Features

Company Setup

Organization-level setup for governance, tools, data, and models.

Company Setup contains organization-level controls. These settings decide what applications are allowed to use.

Only admins can change Company Setup. Members can view it.

Governance

Governance policies apply across the organization.

Available controls:

Data residency - Choose no preference or restrict processing to the EU when supported by eligible models.
Block providers for training on your data - Prefer providers and models that do not use your data for model training.

Governance settings affect model eligibility. If a model cannot satisfy the selected governance policy, it should not be selected for application traffic.

Data Integrations

Data Integrations manages organization data sources for vector search.

Admins can:

Enable or disable vector search at the organization level.
Create named data sources.
Upload files to each data source.
Rename data sources.
Review file counts for each data source.
Delete files or data sources when they should no longer be available.
Decide which data sources are available to applications.

Supported upload formats are:

PDF
Markdown
Plain text
Word (.docx)
PowerPoint (.pptx)

Data sources let you separate content by product, department, customer, environment, or any other boundary that matters to your application. Applications can then enable only the data sources they should use.

When vector search is disabled at the organization level, no application can use it. When a data source is disabled at the organization level, applications cannot select it.

After a data source exists and is available, applications can enable vector search in Modules -> Data Integrations.

Tools

Tools controls organization-level tool availability.

Currently, Web Search can be enabled or disabled for the organization. When disabled, no application can use web search. When enabled, each application can choose whether web search is disabled, available per request, or always on.

Models

The Models section combines provider setup and the organization model catalog.

Built-in Provider Keys

Provider keys let Optiak call upstream model providers through your own accounts.

Supported provider tabs include:

OpenAI
Anthropic
AWS Bedrock
Google Gemini API
Vertex AI

Provider keys can be added, edited, and deleted by admins. Keys are stored encrypted and are not displayed after submission.

Use Providers for provider-specific setup.

Custom Providers

Custom Providers connect any OpenAI-compatible endpoint. Admins can add connectors and models, then review their enabled models in the catalog. Editing and deletion are not yet available.

Model Catalog

The model catalog shows builtin models available through configured provider keys and enabled models from configured custom providers. Models that the organization cannot use are filtered out before the catalog is displayed.

You can filter and sort by:

Provider
Data residency
No-training support
Smart-routing eligibility
Input cost
Output cost
Context window

Enable the models that applications are allowed to use. Application-level model settings can further narrow the selection, but they cannot grant access to models that are disabled at the organization level.

An application API key can only use the models enabled for both the organization and the application. Use GET /models to see the public model IDs available to that key.