Client documentation

Run client work, communications, AI, and business services from one MX12 guide.

This guide explains what is available now, how to complete common client workflows, and what MX12 is preparing next. Use it for accounts, companies, tasks, CRM, AI, websites, domains, support, telephony, virtual numbers, PBX, eSIM, marketplace, and billing.

Audience
MX12 clients
Updated
August 12, 2026
Best on mobile
Yes
Quick start

Four steps are enough for the first session.

1 Log in or register

Use the email connected to your MX12 account. If you are new, create an account and confirm your email before opening the dashboard.

2 Check your dashboard

Make sure your name, contact email, active services, requests, and balance look correct.

3 Create a request

Describe what you need, add links or screenshots, choose the best category, and submit the ticket.

4 Follow replies

Open the request or chat later to read updates, answer questions, and confirm when the issue is solved.

Account access

Use one client account for chat, tickets, billing, and updates.

Register

Create your account with a real email address. Use a password that is unique to MX12.

Log in

Enter your email and password. If extra verification is enabled, enter the current code from your authenticator app.

Recover access

If you cannot log in, use password recovery or contact support from the same email used for the account.

Tip: keep your billing email and support email the same when possible. It makes verification much faster.
Where to go

Use the right MX12 area for the job.

You need to Open this area Best next action
Ask a quick question Chat Send one clear question and include the page or account detail if it matters.
Report a problem Support requests Create a ticket with title, screenshot, device, browser, and expected result.
Install website chat Widget settings Copy the public key, allow your domain, paste the script, and test in incognito.
Coordinate company work Tasks Create a task with an owner, priority, dates, acceptance details, files, and task chat.
Manage contacts and sales My CRM Add contacts, create deals, move work through pipeline stages, and keep notes and activity together.
Configure the AI assistant Settings → AI Add company facts, approved sources, communication style, guardrails, languages, escalation rules, and website widgets.
Buy or manage a number Telephony Choose a country or offer, complete documents and payment, then wait for activation before connecting calling.
Use website calling Telephony Connect calling after the number is active. MX12 separates the provider route from the internal webphone extension.
Configure team call routing Telephony → PBX Create extensions, devices, groups, schedules, voicemail, IVR, forwarding, and inbound rules allowed by your account.
Buy travel data Telephony → eSIM catalog Choose a country or region, compare data and validity, order once, then install using the private activation details.
Search, sell, or rent an offer Marketplace Search listings, save useful offers, open listing chat, or publish an offer from a seller or company account.
Plan a business website or domain Business sites roadmap Review the planned publishing, domain, industry template, managed chat, and custom CRM workflow before requesting early access.
Check money or invoices Billing Review balance, payments, package status, and receipts before opening a billing ticket.
Protect your account Security settings Enable authenticator app verification and keep backup access details private.
Dashboard

Your dashboard is the main place for work with MX12.

Requests

Open current tickets, see status, read answers, and add new details.

Chat

Continue conversations and check whether AI or a support specialist is handling the thread.

Billing

View balance, payments, packages, and invoices connected to your account.

Profile

Review contact details and security settings so the account stays reachable and protected.

Company

See the active company workspace, members, roles, shared limits, channels, and services available to your team.

Tasks

Coordinate internal work with status, priority, dates, assignees, files, and a conversation attached to the task.

CRM

Keep contacts, deals, pipeline progress, notes, activities, and follow-up tasks in one business workspace.

Telephony

Review numbers, eSIM data, call minutes, active services, order status, mobile access, and PBX configuration.

1 Open dashboard

Log in and use the top navigation to open your client dashboard.

2 Check active items

Review open requests, unread chat replies, billing balance, and any active package or service.

3 Act from one place

Create a ticket, continue a chat, update contact details, or check a payment without switching tools.

Companies and workspaces

Keep personal access separate from shared company work.

Your user account identifies you. A company workspace connects the people, tasks, AI settings, channels, CRM data, telephony services, and shared limits that belong to one business. What you can see or change depends on your role.

Personal account

Use your own email, password, security settings, notification choices, and device sessions. Never share one login between employees.

Company workspace

Create or join a company before using shared tasks, company clients, team channels, CRM, or account-wide AI rules.

Roles and permissions

Owners and administrators manage company-wide settings. Members work only with the tools and records allowed for their role.

