Install Guide - MTS AI Case Assistant

System Requirements

• SuiteCRM 8.x (Cloud or On-premise)
• PHP 8.1+
• MySQL 5.7+ or MariaDB 10.3+
• Internet - To call AI APIs (unless using Ollama local)

Installation

Step 1: Upload Module

1. Login to SuiteCRM with Admin rights
2. Go to Admin > Module Loader
3. Click Choose File and select MTS_AI_Case_Assistant_Yearly_1.0.0.zip
4. Click Upload
5. Click Install

Step 2: Run Repair

After installation completes:

1. Go to Admin > Repair
2. Run Quick Repair and Rebuild
3. Wait for completion (no need to clear cache manually)

Step 3: Verify Installation

Check:

1. Go to Admin > Admin Panel
2. See MTS AI Case Assistant section in module list
3. See new modules:
   • AI Providers
   • AI Agents
   • Routing Configs
   • AI Action Logs

Initial Configuration

Step 1: Create AI Provider

1. Go to AI Providers > Create Provider
2. Fill in information:

3. Click Save

Step 2: Create AI Agent

1. Go to AI Agents > Create Agent
2. Configure:

System Prompt Template:

You are a support ticket classification expert.
Analyze the case content and return the user_id that should handle it.
- If "billing" or "invoice" in content → return billing user's id
- If "technical" or "error" in content → return technical user's id  
- Otherwise → return default user id
Return ONLY the user_id, no explanation.

3. Click Save

Step 3: Create Routing Config

1. Go to Routing Configs > Create Config
2. Configure:

Routing Map (JSON):

{
  "billing": "user-id-billing",
  "technical": "user-id-support", 
  "sales": "user-id-sales"
}

To get user ID: go to Users > open user > copy ID from URL.

3. Click Save

Step 4: Configure Scheduler

To enable queue processor:

1. Go to Admin > Schedulers
2. Create new scheduler:

3. Click Save

Note: If job mts_ca_process_queue is not visible, run Repair > Repair and Rebuild again.

Verify Operation

Test Classification

1. Create new case with "billing issue" in subject
2. Wait 1-2 minutes (scheduler runs)
3. Open case - see assigned_user_id is set
4. Go to AI Action Logs - see new log

Test Reply Generation

1. Open assigned case
2. Click Generate Reply button (if available)
3. View generated draft

Uninstall

If you need to remove the module:

1. Go to Admin > Module Loader
2. Select MTS AI Case Assistant
3. Click Uninstall
4. Confirm (you can choose to remove tables)

Troubleshooting

Scheduler Job Not Visible

Run Repair again:

Admin > Repair > Quick Repair and Rebuild

AI Not Classifying

Check: 1. Is Provider Active? 2. Is API Key correct? 3. Is Routing Map valid JSON? 4. Check logs in AI Action Logs

Case Not Assigned

1. Check Scheduler is running
2. Check log in SuiteCRM sugarcrm.log

Contact

• Website: mientrungsoft.com
• Email: anhnhatuit@gmail.com
• WhatsApp: +84973131884