The Platform Settings section in KEBS allows administrators to configure core system preferences including AI model integration, Office 365 mail connectivity, and master data management. These settings ensure your KEBS environment is tailored to your organization’s tools and workflows.
AI Model Settings
Enables AI-powered features across the platform, including smart recommendations, gap-fill suggestions, and deal health scoring through KAIS.
The AI Model Settings page lets you select your preferred AI provider and model, and enter the corresponding API key. This is required for KAIS features to function within your KEBS environment.
How to Configure AI Model Settings
- 1Navigate to Settings from the left sidebar, then expand the Kais section.
- 2Click on AI Model Settings.
- 3In the Model Provider dropdown, select your preferred provider (for example, Chat GPT).
- 4In the Model Name dropdown, choose the specific model you want to use (for example, GPT 4o).
- 5Enter your API Key in the provided field. This key authenticates KEBS with the AI provider.
- 6Click the Save button in the top-right corner to apply your settings.
| Field | What it means |
|---|---|
| Model Provider | The AI service provider (for example, Chat GPT). This is a required field. |
| Model Name | The specific model version from the selected provider (for example, GPT 4o). |
| API Key | The authentication key provided by your AI service provider. This is a required field and is masked for security. |
Mail Settings (Office 365 / MS Teams)
Seamlessly integrates your Office 365 email and Microsoft Teams workflows with KEBS, enabling features like email syncing and calendar-based scheduling.
Certain features in KEBS require an active Office 365 connection. When you access a module that needs this integration, the system will prompt you to log in with your O365 credentials.
How to Connect Office 365
- 1When you navigate to a feature that requires Office 365, a popup dialog will appear with the message: “Some features in this application requires you to login with O365.”
- 2Click the Login with O365 button to proceed. If you do not wish to connect at this time, click Cancel to continue without the integration.
- 3You will be redirected to the Log in with O365 page. Click the Login with Microsoft button to authenticate using your Microsoft account.
- 4Complete the Microsoft sign-in process by entering your credentials. Once authenticated, you will be redirected back to KEBS with full access to O365-dependent features.
Master Data Configuration
Ensures consistency and accuracy across the platform by maintaining a single source of truth for reference data such as departments, designations, cost centers, and other organizational parameters.
Master data refers to the core reference information that is used throughout KEBS modules. This includes items such as departments, job titles, project categories, cost centers, currencies, and other configurable lists. Keeping master data up to date ensures that all users see consistent options when filling out forms and reports.
What You Can Configure
- Departments and Teams: Define the organizational units used in HR, project assignments, and resource planning.
- Designations and Roles: Set up job titles and role categories for the Employee Directory.
- Cost Centers: Configure cost center codes used in finance and budgeting modules.
- Currencies: Manage supported currencies for quotes, invoices, and financial reporting.
- Custom Lists: Create and maintain custom dropdown values used across various modules.
How to Access Master Data Settings
- 1Navigate to Settings from the left sidebar.
- 2Look for the relevant configuration section (for example, General Configuration under the appropriate module).
- 3Add, edit, or remove entries as needed and click Save to apply changes.
