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CRM AI Consultant

Version 5.0 • Documentation

A production-ready, self-hosted AI chat platform with Grok, OpenAI, Telegram, WhatsApp and Viber. Includes read-only demo account, CSRF protection, responsive design and full SEO microdata. Landing translated 100% in 8 languages.

Changelog · Документація (UA)

1. Introduction ★ What's New in v5.0 Demo account 2. Project Structure 3. Installation 4. How to Use 5. Managing Websites 6. Communication Channels 7. Chat Design 8. API Keys 9. Troubleshooting

1. Introduction

CRM AI Consultant is a universal two-way AI chat system that allows you to connect an intelligent widget to any website (WordPress, Tilda, pure HTML, Laravel, etc.).

Each website has completely individual settings: chat design, communication channel, AI model, API keys, and its own conversation history.

Supported channels: Telegram, OpenAI (GPT), Grok (xAI), WhatsApp, Viber

NEW What's New in Version 5.0

🔐 Production security — CSRF tokens, login rate limiting, security headers, .htaccess hardening
👁 Demo account — demo / demo read-only access for clients
📱 Responsive UI — fullscreen chat on mobile, tablet/desktop breakpoints
🌍 100% i18n — landing in UA, EN, RU, NO, LT, SV, PL, DE; admin in UA, EN, RU, NO
🔍 SEO — Open Graph, JSON-LD (SoftwareApplication, FAQ, Organization, WebSite)
🐛 Bug fixes — cache bug in functions.php, unified version 5.0

See full details in changelog-en.html

Demo account (read-only)

Use demo / demo at admin/login.php to show the admin panel to clients without allowing edits, deletions or password changes.

2. Project Structure

crm-ai-consultant/
├── index.php                 ← Main widget file (serves JS config + handles all AJAX)
├── config.php                ← Main system configuration (database, constants)
├── version.php               ← Current version
├── documentation.html        ← Full documentation (this file)
├── changelog.html            ← Version history
├── crm-ai-error.log          ← Error log (auto-created)
│
├── admin/
│   ├── index.php             ← Main admin dashboard (list of all sites)
│   ├── sites.php             ← Edit site settings
│   ├── conversations.php     ← View all chat history
│   ├── login.php             ← Admin login
│   ├── navigation.php        ← Admin header
│   ├── footer.php            ← Admin footer
│   ├── icon.php              ← Bot icon picker modal
│   └── settings_*.php        ← Channel settings (telegram, grok, openai, etc.)
│
├── sites/                    ← Individual site settings + prompt files
│   └── cache/                ← Cached site settings (for speed)
│
├── conversations/            ← All chat histories stored in MySQL
│
├── channels/
│   ├── telegram.php          ← Telegram handler
│   ├── grok.php              ← Grok (xAI) handler
│   ├── openai.php            ← OpenAI GPT handler
│   ├── whatsapp.php          ← WhatsApp handler
│   └── viber.php             ← Viber handler
│
├── assets/
│   ├── chat.js               ← Main chat widget script
│   └── style.css             ← Chat widget styles
│
└── includes/
    ├── functions.php         ← Core functions (save messages, routing, caching)
    ├── get-messages.php      ← AJAX: get conversation messages
    └── get-conversation.php  ← AJAX: full conversation view (for admin)

3. Installation

Upload all files to the /ai/crm/ folder on your server
Create folders sites/ and sites/cache/
Set write permissions: 755 for folders, 644 for files
Go to admin panel: https://bilohash.com/ai/crm/admin/
Login as admin and change the default password immediately. Demo: demo / demo

4. How to Use

1. Add a new website in the admin panel

2. Fill in the settings (especially the system prompt!)

3. Copy the generated code

4. Paste it on your website before the </body> tag

5. Click the "Check" button in the admin panel

5. Managing Websites

Each website has its own unique site_id, generated automatically from the domain.
Example: mapsme_no, bilohash_com

6. Communication Channels

The fastest and most stable channel. Messages arrive in your Telegram.

OpenAI / Grok

Automatic replies powered by artificial intelligence.

Business API support (in development).

Viber

Business API support (in development).

7. Chat Design

Each website can have a fully custom design: colors, bot icon, title, subtitle, widget position (left/right), greeting text, and auto-open settings.

8. API Keys

Telegram — Bot Token + Chat ID
OpenAI — API Key (get here)
Grok (xAI) — API Key (get here)

9. Troubleshooting

White screen

Check the file crm-ai-error.log in the /ai/ folder

Chat doesn't appear

Make sure the script is placed before </body> and the site_id is correct.

"Connection error"

Check that the channel is configured correctly and the API keys are valid.