{"versionId":"43b7d73c-113d-44e7-2ad1-08def342dbdd","articleId":"31f5a0e7-6b6d-42c7-85f2-08def342dbdd","title":"Coming soon: AI Providers","tags":["Models","System admin","All articles"],"content":"<html><head></head><body><p>Use AI Providers in Theta Assist to connect your own AI provider accounts and make additional models available in your workspace.</p>\n<p>This feature is for system administrators who want more control over which providers and models are available, including bring-your-own-provider set-up, provider-specific models, and models used for background system processing.</p>\n<div class=\"mce-toc\">\n<h2>Quick links</h2>\n<ul>\n<li><a href=\"#what-ai-providers-are\">Bring-your-own provider</a></li>\n<li><a href=\"#before-you-start\">Before you start</a></li>\n<li><a href=\"#open-ai-providers\">Open AI Providers</a></li>\n<li><a href=\"#add-an-ai-provider\">Add an AI provider</a></li>\n<li><a href=\"#add-a-provider-model\">Add a provider model</a>\n<ul>\n<li><a href=\"#mcetoc_1jvadj9o07n\">What to check before adding a model</a></li>\n</ul>\n</li>\n<li><a href=\"#configure-a-provider-model\">Configure a provider model</a></li>\n<li><a href=\"#test-and-enable-a-model\">Test and enable a model</a></li>\n<li><a href=\"#where-provider-models-appear\">Where provider models appear</a></li>\n<li><a href=\"#how-model-switching-works-in-threads\">How model switching works in threads</a></li>\n<li><a href=\"#troubleshooting\">Troubleshooting</a>\n<ul>\n<li><a href=\"#the-provider-will-not-connect\">The provider will not connect</a></li>\n<li><a href=\"#the-model-is-added-but-not-usable\">The model is added but not usable</a></li>\n<li><a href=\"#the-model-does-not-show-capabilities\">The model does not show capabilities</a></li>\n<li><a href=\"#a-user-cannot-switch-to-a-provider-model\">A user cannot switch to a provider model</a></li>\n<li><a href=\"#i-am-not-sure-which-provider-to-support\">I’m not sure which provider to support</a></li>\n</ul>\n</li>\n<li><a href=\"#related-articles\">Related articles</a></li>\n</ul>\n</div>\n<h2 id=\"what-ai-providers-are\">Bring-your-own provider</h2>\n<p>AI Providers let you connect external AI services to Theta Assist using your own account and API key.</p>\n<p>This means you can:</p>\n<ul>\n<li>connect supported providers such as Google or Anthropic</li>\n<li>add models from those providers</li>\n<li>test whether a model works in Theta Assist</li>\n<li>choose which models are available for assistants and threads</li>\n<li>choose which models Theta Assist uses for some background system tasks</li>\n</ul>\n<p>This is a <strong>bring your own provider</strong> feature. Theta Assist does not create the provider account for you.</p>\n<h2 id=\"before-you-start\">Before you start</h2>\n<p>Before you add an AI Provider, make sure you have:</p>\n<ul>\n<li>system administrator access in Theta Assist</li>\n<li>an account with the provider you want to connect</li>\n<li>the required API key or connection details for that provider</li>\n<li>enough information to configure the model correctly, such as supported capabilities and context window if needed</li>\n</ul>\n<p>Some provider APIs do not return all the information Theta Assist needs. You may need to check the provider’s own documentation before enabling a model.</p>\n<h2 id=\"open-ai-providers\">Open AI Providers</h2>\n<ol>\n<li>Go to <strong>Admin &gt; Configuration &gt; AI Providers</strong>.</li>\n</ol>\n<p>You will only see this area if AI Providers are enabled for your environment.</p>\n<h2 id=\"add-an-ai-provider\">Add an AI provider</h2>\n<ol>\n<li>Go to <strong>Admin &gt; Configuration &gt;&nbsp;AI Providers<br></strong>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/pasted_image_article_ai-providers_1fa65b78-7855-46d7-961b-c04c3e47793f.png\" alt=\"Add AI provider\" width=\"800\" height=\"167\"></div>\n</li>\n<li>Select <strong>Add provider</strong>.</li>\n<li>Choose the connection type.<br>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/pasted_image_article_ai-providers_9141a6bb-ae4b-4c0a-9a9d-6d071ea978a4.png\" alt=\"AI providers connection types\" width=\"800\"></div>\n</li>\n<li>Enter the required connection details, such as the API key.</li>\n<li>Select <strong>Save changes</strong>.</li>\n</ol>\n<p>Depending on the provider type, you may be connecting directly to the provider’s own API or to a custom API endpoint.</p>\n<p>In general:</p>\n<ul>\n<li><strong>Native providers</strong> connect to a supported provider’s own API</li>\n<li><strong>Custom providers</strong> let you enter your own compatible endpoint details</li>\n</ul>\n<h2 id=\"add-a-provider-model\">Add a provider model</h2>\n<p>After you connect a provider, you can add one or more models from that provider.</p>\n<ol>\n<li>Click <strong>Manage</strong> to open the provider you want to use.</li>\n<li>Select the option to add a model.</li>\n<li>Add manually if you know the model you want to use, or use the Discover tab to find models Choose a model from the available list, or enter the exact model details if required.</li>\n<li>Save the model.</li>\n</ol>\n<p>When a model is first added, it will appear in a disabled state ready for review.