Overview
Key Features
This page summarizes every major capability of SRV AI Chatbot, with a link to the detailed guide for each one. Use it as a map before diving into a specific section.
Chat and knowledge
| Feature | Summary | Details |
|---|---|---|
| Site-scoped AI chat widget | Answers client and visitor questions using the provider's own content, not general knowledge. | Assistants |
| Multiple AI providers | Connect OpenAI, Anthropic Claude, Google Gemini, or any OpenAI-compatible endpoint (e.g. OpenRouter, DeepSeek), with priority-based routing and failover. | AI Providers |
| Knowledge base (RAG) | Builds an internal knowledge index from crawled pages, uploaded files, manual text, Q&A pairs, and live WHMCS data (KB articles, products, announcements, domain TLDs). | Knowledge Base |
| Unknown-question review | Logs questions the AI could not answer so an admin can turn good ones into permanent knowledge entries. | Unknown Questions |
| Assistant personas | Multiple named assistants, each with its own model, system instructions, welcome message, and routing rules (by page, client group, or ticket department). | Managing Assistants |
Client self-service
| Feature | Summary | Details |
|---|---|---|
| Widget Quick Actions | One-tap buttons in the widget for common tasks (view services, invoices, domains, orders, profile, tickets). | General Settings |
| Guarded account actions | The AI can perform actions such as paying an invoice, resetting a service password, or updating domain nameservers — each individually enabled by an administrator, with sensitive actions requiring a one-time confirmation code. | General Settings & Account Actions |
| Conversation history & resume | Clients can reopen a previous conversation thread from the widget's history list. | Conversations |
| Escalation to a support ticket | A client can hand off a conversation to a real WHMCS ticket directly from the chat panel. | Conversations |
Sales and marketing
| Feature | Summary | Details |
|---|---|---|
| Domain name suggestions | AI-generated domain name ideas during domain search/registration flows. | Sales Assist |
| Product recommendations carousel | An on-page carousel of suggested products/services, driven by AI. | Sales Assist |
| AI-generated product descriptions | Short and full product description generation for the store front. | Sales Assist |
| Promotions engine | The assistant can offer discount codes — either freshly generated or drawn from a pre-approved pool — within admin-defined limits. | Promotions |
Support operations
| Feature | Summary | Details |
|---|---|---|
| Ticket Assist | AI-generated ticket replies, reply templates, and ticket summaries for support staff. | Ticket Assist |
| Auto-response | Optional automatic first-response drafting or sending on new tickets, scoped by department and client group. | Ticket Assist |
Reach beyond WHMCS
| Feature | Summary | Details |
|---|---|---|
| External embed widget | Embed the same assistant on a non-WHMCS website via a single script tag, scoped to an allow-list of origins. | External Embed |
Administration, security, and operations
| Feature | Summary | Details |
|---|---|---|
| Central dashboard | Usage statistics, per-provider token consumption, cache hit ratio, and a daily token spend cap. | Dashboard |
| Conversation monitoring | Full audit trail of chat sessions with the ability to close or unsuspend a conversation. | Conversations |
| Rate limiting & IP blocking | Per-IP and per-session rate limits, with automatic and manual IP blocking. | Security & Rate Limits |
| Client group access control | Disable the assistant entirely for selected WHMCS client groups. | Security & Rate Limits |
| Multi-language UI | Admin panel and widget UI in English, Arabic, German, French, Spanish, Turkish, Russian, and Brazilian Portuguese. Assistant welcome/refusal/re-engagement content remains bilingual (English + Arabic) with automatic RTL. | Appearance |
| Widget themes & Theme Studio | Five base themes plus saved custom themes with dual light/dark palettes, Liquid Glass (macOS), gradients, and shadow control. | Appearance |
| Licensing & update notifications | Built-in license activation, validity checks, and update-available notifications. | Installation & Licensing |