AI Suite — Smart Documents Documentation
Getting Started
Follow these steps to get AI Suite — Smart Documents up and running.
Install Prerequisites
Ensure AI Suite Core is installed and configured. Then upload and activate Smart Documents via Setup > Modules.
Generate a Draft
When creating a new proposal or estimate, click "AI Draft" to generate content. The AI uses client history and lead context to produce a personalized document.
Analyze Existing Documents
Open any proposal or estimate and click the "AI Analysis" tab. The AI evaluates the document and provides feedback on strengths, weaknesses, and pricing.
Manage Templates
Go to Smart Documents in the sidebar to create and manage document templates by language and type for consistent AI output.
Download Diagnostics Report
If you need support, go to the module admin page and click the "Download Diagnostics" link. This generates a JSON file with system info, PHP version, installed modules, and recent errors (secrets are automatically redacted). Upload this file when creating a support ticket at custom-perfexcrm.com/support/ for faster troubleshooting.