Before changing company-wide settings: confirm the company shown in the workspace selector. A number, task, AI widget, or CRM record may belong to a different company scope.
Projects and tasks

Turn a business request into assigned, trackable work.

The task board is shared inside one company. Use it for client delivery, website work, sales follow-up, telephony setup, content, operations, and internal projects instead of splitting decisions across unrelated chats.

01

Describe the result

Write a short title and a complete description with context, links, acceptance criteria, and the outcome that means the task is finished.

02

Assign responsibility

Choose the responsible people, status, priority, start time, and deadline. Use realistic dates that the assignee can understand.

03

Add files and review

Attach the source files, screenshots, briefs, or examples, review the summary, then create the task.

Use the task fieldFor this purposeGood practice
TitleIdentify one resultStart with an action: “Connect the sales number” or “Publish the restaurant landing page.”
DescriptionExplain context and acceptanceAdd links, constraints, expected result, and anything that must not be changed.
PeopleSet responsibilityAssign the person who owns the next action, not everyone who may be interested.
Priority and datesPlan workUse urgent priority only when delay has a real business consequence.
FilesKeep source material togetherAttach the current version and name files clearly.
Task chatKeep decisions with the taskContinue updates in the same task so the final history is complete.
CRM

Keep customer context, sales progress, and next actions connected.

My CRM brings together pipeline lanes, contacts, deals, notes, activity, and execution tasks. Use one record per real customer or company and update the existing record instead of creating duplicates.

Workspace

Review pipeline lanes, recent contacts and deals, quick notes, activity, and the current execution lane.

Contacts

Store the customer or company name, communication details, context, and the relationship that your team needs.

Deals

Create an opportunity, keep its value and stage current, and record the next action required to move it forward.

Tasks

Connect follow-up work to a responsible person and date rather than relying on memory or private messages.

Activity

Use the stream to understand what changed and which customer action happened most recently.

Settings

Adjust the CRM options available to your company. Deeper industry templates are part of the planned business-site workflow below.

Recommended CRM rule: every active deal should have one current stage, one owner, and one dated next action. AI may summarize or suggest, but a team member remains responsible for customer commitments.
Support requests

Create a ticket when you need a clear answer or tracked work.

01

Write a useful title

Use a short title that names the exact problem or request.

02

Add context

Include links, screenshots, account email, device, browser, time, and what you already tried.

03

Send and watch status

After submitting, track the status from the dashboard and answer follow-up questions inside the ticket.

Good ticket example: "Widget does not open on mobile checkout page." Add the page URL, screenshot, browser, device, when it started, and what should happen instead.
Status What it means for you
Open Your request is created and waiting for review.
In progress The team is working on it or waiting for a needed detail.
Waiting MX12 needs your answer before the request can move forward.
Done The request is completed. Reopen or create a new ticket if something else is needed.
AI chat

Use chat for quick questions and simple support.

Ask one clear question

Short messages with one topic get better answers than long mixed requests.

Share details

Add the page, order, email, screenshot, or error text that explains the situation.

Request human help

If the answer is not enough, ask for the conversation to be reviewed by a support specialist.

The widget logo now opens the MX12 home page in a new tab, so clients can always jump back to the main site.
AI setup and knowledge

Give AI approved facts, clear limits, and a reliable human handoff.

Open Settings → AI to configure the company and AI voice, customer script, preferred language, translation behavior, communication style, additional web sources, strict guardrails, website widgets, and knowledge sources. The guided setup chat can improve existing settings, fill gaps, polish tone, tighten limits, start from zero, or help with installation.

01

Define the company

Add the official company name and website, a factual company description, products and services, audience, locations, hours, contact routes, and the welcome message.

02

Choose trusted knowledge

Add approved pages, documents, policies, prices, FAQs, and source priorities. Remove old files when the information is no longer valid.

03

Set rules and escalation

State what AI may answer, what it must never invent, when it must ask a clarifying question, and when it must send the conversation to a person.

