How to choose which AI connection each agent uses
What is it for?
A company can have several AI connections, each with its own provider, model and limit. Here you say which one each agent uses: for example, one for reading invoices and another for legal questions.
When to use it?
- You want one task to use a different provider or model from the others.
- You want to separate the spending of one task, with a connection's own limit.
Where to find it?
Copilot › Connections to the AIs › Agents and connections.
Before you start
- Your profile is the system administrator (or Fiscal administration). The Accountant does not see this entry.
- The connections are already created. See How to connect the Copilot to an AI provider.
- Done on 5 November 2026, in Empresa Demonstração, Lda, with connections without a key: no AI was called.
How to use it
- Open Copilot › Connections to the AIs › Agents and connections. The list has one line per agent of the company (12 in the demo).
- On the agent's line, click the Connection to the AI column and choose the connection. Leave it blank to use the Default connection.
- Click Save. The Connection used column now shows the connection the agent will use.
Agents created by the accounting firm are not in this list: they choose the connection on their own form (see How to create and use accounting firm agents).
Expected result
Each agent uses the connection in Connection used. A line without Connection to the AI follows the default connection: if that changes, the agent changes too.
Important notes
- Choosing does not turn the agent on. The switch is still in Copilot › Control › Switches; the On column only shows it.
- There is one key per provider and per company. Connections to the same provider share it.
- Any connection can serve any agent, including the Payroll reviewer. What changes is what goes to the AI: with Allow personal and sensitive data on this connection off (the normal case), personal data goes with fictitious values. Data about health, trade union membership or strikes only goes as it is with this option on. Only the company turns it on, connection by connection, by declaring that it has the legal basis and the signed consents. See Privacy and consents. Credentials and secrets recognised in the request never go.
- Scheduled rules do not have their own line: they use the connection of the AI - Classifier agent.
Common problems
The list saves the choice without warning. The two cases below only appear when the agent is used.
“The DeepSeek provider has its servers outside the EU… so it is OFF and nothing was sent”
- Cause: the connection is to a provider that requires consent (Z.ai or DeepSeek) and the company has not given it yet.
- What to do: give the consent on the connection or choose another connection for the agent.
“There is no API key of this provider in the vault for company…”
- Cause: the chosen connection has no key.
- What to do: type the key in the connection.