MX12 product guide

MX12 Documentation

A simple reference for setting up AI support, tickets, lead generation, billing, referrals, and owner tools inside MX12.

Last updated
May 08, 2026
Audience
Owners, managers, clients, and lead generators
Status
Public guide

MX12 company snapshot

MX12 is a managed support operations and AI assistance workspace for companies that need website chat, customer support, ticket tracking, lead generation, balance-based billing, and structured owner reporting. This documentation explains where each feature lives and how clients can set everything up without guessing.

Company

MX12

US-based support operations, AI chat, ticketing, leadgen workflow, multilingual support, and CRM-connected workspaces.

AI website chat Human handoff Tickets Leadgen
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A public guide for MX12 AI chat setup, Google Authenticator, company settings, tickets, chats, lead generation, billing balance, referrals, and owner workspace tools.

Where each feature is located

Use this quick map when you know what you want to do, but not where to open it. The exact menu can change by role, but the functional areas stay the same.

Settings Company, AI, security, profile, and time

Use settings to add company identity, team members, AI knowledge, widget rules, Google Authenticator, and profile details.

Tickets Support requests and manager work

Create requests, claim work, track time, end chats, and keep customer history attached to the ticket.

Balance Wallet, AI reserve, checkout, and history

Top up through Stripe, activate AI plans, buy chat packs, review ledger movements, and watch company spending.

Leadgen Lead queues, datasets, handoff, and follow-ups

Work leads one by one, copy contact data, save outcomes, schedule callbacks, and reassign leads when needed.

Owner Companies, people, economics, pricing, payroll, and reports

Owners review system health, distribute leads, inspect companies, audit payments, and manage operational alerts.

Referrals Referral code, link, ready message, and payouts

Share an invite link, track referred users, request payouts, and transfer bonus balance where allowed.

How the workspace works together

1. Visitor A visitor asks a question

The website widget receives the message and keeps the conversation thread attached to the company.

2. AI AI checks trusted context

Company fields, knowledge sources, website references, and language rules guide the first answer.

3. Manager Human handoff happens when needed

Pricing, custom requests, complaints, urgent questions, and complex work can be routed to a manager.

4. Ticket The request becomes trackable work

Tickets store status, source, company, messages, internal notes, time tracking, and final outcome.

5. Balance Usage is reflected in billing history

AI plans, chat packs, ticket time, package spend, and owner adjustments are recorded for review.

6. Owner Reports show what needs attention

Owners watch companies, users, AI usage, economics, leadgen distribution, payroll, and alerts.

What MX12 Helps You Run

MX12 combines AI website chat, human manager handoff, ticket tracking, company settings, lead generation workflows, internal balance spending, and referral tools in one workspace. Use this page as the first place to understand which field controls which behavior.

AI support Train replies with company data, knowledge sources, and website references.
Tickets Convert requests into trackable work with managers, status, time, and history.
Leadgen Assign datasets, work leads one by one, and follow up by channel and status.
Balance Use wallet credit for AI plans, chat packs, telephony reserves, and services.

Quick start path

01 Create the account

Register, confirm the profile role, and complete any required leadgen face capture if the account is for lead generation.

02 Fill company settings

Add the company name, logo, owner, team members, contact channels, and invite links before connecting AI.

03 Teach AI the business

Add services, support rules, knowledge sources, official website references, languages, and handoff rules.

04 Install the widget

Copy the widget public key, add allowed domains, place the script on the site, and test a real customer question.

05 Operate daily work

Managers process tickets, lead generators work lead cards, owners watch reports, balance, alerts, and payouts.

Roles and Access

Each account has a role. The role controls the pages a person can open and the actions they can perform.

Owner: full control Manager: support work Client: company setup Leadgen: assigned leads
Role Typical access Main responsibility
Owner Owner workspace, companies, users, billing reports, leadgen allocation Controls company-level operations and distribution.
Manager Tickets, chats, assigned work, customer communication Handles support conversations and ticket outcomes.
Client Dashboard, balance, tickets, AI settings, company settings Configures their company and monitors service usage.
Lead generator Leadgen workspace, assigned leads, referral kit Works lead cards and records outreach results.

Access guardrails

  • Leadgen pages should be visible only to owners and lead generators.
  • Owner pages are owner-only and should redirect other roles to their normal workspace.
  • Company settings should show only the current company unless the user is an owner.
  • Billing reports separate company history from owner-wide payment reporting.

Registration and Security

Account creation

New users register with email, profile details, and role-specific onboarding. Lead generators may also complete a face capture step before password setup so the profile has a verified account photo.

