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AI Settings

The AI integration within the Celonis Platform allows teams to leverage applications powered by Large Language Model (LLM) infrastructure. The AI Settings screen serves as the central hub for Admin users to control, activate, and track these services.

The AI Settings screen allows you to:

  • Enable and disable AI service providers: Use the AI service providers section to toggle specific LLM providers on or off. You must have at least one provider enabled for Celonis AI products to operate; otherwise, tasks requiring Process Copilot or Annotation Builder will fail.

    Screenshot of the AI Settings screen in the Admin & Settings module.
  • Monitor AI consumption: The AI Settings screen tracks your annual AI output consumption. An output is recorded each time a Celonis AI product creates an annotation, insight, or response. Click the Studio Package Usage or ML Workbench Usage tabs to explore the usage of your individual AI assets. From these tabs, you can search, sort, and control usage of individual assets.

    Screenshot of the AI outputs consumption and available totals on the AI Settings screen.

In order to access the AI Settings screen in the Celonis Platform, you must meet the following requirements:

  • Admin permissions for your Celonis team.

Note

When enabling services in the Celonis Platform, Admins will be required to accept the “User consent for enabling AI Services” agreement. This agreement allows Admin users to accept the AI services terms directly within the Celonis Platform. Accepting this agreement activates these service models and allows users to access all available features.

To enable AI services for your Celonis Platform team:

  1. Go to Admin & Settings > AI Settings.

  2. Click the Enable AI Services button in the upper right corner.

    Screenshot showing the initial state of the AI Settings screen with no services enabled.
  3. In the User consent for enabling AI services window, select the checkbox to agree to the Global Terms and Conditions and click Next.

    Screenshot showing an example of the user consent that must be acknowledges when enabling AI services.
  4. Use the checkbox to accept the Additional Terms and Conditions and then click Save.

    All available AI service providers are enabled for this environment.

    Screenshot showing an example of the AI Settings screen.

Admins users can use the Bring your own Model (BYOM) option to connect self-hosted LLMs on Azure, AWS and OpenAI-compliant environments and make the new model accessible to their Celonis teams. The BYOM feature also allows Admins to reuse existing LLM deployments in the Celonis Platform through API keys or OAuth2 for OpenAI-compliant LLMs. Azure-specific and AWS-specific configurations are also available for adding LLMs hosted on Azure and AWS.

  1. Go to Admin & Settings > AI Settings.

  2. Click the Add Model button on the right side for the type of service being added - AWS Bedrock, Azure OpenAI, or Other Providers (OpenAI compliant API).

    Note

    When adding an OpenAI compliant API model, you will need to select if you want to build the model based on an API Key or using OAuth authentication. The fields available for configuration will vary based on this selection.

    Screenshot of the Add Model dropdown used to select the authentication method for new models.
  3. In the add model window, complete the fields as needed. See the screenshots below for the information required to add each type of model.

    Note

    The fields required to configure a deployment using the BYOM method will vary based on the type of model selected.

    Screenshot of the Add AWS model window used to configure an existing AWS large language model for use in the Celonis Platform.

    Add AWS model

    Screenshot of the Add Microsoft Azure model window used to configure an existing Azure large language model for use in the Celonis Platform.

    Add Microsoft Azure model

    Screenshot of the Add OpenAI compatible model window used to configure an existing OpenAI API service for use in the Celonis Platform.

    Add OpenAI compatible model - API key

    Screenshot of the Add OpenAI compatible model with OAuth window used to configure an existing OpenAI API service for use in the Celonis Platform.

    Add OpenAI compatible model - OAuth client

  4. For the OpenAI compatible models, you can also use the optional Custom Headers to include your own custom fields in the model. Click the Add Header button and then enter the name and value for your custom header.

    Note

    Custom headers must be whitelisted before they can be used in a new model. Contact Celonis Support to have your custom headers whitelisted in order to use them with a BYOM model. If your custom headers are not whitelisted, your new service can not be saved.

    Screenshot of the Custom Headers section of the Add OpenAI compatible model window.

    Click the Add Header button again to insert additional custom fields or click the X icon to the right of the Header Value field to remove a custom header.

  5. Set the Embedding toggle to "Yes" if you want to create an embedding model instead of the default LLM model.

    Note

    This setting cannot be changed once the model is created.

  6. Click the Add Model button at the bottom of the screen. Your configuration is verified and the new service is added in the corresponding section.

  7. Toggle the switch to on in order to enable the new model.

Admin users have the option to manually stop all the AI Services currently running by clicking the Disable AI Services button. Disabling these services will mean that none of your AI applications will be able to access data from these models.

  1. Go to Admin & Settings > AI Settings.

  2. Click the Disable AI Services button in the upper right corner.

    Screenshot showing the AI Settings screen with the Disable AI Services button in the upper right highlighted.
  3. On the Disable AI Services screen, select the checkbox and enter "STOP" in the text field.

    Screenshot of the Disable AI Services window showing the confirmation step for disabling services.
  4. Click the Disable AI Services button to confirm that you want to stop the services from running.

Admins can click on a service provider to view the individual AI models available from that provider. Admins can then use the toggle switches to enable or disable each individual service within the Celonis Platform. If an LLM is disabled, its configuration is retained and will not need to be reconfigured if the model is enabled again.

Note

Users will be asked for confirmation when enabling or disabling any service.

  1. Go to Admin & Settings > AI Settings.

  2. In the AI service providers section, click the arrow to the left of the provider name to expand and display a list of available models.

    Screenshot of the AI Settings screen with the first service provider expanded to show the individual services available.
  3. Use the toggle switch to the right to enable or disable each individual model.

  4. When disabling a service, users will need to confirm the action by clicking the Disable button.

    Screenshot showing an example of the confirmation window for disabling an individual service.

The Studio Package Usage and ML Workbench Usage tabs provide a detailed breakdown of your team’s AI Assets, such as Annotation Builders, Process Copilots, or Machine Learning Notebooks that are currently in use. From these tabs, Admins can see where each AI asset is being used, the type of asset, the LLM assigned to this product, and the service provider it is using. Admins can also use the toggle switch to disable individual assets and pause any AI Output consumption by that asset.

Screenshot of the Studio Package Usage tab of the AI Settings screen.

The Search field above the table allows you to locate a specific asset by asset name or the name of the AI model used. You can also use the filter dropdown to choose the specific Asset Types you want to view.

Screenshot showing the filter by asset type dropdown on the usage tabs for the AI Settings screen.

Setting consumption limits and notifications

On the Studio Package Usage and ML Workbench Usage tabs, you can set specific consumption limits for an individual asset and choose to trigger notifications when certain consumption limits are reached. Click the ai_consumption_limits_icon.png icon in the Consumption limit column to set the limits for that speicifc asset. On the Set Asset Consumption Limits screen, use the field to provide this asset with a maximum number of outputs it can consume. You can see the current consumption total for this asset as well as the number of available outputs you have remaining.

Screenshot of the Set Asset Consumption Limits window in the AI Settings module.

In the Notification Settings section at the bottom of the screen, use the toggle switches to choose the conditions that will result in a notificaiton being sent to the Admin users for this team. Using these settings, you can choose to receive notifications when this individual asset uses 80% of its assigned consumption limit and when the total consumption limit has been reached.

Click Save when finished and the assigned consumption limit will now display on the usage tab.

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