AI & assistants Available
Anthropic
schakl. talks to Anthropic directly, on your agency's own key. There is no middleman between your client data and the provider, and you pay Anthropic yourself.
What you need
- An Anthropic account with an API key. You settle with Anthropic directly; there are no credits from us.
- The ai.settings.manage permission to configure the provider. Admin-only by default.
- A valid licence for the AI features. A fresh install gets a 14-day grace window first (SCHAKL_LICENSE_BOOTSTRAP_GRACE_DAYS).
- SCHAKL_ENCRYPTION_KEY set on the server, or otherwise SCHAKL_SECRET_KEY: that is what encrypts the stored key.
How to connect it
- 1 Create an API key for this installation in your Anthropic console.
- 2 Open Instellingen → AI (Settings → AI) and set Provider to Anthropic. It is also the form's default.
- 3 Paste the key into API-sleutel (API key). The field is write-only: on a later save, leave it blank to keep the stored key.
- 4 Fill in Model, or press Modellen ophalen (fetch models) to pull Anthropic's current list. The built-in default is
claude-opus-5. - 5 Under Functies (features), switch on what you want. Each one can take a different model under Eigen model (optioneel); quick add and dictation feel best on a fast model.
- 6 Describe how your agency writes under Huisstijl (house style, max 4000 characters); that text is prepended to every writing prompt. Optionally set a Maandelijks tokenbudget (monthly token budget); empty means unlimited.
- 7 To dictate or transcribe meetings, pick a Spraakaanbieder (speech provider) with its own key under Spraak naar tekst: OpenAI, Mistral (Voxtral) or an OpenAI-compatible server.
- 8 Press Verbinding testen (test connection), then grant
ai.useto the roles allowed to use the features, in Instellingen → Rollen (Settings → Roles).
Every feature on its own switch
Every AI feature in the app runs through the same core, so one key, one set of toggles and one budget apply everywhere at once. An agency that wants writing help but no chat assistant switches on exactly that. Features that send other people's words to a model, such as a client's e-mail or a meeting, each have their own switch: an agency happy to have a colleague's paragraph polished has not thereby agreed to the client mailbox being read.
- Assistent: a slide-over from the top bar that can read the whole API you have access to, and do a stated list of things: create or update a task, post a comment, log hours, start or stop the timer
- Schrijfhulp: improve, shorten, expand, spelling & grammar, business or informal tone, translate, write out; then replace or insert
- Urenhulp: one line in Snel toevoegen on Uren becomes a draft time entry, plus Vul mijn dag aan for the gap between your schedule and what you logged
- Taak inspreken, aanpassen en plannen: a dictated task becomes a draft you review whole, and a task is changed in plain words
- Briefing & rapporten: Brief me summarises a client's recent activity, AI-rapport drafts a monthly report
- E-mail in taak and E-mail naar taakadres: an e-mail becomes a task with notes, steps and a deadline
- Vergadertranscripten en verslagen: a recorded meeting becomes a transcript, minutes and tasks to review
What gets recorded, and what does not
The Verbruik (usage) panel in Instellingen → AI shows this calendar month's requests and tokens per feature, with a bar that turns amber at 80% of the budget and red at 100%. What gets written down is counts and labels: the text of a prompt or a completion is never part of it.
Off means invisible
With no provider configured, no AI control is drawn anywhere in the app — the product does not nag for a key. At the bottom of Instellingen → AI, AI-configuratie verwijderen switches it all back off and keeps the usage history. Note that the enabled-feature list is cached per organisation for about thirty seconds, so a colleague may not see a just-enabled feature immediately.
Permissions
Grant these to the role that manages this integration (Settings → Roles). Admin-only by default, and never to the client role.
-
ai.settings.manageManage Instellingen → AI: provider, key, model, features, house style, budget, the test button and the usage meter. Admin-only by default. -
ai.useUse the AI features. Granted to admin and member by default, and declared on every AI route.
What it deliberately does not do
- Anthropic has no transcription endpoint at all. Dictation and meetings therefore need their own speech provider (OpenAI, Mistral or an OpenAI-compatible server) in the same settings screen; reusing the chat key configures nothing here.
- The assistant only writes what is on a stated list (a task, a comment, hours, the timer) and only when you ask in your own message, never on the strength of text it finds in a record or an e-mail. It does not configure, send or publish anything.
- The time assist returns a draft that prefills the form. It never creates a time entry on its own.
- Model names are free text on purpose, so a new model needs no release. A typo surfaces as a provider error, never as a validation message.
- The monthly budget is a soft cap for interactive use: on reaching it the UI offers Toch doorgaan (continue anyway). Non-interactive callers hard-stop.
- There is no reasoning-effort setting yet. The default response ceiling is 8192 tokens; reporting asks for more.
Where to find it Instellingen → AI (Settings → AI), plus the Assistent slide-over in the top bar, the writing assist inside every rich-text field and Snel toevoegen (quick add) on Uren (Time).
Read the guide