ConfigurationWhat to writeWhat to avoid
Company informationVerified facts, services, coverage, contacts, hours, and customer process.Unconfirmed claims, expired offers, or internal passwords.
Communication styleTone, answer length, preferred terminology, language, and how to address customers.Vague instructions such as “answer perfectly.”
Trusted sourcesOfficial websites, current documents, product catalogs, price pages, and policies.Unknown sites or sources that may conflict with company policy.
GuardrailsApproval limits, privacy rules, prohibited promises, escalation triggers, and sensitive topics.Rules that allow AI to confirm payments, legal outcomes, or service activation without verification.
Human handoffWhen to create a request, ask for a manager, or collect the contact details needed for follow-up.Keeping the customer in a loop when AI cannot complete the request.
For multilingual customers

Choose the preferred team language, whether incoming messages are translated, and whether the default view shows original or translated content.

For every project

Create a separate widget when a website, storefront, product, client project, or domain group needs different knowledge, appearance, or starter questions.

For ongoing quality

Review real conversations, correct the source information, and improve rules. Do not fix a wrong answer only by adding more personality text.

Never put secrets into AI knowledge

Do not add passwords, private keys, payment card data, authentication codes, private customer files, or provider credentials.

AI does not replace approval

AI may explain, collect context, summarize, and suggest next actions. A person must approve financial, legal, security, domain-transfer, and customer-commitment decisions.

Widget code

Connect the MX12 chat widget to your website.

The widget is the small chat button on your site. It lets visitors ask the AI, continue a conversation, and request human support when the question needs attention.

01

Open widget settings

From your client dashboard, open the chat or widget area and find your public key.

02

Add your domain

Make sure the exact website domain is allowed, for example example.com and www.example.com if both are used.

03

Paste the code

Add the script before the closing </body> tag or through your website builder custom code area.

<script
  async
  src="https://www.mirrax12.world/static/js/widget-loader.js?v=20260831-permanent-free-plan-v51"
  data-version="20260831-permanent-free-plan-v51"
  data-public-key="YOUR_PUBLIC_KEY"
  data-base-url="https://www.mirrax12.world"
  data-ticket-hint="General Support Question">
</script>
Where to paste

For WordPress, Shopify, Webflow, Tilda, Wix, or custom HTML, place it in global footer/custom code so it appears on every page that needs chat.

What to replace

Replace YOUR_PUBLIC_KEY with the key from MX12. Keep data-base-url pointed to MX12.

How to test

Open the site in an incognito window, wait for the chat button, send a test message, and confirm the conversation appears in MX12.

One widget per purpose

Use separate widget keys for different client projects, storefronts, checkout flows, documentation portals, or product areas when they need different rules or knowledge.

Industry chat templates

Start with the company’s real intake process: required questions, safe answers, lead fields, booking or quote steps, and the exact moment a person should take over.

Domain control

Allow only the production and approved test domains that should load the key. Disable or regenerate a key if it may have been exposed.

If the widget does not appear

Check the public key, allowed domain, ad blockers, browser console errors, and whether the script is loaded only once.

If messages do not arrive

Create a support request with the page URL, public key, browser console screenshot, and the exact test message time.

Telephony

Manage virtual numbers, calling, SMS, SIP access, and mobile connectivity.

The telephony area is where you request virtual numbers, eSIM packages, SIP access, webphone and mobile calling. Depending on the country, provider, number type, and account permissions, services may also include SMS, call records, recordings, transcripts, AI analysis, multiple workspaces, and PBX routing. Some services are instant; others require documents, balance, and provider activation.

01

Choose a service

Select a virtual number, eSIM package, or SIP profile. For numbers, check the country, monthly price, setup price, and any document requirements.

02

Finish verification

Upload requested documents and keep enough balance for setup and renewal. The dashboard shows when the profile or order needs review.

03

Activate calling

After the number becomes active, connect calling from the service card. Website calling and app access are prepared automatically when the provider route is ready.

Virtual numbers

Best for receiving calls in a chosen country, showing one business number, and connecting the number to MX12 calling tools.

eSIM packages

Best for mobile data while traveling. Keep the QR or activation details private and open a ticket if activation data is missing.

SIP and webphone

Best when your team needs browser calling, app calling, or a dedicated calling profile attached to the account.

SMS and conversations

When the selected number supports messaging, use the shared inbox, open one conversation, send replies, and keep unread status connected to the correct line.

Calls and AI analysis

Review recent calls and available details. Recording, transcription, summary, outcome, sentiment, and objections appear only when enabled and permitted.

