MyDaddy.io User Guide

Getting Started

Creating Your Workspace

1. Sign Up

   Visit mydaddy.io, click "Create Your Workspace" or "Get Started Free", and choose your sign-up method: Google SSO, Microsoft SSO, or Email/Password.

2. Workspace Name

   Enter your company name or project name. This will be your workspace identifier.

3. First Agent

   We automatically create your first support agent station. You can customize its name, tone, and language in Settings afterward.

4. Access Your Workspace

   You'll be redirected to Settings, where you can invite team members, configure integrations, customize your AI agent, and embed the widget on your website.

Logging In

1. Visit https://mydaddy.io/portal/login/
2. Enter your email and password (or use SSO)
3. If you have multiple workspaces, enter the workspace name
4. Click Sign In

Web AI Agent (Embedded Widget)

What Is the Web AI Agent?

The Web AI Agent is an embedded widget on your website that provides automated customer support 24/7. Visitors can chat with AI or speak directly to get help, answers, or sales information.

Embedding the Widget

Step 1: Get Your Embed Code

1. Log in to your workspace
2. Go to Settings → Web AI Agent
3. Under "Embed this widget on your website", you'll see an Embed Code section
4. Click the copy button to copy your snippet

Step 2: Paste Into Your Website

Add the snippet to your website's HTML just before the closing </body> tag:

<!-- MyDaddy.io AI Support Widget -->
<script>
  (function(){
    if (document.getElementById('sip-widget-frame')) return;
    var k = "YOUR_EMBED_KEY_HERE";
    var f = document.createElement('iframe');
    f.id = 'sip-widget-frame';
    f.src = 'https://mydaddy.io/widget.html?key=' + encodeURIComponent(k)
         + '&ref=' + encodeURIComponent(location.href);
    f.style.cssText = 'position:fixed;bottom:0;right:0;width:80px;height:80px;border:none;z-index:2147483647;background:transparent;';
    f.allow = 'microphone';
    document.body.appendChild(f);
    window.addEventListener('message', function(e){
      if (e.data && e.data.type === 'sip-widget-resize') {
        f.style.width = e.data.width || '80px';
        f.style.height = e.data.height || '80px';
      }
    });
  })();
</script>

Step 3: Verify It Works

1. Reload your website
2. Look for a small chat bubble in the bottom-right corner
3. Click it to open the support widget

Widget Features

Text Chat

• Type your question or concern
• AI responds with intelligent answers based on your website content
• Chat history is preserved during the conversation

Voice Chat

1. Click the microphone icon
2. Grant microphone permission (browser will ask)
3. Speak your question
4. AI listens and responds via text or voice

Contact Collection

At the end of the conversation, you may be asked for:

• Your name
• Your email
• Your phone number (optional)
• A brief note or follow-up request

Customizing Your Agent

Step 1: Open Agent Settings

1. Log in to your workspace
2. Go to Settings → Web AI Agent

Step 2: Edit Agent Personality

Step 3: Save

Click Save Changes. The widget will pick up new settings within 30 seconds.

Browser Softphone

What Is the Softphone?

The Softphone is a browser-based phone for your team. No app installation needed — just log in and start taking calls.

Accessing the Softphone

1. Log in to your workspace
2. Look for the Softphone tab (or navigate to https://mydaddy.io/phone.html)
3. If you don't see it, go to Settings and ensure your account has phone access

Making a Call

Step 1: Open the Dialer

1. Click the Dial tab
2. Enter a phone number (including country code, e.g., +1-415-555-1234)
3. Click Call (or press Enter)

Step 2: Talk

Once connected, you can talk freely. All audio is encrypted end-to-end.

Step 3: End the Call

Click End Call or hang up on the other end.

Receiving Calls

Stay Logged In

Keep the softphone tab open in your browser. You can minimize it or keep it in the background.

Answer Incoming Calls

When someone calls your extension, a notification pops up in the browser. Click Answer to pick up.

