← Ares
DE/EN

AI enrichment (OpenAI)

Areti Core — AI Enrichment (OpenAI)

This guide explains what AI-assisted lead enrichment in Areti Core does, how to set up your own OpenAI API key, what we transmit, and how to remove the integration. Technically, the integration runs through OpenAI Ireland Ltd. (EU).

What the integration does

Areti Core offers an optional "data enrichment" feature: you provide a company URL and Areti pulls the publicly available content of that website, has an OpenAI model analyse it, and auto-fills lead fields — industry, company size, product category, contact person, short pitch.

Typical uses:

  • Incoming intake webhooks — as soon as a new lead lands in Areti from a form, chat bot, or ad campaign, AI enrichment runs automatically.
  • Bulk enrichment — select multiple leads in the lead table and trigger enrichment in batch.
  • Single lead — on a lead detail screen you can trigger enrichment manually any time.

Enrichment is not an LLM gimmick bolted on top. It runs as a clearly defined workflow in the CORTEX engine, with preprocessing, structured schema validation, and automatic merging into existing lead fields.

What you need

  1. An Areti Core workspace with admin rights.
  2. An OpenAI account at https://platform.openai.com.
  3. A payment method on file with OpenAI. Enrichment consumes tokens in your OpenAI account. Current pricing: https://openai.com/api/pricing/
  4. An API key from your OpenAI account.

Data residency note: if you want EU-only processing, select a European organization location in OpenAI (Dashboard → Settings → Organization → Data residency → Europe). With EU residency, API requests are processed exclusively in EU data centers.

Creating an API key at OpenAI

  1. Sign in at https://platform.openai.com.
  2. Open Dashboard → API keys (https://platform.openai.com/api-keys).
  3. Click Create new secret key.
  4. Give it a descriptive name, e.g. ares-production.
  5. (Optional) Pick a project if you want to track usage per project.
  6. (Recommended) Set permissions to Restricted and only allow the scopes Areti needs: Model capabilities → Write for text generation.
  7. Click Create secret key. OpenAI shows the key exactly once. Copy it immediately.

Important: the API key grants anyone who has it access to your OpenAI account and incurs costs. Never share it, never commit it to git repos, and never post it in chats.

Adding the key to Areti Core

  1. Sign in to Areti Core as an administrator.
  2. Open Settings → Integrations → OpenAI.
  3. Paste the API key into the OpenAI API Key field.
  4. (Optional) Choose the model to use. Default is a current cost-effective model; power users can switch to a larger model.
  5. (Optional) Set a monthly budget in USD. When the budget is reached, Areti stops all further enrichment calls until the next month.
  6. Click Connect.

Areti tests the key with a minimal probe call against models.list. On success the key is encrypted and stored in the EU-hosted Supabase database, and the integration is active.

Day-to-day use

Manual enrichment of a single lead

  1. Open a lead in the lead detail screen.
  2. Click Start AI enrichment.
  3. Areti shows a suggestion for every field it proposes to fill.
  4. You can accept, reject, or manually edit each suggestion before it is saved.

Automatic enrichment of incoming leads

Under Settings → Intake → Auto-enrichment you can set incoming leads to run through enrichment automatically. It happens in the background — sales reps see the lead only once it is enriched.

Bulk enrichment

  1. Open Leads.
  2. Select the desired rows via checkbox.
  3. Click Bulk actions → AI enrichment.
  4. Areti processes the leads serially and shows progress and cost.

What data is sent to OpenAI

Sent to OpenAI:

  • The company URL provided by the user
  • Text content from publicly accessible pages of that URL (homepage, About, imprint, product pages)
  • A prompt with the structured schema of the lead fields

Not sent to OpenAI:

  • Lead names, email addresses, or phone numbers from the Areti database
  • Internal notes, activities, appointments, offers
  • Data of other leads or customers in the same workspace

OpenAI Ireland Ltd. is the contract party for EU customers. API data is not used to train OpenAI models (zero-data-retention mode).

Cost and budget control

Enrichment incurs costs in your OpenAI account. The amount depends on the chosen model and the length of the processed website, but is typically in the low-cent range per lead.

  • Monthly budget — in Settings → Integrations → OpenAI you can set a hard monthly limit in USD. When reached, Areti stops all enrichments until the next month.
  • Usage dashboard — under Settings → Integrations → OpenAI, Areti shows the tokens consumed in the current month and the USD amount.
  • Rate limiting — Areti throttles bulk enrichments to keep OpenAI rate limits and your invoice under control.

Replacing or removing the API key

Replace (e.g. after rotation)

  1. Open Settings → Integrations → OpenAI.
  2. Click Replace key.
  3. Paste the new key and save.

Remove

  1. Open Settings → Integrations → OpenAI.
  2. Click Disconnect.
  3. Confirm.

Areti immediately deletes the stored key from the database. Running enrichment jobs abort. Future enrichment attempts show a notice that no key is configured.

Additionally: revoke the key at OpenAI at https://platform.openai.com/api-keys if you're not sure where else it might be in use.

Troubleshooting

"Invalid API key"

The key has expired, was revoked at OpenAI, or was pasted incorrectly. Fix: create a new key and paste it into Areti.

"Rate limit reached"

Your OpenAI account is currently over the allowed request limit. Causes: too many parallel enrichments, or a limit on your OpenAI plan. Fix: wait a few minutes, reduce batch size, or upgrade your OpenAI plan.

"Budget exceeded"

The monthly budget you set in Areti has been reached. Raise the budget or wait for the next month.

"Enrichment returns no results"

Possible causes:

  1. The target URL is unreachable or has an empty homepage.
  2. The website blocks bot crawlers (user-agent filtering).
  3. The OpenAI response was unexpected and could not be validated against the schema.

Open the Enrichment log in the lead for the exact error message. For recurring issues: support@areti.de.

Support

For issues not described here, email support@areti.de with your workspace name, lead id, and the exact error message from the enrichment log.

Provider

Areti Core is developed and operated by ARETI GmbH. AI enrichment runs through OpenAI Ireland Ltd., 1st Floor, The Liffey Trust Centre, 117-126 Sheriff Street Upper, Dublin 1, Ireland. Full data processing details are in our Privacy Policy.

Company: ARETI GmbH Address: Saarstraße 7, 80797 München, Germany Commercial register: Amtsgericht München, HRB 248858 Support: support@areti.de

PrivacyTermsImprintSupportDocs