Telephony workspaces

Accounts with more than one telephony scope must select the correct workspace before ordering, calling, changing policy, or reviewing usage.

Incoming number routing uses a provider SIP/PBX login. The short internal extension shown for webphone or app calling is separate, so a number can be active even while calling setup still needs the correct route.
If activation is pending

Check documents, balance, country requirements, and order status before creating a duplicate request.

If calling setup fails

Create one ticket with the number, service card screenshot, error text, and time of the attempt. MX12 can re-check the provider route without changing your public number.

PBX and call routing

Decide who rings, when they ring, and what happens next.

PBX settings control the internal call structure behind active numbers. Availability depends on the company role, provider route, and enabled service. Make one routing change at a time and place a test call before changing the next layer.

PBX areaPurposeCheck before saving
ExtensionsCreate internal team destinations.Owner, display name, caller ID permission, and expected device.
DevicesConnect browser, mobile, or SIP endpoints to an extension.Use current credentials and revoke devices that should no longer connect.
ForwardingSend calls to another destination under defined conditions.Destination format, timeout, order, and loop risk.
Ring groupsRing several available team members.Members, order or strategy, timeout, and fallback.
SchedulesApply business hours and after-hours behavior.Time zone, working days, holidays, and current open/closed state.
VoicemailCollect a message when nobody answers.Mailbox owner, greeting, notification route, and retention policy.
IVR menusLet callers choose a department or action.Prompt audio, key mapping, invalid input, timeout, and fallback.
Inbound rulesConnect an incoming number to the correct PBX flow.Number, provider route, destination, priority, and active schedule.
Media and holdControl approved prompts, greetings, and hold audio.Audio quality, rights to use the file, volume, and customer experience.
Safe test sequence: call the public number, confirm the greeting or first destination, test no-answer and busy behavior, test after-hours routing, then verify voicemail or final fallback. Record the exact attempt time if support must trace the call.
Avoid routing loops

Do not forward two extensions or external numbers back to each other. A loop can create repeated call attempts and unexpected charges.

Respect recording law

Recording and transcription requirements vary by country. Configure consent notices and retention with appropriate legal guidance.

eSIM

Choose, install, and protect a digital mobile-data plan.

01

Check the device

Confirm that the exact phone or tablet supports eSIM, is carrier-unlocked, and can add another mobile plan.

02

Choose coverage

Select a country or region, then compare included data, validity, supported networks, activation conditions, and total price.

03

Install once

Open the order details, scan the QR code or enter the activation information, label the line, and enable data roaming only when the plan instructions require it.

Before travel

Install while you have stable Wi-Fi, but follow the package rule for when validity starts. Some plans begin at installation; others begin at first network use.

After installation

Select the eSIM for mobile data, keep the primary SIM for calls if needed, and disable automatic data switching when you want predictable usage.

Keep details private

A QR code and activation code may be single-use. Do not publish screenshots or send them in an open chat.

If data does not work

Check coverage, active line, roaming, APN instructions, remaining data, validity, and device restart before opening a ticket.

Mobile applications

Use MX12 calling and support from iPhone or Android.

Mobile access uses the same MX12 account and the telephony workspace selected for that session. Available screens may include contacts, recent calls, keypad, virtual-number and eSIM catalogs, SMS, support, orders, settings, and active-call controls.

Sign in safely

Use the official MX12 app, complete email or social login, and review active device sessions in security settings.

Allow required permissions

Microphone is required for calls. Notifications are required for reliable incoming-call alerts and service updates. Contacts access is optional unless you choose to sync or import contacts.

Select the calling line

Before an outbound call or SMS, confirm the selected number or workspace so the customer sees the intended business identity.

Protect incoming calls

Keep push notifications enabled, do not force-close background services unnecessarily, and report the exact missed-call time when troubleshooting.

Control recordings

Use only account-approved recording and transcription settings. The mobile app should reflect server policy rather than create a private local exception.

Lost device

Revoke the mobile session, disable the device, change the password if necessary, and review recent activity.

Marketplace and rentals

Search, save, discuss, sell, or rent marketplace offers.

The MX12 marketplace supports products, services, property, jobs, rentals, and local offers. Visitors can search and save listings; registered users can use listing chat, while seller and company accounts can publish and manage offers.