Email and profile Used for account access, profile cards, team member lists, and owner reporting.
Face capture For lead generator registration, the saved photo becomes the account avatar and verification preview.
Password setup Happens after the required onboarding fields so the account is not created half-empty.

Google login

Google sign-in uses the OAuth callback configured for the application. If Google shows redirect_uri_mismatch, add the exact callback URL shown by Google to the OAuth client in Google Cloud.

Two-factor authentication

In Settings → Security, users can connect Google Authenticator. After setup, login requires email, password, and a fresh 6-digit code.

How to set up Google Authenticator in MX12

MX12 uses a dedicated Authenticator setup page. The account owner, client, manager, or lead generator opens Settings → Security, clicks Set up Authenticator, and then connects the phone app with either the QR code or the manual setup key shown on the MX12 page.

MX12 482 913 Google Authenticator
1 Open Security

Go to the account settings page and open the Security card.

2 Scan QR or use setup key

Scan the QR code with Google Authenticator. If the page is open on the phone, copy the setup key instead.

3 Enter the 6-digit code

Type the fresh code from the app into the MX12 verification cells. Full-code paste is supported.

4 Use it on every login

After email and password, MX12 asks for a current Authenticator code before opening the account.

QR code Best when the MX12 setup page is open on a desktop and the phone camera can scan the code.
Setup key Best when setup happens on the same phone or when the camera cannot scan the QR code.
Verification code The code changes regularly. If it fails, wait for the next code and confirm the phone time is correct.
Password changes If Authenticator is enabled, password changes require a fresh Authenticator code for extra protection.
Security note: Do not send the QR code, setup key, or live 6-digit code to another person. A manager may guide the setup, but the secret itself should stay with the account owner.

Company Settings

Company settings define the public identity and team structure used across widgets, tickets, and AI responses.

Company name
The visible organization name used in the account, widget header, reports, and billing records.
Logo
Shown in the header and chat surfaces when available. Use a clear square or horizontal logo.
Company owner
The account that manages users, billing, and high-level permissions for the company.
Team members
People attached to the company. Click a member card to open their profile and contact surface.
Invites
Share invite links with users who should join the same company workspace.

Company field map

Field or block Where it appears Why it matters
Logo Header, widget, account surfaces Gives visitors and team members a clear company identity.
Owner email and phone Company cards, member profiles, owner tools Helps route questions to the correct responsible person.
Members list Company settings and profile links Shows who belongs to the company and opens member profile details.
Invite links Company settings Lets new users join the correct workspace without manual reassignment.
Support contacts AI replies, manager handoff notes, company profile Helps the assistant and support team know where to route business conversations.
Role badges Team list and user cards Clarifies who is the owner, manager, client, or lead generator without reading long text.

Recommended company setup checklist

Identity Name, logo, website, and public contact details

These fields make the widget and account surfaces feel official and help customers trust the chat.

Team Owner, managers, clients, and invited users

Keep the team list clean so tickets, profile pages, and internal handoff actions point to the right people.

Routing Who receives support, billing, and AI questions

Clear routing reduces missed requests and prevents the assistant from promising a handoff without a responsible person.

Context Business description and operational notes

Use this as the base layer before adding AI knowledge sources and website references.

AI Setup

The AI configuration page controls how the assistant answers, when it creates tickets, and which sources it trusts. Saved company fields and knowledge sources should be treated as the primary source of truth.

Recommended setup order

  1. Add company description, services, language preferences, and contact instructions.
  2. Add knowledge sources such as FAQ, policies, website overview, support rules, and internal notes.
  3. Add official website references before using broad web context.
  4. Set manager handoff behavior and ticket creation rules.
  5. Test the widget with real customer questions and refine gaps.

How an AI reply is built

1 Visitor asks a question

The widget or support surface receives the message and keeps the conversation thread.

2 Company context is loaded

Saved company fields, service notes, language settings, and active knowledge sources are checked first.

3 Trusted sources win

Higher priority knowledge sources and official MX12/company pages are preferred over general guidance.

4 Action is selected

The assistant either answers, asks for missing details, requests a manager, or creates/routes a ticket.

AI settings field map

Setting How to fill it Effect on replies
Company summary Explain what the business does, who it serves, and what should be offered first. Shapes the default answer when no specific FAQ source matches.
Support goals Describe whether the assistant should qualify leads, answer support, collect details, or route tickets. Controls whether the assistant answers directly or moves toward handoff.
Languages List the languages the company supports and the fallback language. Helps replies follow the visitor language instead of always using a default language.
Manager handoff Write when the AI must stop and involve a person: pricing, contract, complaint, urgent issue, or custom quote. Prevents the assistant from over-answering when a human should take over.
Web references Add official websites or pages that the assistant may use when saved settings are not enough. Lets AI find public facts while still prioritizing internal company context.
Knowledge source priority: Higher priority sources are used first. Keep source titles short, content specific, and notes clear.

