AI Assistant Training Guide

Welcome to the AI Assistant Training Guide. This document will help you understand how to train your AI model effectively using your WHMCS platform data. By following these steps, you can ensure that your AI Assistant is well-prepared to handle client inquiries accurately.

Getting Started

To begin training your AI model, navigate through your WHMCS admin area:

  1. Access AI Assistant: Go to Addons Menu -> AI Assistant -> Train AI.

Training Data

When you access the AI training section, you will see some predefined WHMCS prompt/completion pairs. These pairs are critical as they form the basis of the training:

  • Prompt: What clients might ask, e.g., “What are your payment gateways?” or “Do you have a refund policy?”
  • Completion: The appropriate responses to these queries, e.g., “Our payment gateways are PayPal, Stripe.” or “Currently we don’t provide any refund.”

Adding Custom Data

To enhance the AI’s understanding and responses:

  1. Click on the Add Entry button.
  2. Enter your custom prompts and completions as described. We highly recommend adding at least 50 or more pairs to achieve better results.
  3. Optionally, you can import knowledge bases and predefined ticket replies to enrich the training data.

Note: The AI will respond based solely on the data provided during training. It does not generate responses based on historical ticket texts.

Import/Export Data

You can also export and import your prompts and completions as JSON files, facilitating easy data management and replication across different systems or environments.

Starting the Training Process

Once your data is set up:

  1. Click on Start Train AI.
  2. In the model selection menu, choose an OpenAI Fine-tuning Model. For a list of available models, visit OpenAI’s Fine-tuning Guide.
  3. Click Start Training to begin the training process with the selected model.

What Happens Next

  • The training process will engage the OpenAI API to fine-tune your model based on the provided data.
  • The process typically takes about 15-20 minutes. You will receive an email from OpenAI once your model is ready.

Configuring Your Trained Model

After receiving confirmation from OpenAI:

  1. Return to the AI Assistant module in your WHMCS.
  2. Locate the new fine-tuned model name displayed on the page.
  3. Navigate to General Configuration -> Trained Model and enter the model name.

Your AI model is now trained and integrated into your WHMCS environment, ready to assist your clients with enhanced accuracy and efficiency.