01

Find the offer

Search by category and relevant filters, open the full listing, compare the description and seller details, and save useful results.

02

Confirm in chat

Ask about availability, exact scope, price, location, delivery or rental period, included support, and the next verified step.

03

Publish responsibly

Choose the correct category and offer type, use accurate images and terms, explain what is included, and keep listing status current.

Marketplace safety: do not send passwords, one-time codes, private keys, or full payment-card details in listing chat. Confirm ownership, contract terms, and domain or digital-asset transfer conditions before payment.
Planned product direction

Business sites, domains, industry chat templates, and custom CRM.

Status: planned. The workflow below describes the intended MX12 service model. It is not an active self-service promise unless the corresponding controls appear in your account or MX12 confirms early access in writing.

MX12 plans to let a business start from an industry template, configure the site and AI chat, connect a CRM prepared for that business, and publish either under an MX12 path or under a custom domain. Clients will be able to request managed setup instead of assembling hosting, chat, telephony, forms, and CRM separately.

Restaurants and cafés

Menu, hours, locations, reservations or enquiries, delivery links, common questions, and lead or booking follow-up.

Beauty and wellness

Services, specialists, price ranges, schedule requests, preparation notes, reviews, and appointment lead capture.

Clinics and care services

Service information, locations, contact and appointment requests, with strict privacy and no unapproved medical advice from AI.

Legal and accounting

Practice areas, consultation intake, document checklist, secure handoff, and clear limits against AI giving unapproved professional conclusions.

Real estate and rentals

Listings, locations, availability, enquiry qualification, viewing requests, owner or agent routing, and deal stages.

Construction and local services

Service areas, portfolio, quote request, photos, measurements, preferred dates, responsible team, and project follow-up.

Retail and e-commerce

Catalog or featured products, delivery and return information, order questions, sales leads, and support escalation.

Education and consulting

Programs, schedules, eligibility, consultation or application forms, knowledge materials, and enrollment pipeline.

01

Choose a template

Select the business type and goal: receive leads, bookings, calls, quote requests, applications, orders, or support conversations.

02

Configure the business

Add brand assets, contacts, locations, services, prices, hours, languages, legal pages, photos, forms, and the people responsible for replies.

03

Prepare AI and CRM

Approve knowledge and guardrails, choose the chat intake template, review captured fields, and adapt pipeline stages, roles, tasks, and follow-up rules.

Publishing optionHow it is intended to workImportant client decision
MX12 hosted path Publish quickly at an address such as https://www.mirrax12.world/sites/your-business/, with hosting, SSL, updates, and MX12 service connections managed together. Choose a unique public slug and confirm what branding or MX12 attribution the selected plan includes.
Your existing domain Connect a domain already owned by the client using the required DNS records. MX12 verifies the domain, enables HTTPS, and publishes after the client approves the final version. Keep registrar access private, understand which DNS records change, and preserve email records when changing website routing.
Buy a domain through MX12 Search availability, review registration and renewal price, submit accurate registrant details, pay, and let MX12 complete technical connection and renewal management. Ownership, renewal date, privacy options, registrar lock, transfer eligibility, and any country-domain requirements must be shown before purchase.
Transfer the domain to the client After identity, payment, and registrar eligibility checks, MX12 provides or uses the approved transfer process so the client can move the domain to another registrar. The client confirms the receiving registrar, authorized contact, transfer code handling, and whether hosting or email should continue after transfer.
Industry chat template

Each template should include starter questions, required intake fields, service-specific FAQs, prohibited claims, qualification steps, and human escalation triggers.

Customizable CRM

Start with recommended pipelines and fields, then let the company rename stages, add fields, assign roles, connect forms and calls, and decide which automation is allowed.

Connected communications

Website chat, forms, virtual numbers, SMS where supported, and support requests should create or update the correct CRM contact without uncontrolled duplicates.

Managed website rental

The recurring plan should state hosting, template license, maintenance, backups, included edits, traffic or usage limits, support level, domain cost, and exit terms.

Client ownership

The agreement should distinguish client content and domain rights from MX12 template code, platform features, licensed assets, and third-party services.

Publish approval

AI may prepare copy and configuration, but publication, paid domain registration, DNS changes, imports, and customer-facing promises require explicit client confirmation.

