Implementation Guide

AI Support Agent Implementation Guide

Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for AI Support Agent.

8 chapters201 wordsPublic guide
Complete online manual

This guide covers implementation, configuration, daily use and troubleshooting for AI Support Agent.

Purpose

This guide is for administrators, implementers and agencies deploying AI Support Agent version 0.1.6.

Requirements and dependencies

  1. Standalone companion plugin
  2. Activate its own licence
  3. Upload and name resources clearly
  4. Test product-family grouping
  5. Service Desk may be installed before or after AI Support

Installation

  1. Back up the WordPress files and database.
  2. Upload the plugin ZIP through Plugins > Add New > Upload Plugin.
  3. Activate required foundation plugins first.
  4. Activate this plugin and complete its setup screens.
  5. For licensed editions, activate the licence before enabling premium modules.

Configuration

Review roles, permissions, email settings, page assignments, integrations and data-retention settings before importing production data.

Implemented feature areas

  • Standalone AI documentation assistant
  • Product/resource selector
  • Selected resource first retrieval
  • Other versions fallback
  • All-resource fallback
  • Service Desk Free integration
  • Advanced Service Desk Pro workflows
  • Resource management
  • Licensed remote AI generation

Upgrade and rollback

Use staging for major upgrades, retain a tested backup and never remove a required Free foundation while its Pro or Agency add-on is active.

Go-live checklist

  1. Test the primary workflow end to end.
  2. Confirm emails and scheduled actions.
  3. Check mobile and staff/customer access.
  4. Verify licences and optional companion plugins.
  5. Document the responsible administrator.

Troubleshooting

If activation fails, confirm PHP and WordPress compatibility, dependency versions and licence status. Temporarily disable unrelated plugins only on staging and inspect the WordPress debug log for the exact error.