click Check key. Pick one of the models your key can use and click Save. The key is stored encrypted and never shown again. Starter or higher.

Click Write with AI in the email editor or in Broadcasts, say what the email should do, and click Write it. Tick Improve my current draft to rework what you have. You get a subject and a short email in Atlis's layout; nothing changes until you click Use this. It uses your own AI key, connected in Settings → Integrations → AI.

Type a question in the box at the top of Insights (Growth, Scale and the trial) or Revenue (Scale). Your own AI answers from the numbers on that page (counts, rates and amounts, no names) and says which day's data it used. Connect your key first in Settings → Integrations → AI.

Summarize exit survey answers?

Click Summarize with AI above Recovery's latest exit survey answers, your testimonials or the loyalty comments in Insights. Your own AI groups them into a few themes with counts and suggests one next step. Email addresses are hidden first, and nothing is stored.

Is my data sent to openai?

Your AI provider bills you directly; Atlis adds no AI charge. Atlis sends only what each feature needs (your brief, the numbers on the page, or the answers on screen with emails hidden), keeps no answers, and stores your key encrypted on its server, never in your browser or logs.

AI with your own key — Atlis Documentation

On this page

What it does
Privacy and cost
Good to know

1
Get an API key
Create a key at your AI provider: Anthropic (Claude), OpenAI (ChatGPT), Google Gemini, Groq, OpenRouter or Mistral. Gemini and Groq have free tiers. Get a key in Atlis opens the right page.
2
Connect it
Go to Settings → Integrations → AI, choose the provider, paste the key and click Check key. Atlis lists the models your key can use; checking spends no tokens and saves nothing.
3
Pick a model and save
Choose a model and click Save. The key is stored encrypted on Atlis's server and never shown again; Atlis shows its last 4 characters. Change the model, use another key or Disconnect at any time.

What it does

Feature	Where	Plans	What your AI gets
Write with AI	Write with AI in the email editor (Workflows, Recovery, Testimonials, user profiles) and in Broadcasts	Starter, Growth, Scale and the trial	Your brief, the trigger and, if you tick it, your current draft
Ask Atlis	The box at the top of Insights and Revenue	Growth, Scale and the trial on Insights; Scale on Revenue	The numbers on that page: counts, rates and amounts, no names or emails
Summaries	Summarize with AI on Recovery's exit survey answers, testimonials and loyalty comments	Starter, Growth, Scale and the trial	The answers on screen, with email addresses hidden

Write with AI fills the subject and the email in Atlis's simple layout, with your greeting, button and sign-off, and only the email variables Atlis can fill. Nothing changes until you click Use this, and nothing sends until you do. Ask Atlis answers from Atlis's own numbers and says which day's data it used; check important figures on the page.

Privacy and cost

Your AI provider bills you directly for what you use. Atlis adds no AI charge and pays for no AI tokens.
Atlis sends each request with your key and keeps no answers. Your provider's own terms apply to what you send.
Customer text (survey answers, testimonials, comments) is sent as information the AI is told not to follow, with email addresses hidden.
Your key is encrypted on Atlis's server and is never sent to your browser. Atlis never logs it.

Good to know

Atlis keeps your AI bill small: it suggests a lower-cost model first (marked lower cost in the list), asks for short answers, sends only the numbers or answers a feature needs, and reuses an answer when you ask the same question again on the same data.
Up to 30 AI requests per workspace every 10 minutes.
If your provider rejects the key, rate limits it or runs out of credits, Atlis says so in plain words. Fix it at your provider or in Settings → Integrations → AI.
With Claude's newest models, if Claude declines a request Atlis asks it to try a fallback model in the same call.

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