Configure integration of BRIX with BRIX AI

After installing BRIX AI, set up its connection with your BRIX company. To do this:

1. Upload the solution for integration with BRIX AI into your BRIX company.
2. Set up user authentication in BRIX AI.
3. Establish a connection with BRIX AI.

Step 1. Upload the integration solution for BRIX AI

1. Request the Integration with BRIX AI solution file from your BRIX rep.
2. Go to Administration > Solutions.
3. In the upper-right corner, click + Solution and select Upload File.
4. Select a solution file in the .e365 format.
5. In the window that opens, click Next and wait for the solution import to complete.

As part of the solution, a module used to integrate BRIX with BRIX AI will be uploaded to the company.

Step 2. Set up user authentication in BRIX AI using OAuth 2.0

Set up OAuth 2.0 authentication in BRIX AI on the BRIX side to:

• Check the current user permissions. When an AI agent or AI action needs to perform an action in the system, user access to app items, process start buttons, and other elements is verified.
• Enable administrator sign-in to BRIX AI if you use authentication via BRIX.

To configure authentication:

1. Go to Administration > Modules and select the Integration with BRIX AI module.
2. Add an OAuth 2.0 client. To do this, expand the Tokens section at the bottom of the module page and click + Create OAuth2/OIDC Client on the right.
3. In the window that opens, fill in the fields:

• Name*. Enter a name for the client.
• Template*. Leave the default value.
• Redirect URI*. Enter the path to your BRIX AI server in the following format: https://<BRIX_AI_Domain>/api/pub/v1/security/sessions/callback.

4. Click Save.
5. In the window that opens, copy and save the application client ID and client secret. You will need them to set up administrator sign-in to BRIX AI if authentication via BRIX is used, as well as to establish a connection to BRIX when creating AI agents and AI actions.
6. If you configure administrator authentication via BRIX, go to configuring the environment variable file and specify the application client ID and client secret.

Step 3. Establish a connection with BRIX AI

Once the BRIX AI server is installed:

1. Sign in to BRIX AI. Your login credentials depend on the configured authentication method. To sign in Via BRIX enter your system username and password.

2. In the left panel, click the key icon to go to the API Keys page.
3. Click the plus icon next to the page name.
4. In the window that opens, enter a key name, select the Integration access type, and then click Add.
5. Copy the generated key.
6. Go to BRIX and open Administration > Tokens.
7. Create a token by selecting a system administrator as the user, and copy the token.
8. Go to Administration > Modules and select the Integration with BRIX AI module.
9. On the General tab, fill in the fields:

• URL*. Enter the address of your BRIX AI server.
• API Key*. Paste the API key copied from BRIX AI.

10. Click Reconnect to establish a connection with the BRIX AI server.
11. In the BRIX Token* field, paste the token created in BRIX.
12. Make sure the integration works correctly by clicking Check Connection.

13. In the Default Chat Language field, select the language AI agents use to communicate with users.
14. At the bottom of the page, click Save.

Integration with BRIX AI is now configured. Next, connect large language model providers to set up AI agents, AI actions, and smart search.