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AI Client Handover

AI-powered client handover documentation generator for WordPress. Scans your site and uses AI (Anthropic Claude, Google Gemini, Groq) to generate client-ready guides with PDF export.

by Trusted Digital Agency · github.com/saturn0121/ai-client-handover · website

★ 0stars

Install

Download source zip No release zip yet

This is the repository archive. It installs, but the folder name will carry the branch suffix and updates will not flow.

Install straight from GitHub with WP-CLI:

wp plugin install https://github.com/saturn0121/ai-client-handover/archive/refs/heads/master.zip
No built-in updater. New versions won't appear under Dashboard → Updates. Install new releases yourself, or let Git Updater track the repository.
Readme github.com/saturn0121/ai-client-handover ↗

AI Client Handover is a WordPress plugin that scans your site and uses AI to generate client-ready handover documentation. It brings together site scanning, multi-provider AI generation, a tabbed client guide editor, screenshot management, and PDF export in one admin tool — designed for agencies handing off WordPress projects to clients.

Features

  • Site Scanner — detects theme, plugins, custom post types, taxonomies, ACF fields, menus, user roles, pages, and page builders (Elementor, Divi, WPBakery, Beaver Builder, Bricks, Oxygen, Gutenberg)
  • AI Documentation Generator — multi-provider support for Anthropic Claude, Google Gemini, and Groq, generating 8 client-friendly documentation sections from scan data
  • Custom Prompt Regeneration — per-section textarea with a "Generate with Prompt" button to regenerate any section with custom instructions
  • Client Guide Editor — tabbed admin page with full WordPress visual editor (TinyMCE) for editing each section, plus drag-to-reorder screenshot attachments via the Media Library
  • PDF Export — uses mPDF when Composer dependencies are installed, falls back to a print-friendly HTML page (browser Save as PDF) when not — zero required dependencies
  • Settings & Branding — provider selector, per-provider API keys stored with AES-256 encryption, model selector with links to get keys, company name, logo, and primary color branding
  • Works Without an API Key — scanning and manual editing work fully; AI generation is disabled with a helper message until a key is configured

Getting Started

Requirements

  • WordPress 5.8+
  • PHP 7.4+
  • An API key from one of the supported providers (optional — plugin works without one)

Installation

  1. Download or clone this repository:

    git clone https://github.com/saturn0121/ai-client-handover.git

  2. Copy the ai-client-handover folder into your WordPress plugins directory:

    wp-content/plugins/ai-client-handover/

  3. (Optional) Install Composer dependencies for PDF export with mPDF:

    cd wp-content/plugins/ai-client-handover
composer install

  4. Activate the plugin from Plugins > Installed Plugins in the WordPress admin.

  5. Go to AI Handover > Settings to configure your AI provider and API key.

Supported AI Providers

Provider Default Model Free Tier
Anthropic Claude Claude Haiku 4.5 No (pay-per-use)
Google Gemini Gemini 2.5 Flash Yes (limited)
Groq Llama 3.3 70B Yes (rate-limited)

Usage

1. Scan Your Site

Navigate to AI Handover > Site Scanner and click Run Full Scan. The scanner detects:

  • Active theme and parent theme (if child theme)
  • Installed plugins (active and inactive)
  • Custom post types and taxonomies
  • ACF field groups and fields
  • Navigation menus and locations
  • User roles and capabilities
  • All published pages with their page builder

2. Generate Documentation

From the scanner results page, click Generate Documentation. The AI creates 8 sections:

  1. Welcome & Site Overview
  2. How to Log In & Navigate the Dashboard
  3. Managing Your Content (Posts & Pages)
  4. Pages & How to Edit Them (builder-specific instructions)
  5. Media Library
  6. Menus & Navigation
  7. Users & Permissions
  8. Plugins & What They Do

3. Edit & Customize

The Client Guide page provides:

  • A tabbed interface for each section
  • Full WordPress visual editor (TinyMCE) with formatting, media, and alignment
  • Custom prompt field to regenerate any section with specific instructions
  • Screenshot attachment from the Media Library with drag-to-reorder sorting

4. Export to PDF

Click Export PDF to generate a branded PDF document. If mPDF is installed via Composer, a downloadable PDF is created. Otherwise, a print-friendly HTML page opens for browser-based PDF saving.

File Structure

ai-client-handover/
├── ai-client-handover.php       # Main plugin file
├── composer.json                # Composer config (mPDF dependency)
├── uninstall.php                # Clean up on plugin deletion
├── includes/
│   ├── class-plugin.php         # Plugin singleton and initialization
│   ├── class-admin.php          # Admin pages, menus, AJAX handlers
│   ├── class-scanner.php        # Site scanning logic
│   ├── class-ai-generator.php   # Multi-provider AI API integration
│   ├── class-encryption.php     # AES-256 API key encryption
│   └── class-pdf-export.php     # PDF and HTML export
└── admin/
    ├── css/admin-style.css      # Admin page styles
    ├── js/admin-script.js       # Admin page scripts
    └── views/
        ├── settings-page.php    # Settings page template
        ├── scanner-page.php     # Scanner page template
        └── client-guide-page.php # Client guide editor template

Security

  • API keys are encrypted with AES-256 before storage in the database — never stored in plain text
  • All AJAX requests are protected with WordPress nonce verification
  • Admin-only access — requires manage_options capability
  • Input is sanitized and output is escaped following WordPress coding standards

License

GPL v2 or later — see LICENSE.

Author

Built by Trusted Digital Agency.