> ## Documentation Index > Fetch the complete documentation index at: https://docs.aireserve.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting started for your team > The eight things a new organization asks on day one — chat, model choices, specialists, API keys, coding tools, routing, spend, and privacy — with the exact clicks. New to AI Reserve — or new to AI altogether? These are the eight questions every organization asks in its first week, answered with the exact clicks. Everything below is a setting you can see in the portal today; nothing needs a support ticket. Admin steps live under **Admin → your organization** in the sidebar and apply organization-wide within about a minute. ## 1. Chat Sign in at [portal.aireserve.com](https://portal.aireserve.com) and open **Chat** in the sidebar. Chat is off for every new organization until an admin turns on **Web chat** under **Admin → your organization → Privacy**; once it is on, everyone on the team can ask anything in the box. Leave the model on **Auto** — the gateway picks the best model for each message, so nobody has to know one model from another. The **Auto** button next to the send arrow opens the picker: **Auto** ("Best model per task") sits at the top, followed by every model your organization allows, grouped by provider, with search, favorites, and recents. The **Specialist** button beside it is where specialists appear once an admin enables them ([section 3](#3-turning-on-the-investment-advisor-specialist)). The AI Reserve chat screen: the message box with the Specialist and Auto buttons next to the send arrow, and the Get started checklist. ## 2. Models from China-based providers are off by default Some catalog models are served by providers operating under PRC (China) jurisdiction. They are **off for every new organization** and stay off until an enterprise admin turns them on: **Admin → your organization → Models → Model data guarantees → Models on PRC servers**. The same card holds two sibling switches — **Models with unverified data retention** and **Models that may train on your data** — and all three start off; locked models appear greyed out in the catalog below with the missing consent named. While a switch is off, those models are excluded everywhere: the chat picker, Auto routing, and API traffic on your keys. Every affected model carries a **China-based** label in model lists. The test is who operates the serving endpoint, not where the model was made — Chinese-origin open weights served by US providers (for example `deepseek-v4-pro` or `qwen-3.7-max`) are not China-hosted and are not covered by the switch. To keep those off your team's menu too, block them one by one from the model catalog on the same page; the **Router selections & blocklist** panel shows what you have blocked. The full list of affected models is in [China-hosted models](/models#china-hosted-models). The Model data guarantees card with its three switches: Models with unverified data retention, Models that may train on your data, and Models on PRC servers — all off. ## 3. Turning on the Investment Advisor specialist Specialists are optional expert modes a user can attach to a single conversation; every chat starts with the standard assistant. They are off until an admin enables them: open **Admin → your organization → Privacy**, and in the **Web chat** section check **Investment Advisor** on the **Chat specialists** card. It adds investment-grade research on private companies and funds — company, fund, contact, and team lookups across AI Reserve's market datasets, comparable analysis, and diligence questions — for the conversations where someone picks it; every other chat is unchanged. Unchecking takes effect within about a minute: conversations that had it attached fall back to the standard assistant on their next message, and no history is lost. What the lookups reach, and the per-conversation caps, are in [Chat specialists](/capabilities/chat-specialists). The Web chat section of the Privacy page: the Web chat switch on, and the Chat specialists card with Investment Advisor checked. ## 4. Create an API key Open **API Keys** in the sidebar and click **Create Key**. The key is shown once — copy it straight into your secret manager or an environment variable, because the platform keeps only a hashed fingerprint. Keys look like `aireserve_api_…` and are sent as the bearer token against the base URL `https://api.aireserve.com/v1`. Revoke any key from the same page at any time — access stops immediately — and see each key's usage in **Analytics**, filtered by API key. How the SDKs pick the key up is in [Get an API key](/getting-started/get-an-api-key). The API Keys page with one active organization key and the Create Key button. ## 5. Connect a coding tool Any tool that speaks the OpenAI or Anthropic API can run on your key: change the base URL, paste the key, keep everything else. [Connect your