AI-Powered Intelligence
Delivery Hub integrates with OpenAI to provide intelligent assistance throughout the delivery lifecycle. AI features are optional, configurable, and designed to save time — not replace human judgment. Every suggestion can be accepted, edited, or dismissed.
AI Features
Auto-Generate Descriptions
When a work item title is entered, AI automatically drafts a detailed description, acceptance criteria, and implementation notes. The generated content is presented as a suggestion that the user can accept, edit, or discard. Togglable via the AutoGenerateDescriptionsBool__c setting in DeliveryHubSettings__c.
AI Estimation
AI analyzes the work item description and suggests estimated hours based on complexity. When available, the model uses historical data from similar completed items to calibrate its estimates. Estimates appear as suggestions alongside any manually entered values, giving project managers a data-informed second opinion.
Invoice Narratives
The Document Engine can generate an executive summary of work performed during a billing period. Professional, client-friendly prose that focuses on value delivered rather than hours burned. Ideal for executive stakeholders who want the story behind the invoice without reading line-item detail.
Weekly Digest
Automated weekly summary of project activity — work completed, hours logged, items blocked, and upcoming milestones. Can be delivered via email or Slack. Gives stakeholders a consistent pulse on project health without requiring anyone to manually compile a status update.
Board Summary
AI-generated overview of the current Kanban board state. Highlights bottlenecks, suggests priorities, and flags items that need attention. Useful for sprint planning, standup prep, or executive check-ins where a quick narrative view of the board is more digestible than scanning individual cards.
Smart Attention Scoring
Rules-based urgency scoring that identifies which work items need immediate attention. Combines SLA dates, blocked status, priority level, and activity recency into a single attention score. Items that cross the threshold surface automatically in the client dashboard attention section with urgency dots.
Getting Started
Four steps to enable AI across your Delivery Hub instance. All features are off by default — you opt in to exactly what you want.
Enable AI
Navigate to DeliveryHubSettings__c and set AISuggestionsEnabledBool__c to true. This is the master switch — all AI features respect it.
Add Your API Key
Enter your OpenAI API key in the settings. The key is stored securely in your Salesforce org and used only for server-side Apex callouts. No client-side exposure.
Toggle Individual Features
Enable or disable each AI capability independently. AutoGenerateDescriptionsBool__c and AIEstimationEnabledBool__c can be turned on or off without affecting other features.
Use Normally
AI features activate contextually as you work. Create a work item and the description drafts itself. Open the board and the summary is ready. No workflow changes required.
How It Works
All AI calls are server-side Apex callouts to OpenAI. No client-side JavaScript touches the API. Your data stays within Salesforce until the moment of the callout, and responses are stored as standard Salesforce field values.
Configuration
All AI features are controlled via DeliveryHubSettings__c. Each feature can be enabled or disabled independently.
| Setting | Details |
|---|---|
| AISuggestionsEnabledBool__c | Master toggle for all AI features. When disabled, no OpenAI calls are made from any feature. |
| AutoGenerateDescriptionsBool__c | Controls whether AI auto-drafts descriptions when a work item title is entered. Independent of the master toggle. |
| AIEstimationEnabledBool__c | Controls whether AI suggests estimated hours on work items. Uses historical data when available. |
| OpenAI API Key | Configured in DeliveryHubSettings__c. Required for all AI features. Your key never leaves Salesforce — all calls are server-side Apex callouts. |
Privacy & Security
Server-Side Only
All OpenAI calls are made from Apex — server-side, within Salesforce. Your API key is never sent to the browser, and no client-side JavaScript interacts with the OpenAI API directly.
Minimal Data Sent
Only the data needed for each specific feature is sent to OpenAI. Auto-generate descriptions sends the work item title. Estimation sends the title and description. No bulk data exports, no training on your data.
Opt-In Everything
Every AI feature is off by default. You explicitly enable what you want. If you never configure an API key, zero AI calls are ever made. Delivery Hub works perfectly without AI — these features are purely additive.
Ready to enable AI in your org?
AI features are included in every Delivery Hub installation. Add your OpenAI API key to DeliveryHubSettings__c and toggle on the features you want. No additional packages or configuration required.