AI & automation
Included AI, daily credits and your own provider key
Use built-in Gemini, connect a personal key, or write without AI.
Included AI is ready without a key
ColdPegion provides built-in Gemini for campaign drafting, personalization, reply classification, search parsing and the AI Sidekick. You do not need to configure a provider account to use your included allowance.
- Free/trial: 5 included credits per UTC day. Starter: 50. Pro: 200. Enterprise: 500 initially; ask about higher limits.
- The allowance is shared across the workspace, rather than multiplied by invited members.
- One successful model generation or assistant model step uses one credit. An assistant request can use up to three steps, and AI-generating tools use additional credits.
- Credits reset at 00:00 UTC. Failed provider calls refund the workspace credit. Background personalization waits for the next daily reset when credits are exhausted.
- Reviewed static sequence templates and manual writing do not use AI credits for every email sent.
See Settings or the campaign studio for remaining credits. Included AI also has a platform capacity safeguard; if temporarily at capacity, retry later or connect your own key.
Use your own key without a ColdPegion AI-credit cap
Your key is encrypted and never returned to the browser. It applies to your account, not every teammate. Your provider bills usage and applies its own limits; general request-size and anti-abuse limits still apply.
- 1Open Settings → Personal AI connection (optional).
- 2Enter your public HTTPS provider base URL, a model enabled on that provider account, and its API key. OpenAI-compatible endpoints and native Gemini connections are supported. Local/private endpoints are blocked.
- 3Save the personal AI connection. It becomes the AI source for your requests, preserving your workspace’s included allowance.
- 4Choose Use included AI instead to remove your personal key and return to the included allowance.
AI is optional
You can always write and edit message templates manually. Claude over MCP can also prepare messages for External mode; those prepared messages are sent without a platform generation.
Still stuck? Ask an AI that can actually fix it.
Open the Sidekick in your dashboard — it has these guides built in and can inspect and fix your account directly.
Or ask Claude with the MCP connector — same guides, same tools, from any Claude app.