How to start a staff chat with PD AI Assistant in WHMCS
PD AI Assistant gives staff a conversation inside WHMCS. Begin with a clear, limited question so you can review its answer and any tool results before relying on it for a wider task.
Check the connected engine
Install PD AI Assistant through PD Modules and grant the intended staff access. Open PD Modules → PD AI Assistant → Settings → Provider & connection and check that the intended provider is connected. This module uses the provider account you configure; opening the chat does not supply an AI account for you.
Return to Assistant. If the panel asks you to finish provider setup, resolve that connection first. A saved credential or ready indicator is not proof that every model operation, provider permission or quota is available.
Ask one precise question
- Choose a task you are authorised to perform.
- Give the assistant the relevant subject and a clear request, such as summarising an agreed reference document.
- Use Send and inspect the answer and the displayed tool steps.
- Check factual details against the original document or normal admin record.
- Ask a focused follow-up in the same conversation when the earlier context is still relevant.
Your prompt and information retrieved for the answer can be sent to the connected AI provider. Do not paste credentials or unrelated customer records into a first test. An ordinary question can trigger tool lookups; it is not necessarily a text-only exchange.
Keep conversation and action separate
A proposed change is different from an explanation. The native reply and client-note proposals appear under Pending actions for review. Do not assume every additional integration follows that same screen: MCP Hub tools have their own configured controls and approvals.
The chat keeps recent conversation history for the staff account. Clear removes the stored history for this staff chat; it does not erase saved Memory, indexed documents, provider-side records or actions already applied.
If an answer fails, retain the selected provider, original attempt time and redacted error while your hosting team checks the failed operation. Before repeating a request that may have changed something, reconcile the actual outcome rather than treating a missing chat answer as proof nothing happened.
See the PD AI Assistant WHMCS guide for related tasks, or explore PD AI Assistant.
