How to enable AI personalization

Steps

1. Open the campaign → the AI tab.
2. In Your AI connection, pick the provider: OpenAI or Claude.
3. Paste your API key from that provider and connect. The key is verified with a live call before it is saved, so a bad key fails now rather than mid-campaign.
4. Choose a model from the list for that provider.
5. Turn the AI toggle On.
6. On the Setup tab, set level, tone, length and language, choose which lead fields the AI may use, and pick what happens if a lead cannot be personalized.

Important notes

• The connection card shows Connected, Needs attention or Not connected.
• Keys are encrypted and never returned to the browser after they are stored. To change one, paste a new key; to remove it, click Disconnect.
• Usage is billed by your AI provider, not by MunchReach.

Common problems

• Needs attention — the key was revoked, expired, or has no credit at the provider.