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AI Model Configuration

AutoReach runs AI across many tasks (finding and scoring leads, writing and replying to messages, enrichment, and more). How that AI is powered, and whether you can choose models, depends on your billing mode.

How AI is billed

You have two options:

  • Included credits (default). AI runs on AutoReach's models, billed in credits. You start with free credits and can top up anytime from the Credits page. There are no API keys to configure. On credits, each task runs on a tuned default model, so model selection is managed for you.

  • Bring your own key (optional). Add your own OpenAI, Anthropic, or DeepSeek key in Settings > AI & Models for unlimited usage billed directly by your provider with no markup. With your own key, you can also choose the primary and fallback model for each category below.

Email finding uses your own Findymail API key, which is separate from the above and only needed for email discovery.

Model Categories

AutoReach uses AI across multiple categories. Each has independent primary and fallback model settings:

Category
Purpose

Content Writing

DMs, replies, first messages, templates, warmup, copilot

Buyer Scoring

Fit/intent/timing analysis and lead qualification

Pain Inference

Infers each lead's pain from their full profile before scoring

Keyword Generation

X + LinkedIn search keyword generation

Classification

Objection detection, negative content, deal signals, ICP matching

Profile Finding

Email, LinkedIn, X profile, and website discovery

Web Enrichment

Company research, news, social profiles, insights

Lookalike Search

Finding influencers similar to target profiles

Research & Copilot

Follow-up research, copilot web search, topic research

Lead Relevance

Post and tweet relevance analysis using reasoning

Call Briefs

Pre-call meeting preparation documents

Per-User Overrides

Choosing models per category requires your own API key (the bring-your-own-key option above). On included credits, every category runs on a tuned default and the model picker is not used. The cost guidance in the rest of this page applies to bring-your-own-key usage, where you pay your provider directly; on credits you are billed in credits and see your usage on the Credits page.

Each category can be customized with a primary and fallback model selection. The system validates your choices against available models and checks that the required API key is present. Invalid or missing configurations fall back to defaults.

How Fallbacks Work

If the primary model fails (timeout, rate limit, API error), AutoReach automatically switches to the fallback model for that operation. This provides resilience without manual intervention.

You do not need to do anything when a fallback occurs- the system handles it automatically and the output is still delivered. The only visible effect is that your cost reflects the blended rate of both models rather than just the primary.

If both the primary and fallback models fail (rare, but possible during provider outages), the operation is retried later.

When to Change Model Settings

Good reasons to change models:

  • You want to reduce costs by using a cheaper model for high-volume categories like scoring or classification

  • You want higher quality DMs or posts and are willing to pay more for a premium content writing model

  • You have API keys for only one provider and need all categories to use that provider's models

When to leave defaults alone:

  • If you are just getting started, the defaults are a solid starting point

  • If your current output quality and costs are acceptable, there is no need to experiment

  • If you are unsure which models to use, the defaults are well-tested

Cost Implications

Model pricing varies significantly. As a rough guide:

  • Nano-class models are the cheapest option - ideal for scoring, classification, and keyword generation where volume is high

  • Mid-tier models (Sonnet-class) offer a good balance and work well as fallback models

  • Premium models (Opus-class) deliver the highest quality but cost considerably more per token - reserve these for content writing if budget is a concern

Since scoring and classification run on every lead while content writing only runs when sending messages, moving scoring to a cheaper model produces larger savings than optimizing content writing.

Budget-conscious setup: Use nano models for scoring, classification, and keyword generation. Use a mid-tier model for content writing. This minimizes per-lead costs while keeping message quality reasonable.

Quality-focused setup: Use a premium model for content writing (DMs, posts, replies). Keep scoring and classification on nano or mid-tier models - these tasks do not benefit as much from premium models. This gives you the best message quality without overspending on scoring.

Settings UI

The AI Configuration section in Settings shows all categories with primary and fallback dropdowns. Changes take effect immediately and are validated on save.

Dynamic Cost Impact

Your model selections directly affect pipeline costs. The cost estimation system reads your actual model configuration and calculates blended pricing based on observed fallback rates. See Cost Estimation for details.

Next Steps

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