Connect WHMCS

Connect WHMCS so OpsIQ can see your clients, services, invoices and tickets, and the AI can answer billing and service questions with real account data.

1. In WHMCS admin, open Setup → Staff Management → API Credentials and click Generate New API Credential.
2. Choose a role with read access to clients, services, orders, invoices and tickets.
3. Copy the Identifier and Secret that WHMCS shows.
4. In OpsIQ, open Integrations → Connectors and choose WHMCS.
5. Enter your WHMCS address, the identifier and the secret. Test the connection, then save.

Within a minute your clients, services, invoices and tickets start syncing. To show the chat widget in your client area, add your OpsIQ embed code to your WHMCS template footer.