Advanced Features

Call Transfer

1. During an active call, click Transfer or the transfer button
2. Enter the extension or phone number to transfer to
3. Click Send (call will be transferred)

Call Hold

1. During a call, click Hold
2. The other party will hear hold music
3. Click Resume to continue talking

Conference (If Enabled)

1. During a call, click Add Person
2. Enter the extension or phone number
3. All parties can now talk together

Guest QR calling

What Is Guest QR Calling?

Guest QR calling lets hotels, venues, shared workspaces, and service desks print a QR code for a room or location. A guest scans the code, taps Start call, grants microphone permission, and reaches your team from the browser without installing an app.

The room label is trusted by the server because it comes from the signed QR link. Agents see the room context in the Softphone, and transcripts start with Guest room: ... so tickets and owner emails show where the request came from.

How Calls Are Routed

1. If an agent is logged in to the Softphone for that workspace, MyDaddy.io rings one available agent.
2. The agent sees the room label, such as Room 501, before accepting the call.
3. If no agent is online, the guest is prompted to leave a voice message.
4. The transcript is saved through the ticket flow and emailed to the workspace owner for follow-up.

Generating Room QR Codes

1. Enable the Web AI Agent

   Go to Settings → Web AI Agent and make sure the embeddable widget is enabled. Guest QR signatures use the workspace embed key.

2. Open Guest QR

   In the portal sidebar, open Guest QR or go to /portal/guest-call/qr/.

3. Enter a room label

   Use a stable room or location label, such as 501, Lobby, or L5-North. Do not put guest names or personal information in the label.

4. Generate and print

   The portal saves the signed URL and QR SVG in Postgres, so you can reprint saved room cards later without regenerating a new signed credential.

Reprinting and Rotating

• Saved room cards appear on the same Guest QR page with download and open actions.
• For durable room cards, use a long TTL such as 365-730 days.
• If a printed card is lost, rotate the workspace Web Agent embed key and reprint affected cards. Rotation invalidates older QR links.
• If a room label changes, generate a new QR card for the new label so transcripts and tickets point to the correct location.

LLM MCP configuration

What Is It?

The LLM MCP page gives a workspace admin a private MCP URL that trusted assistants such as Claude, Gemini, ChatGPT, Cursor, Copilot, or another MCP-capable client can use to inspect and configure workspace features.

The endpoint is workspace-scoped. It can read configuration with secrets redacted, update supported workspace settings after confirmation, manage stations, extensions, ring groups, and Guest QR cards, and generate client-specific skill files.

Create a Workspace MCP URL

1. Open LLM MCP

   Log in as a workspace admin and open LLM MCP from the portal sidebar.

2. Create a token

   Click Create private MCP URL. Copy the token or URL immediately; the full token is shown only once.

3. Choose a skill file

   Open the generated skill file for your client, such as Claude, Gemini, ChatGPT, Cursor, Copilot, or Generic MCP. It contains the MCP endpoint, bearer-token configuration, and operating rules.

4. Use dry-run first

   Ask the assistant to call workspace.update_settings with dry_run: true, review the proposed patch, and only then allow it to apply the change.

Available Tools

• workspace.get_configuration reads workspace settings and runtime entities with secrets redacted.
• workspace.update_settings updates supported workspace-level settings.
• stations.*, extensions.*, and groups.* provide CRUD for phone users, extension numbers, and ring groups.
• groups.add_member and groups.remove_member manage ring-group station membership.
• guest_qr.* lists, creates, updates, and deletes saved room QR cards.
• skill_file.get renders setup instructions for popular LLM clients.

US phone numbers & terminations

Search & buy (paid workspaces)

If your workspace is on a paid PSTN tier, administrators can open Terminations in the admin portal and use Search & buy numbers to find US local DIDs. Purchases go through SignalWire or Twilio, depending on how your platform team configured providers.

Removing a number

When you delete a termination that was purchased through the portal, the system releases it at the carrier as well — so routing stops and you are not billed for that number anymore. Terminations that were typed in by hand (no carrier purchase through us) only remove routing in your workspace; they do not change an external carrier account.

Inbound AI support (optional)

Under Settings → Call routing, workspaces can enable an AI Support Agent mode for inbound calls so callers get conversational help on the phone (similar idea to the website widget) before or alongside transfer to your team. Exact menus and routing depend on how your admin configured the workspace.