tool](/connect) has a page per tool with the exact fields — start with [GitHub Copilot](/connect/github-copilot) for VS Code and the Copilot CLI, or [Cursor](/connect/cursor) for the Cursor IDE. Every request those tools make is metered on the key you gave them, so it shows up in Analytics within seconds. ## 6. Routing for cost **Auto** picks a model per request, so most of your team never chooses one. Admins decide what Auto optimizes for: **Admin → your organization → Routing → Tune Router** shows a triangle with **Cheaper**, **Smarter**, and **Faster** at the corners — drag the dot toward the corner you care about and the current balance updates beside it, and the **Instruct Router** box takes plain-language rules such as "for coding tasks, use Claude". Developers calling the API get the same lever per request: append `:floor` to a model ID for the cheapest provider currently serving those weights, or `:nitro` for the fastest. ```bash theme={"dark"} curl https://api.aireserve.com/v1/chat/completions \ -H "Authorization: Bearer $AIRESERVE_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "model": "deepseek-v4-flash:floor", "messages": [{"role": "user", "content": "Hello"}] }' ``` Every response carries an `x-aireserve-served-model` header naming the model and provider that actually answered, so a routed request is never a mystery. Details in [Provider routing variants](/models#provider-routing-variants). The Tune Router card: a triangle with Smarter, Cheaper, and Faster at the corners, the current balance in percentages, and the Instruct Router text box. ## 7. Seeing spend **Analytics** in the sidebar is where spend shows up. The top card shows spend this period, requests, tokens, active API keys, and models used; **Usage by Model** lists tokens, requests, **Cache Hits**, **Speed** (typical and slowest response times), and share of spend per model; the member and API-key filters break the same numbers down by person, team, or key; and **Admin → your organization → Analytics** stacks spend by business function per team. Savings show up in the same tables: a balance dragged toward Cheaper or a `:floor` request shifts share of spend toward lower-cost models, cache hits from providers that support prompt caching are passed through to you and appear in the **Cache Hits** column, and because every provider bills to one wallet, the whole picture is on one page. ## 8. Privacy in plain terms * **API traffic is never stored.** Prompts and responses sent with your API keys pass through the gateway in memory only; the platform keeps usage metadata (model, tokens, cost, timestamps) for billing and nothing else. There is no setting that changes this. * **Web chat is stored only if you want it.** Under **Admin → your organization → Privacy → Chat content storage**, switch **Store chat prompt & response content** off and no chat text is written — conversations disappear when the page closes. On the same card, **Automatically delete old content** sets a retention window (30 days to a year, or keep until deleted), and **Delete stored content** permanently removes everything stored so far, whether storage is on or off. Users can also delete their own chats and documents from their profile (**Delete my data**), or delete their account entirely. * **No training on your data.** AI Reserve does not use identifiable customer data to train AI models, and every provider in the default catalog serves under no-training terms; providers whose terms allow training sit behind the consent switches in [section 2](#2-models-from-china-based-providers-are-off-by-default) and stay locked until an admin opts in. * **Where it runs.** One Google Cloud project in the United States, encrypted in transit and at rest, with each organization's data logically separated and access restricted by role. * **Certifications, honestly.** Our own SOC 2 Type II examination is in progress and no report has been issued yet — we do not claim our own certification. The Google Cloud infrastructure the platform runs on carries Google's SOC 2 Type II and ISO 27001 certifications (Google's, not ours). The Chat content storage card: the Store chat prompt & response content switch with the Delete stored content button, and the Automatically delete old content selector set to Keep until deleted. Diagram: API clients and portal users send requests into AI Reserve's single Google Cloud project, where the API gateway, billing and policy proxy, and routing engine pass prompts and responses in transit only to the model providers your organization allows; only usage metadata is kept. The authoritative documents, kept current in one place: the [Trust Center](https://trust.aireserve.com), the [Data Privacy & Security Overview](https://privacy.aireserve.com), the per-provider [Provider Data Handling](https://privacy.aireserve.com/data-handling) table, and the [Data Processing Agreement](https://aireserve.com/legal/dpa).