</p>\n<h3 id=\"mcetoc_1jvadj9o07n\">What to check before adding a model</h3>\n<ul>\n<li>Non-chat models can appear on the list — image, embedding, audio, moderation and&nbsp;reranking — as do models that don't support the chat-completions API. Use&nbsp;<strong>Test</strong>&nbsp;to confirm what a model actually serves.</li>\n<li>Check the provider's documentation for the exact id: some need a specific versioned or inference-profile id.</li>\n<li>Whatever the listing reports is stored for you — display name, description, context window, and capability flags where it declares them. Anything unreported stays off, to set on the Models page.</li>\n<li>A model can't be enabled until its context window is set.</li>\n<li>If you test a model and exactly one API shape works, that shape is saved on it automatically.</li>\n</ul>\n<h2 id=\"configure-a-provider-model\">Configure a provider model</h2>\n<p>Before a provider model is ready to use, review its settings carefully.</p>\n<p>Check whether the model supports the features you need, such as:</p>\n<ul>\n<li>chat</li>\n<li>tool calling</li>\n<li>structured outputs</li>\n<li>image input</li>\n<li>reasoning</li>\n<li>context window size</li>\n</ul>\n<p>Some of this information may be filled automatically. In other cases, you may need to enter or confirm it yourself.</p>\n<p>If Theta Assist cannot confirm a capability automatically, do not assume it is supported. Check the provider documentation first.</p>\n<h2 id=\"test-and-enable-a-model\">Test and enable a model</h2>\n<p>Use the test option to confirm the model is usable before you enable it for wider use.</p>\n<ol>\n<li>Open the provider model.</li>\n<li>Review the configuration.</li>\n<li>Select <strong>Test</strong>.</li>\n<li>Check the result.</li>\n<li>If the test succeeds, enable the model.</li>\n<li>Select <strong>Save changes</strong>.</li>\n</ol>\n<p>Testing helps confirm things like:</p>\n<ul>\n<li>the API key is valid</li>\n<li>the model can be reached</li>\n<li>the model is usable in Theta Assist</li>\n</ul>\n<p>If the test fails, review the provider connection details and model settings before trying again.</p>\n<h2 id=\"where-provider-models-appear\">Where provider models appear</h2>\n<p>Once enabled, provider models can also be accessed via <strong>Admin &gt; Configuration &gt; Models.<br></strong></p>\n<p>You can filter by provider:</p>\n<p>&nbsp;</p>\n<div><strong><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/pasted_image_article_ai-providers_39e64e15-9789-4369-b884-eb383084e7f0.png\" width=\"800\"></strong></div>\n<p>&nbsp;</p>\n<h2 id=\"how-model-switching-works-in-threads\">How model switching works in threads</h2>\n<p>Users may be able to switch models during a thread, but this depends on what has already happened in that thread.</p>\n<p>For example, if a thread has already used a feature that a provider model does not support, Theta Assist may prevent switching to that model.</p>\n<p>This helps avoid broken or inconsistent behaviour.</p>\n<p>&nbsp;</p>\n<h2 id=\"troubleshooting\">Troubleshooting</h2>\n<h3 id=\"the-provider-will-not-connect\">The provider will not connect</h3>\n<p>Check that:</p>\n<ul>\n<li>the API key is correct</li>\n<li>the endpoint or provider type is correct</li>\n<li>your provider account is active</li>\n<li>the provider allows access from your environment</li>\n</ul>\n<h3 id=\"the-model-is-added-but-not-usable\">The model is added but not usable</h3>\n<p>Check that:</p>\n<ul>\n<li>the model has been tested successfully</li>\n<li>the model is enabled</li>\n<li>the model supports chat use in Theta Assist</li>\n<li>required capabilities have been configured correctly</li>\n</ul>\n<h3 id=\"the-model-does-not-show-capabilities\">The model does not show capabilities</h3>\n<p>Some providers do not return complete capability data.</p>\n<p>If this happens:</p>\n<ul>\n<li>check the provider documentation</li>\n<li>update the model settings manually if needed</li>\n<li>test the model before enabling it</li>\n</ul>\n<h3 id=\"a-user-cannot-switch-to-a-provider-model\">A user cannot switch to a provider model</h3>\n<p>This can happen if the current thread has already used a feature the target model does not support.</p>\n<p>For example, a thread may not be able to switch from one model type to another after using features such as code interpreter or file search.</p>\n<h3 id=\"i-am-not-sure-which-provider-to-support\">I’m not sure which provider to support</h3>\n<p>Start with providers and models that:</p>\n<ul>\n<li>your team already has accounts for</li>\n<li>support the features you need</li>\n<li>have clear documentation</li>\n<li>fit your cost and governance requirements</li>\n</ul>\n<h2 id=\"related-articles\">Related articles</h2>\n<ul>\n<li><a href=\"https://help.thetaassist.ai/article/models-admin-guide\" target=\"_blank\" rel=\"noopener\">Models | Admin guide</a></li>\n<li><a href=\"https://help.thetaassist.ai/article/feature-limitations-on-byo-api-key-and-azure-plans\" target=\"_blank\" rel=\"noopener\">Feature limitations on BYO API key and Azure plans</a></li>\n</ul>\n<p>&nbsp;</p></body></html>","description":"Connect your own AI providers in Theta Assist, add provider models, and configure how those models are used across assistants, threads, and system processing.","isMarkdown":false,"publishedOnUtc":"2026-09-21T03:37:09.0238993","modifiedOnUtc":"2026-08-05T22:42:41.3698018"}