PD AI Assistant for WHMCS and Blesta

PD AI Assistant for WHMCS and Blesta

An AI co-pilot woven into WHMCS or Blesta — for your staff and your customers, on the AI provider you connect

Made and supported by Projektif Digital Ltd. Runs inside PD Modules, the panel every module installs into.

AI & Automation

Available for WHMCS and Blesta

For your team — a co-pilot on every admin page

  • Drafts replies you insert with one click. On a ticket, ask it to draft a reply; review it; Apply drops it straight into the reply box. It never sends on its own.
  • Gmail-style ticket summaries. Long ticket? The top of the page shows "what's happened + what the customer needs + the suggested next step," refreshed as the thread grows.
  • Remembers your conversation across sessions (private to each staff member), and shares by context — the co-pilot's work on a ticket is visible to whoever picks it up, so the whole team stays in the loop. Or share a conversation to a ticket as an internal note on demand.

For your customers — an optional self-service assistant

  • An opt-in "Ask AI" assistant in the client area that answers about their own account only — services, domains, invoices — and from your client-visible KB articles, deflecting routine tickets in your own words. It can even help a customer draft a support ticket.
  • Airtight isolation: a customer can only ever reach their own data — enforced server-side from their session, never from anything the AI or browser sends. Staff-only knowledge is never shown to customers.

You choose the engine — and stay in control of your data

  • Amazon Bedrock (Nova) by default (runs in your own AWS account, with a one-click least-privilege key), or bring your own OpenAI / Gemini key, or point at a custom OpenAI-compatible proxy. Models are always chosen from a dropdown — no fiddly ids to mistype.
  • Data policy is yours: decide whether the AI works on tickets (Off / Suggest / Auto-draft), optionally strip secrets before sending, and know that Bedrock/your-key providers don't train on your data. Sensible, powerful defaults on install; one click to change anything.

Powerful the moment you install it — and genuinely useful, not a novelty.

Questions

Which billing platforms does PD AI Assistant work with?

PD AI Assistant is available for WHMCS (8.13 or later) and Blesta (6.0 or later). Each has its own page with the screenshots, requirements and price for that system. A module is added to the PD Modules licence of the installation it runs on, so a WHMCS installation and a Blesta installation each hold their own licence.

Who is PD AI Assistant for — staff or customers?

Both. For your team it's a floating co-pilot on every admin page (tickets, clients, invoices) that drafts replies and summarises tickets. For your customers it's an optional client-area assistant that answers about their own account only. The two have completely separate data scopes.

Does it just chat, or can it actually do things?

It takes real actions — but always with your confirmation. On a ticket it drafts a reply and you click Apply to drop it into the reply box; it never sends on its own. Every write is previewed first.

Which AI does it use? Do I need an account?

Amazon Bedrock (Nova) by default — it runs in your own AWS account and PD AI Assistant can create a dedicated least-privilege key in one click. Or bring your own OpenAI / Gemini key, or point at a custom OpenAI-compatible proxy. Models are always picked from a dropdown, so there's nothing to mistype.

Is my data safe? What about tickets with passwords in them?

You control it. Choose whether the AI works on tickets at all (Off / Suggest on demand / Auto-draft), and optionally strip secrets before anything is sent. Bedrock and the API providers don't train on your data. Customers can only ever reach their own records — enforced server-side from their session.

Can my support team share the AI's work?

Yes. The co-pilot's conversation on a ticket or client is a shared thread the whole team sees when they open that ticket/client, while your personal chats stay private. You can also share a conversation to a ticket as an internal note.

Can I add my own documents / policies?

Yes — paste text or upload a .txt, .md, .pdf or .docx file in Settings → Knowledge and PD AI Assistant extracts the text, chunks and embeds it. Each source is scoped staff-only or client-visible, so private procedures never reach the customer assistant.

Is it useful straight after install?

Yes — the powerful, safe features are on by default (the co-pilot, ticket summaries, Knowledge-Base grounding, suggest-on-demand on tickets), so you see the value immediately. The customer-facing assistant stays off until you switch it on.

What happens if my subscription lapses?

Nothing of yours is touched, and nothing is deleted. The module steps down in stages instead: a 14-day grace period where everything still works and you get a renewal reminder, then admin management locks while your customers carry on being served, and only after that do the customer-facing features stop — behind a neutral "temporarily unavailable, please contact support" message that never mentions licensing to your customer. Anything the module provisioned keeps running in your own account throughout, and your data and settings stay exactly where they are. Renewing restores everything immediately.

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