Configure AI & Intelligence

This guide walks through configuring the optional AI & Intelligence layer inside the Google Client app. Once set up, it enables document summaries and file Q&A for supported files stored in Google Drive.

Note

Haven't configured Google Drive yet? That step is required first: Configure Google Workspace

Before You Begin

AI & Intelligence is an optional layer on top of the Google Drive integration. You must have Google Drive already configured and working before proceeding.

You also need to decide which provider model is appropriate for the org:

• Gemini Developer API for quick setup, sandboxes, and internal evaluation
• Agent Platform for UAT and production environments where Google Cloud project controls matter

Step 1: Open the Google Client Application

1. Open the Google Client application from the App Launcher.
2. Navigate to the Home page.
3. Expand the Gemini & Agent Platform section under Google Integration Settings.

Step 2: Enable File Intelligence

Turn on Is File Intelligence Enabled? before using summaries or file questions.

When this setting is off, Google Drive file operations continue to work normally, but the AI summary and Q&A experience is not available.

Step 3: Choose an Integration Method

Google Client supports two ways to connect to Google's AI services:

1. Gemini Developer API, API key-based setup, ideal for developer workflows and non-production environments
2. Agent Platform (Gemini Enterprise Agent Platform, formerly Vertex AI), service account-based setup, recommended for production and UAT

Option A: Gemini Developer API

Use this option for quick setup in developer or sandbox environments. Authentication is handled through an API key generated in Google AI Studio. No Google Cloud project configuration is required.

When to use: Internal experimentation, developer workflows, and lighter non-production scenarios.

1. Select Gemini Developer API
2. Go to Google AI Studio and create or select a project
3. Generate a Gemini API Key
4. Paste the key into the Gemini API Key field
5. Set the Model Name (e.g. gemini-2.5-flash)
6. Click Save & Validate

Option B: Agent Platform (Gemini Enterprise Agent Platform)

Use this option for production and UAT environments. Authentication uses the same Google Cloud service account already configured for Google Drive, no new service account is required. You only need to grant it the Vertex AI User role on the target project.

When to use: Production and UAT environments. It is a stronger enterprise fit for Google Client and enables enterprise-grade AI automation.

1. Select Agent Platform
2. In the Google Cloud Console, open the target project, ensure billing is active, and enable the Vertex AI API for that project
3. Grant the existing Drive service account the Vertex AI User role on that project
4. Enter the Agent Project ID (your Google Cloud project ID, e.g. my-google-cloud-project)
5. Enter the Agent Location (the region where the model runs, e.g. us-central1 or global)
6. Set the Model Name (e.g. gemini-2.5-flash)
7. Click Save & Validate

Step 4: Configure Prompts and Token Limits

Admins can control how Google Client asks the AI provider to respond.

Configure these settings based on your business language and expected output length:

• Custom Summary Prompt - system prompt used when summaries are generated
• Custom Question Prompt - system prompt used when users ask questions about a file
• Question Max Output Tokens - maximum output tokens returned for file question responses

Keep prompts specific and practical. The best prompts tell the provider what kind of business answer your users expect, without adding unnecessary ceremony.

What Happens After Setup

After File Intelligence is configured:

• Google Client can generate summaries for supported file versions
• Summaries are stored in Salesforce on the file version
• The preview window can show a summary sidebar for eligible files
• Users can ask questions about the current file when Q&A is available

If the provider is not configured, validation fails, or the file is not eligible, Google Client simply keeps the regular file experience available without showing broken AI controls.