Knowledge source anatomy

Example source MX12 official service overview
Source title
Short human label, visible in the settings list.
Source type
Company info, FAQ, policy, website page, internal note, or support rule.
Priority
Higher priority wins when sources disagree. Use 10 for the most trusted core context.
Reference URL
Optional official URL the assistant may cite or use as context direction.
Content
The actual answer material. Keep it concrete, current, and written like an internal operating note.
State
Only active sources are included in the AI context.

How web context should work

Company fields and saved knowledge sources come first. If the answer needs extra website context, prefer the official MX12 website and official company-owned pages before using general web information.

  • Use web context for contact details, service pages, official positioning, and current public page copy.
  • Do not invent phone numbers, LinkedIn links, prices, or legal facts if the source is missing.
  • If the assistant has enough saved knowledge, it should answer directly and avoid unnecessary browsing.
  • If a visitor asks for a manager, contacts, pricing discussion, or implementation help, create or route a ticket.

Website Widget

The website widget connects visitors to AI first replies, manager handoff, file upload, and ticket creation. Use the public key generated in AI settings.

Install snippet

<script>
  window.mirra = window.mirra || function(){(window.mirra.q = window.mirra.q || []).push(arguments)};
  mirra('init', {
    public_key: 'mw_53da044de99fb609dea9b924',
    base_url: 'https://mirrax12.world',
    ticket_hint: 'General Support Question',
    translation_display_mode: 'original'
  });
</script>
<script async src="https://mirrax12.world/static/js/widget-loader.js"></script>

Important fields

  • Public key: connects the widget to the correct company.
  • Allowed domains: restrict where the widget may run.
  • Ticket hint: labels requests created from the widget.
  • Manager handoff: switches from AI replies to live support when needed.

Widget testing checklist

Domain check Open the production website and confirm the widget initializes with the expected public key.
AI answer check Ask a company-specific question and confirm the reply uses saved knowledge instead of generic text.
Handoff check Ask for a manager and confirm the conversation routes cleanly without exposing internal debug details.
Ticket check Confirm the created ticket has a clear title, company, thread history, source, and contact notes.

Tickets and Chats

Tickets are the operational record for support work. A ticket may be created manually, from a widget conversation, or from a manager request.

How a client orders support or asks for help

Widget Visitor starts in chat

The AI answers first, collects the company name, issue, contacts, and request details, then routes to a manager if needed.

Account Client creates a ticket

Inside the account, the client can open Tickets, create a request, and keep the discussion tied to the company.

Manager Team claims the work

A manager takes the ticket, tracks work time, replies in the thread, and updates status as the issue moves forward.

Finish Chat ends and rating appears

For widget-origin conversations, ending the chat can show a short rating prompt to the visitor.

Chat vs ticket

Item Chat Ticket
Purpose Live or AI-assisted conversation with a visitor or customer. Structured work record with owner, manager, status, time, and outcome.
Best for Fast questions, qualification, manager handoff, and first contact. Issues that need tracking, billing, escalation, follow-up, or reporting.
History Conversation messages and uploaded files. Conversation, internal notes, status changes, time tracking, and rating.
Created Claimed In progress Resolved Rated
Created
The ticket exists and can be picked up by the right team member.
Tracked time
Shows how much work time was spent on the ticket.
End chat
Stops active work on the ticket and may ask the visitor for a rating in the widget.
Rating
Visitor feedback from 1 to 5 stars after the manager conversation is finished.

Ticket statuses and timing

Signal Meaning Operator action
Scope Total planned work window for the ticket. Use it to understand the expected support budget.
Tracked Time already spent by the manager on the ticket. Stop work when the active chat is finished so time stays accurate.
Left Remaining time inside the current ticket scope. Escalate or clarify if the remaining time is too low for the issue.
Rating prompt Visitor feedback shown after a widget-origin chat is ended. Keep the prompt short and in the conversation language when possible.

Leadgen Workspace

Leadgen tools help owners distribute datasets and help lead generators work one lead at a time without losing history.

Lead card fields

Field Meaning
StatusCurrent result such as follow-up, won, no answer, not interested, or in work.
ScorePriority signal used to decide which leads deserve faster attention.
ContactsPhone, email, social links, website forms, and discovered channels.
Next touchThe next callback or outreach date for this lead.
Internal notesHistory and private comments for the next person who works the same lead.
HandoffSend a lead to another user when help, review, or another attempt is needed.

