Category - PD AI Assistant

Start a controlled staff chat with PD AI Assistant in WHMCS, review tool results and distinguish conversation history from applied actions.

Save and review business-wide house style in PD AI Assistant Memory in WHMCS, understand provenance and remove outdated facts.

Add approved reference text to PD AI Assistant in WHMCS, choose staff or customer scope and verify indexing and citations.

Upload supported PDF, Word, text or Markdown documents to PD AI Assistant in WHMCS, check extracted knowledge and troubleshoot unreadable files.

Review PD AI Assistant ticket data controls in WHMCS, choose the intended mode and understand masking and provider-request limits.

Learn how PD AI Assistant works in WHMCS, what to prepare and how to check your first setup.

Enable PD AI Assistant for signed-in WHMCS customers after reviewing shared knowledge, recording and the actual client-area surface.

Set the customer-facing PD AI Assistant name, launcher wording, position and accent colour in WHMCS, then inspect the client area.

Review recorded AI Assistant customer conversations in WHMCS, interpret Needs review flags and follow up through normal support workflows.

Review and apply or dismiss native PD AI Assistant proposals in WHMCS, verify the target and reconcile uncertain outcomes.

Configure the PD AI Assistant ticket reply signature in WHMCS, use staff and company placeholders and check the final sign-off.

Ground PD AI Assistant answers in existing WHMCS KB articles, check citations and review customer retrieval limits.