Planned lifecycleClient-visible result
1. DraftA private preview with selected template, business information, missing-item checklist, and estimated recurring services.
2. ConfigureEditable pages, branding, languages, forms, AI behavior, lead fields, CRM pipeline, responsible people, and communication channels.
3. ReviewA launch checklist for content, mobile layout, forms, phone routing, chat handoff, privacy, domain, analytics, and billing.
4. PublishThe approved MX12 path or custom domain becomes live with HTTPS and the enabled MX12 services.
5. OperateLeads, conversations, tasks, calls, and deals flow into the selected workspace with visible ownership and status.
6. ImproveClients review analytics and conversations, update knowledge, adjust CRM stages, and request design or content changes.
7. Renew or exitRenew hosting and domain services, export permitted business data, disconnect integrations, or follow the documented domain-transfer process.
No silent publication

MX12 and its AI should never publish a site, register a paid domain, change production DNS, or import customer data without a clear preview and authorized confirmation.

No hidden lock-in

Before purchase, the client should see recurring costs, domain ownership and transfer terms, export options, cancellation effects, and which parts require MX12 hosting.

Billing

Keep payment and balance details easy to verify.

Balance

Shows available funds or credits connected to your account.

Payments

Shows recent top-ups, package purchases, and payment status.

Invoices

Use invoices or receipts when you need accounting confirmation.

If a payment is missing

Refresh the page. If it still does not appear, create a ticket with amount, date, payment email, and receipt.

If a charge looks wrong

Do not create multiple duplicate tickets. Send one request with screenshots and the exact line you want checked.

Security

Protect your client account before you need urgent help.

1 Open security settings

Go to your account settings and find the authenticator setup area.

2 Scan the QR code

Add MX12 to Google Authenticator or another compatible 2FA app.

3 Confirm the code

Enter the current 6-digit code. After that, future logins may ask for this code.

Save backup access information somewhere private. If you lose the authenticator app, support may need to verify account access manually.
Device sessions

Review signed-in devices, remove access you do not recognize, and revoke a lost or replaced phone.

Company permissions

Give each person only the role needed for their work. Remove former members promptly and review owners and administrators regularly.

AI and knowledge

Use approved business information only. Keep credentials, private customer data, legal identity documents, and unrestricted internal files out of public AI sources.

Domains and DNS

Keep registrar credentials private, use 2FA, confirm every DNS change, preserve email records, and document who owns renewal responsibility.

Telephony

Protect SIP credentials, revoke unused devices, restrict recording access, and investigate unusual calls or spend quickly.

Exports and transfers

Verify the requesting person and company authority before exporting CRM data, transferring a domain, or changing account ownership.

AI-readable service reference

Use these rules when an AI assistant explains or guides MX12.

Service areaStatus in this guideAI response rule
Accounts, companies, tasks, support, CRM, AI settings, widgets, telephony, eSIM, PBX, mobile APIs, marketplace, billing, and securityAvailable functions exist in the current MX12 project; exact access still depends on role, account, plan, provider, country, and enabled configuration.Explain the steps and conditions. Never claim a button, service, number, price, or permission is available until the user’s account shows it.
Industry website templates, managed site rental, MX12 path publishing, custom-domain publishing, domain purchase and transfer, generated industry CRMPlanned product direction.Describe the intended workflow, collect requirements, or offer early-access contact. Never describe it as live self-service unless MX12 confirms activation.
Explain before acting

State what will change, which account or workspace is affected, expected cost or renewal, required permissions, and whether the action can be reversed.

Ask for confirmation

Require explicit approval before purchases, publication, DNS changes, domain registration or transfer, data import or export, role changes, number routing, deletion, or customer-facing commitments.

Minimize sensitive data

Request only the account, service, timestamp, public URL, and safe diagnostic context needed. Never request passwords, one-time codes, private keys, full card data, or unrestricted identity documents in chat.

Mark uncertainty

If price, availability, regulation, coverage, renewal, or provider status may have changed, direct the user to the live catalog or account and avoid guessing.

Preserve one work history

Continue in the existing ticket, task, deal, or conversation when it is the same issue. Create a new item only for a separate outcome.

