Skip to content

Use the AI assistant with your own model

How-to guide
For:
Workspace admins, Publishers and marketers
Needs permission:
integrations:managesensitive, ai:use
In the app:
Settings, then Integrations, then AI assistant

ReputeCast’s AI email writing assistant suggests subject lines, rewrites text, translates language versions, writes alt text and drafts segments with a model you connect yourself: Anthropic, OpenAI, Google Gemini, Azure OpenAI or an OpenAI-compatible server on your own network. The assistant is off until you connect a model, the provider bills your own account, and nothing changes in an email until a person accepts the suggestion.

  • Connecting, changing or disconnecting the model needs integrations:manage, a sensitive permission that only people can hold (Owner and Admin have it). Members with integrations:view can open the page and read usage and the activity log.
  • Asking for suggestions needs ai:use. Owner, Admin and Editor hold it; a Viewer can read kept report summaries but can’t ask for suggestions. API keys and MCP agents can’t hold ai:use. Each feature also needs the permission for what it changes, for example campaigns:edit in the composer or segments:edit for segment drafts. Read Permissions and roles.
  • Have an API key from the model provider, or the address of your own server.
  • A workspace has one model at a time. To switch provider, disconnect the current one first.
ProviderKindNotes
AnthropicAPI keyText, image input and structured output.
OpenAIAPI keyText, image input and structured output.
Google GeminiAPI keyText, image input and structured output.
Azure OpenAIEndpoint, deployment and keyText and image input; data region.
OpenAI-compatibleServer addressA server that speaks the OpenAI API, such as Ollama, vLLM or LM Studio, on your own network. An API key is optional.
  1. Open Settings, then Integrations and find the AI models group, or open Settings, then Integrations, then AI assistant directly. Choose Connect a model.

  2. Pick the provider and fill in its fields:

    • Anthropic, OpenAI, Google Gemini: the API key and the model.
    • Azure OpenAI: the endpoint (HTTPS, for example https://acme.openai.azure.com), the deployment name, the API key, an optional API version and the model the deployment runs (used for prices). Your data stays in the region of your Azure resource.
    • OpenAI-compatible (Ollama, vLLM, LM Studio and others): the server address including /v1, an optional name and, if the server needs one, an API key.

    The model list comes from ReputeCast’s price list first, then from the provider once the key (or the server address) is filled in. If your model isn’t listed, choose Type a model name….

    The key is write-only: it’s stored encrypted and never shown again, not even to you.

  3. Set the monthly cap. For hosted providers the dialog starts at $25 a month, using ReputeCast’s prices per million tokens (you can edit the prices). An OpenAI-compatible server starts with a token cap of 20,000,000 tokens a month. After connecting, you can switch to dollars, tokens or no cap.

  4. Choose Connect. ReputeCast first sends a fixed test prompt with no workspace content (“Reply with the word Ready.”) and saves nothing if the test fails.

The AI assistant settings with a connected model: the model and write-only API key, usage this month against the monthly cap, the features with what each one sends, and the members who hold ai:use.

An OpenAI-compatible server on a private or loopback address (such as http://ollama.acme.internal:11434/v1) is refused with “Can’t connect to a private address” until an operator sets providers.allow_private_networks to true (REPUTECAST_PROVIDERS__ALLOW_PRIVATE_NETWORKS=true). Host names ending in .internal or .localhost count as private. Link-local and cloud metadata addresses are always refused. Read Security and hardening.

Each feature has its own switch under Features and what each one sends; all seven start on.

Feature Where you find it What you get
Subject ideas Ideas next to the subject in the composer, or Assist › Subject ideas Five subjects, each with the subject checks; Use this applies one
Rewrite, shorten and tone The text toolbar: Shorten, Friendlier, More formal, More direct, With an instruction… The rewritten text as a change against the original
Translate a language version Translate <language> with AI in the composer’s language menu, the Add language dialog or the compare view A side-by-side translation to accept block by block or all at once
Alt text Suggest alt text in an image’s settings, and in the accessibility panel A description with checks; “Decorative image” stays your choice
Accessibility fixes Suggest a fix in the accessibility panel Clearer link text
Describe the segment The segment builder’s Describe the segment card, then Draft Conditions marked Added and Removed, with the live count
Report summaries Summarize results on a campaign report A summary to keep, edit or discard
A rewrite suggestion in the composer: the original paragraph and the suggested text shown as a change, with Accept, Edit, Reject and Try again, and a line naming the model and what was sent.
  • A request starts only when someone clicks. The model’s answer is a suggestion: Accept, Edit (opens it in the block first), Reject or Try again. For subject ideas you choose Use this; report summaries offer Keep and Discard.
  • Accepted rewrites and alt text are saved through the composer like any edit, so they appear in version history and can be undone.
  • Personalization tokens and links the model changed are restored from your original, and the card says how many.
  • A suggestion can be decided only by the person who asked for it, within 24 hours.
  • A translation accepted in full is marked “AI · not reviewed” until someone marks it reviewed or edits it.

The assistant doesn’t look at sender reputation. Questions about blocklists, DMARC or why mail goes to spam send nothing to the model; ReputeCast points you to Deliverability instead.

Only what a person is working on, only when they ask, and only for the features that are on:

  • Subject ideas and translation: the email’s text (without images), subject, preheader and language.
  • Rewrite: the selected paragraph and your instruction.
  • Alt text: the image (resized to 1,024 px wide), its file name and the text around it. The model must read images; with a text-only model, alt text stays off.
  • Accessibility fixes: the link text, its address and the sentence around it.
  • Segment drafts: your description, the segment builder’s field names, operators and option names (lists, tags, tiers) and the current conditions.
  • Report summaries: totals and rates, the top three links, mailbox provider rates and unsubscribe reasons.

Never sent: contacts, addresses, names, field values, recipient lists, keys or credentials. Liquid tokens go as written (a preview “as a contact” is never sent), and nothing from the assistant goes to HostRepute.

Usage is the token count the provider reports times the prices on the page, added up from the 1st of the month in the workspace time zone.

SettingDefaultHow to change
Monthly cap$25Settings › Integrations › AI assistant; dollars ($1–$100,000), tokens (at least 10,000) or no cap
Cap noticesAt 80% and at 100%; at 100% AI features pause until the 1stFixed
AI activity log kept90 days, without contentFixed
Request timeoutsRewrites, alt text and fixes 45 s; subject ideas, segment drafts and summaries 60 s; translation 120 sFixed
  • At 80% of the cap, members with integrations:manage get a notification (in the app and by email). At 100% the assistant pauses until the 1st; editing, sending and reports carry on as usual. Raising the cap resumes it.
  • The AI activity log keeps who asked, when, which feature, on what, the model, tokens, cost and the outcome for 90 days, without the text that was sent or returned.
  • Connecting, changing the model or key, the cap, prices and feature switches are recorded in the audit log. Single AI requests are not.
  • The page shows Connected, the model and a Last test time.
  • In the composer, the Assist menu lists the features you switched on.
  • “Error · key rejected”: the provider refused the key. Every feature stops until you choose Replace key or a Test connection passes.
  • “Can’t connect to a private address”: see Models on your own network.
  • Azure: the wrong deployment after Change model: changing the model also sets the deployment name to the model you picked. Choose Type a model name… and enter the deployment name.
  • Alt text stays off: the model doesn’t read images. Pick a model that does.
  • “This month’s cap is reached”: raise the cap under Monthly cap › Edit, or wait for the 1st.
  • The provider’s rate limit: the card counts down (“Try again in N s”); nothing in the email changes.