Lead handoff and repeat cycles

Lead data should travel with the card. If an owner reassigns a lead after no answer, not interested, or follow-up, the next worker should see the previous status, contact attempts, notes, channel, and next touch.

Assigned Worked Status saved Owner reviews Reassigned or closed
Has phone / email / social Use these filters to prioritize leads with the highest chance of a real conversation.
Quick copy Copy phone, email, website, and social links directly from contact cards without reselecting text.
Share for help Send a lead to an owner, manager, or another lead generator with a note explaining what help is needed.
Duplicate check Compare domain, phone, and email before creating another outreach cycle for the same company.

Balance and Billing

MX12 uses a company wallet for prepaid service credit. Stripe adds credit to the wallet; internal actions spend from it.

Main balance
Available wallet amount for packages, AI plans, extra chat packs, and internal service spending.
AI chats left
The shared company AI reserve used by widget replies and AI-assisted support replies.
Billing history
A timeline of top-ups, debits, package payments, AI packs, and owner adjustments.
Owner payment report
Owner-only report across companies with filters, pagination, and status summaries.

How balance spending works

Stripe top-up Adds prepaid wallet credit

Choose a preset or custom amount, continue to Stripe checkout, and return after payment.

Main wallet Company balance is the source of funds

MX12 services spend from this balance after checkout or owner-approved internal actions.

AI reserve AI chats are counted separately

Widget replies and AI-assisted support replies use the same company AI chat reserve.

History Every movement should have a record

Top-ups, package purchases, AI packs, ticket time, and manual adjustments appear in billing history.

Billing history rows

Record type What it means Where to check
Top up Stripe payment that added prepaid credit to the company wallet. Company billing history and owner payment report.
Subscription AI plan activation, renewal, or chat pack spending from balance. AI balance block and billing history.
Ticket time Internal support time charged for tracked manager work. Ticket detail and billing timeline.
Manual adjust Owner-side wallet correction or company credit adjustment. Owner payment report.

Referrals

Referral pages show codes, invite links, payout status, referred users, and bonus history. Use the ready message to share the invite without manually rebuilding the text.

  • Referral code: short code attached to signups from your link.
  • Referral link: public registration URL with your code included.
  • Bonus balance: earned referral amount before transfer or payout.
  • Payout request: action that asks the owner team to process a payout.

Owner Workspace

Owner pages give a company-wide view of people, clients, companies, economics, AI usage, pricing, payroll, referrals, and lead generation operations.

OverviewSnapshot of users, tickets, chats, AI usage, and alerts.
CompaniesCompany cards, owner details, balance signals, and account health.
EconomicsRevenue, service spend, ledger movement, and operational totals.
PricingPlans, package rules, scheduled offers, and renewal records.
PayrollManager work sessions, payable time, and export tools.
LeadgenDataset orders, lead assignment, bulk actions, and worker performance.

Owner attention signals

No owner Company needs a responsible owner assigned before billing, AI, or team routing can be trusted.
Overdue follow-up Lead cards or tickets need attention because the next touch time has passed.
High score without contact A promising lead exists, but phone, email, social, or form data needs review.
Low AI reserve Company may need more AI chats or a plan renewal before widget replies stop.

Troubleshooting

Google login says redirect_uri_mismatch

Add the exact callback URL from the Google error page to the OAuth 2.0 client allowed redirect URIs.

Widget does not answer with company facts

Check the AI knowledge sources, priority order, saved company fields, and allowed web references.

Ticket was promised but not created

Review the AI handoff rules and ticket creation setting for the widget configuration.

Lead card is missing contact data

Open the lead detail page. Empty fields stay empty, but discovered phone, email, social, and form links are grouped in contact cards.

Frequently Asked Questions

Can MX12 add an AI chat to my website?

Yes. Configure AI settings, add trusted knowledge sources, generate a widget key, install the script, and test AI replies plus manager handoff.

Can the AI create a ticket when a visitor asks for a manager?

Yes, when ticket creation and handoff behavior are enabled. The ticket should include the company, source, thread history, request details, and contact notes.

What should I add to knowledge sources first?

Start with company overview, service list, pricing or quote rules, support policy, contact rules, FAQ, and official website references.

What happens when the AI chat reserve runs low?

The company should top up balance, buy an extra AI chat pack, or renew the AI plan before the current reserve ends.

Who should enable Google Authenticator?

Every account that has access to company settings, billing, owner tools, tickets, lead data, or customer conversations should enable it.