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AI Provider Setup SOLO+

Conio supports five AI providers. All AI features โ€” description refinement, rate matching, and URA generation โ€” run through whichever provider you configure here. You can switch providers at any time without losing any data.

Solo or Office licence

Cloud providers (Gemini, Claude, GLM) and Ollama need a Solo or Office licence. On the Free tier the provider panels are visible, but saving a key or switching provider is blocked, and every AI task runs on the bundled Local AI model; a cloud key saved earlier is ignored. See Licensing.


Supported providersโ€‹

ProviderBest forNotes
Google GeminiGeneral use; fast and cost-effectiveRequires a Google AI Studio API key; subject to per-minute quotas
Anthropic ClaudeHigh accuracy on complex descriptionsRequires an Anthropic API key; slightly higher cost per token
Local AI (bundled)Privacy, offline use, or no API keyModel is downloaded inside Conio (about 2.3 or 4.4 GB); no key; slow on CPU (roughly 15โ€“25 s per item in testing). Draft-and-review only. Full guide โ†’
OllamaFully offline useRuns a local model on your machine; no API key; no internet required after model download. Full setup guide โ†’
GLM-4Alternative to Gemini; strong on structured dataRequires a Zhipu AI API key

Entering your API keyโ€‹

  1. Open Settings (gear icon in the left sidebar).
  2. Click AI Provider in the Settings navigation.
  3. Select your provider tab (Gemini, Claude, GLM, Ollama, or Local AI). Local AI needs a model download instead of a key; see Local AI.
  4. Paste your API key into the key field.
  5. Click Save.

Settings โ€” AI Provider panel with provider tabs and API key field

API keys are stored locally in your project database and in the app's configuration โ€” they are never sent to any Conio server.


Testing your connectionโ€‹

Click Test after saving your key. The test sends a small probe request to the provider and reports the result inline.

Common error messages and what they mean:

MessageCauseFix
API key not validKey is incorrect or has been revokedGenerate a new key in your provider's console
Resource exhausted / Quota exceededYou have hit your provider's rate limitWait for the quota window to reset (usually 1 minute); upgrade your provider plan
Connection refused (Ollama)Ollama is not running on this machineStart Ollama: open a terminal and run ollama serve
TimeoutNetwork latency or provider outageTry again; check provider status page

Choosing a providerโ€‹

For most users: Start with Google Gemini. It has a generous free tier, is fast, and handles construction terminology well. If you exhaust the free quota during a large refine or batch job, the persistent error panel will show the exact retry time.

For privacy, offline work, or no API key โ€” bundled option: Use Local AI. It needs no separate install. It is much slower than a cloud provider and is a draft-and-review tool: every suggestion goes to a review queue. It has only been tested on description refinement and keyword indexing, and on messy data it makes mistakes; for large or messy BOQs, use a cloud provider. See Local AI.

For offline environments with your own model server: Configure Ollama with a local model. See the Ollama Setup guide for installation, Docker network configuration, and model selection.

For the highest description accuracy: Claude produces the most precise abbreviation expansions and keyword extractions on ambiguous descriptions. The tradeoff is slightly higher cost per run.


Switching providers mid-projectโ€‹

Changing the provider in Settings takes effect on the next AI action. Existing refined descriptions, matched rates, and generated URAs are not affected โ€” they were produced by whichever provider was active at the time and are stored in your database permanently.


Next stepโ€‹

Understand your licensing tier โ†’