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Per-Action AI Model Configuration

Different AI jobs call for different models. Template building likes a strong generalist; structured extraction likes a cheaper, faster model that follows schemas well; onboarding and conversational insights sit somewhere in between. FolioReady now routes each AI action to its own configured model, so support can tune accuracy, cost, and latency for each job independently.

What's New

Independent action channels

Each AI-powered feature has its own service and model pairing:

Action What it powers
Builder AI template builder panel that scaffolds fields, sections, and validations
Extraction Post-upload field extraction from uploaded documents
Onboarding Wizard that reads a client's documents and proposes a starter workspace

Previously the same model was used for every AI action, which meant a model tuned for chat was also doing structured extraction — or vice versa.

Per-company overrides

Each company can run on a different model mix. Our support team can pin a premium model for extraction on an enterprise account while another company runs a faster, cheaper model across the board — no release required.

Safe defaults

Any action that isn't configured for your company uses the platform default, so nothing changes for existing customers. You'll only see different behaviour if you ask us to set an override.

What's Improved

Faster iteration on AI behaviour

Tuning a single action — say, cutting extraction cost by switching to a smaller model — no longer risks regressing chat quality, because the two are fully decoupled.

Clearer cost attribution

Usage and cost reporting now line up with the action taken, making it much easier to answer "why did this company's AI bill move this month?"