by Esper Solutions

Are you finding it impossible to have customized dashlet charts in SuiteCRM to better understand your data? Our AI Dashlet Generator leverages the power of artificial intelligence to auto-generate insightful dashlets tailored to your specific needs.

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Installation Guide

AI Dashlet Generator - Installation Guide

This guide provides simple steps to install the AI Dashlet Generator add-on for SuiteCRM.

Prerequisites

  • You must have administrator access to your SuiteCRM instance.

Installation Steps

  1. Download the Package:

    • Log in to your SuiteCRM Store account.
    • Go to Purchases.
    • Find the AI Dashlet Generator package and download it. The package will typically be a .zip file.
  2. Access the Module Loader:

    • Log in to your SuiteCRM instance as an administrator.
    • Navigate to Admin -> Module Loader.
  3. Upload and Install:

    • Click the Choose File button in the Module Loader.
    • Select the downloaded AI Dashlet Generator .zip file.
    • Click Upload.
    • Once the package appears in the list of modules, click the Install button next to it.
    • Follow any on-screen prompts to complete the installation.
  4. Enter License Key:

    • After the installation is complete, you will be prompted to enter your license key.
    • Retrieve your license key from your SuiteCRM Store account (Purchases -> AI Dashlet Generator).
    • Enter the license key in the provided field.
    • Click Save or Validate (the button name may vary).

Post-Installation

  • After successfully validating your license key, you need to configure the AI Dashlet Generator.
  • Follow the Administrator Guide: Refer to the AI Dashlet Generator Administrator Guide for instructions on setting up the API key, choosing the AI model, and synchronizing your data.

Troubleshooting

  • Upload Errors: If you encounter errors during the upload or installation process, make sure the package file is not corrupted and that your SuiteCRM instance meets the minimum requirements for the add-on. Check the SuiteCRM logs for more specific error messages.
  • License Key Issues: If you have problems with your license key, verify that you are entering it correctly and that it is a valid key for the AI Dashlet Generator. Contact the SuiteCRM Store or the add-on developer for assistance.

If you encounter any other issues during installation, consult the official documentation for the AI Dashlet Generator or contact support.

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