AI Features In Paradigm ERP

This FAQ will go over how to enable the AI features in Paradigm ERP.

Enable AI Features

The AI setup requires an AI provider to be selected in the Default AI Provider field under Company Preferences > AI

1. Contact Paragon to enable the AI Connector.
2. Go to System > Company Preferences and select the AI tab.
   1. Check Enable AI features.
3. In Default AI Provider, select Anthropic (Claude).
4. Under Anthropic, check Active and paste the Claude API key into the API Key field.
   1. See the Setting Up a Claude API Key section for instructions on creating an API key.
5. Select a Default Fallback Model.

Setting Up a Claude API Key

1. Sign in to the Claude Console at platform.claude.com.
2. Open the API keys page
3. Click Create key
   1. If Create key is grayed out, the account role does not allow creating keys. An organization admin in the Claude Console must change the role or create the key.
4. Enter a name for the key, such as Paradigm, and select an expiration.
5. Set Linked account to a service account. A personal key stops working if that person leaves the organization.
6. Copy the key and store it in a password manager.
   1. The key starts with sk-ant- and is shown only once.
   2. A lost key cannot be viewed again, so create a new key instead.

Set Up AI Agents and Workflows

Each AI feature in Paradigm is a workflow, such as Receipt Capture - New Vendor, and each workflow starts with a Standard agent. An agent holds the instructions, model and security for a workflow. Users cannot use a workflow until their role or user is allowed on one of its active agents.

Additional agents can be set up for each workflow. This is useful if a specific provider/model is needed for a certain workflow, or location specific instructions need to be added. Click + Add Agent on the workflow row, configure the notes and enabled it per role or use in the security menu.

AI Features

• AI Receipt Analysis
• AI Bank Feed Analysis
• Enabling The Claude Paradigm AI Connector