Escalate cleanly

Summarize the goal, affected workspace, relevant service, exact error, timestamp, checks already completed, and the next decision required from a person.

Preferred answer structure: current status → exact next steps → information required → cost or risk note → confirmation point → support escalation if the result cannot be verified.
Troubleshooting

Fast fixes for common client issues.

I cannot log in
Check password, email spelling, authenticator code, and whether the email inbox has a verification message.
Chat is not answering
Refresh the page, start a new chat, or create a ticket if the issue needs follow-up.
Ticket has no reply yet
Open the ticket and check status. If MX12 is waiting for details, add the missing information in the same request.
Mobile layout looks wrong
Refresh once, rotate back to portrait mode, and send a screenshot with device model if the issue remains.
Telephony activation is waiting
Check whether documents, balance, or country review are still pending. If everything looks complete, send one ticket with the number or package name.
Website calling cannot connect
Confirm the number service is active, then send the exact error text and attempt time. MX12 can refresh the route between the number and the calling profile.
A task is missing or cannot be edited
Confirm the selected company, your role, task filters, responsible person, date range, and whether the task belongs to another workspace.
A CRM contact or deal looks duplicated
Compare email, phone, company, and source before creating another record. Keep the best record and request a reviewed merge instead of deleting history blindly.
AI gives an outdated or unsafe answer
Save the conversation, identify the wrong claim, correct or remove the source, tighten the relevant guardrail, and test the same question again.
An eSIM is installed but has no data
Check the active data line, coverage, remaining data, validity, roaming and APN instructions. Do not delete the eSIM unless support confirms it can be installed again.
A custom domain does not open the site
For future site hosting, check domain verification, DNS records, propagation, HTTPS status, and whether the domain is attached to the intended project. Do not repeatedly change records while propagation is in progress.
FAQ

Client questions answered quickly.

Should I use chat or a ticket?

Use chat for quick questions. Use a ticket when the request needs tracking, files, billing review, or a later follow-up.

Can I add more information after submitting a ticket?

Yes. Open the same ticket and add the new message, screenshot, link, or receipt.

What information helps support move faster?

Your account email, exact problem, expected result, actual result, screenshots, links, and the time the issue happened.

Where do I get the widget code?

Open your dashboard, go to the widget or chat settings area, copy the public key, and use the code example from this guide.

What should I check before asking about the widget?

Confirm the public key, domain allowlist, script placement, browser console errors, and whether the widget appears in an incognito window.

Why can a number be active but calling still needs setup?

The number purchase and the calling route are separate steps. Activation confirms the number exists on the account; calling setup connects it to the correct MX12 route and webphone profile.

What is the difference between a route and an extension?

The route is the provider-side SIP/PBX login used to receive calls from the number. The extension is the short internal number your webphone or app uses after routing is ready.

Can MX12 create tasks for our company projects?

Company members can use the task board for shared work with descriptions, status, priority, dates, responsible people, files, and task chat. Available actions depend on company membership and role.

Can we customize CRM for our business?

Current My CRM provides contacts, deals, pipeline, tasks, notes, activity, and settings. Deeper ready-made industry pipelines connected to managed business sites are part of the planned product direction.

Can AI use our website and company documents?

Yes, when they are approved as knowledge sources or allowed web sources. Keep information current, set source priority and guardrails, and never upload credentials or unrestricted private customer data.

Can I publish a business website under the MX12 domain?

This is a planned service. The intended options are an MX12-hosted path for quick launch or a connected custom domain after verification and client approval.

Can MX12 buy and later transfer a domain for me?

This is part of the planned domain service. Before payment, MX12 should show ownership, registration and renewal cost, privacy options, transfer eligibility, and exit terms. Transfer must follow identity, authorization, payment, and registrar requirements.

Will one site template work for every industry?

No. Each industry should start with its own pages, lead fields, AI chat questions, prohibited claims, CRM stages, and escalation process, then be adjusted to the real business.

Do I need internal team documentation?

No for normal client use. This page includes a safe AI-readable reference, while private credentials, provider internals, security procedures, and employee-only operating details must remain in protected internal documentation.

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MX12 client documentation. Keep requests clear, keep account access safe, verify the active workspace, separate available features from planned services, and keep related follow-up inside the same task, deal, ticket, or conversation.