duveka ClousAI — User Manual

This manual guides you through registering for the duveka ClousAI Service inside Business Central and configuring your default chat completion settings.

Support

E-Mail: support@duveka.de
Tel.: 04541 / 885 9696
Web: www.duveka.de

Table of Contents


Opening the ClousAI Service Setup

There are two ways to reach the setup area:

  1. Press Alt + Q (or click the magnifying glass icon in the top bar) to open the Tell Me search.

  2. Type ClousAI Service Setup and select the matching result.

    Tell Me — ClousAI Service Setup

Option B — Via the search bar (Registration Wizard directly)

If you only need to register and do not yet have access to the setup page:

  1. Press Alt + Q to open Tell Me.

  2. Type ClousAI Service Registration and select the matching result.

    This opens the ClousAI Service Registration Wizard directly — no prior configuration is required.


Registering for the duveka ClousAI Service

Already registered? If an API key is already stored in your system, the wizard will open on an information screen confirming that no further registration is needed. Simply click Finish to close it.

Open the ClousAI Service Setup page (see above) and click the Registration button in the action bar.

ClousAI Service Registration Wizard — Step 1

Step 1 — Enter Your Details

The first page of the wizard asks for your contact and company information.

Field Required Description
Customer Name Yes Your display name or the name that will identify your account
Email Yes Contact e-mail address for receiving your API key and notifications
Company No Your company or organisation name
Country No Your country
City No Your city
Address 1 No Street address
Address 2 No Additional address line (suite, floor, etc.)
MS Voice No. Yes Your Microsoft Voice contract number — used to link your duveka ClousAI subscription to your existing Microsoft licensing agreement
VAT No. No Your VAT identification number

Note: Customer Name, Email, and MS Voice No. are mandatory. The wizard will not proceed without them.

Click Next to continue to the confirmation step.


Step 2 — Confirm Your Details

The second page shows a read-only summary of everything you entered. Review each field carefully before submitting.

What to check Why it matters
Customer Name This becomes your account identifier in the duveka ClousAI Service
Email duveka will send your API key to this address once approved
MS Voice No. Must match your Microsoft Voice contract number exactly — incorrect values will delay approval
VAT No. Required for invoicing in some regions

Step 3 — Submission Confirmation

After a successful submission the wizard displays:

Field Description
Status Current state of your request — will show pending immediately after submission

Your registration request is now in the duveka moderation queue.

Click Finish to close the wizard.


Waiting for Approval

After submitting, duveka staff will review your request. The approval process is manual.

Important: Business Central data encryption must be enabled for the service to operate securely. If you encounter any issues after receiving the confirmation e-mail, contact your system administrator to verify that encryption is active.


Configuring Your Preferred Model

Once registration is approved and the API key is stored, you can fine-tune the default behaviour for chat completions on the ClousAI Service Setup page.

Field Default Description
Enabled Off Must be switched on before any AI calls can be made
Default Model (empty) The OpenRouter model to use for all chat completion requests
Default Max Tokens 500 Maximum number of tokens the model may generate per response
Default Temperature 0.1 Controls response creativity: 0 = deterministic, 2 = very creative

Choosing a model

Field Recommended value Notes
Enabled Yes Required for all API calls
Default Model (leave empty) Auto-selects the best model per request
Default Max Tokens 500 Suitable for short summaries and classifications
Default Temperature 0.1 Controls response creativity: 0 = deterministic, 2 = very creative

Increase Default Max Tokens for tasks that require longer outputs (e.g. document drafting). Lower Default Temperature toward 0 for tasks that require precise, repeatable answers (e.g. data extraction).


Testing the Connection

After storing the API key and enabling the service, verify that Business Central can reach the duveka AI Service:

  1. Open the AI Service Setup page.

  2. Click Test Connection in the action bar.

  3. A “Connection successful.” message confirms that the service is reachable and responding correctly.

    Test Connection — success message

If the test fails, check that: - The Enabled toggle is switched on. - The API key has been stored (the API Key configured field shows Yes). - Your Business Central environment has outbound internet access to duveka-ai-services.azurewebsites.net.


Finding Available Models

Click the Available Models action on the ClousAI Service Setup page to open the OpenRouter model catalogue in your browser. Each model listing shows:

Use this page to compare models and find the right balance of capability and cost for your use case.


Works Great With

duveka DMS — AI-Enhanced OCR

The duveka ClousAI Service powers the AI-enhanced OCR feature inside duveka DMS (Document Management System). Once the ClousAI Service is set up and your API key is active, duveka DMS can scan incoming PDF documents and automatically create fully populated Business Central documents — no manual data entry required.

Supported document types:

Scanned PDF Business Central Document Created
Vendor invoice / credit note Purchase Invoice / Purchase Credit Memo
Customer order confirmation Sales Order
Delivery note / packing slip Sales Shipment / Purchase Receipt
General incoming document Incoming Document (for manual routing)

What happens in the background:

  1. A PDF arrives in duveka DMS (via upload or e-mail capture).
  2. Text is extracted from the PDF using OCR pre-processing.
  3. The extracted text is submitted to the duveka ClousAI Service for intelligent interpretation.
  4. The AI identifies the document type, header data (vendor, customer, dates, document numbers) and all line items.
  5. duveka DMS creates a draft BC document for your review — or posts it directly, depending on your workflow configuration.

Tip: Leave the Default Model field empty in the ClousAI Service Setup. The service will automatically choose the best available model for each OCR task, including large context-window models for complex multi-page PDFs.


More duveka Apps Coming Soon

The duveka ClousAI Service is the foundation for AI-enhanced features across the entire duveka product family. More duveka apps are being upgraded with AI capabilities — stay tuned!