Installation Guide

Get Agency OS AI installed and running on your WordPress website in minutes.

Prerequisites

Before installing, ensure your server meets these requirements:

  • WordPress 5.8 or higher
  • PHP 7.4 or higher (8.0+ recommended)
  • MySQL 5.6 or higher
  • Memory limit of 256MB minimum (512MB recommended)
Note: Agency OS AI creates 8 new database tables during installation. Ensure your WordPress database user has CREATE TABLE permissions.

Method 1: WordPress Admin Upload

The easiest way to install is directly from your WordPress dashboard:

  1. Log in to your WordPress admin area
  2. Navigate to Plugins → Add New
  3. Click Upload Plugin at the top of the page
  4. Click Choose File and select the agency-os-ai.zip file
  5. Click Install Now
  6. After installation completes, click Activate Plugin

Method 2: FTP/SFTP Upload

If you prefer manual installation or have issues with the upload method:

  1. Unzip the agency-os-ai.zip file on your computer
  2. Connect to your server via FTP or SFTP
  3. Navigate to /wp-content/plugins/
  4. Upload the entire agency-os-ai folder
  5. Log in to WordPress admin
  6. Go to Plugins and find "Agency OS AI"
  7. Click Activate

Method 3: WP-CLI Installation

For advanced users managing multiple installations:

wp plugin install agency-os-ai.zip --activate wp plugin activate agency-os-ai

Post-Installation Setup

Once activated, complete these steps to configure the plugin:

1. Configure General Settings

  1. Go to Agency OS → Settings → General
  2. Enter your company name, address, and logo
  3. Set your timezone and date format preferences
  4. Click Save Changes

2. Set Up Email SMTP

  1. Navigate to Agency OS → Settings → SMTP
  2. Configure your SMTP server details (host, port, username, password)
  3. Test the connection with the Send Test Email button
  4. Save settings when confirmed

See the SMTP Setup guide for detailed configuration options.

3. Customize Email Templates

  1. Go to Agency OS → Email Templates
  2. Review and customize default templates for:
    • Invoice notifications
    • Project updates
    • Ticket confirmations
    • Client onboarding
  3. Use merge tags like {client_name}, {project_name}, {invoice_amount}

Database Tables Created

Upon activation, Agency OS AI creates the following tables:

Table Name Purpose
aosai_clients Client and company information
aosai_projects Project records with metadata
aosai_tasks Tasks with workflow stages
aosai_tickets Support ticket system
aosai_invoices Invoices and line items
aosai_time_entries Billable time tracking
aosai_workflow_stages Custom workflow stages
aosai_email_templates Email template storage

Uninstallation

To completely remove Agency OS AI:

  1. Deactivate the plugin from Plugins page
  2. Click Delete to remove plugin files
Warning: Uninstalling will delete all Agency OS AI data including clients, projects, invoices, and time entries. This cannot be undone. Export your data first if needed.

Troubleshooting

Plugin won't activate

  • Check PHP version meets requirements (7.4+)
  • Verify memory limit is at least 256MB
  • Ensure WordPress version is 5.8 or higher

Blank screen after activation

  • Increase PHP memory limit in wp-config.php: define('WP_MEMORY_LIMIT', '512M');
  • Check error logs in wp-content/debug.log

Database errors

  • Verify database user has CREATE TABLE permissions
  • Check MySQL version is 5.6 or higher