The Byner AI Assistant helps businesses work more efficiently by integrating AI directly into the entire Byner platform. Powered by OpenAI, it supports all key processes—from lead to invoice—without needing separate tools. Unlike basic AI features found in other systems, Byner’s assistant is fully embedded and customizable, so it fits your specific workflows. It uses industry best practices and can be adjusted to match the needs of your team. This leads to faster adoption and more practical results. By automating routine tasks, it helps teams focus on more valuable work. The assistant is available across all parts of the platform, with no limitations. Supported by a strong user community, the assistant improves over time through shared knowledge and updates. The result is a practical AI solution that saves time, improves quality, and increases productivity.
Create an OpenAI Teams account
Before configuring the Byner AI Assistant, you need to create an OpenAI Teams account. This type of account is essential because it offers several benefits tailored for collaborative and organizational use. Enhanced security features ensure that data and interactions are protected, which is crucial for business environments.
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Go to the OpenAI Teams registration page: https://openai.com/chatgpt/team/
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Click ‘Start now’, choose a team name, and select a monthly or yearly plan for 2 users (more is not needed).
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Add your payment details for the new Teams account.
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Add your payment details for the OpenAI Platform (API):
a. Go to https://platform.openai.com/apps
b. Click on API
c. Go to the billing page: https://platform.openai.com/settings/organization/billing/overview
d. Add a payment method -
Go to https://platform.openai.com/settings/organization/api-keys
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Generate a new API Key and copy it.
These are the steps you need to do on your side as prerequisite for the set up of the OpenAI connector. To read more about the configuration of AI within Byner, please read this article.
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