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Back to Actions Integrations Connect the XO Platform to Azure OpenAI to resolve general queries using GPT models. See Azure OpenAI Service for details.

Supported Authorization Types

The platform supports Basic Auth for Azure OpenAI integration. See App Authorization Overview for details.
Authorization TypeSupported
Pre-Authorize the IntegrationYes
Allow Users to Authorize the IntegrationYes

Step 1: Create an Azure OpenAI App

Prerequisites:
  • Create an Azure OpenAI developer account.
  • Copy the API Key, User Sub Domain, and Deployment ID values for later use.
Steps:
  1. Log in to the Azure portal and search for Azure OpenAI. Azure portal
  2. On the Cognitive Services Azure OpenAI page, click Create. Create
  3. Fill in the required fields:
    • Resource Group – Select or create a resource group.
    • Region – e.g., South Central US.
    • Name – e.g., PlatformIntegration.
    • Pricing Tier – e.g., Standard.
    Create app
  4. Click Next > Review + Submit, then click Create after validation passes. Create app
  5. Click Go to Resource to view app details. Go to resource
  6. On the Overview page, copy the User Domain Name. User Domain Name
  7. Under Keys and Endpoints, click Show Keys and copy the API Key. API Key
  8. Under Model Deployments, create a new deployment (e.g., name: PlatformDeploy, model: text-davinci-001) and click Save. Deploy model
  9. Copy the Model Name of the new deployment. Copy model name
  10. Alternatively, copy credentials from Azure OpenAI Studio > Playground > GPT-3 > View Code. Playground

Step 2: Enable the Azure OpenAI Action

Go to App Settings > Integrations > Actions and select Azure OpenAI.

Pre-authorize the Integration (Basic Auth)

  1. In the Configurations dialog, select the Authorization tab.
  2. Set Authorization Type to Pre-authorize the Integration > Basic Auth. Auth type
  3. Enter the following fields:
    FieldDescription
    API KeySecret API key from Step 1
    User Sub DomainDomain name from Step 1
    Deployment IDDeployment ID/model name from Step 1
    You can enter the deployment ID for ChatGPT-3 or ChatGPT-3.5 to configure the GPT model.
  4. Click Enable. The Integration Successful pop-up appears on first configuration. Enable
The Azure OpenAI action moves from Available to Configured.

Allow End Users to Authorize (Basic Auth)

  1. In the Configurations dialog, select the Authorization tab.
  2. Set Authorization Type to Allow Users to Authorize the Integration > Basic Auth.
  3. Click Select Authorization > Create New. Create new
  4. Select the authorization mechanism (e.g., API Key). API Key See App Authorization Overview for creating Basic Auth profiles.
  5. Enter the following credentials:
    FieldDescription
    NameName for the Basic Auth profile
    Tenancy URLsSelect Yes if tasks require tenancy URLs
    Base URLBase tenant URL for the Azure OpenAI instance
    Authorization Check URLAuth check URL
    DescriptionDescription of the auth profile
  6. Click Save Auth, then select the new profile. Save auth
  7. Click Enable. The Integration Successful pop-up appears. Enable

Step 3: Install Azure OpenAI Action Templates

  1. On the Integration Successful dialog, click Explore Templates. Explore templates
  2. Click Install for the desired template. Install
  3. The associated dialog task is auto-created. Click Go to Dialog or navigate to Automation AI > Use Cases > Dialogs.
  4. To use the templates, see Using Azure OpenAI Action Templates.