Workspace Settings

Organization Settings

Path: Settings → Organization

Billing

Path: Settings → Billing

• Current Plan: Shows your subscription tier
• Usage: Number of minutes used, conversations, and leads
• Invoice History: Download past invoices
• Payment Method: Update credit card or billing address

Security

Path: Settings → Security

• Two-Factor Authentication (2FA): Enable for extra security
• Session Timeout: Auto-logout if idle for 30 minutes
• API Keys: Regenerate monthly for security
• IP Whitelist: (Enterprise) Restrict access to specific office/VPN IP addresses

Notifications

Path: Settings → Notifications

Workspace tools (background jobs)

What is this?

Workspace tools is an optional area of the admin portal where your team can run approved background jobs that your platform has connected to your workspace. Examples include file-processing pipelines (for instance, turning uploaded documents into a downloadable spreadsheet). Jobs run asynchronously: you submit inputs, the system processes them on servers, and you open the run’s Details page to check status and download results when ready.

How to run a job

1. Open Workspace tools

   From the portal sidebar, click Workspace tools. You will see one card per function enabled for your workspace (name and short description come from the catalog).

2. Start a new run

   Click New run on the function you need. A form appears with the inputs that function expects: usually a mix of file uploads (PDF, Excel, etc.) and optional text or numeric parameters, depending on the tool.

3. Queue the job

   Upload files and fill any required fields, then submit. You will be redirected toward the run list or detail page. The status may show as queued or running for a little while; large files can take longer.

4. Results and downloads

   Open Details for that run. When the job succeeds, use the download links for output files (for example an estimate workbook). The same page lists the parameters you submitted and lets you download copies of the input files that were staged for that run.

5. Delete a run

   On the run detail page, Delete this run removes the record and deletes staged input/output files for that run from our storage for your workspace. This cannot be undone.

Lacy cost estimate (example)

If your workspace has the Lacy cost estimate tool enabled, it is designed to combine a damages PDF and a costs spreadsheet (typically Excel) and produce an estimate workbook you can download—again as an asynchronous job. Exact field labels and required file types appear on the New run form. The tool does not use your workspace Knowledge base or the website widget’s Q&A index; it only uses the files and parameters you submit for that run.

Legacy Lacy jobs

Some workspaces may still see a Legacy Lacy jobs table on the same page. Those rows are from an older upload flow before Workspace tools. Use the download link there only for those historical jobs; new work should go through New run on the function card.

If something goes wrong

• Stuck on queued or running: Wait a minute, refresh the Details page, or return from Workspace tools and open Details again. Very large uploads take longer.
• Failed: Open Details and read the error message shown for that run.
• Missing menu item: Your workspace may not have the feature or bindings yet—contact support as above.

Managing Teams

Inviting Team Members

Step 1: Open Team Settings

1. Log in to your workspace
2. Go to Settings → Team
3. Click Invite Person

Step 2: Enter Email & Choose Role

Enter the team member's email address and choose their role:

• Admin: Can change settings, invite users, delete workspace
• Agent: Can answer calls, manage tickets, view analytics
• Viewer: Can only view analytics and reports

Step 3: Send Invite

An email is sent to the team member. They can click the link to accept and create their account.

Managing Roles

1. Go to Settings → Team
2. Click on the team member's name
3. Choose a new role from the dropdown
4. Click Save

Removing a Team Member

1. Go to Settings → Team
2. Click on the team member's name
3. Click Remove from Workspace
4. Confirm (access will be revoked immediately)

Integrations

Zoho CRM Integration

The Web AI Agent can automatically create leads in your Zoho CRM.

Step 1: Connect Your Zoho Account

1. Go to Settings → Integrations
2. Click Connect Zoho CRM
3. You'll be redirected to Zoho's authorization page
4. Click Approve to grant permission

Step 2: Configure Lead Fields

Choose which fields to map: Visitor name → Zoho contact name, Visitor email → Zoho email, Conversation transcript → Zoho notes

Step 3: Set Auto-Create Rules

Choose when to create a lead: Always (default), Only on Escalation, Only on Explicit Request

Zoho Desk Integration

File support tickets directly from conversations.

