PD AI Assistant for WHMCS: connect an AI assistant
PD AI Assistant gives your team an assistant inside WHMCS, using the AI provider you connect. Start with a staff question or a draft before enabling customer access or event-driven actions.
What the workflow covers
The assistant can help with account questions, draft replies and content. Provider configuration and permissions determine what is available. Review proposed replies and other writes in Pending actions; enabling automatic rules changes that review workflow.
Before you start
Install PD Modules for WHMCS first, connect the account that holds your licence, then install PD AI Assistant from its Store. Allow the administrator role that needs to use it.
Set up your first workflow
- Open Settings → Provider & connection and choose a supported provider. Connect credentials prepared for that provider, then save the connection.
- Open Assistant and ask a narrow question whose answer you can independently check. Review both the answer and the underlying account context.
- Review the Usage view and the settings for knowledge and customer access. Leave customer-facing access and automatic rules off until you have checked the staff workflow.
Check the result
A useful first result is an accurate answer or a draft that you have reviewed, not an unattended customer message. Check the connection and provider access if the assistant cannot respond.
Explore the module
See the PD AI Assistant for WHMCS module page for the current product details.
AI Assistant everyday task guides
- How to start a staff chat with PD AI Assistant in WHMCS
- How to save house style in PD AI Assistant Memory in WHMCS
- How to add reference text to PD AI Assistant in WHMCS
- How to upload PDF and Word knowledge documents to PD AI Assistant in WHMCS
- How to control ticket data sent by PD AI Assistant in WHMCS
AI Assistant customer and staff task guides
- How to enable the PD AI Assistant for customers in WHMCS
- How to brand the PD AI Assistant customer widget in WHMCS
- How to review AI Assistant customer conversations in WHMCS
- How to review PD AI Assistant Pending actions in WHMCS
- How to set the PD AI Assistant ticket reply signature in WHMCS
- How to use existing KB articles with PD AI Assistant in WHMCS
- How to review PD AI Assistant usage in WHMCS
AI Assistant automation and API task guides
- How to create a review-first AI Assistant automation in WHMCS
- How to edit or disable an AI Assistant automation in WHMCS
- How to troubleshoot AI Assistant automation processing in WHMCS
- How to configure an AI Assistant webhook connector in WHMCS
- How to manage the PD AI Assistant API key in WHMCS
- How to use the PD AI Assistant HTTP API in WHMCS
AI provider and knowledge maintenance guides
- How to connect OpenAI to PD AI Assistant in WHMCS
- How to connect Google Gemini to PD AI Assistant in WHMCS
- How to change or replace an AI provider key in PD AI Assistant for WHMCS
- How to replace or re-index AI Assistant knowledge in WHMCS