Step 1: Connect Your Zoho Desk Account

1. Go to Settings → Integrations
2. Click Connect Zoho Desk
3. Approve the authorization

Step 2: Configure

• Choose the department where tickets should be filed
• Choose which fields to include (transcript, visitor info, sentiment)

Zapier Integration

Connect MyDaddy.io to 3,000+ apps via Zapier.

Step 1: Create a Zap

1. Log in to Zapier.com
2. Click Create Zap
3. Choose MyDaddy.io as the trigger app

Step 2: Connect Your Account

When prompted, paste your API Key from Settings → Integrations → API Keys

Step 3: Choose Action

Select what should happen (e.g., "Send email", "Create Slack message", "Add to Google Sheet")

Troubleshooting

Widget Doesn't Appear on My Website

Solution

1. Check the embed key: Go to Settings → Web AI Agent and copy the embed code again
2. Check browser console for errors: Right-click → Inspect → Console tab
3. Check if JavaScript is enabled in your browser
4. Try a different browser (Chrome, Firefox, Safari, Edge)

Widget Appears But Doesn't Work

Solution

1. Check microphone permissions: Browser settings → Permissions → Microphone
2. Check internet connection: Ensure you have a stable connection
3. Check browser compatibility: Works on Chrome 90+, Firefox 88+, Safari 14+, Edge 90+
4. Check firewall/VPN: If on corporate network, try with a VPN

Calls Not Connecting

Solution

1. Check microphone and camera permissions
2. Check internet speed: Run a speed test (recommended: 1 Mbps up, 1 Mbps down)
3. Check firewall: Try from home or with a VPN
4. Restart the browser: Close all tabs and reopen

Leads Not Appearing in Zoho

Solution

1. Check if Zoho is connected: Go to Settings → Integrations
2. Check Zoho configuration: Ensure "Auto-create leads" is enabled
3. Check conversation requirements: Visitor must provide at least a name or email
4. Check Zoho organization: Log in to Zoho CRM directly and verify

Frequently Asked Questions

Q: Is the widget free?

A: The first widget is included in all plans. Pro and Enterprise plans include multiple widgets. See Pricing for details.

Q: Can I customize the widget appearance?

A: Yes! Soon we'll add options to change chat bubble color, welcome message, suggested questions, and operating hours. For custom branding, contact support@mydaddy.io.

Q: What happens if the visitor closes the widget?

A: The conversation is saved. If they reopen the widget within 24 hours, they'll see their previous conversation.

Q: Can I see conversation transcripts?

A: Yes! Go to Analytics → Conversations. You can search by date, visitor email, or keywords, and export transcripts as CSV.

Q: What's the difference between "Lead" and "Ticket"?

A: Lead = Prospect (someone interested in buying). Ticket = Support issue (someone needs help). Leads go to Zoho CRM, tickets go to Zoho Desk.

Q: What languages does the AI speak?

A: English, Spanish, French, German, Italian, Portuguese, Japanese, and Mandarin Chinese. Change language in Settings → Web AI Agent.

Q: Can I delete my workspace?

A: Yes, but it's permanent! Go to Settings → Danger Zone, click Delete Workspace, type your workspace name to confirm, and click Delete.

Q: I need help! How do I contact support?

A: Email support@mydaddy.io or use the MyDaddy.io widget on our website, or visit https://support.mydaddy.io for tickets and live chat.

Tips & Best Practices

Maximize Your AI Agent

• Provide good training data: Ensure your knowledge base has answers to common questions
• Set the right tone: Match your brand voice
• Monitor sentiment: Check analytics to see how visitors feel about responses
• Follow up on leads: Respond within 24 hours

Optimize Team Efficiency

• Use call transfer: Route complex calls to specialists
• Enable call recording: Review difficult calls for training
• Set notification preferences: Don't get overwhelmed with alerts
• Review escalations: Use escalation data to improve your AI

Ensure Data Security

• Enable 2FA: Protect your admin account
• Rotate API keys: Regenerate monthly
• Monitor team access: Review who has access to what
• Audit logs: Check who made changes to your workspace settings