AI Agent Chatbot — Help Center
A customizable AI Sales & Support Agent for WordPress — connect in minutes.
🚀 Getting Started
Installing the Plugin
- Log in to your WordPress Admin
- Go to Plugins → Add New → Upload Plugin
- Upload ai-agent-chatbot.zip
- Click Install Now → Activate
After activation, you’ll see AI Agent Chatbot in the WordPress menu.
Activating Your License
- Go to AI Agent Chatbot → License
- Enter your License Key
- Enter your Product Slug:
- Monthly:
- ai-agent-chatbot-monthly
- Yearly:
- ai-agent-chatbot-yearly
- Click Activate License
✅ Status should show Active
Important
- Licenses are per site
- One license = one domain
🔑 OpenAI API Setup
Creating an OpenAI Account
- Visit https://platform.openai.com
- Sign up or log in
Adding Billing to OpenAI (Required)
OpenAI requires billing even for light usage.
- Go to Settings → Billing
- Add a payment method
- (Optional) Set a monthly usage limit
💡 Most sites spend only a few dollars per month.
Creating an API Key
- Go to API Keys
- Click Create new secret key
- Copy the key (you won’t see it again)
Connecting OpenAI to the Plugin
- Go to AI Agent Chatbot → Connection
- Paste your API key
- Click Save
- Click Test Connection
✅ Status should show Connected
🔐 API keys are encrypted and masked.
🤖 AI Agent Configuration
AI Agent Instructions
Location: AI Agent Chatbot → AI Agent
This controls:
- How the bot speaks
- What it can and can’t say
- Business rules
- Guardrails (recommended)
Examples:
- Sales assistant
- Customer support agent
- Booking assistant
📝 You can update instructions at any time.
Supporting Documents (PRO)
Upload documents the AI can reference.
Supported formats:
- DOC / DOCX
- TXT
- CSV
- Markdown
You can:
- Upload multiple files
- View uploaded files
- Delete files anytime
Common uses:
- FAQs
- Policies
- Service descriptions
- Internal documentation
💬 Chat UI & Styling
Chat Display Modes
Location: AI Agent Chatbot → Chat UI
Available options:
- Bubble (floating button)
- Inline
- Both
Welcome Message
Set the first message the bot sends after the lead form is submitted.
Example:
“Hi! How can I help you today?”
Styling Options (PRO)
Customize:
- User message bubble color
- Bot message bubble color
- Text colors
- Button colors
🎨 Styling works seamlessly with Elementor and themes.
🧲 Lead Capture (PRO)
Enabling the Lead Form
Location: AI Agent Chatbot → Lead Form (PRO)
You can require users to submit a lead before the first chat message.
Built-in fields:
- Name
- Phone
Adding Custom Fields
Example:
[
{“key”:”company”,”label”:”Company”}
]
To make a field required:
[
{“key”:”company”,”label”:”Company”,”required”:true}
]
What Happens After Submission
- Lead is saved
- Welcome message is shown
- Chat begins
Each lead includes:
- Session ID
- Page URL
- Conversation history
📋 Leads Management (PRO)
Location: AI Agent Chatbot → Leads
You can:
- View captured leads
- Review conversations
- Export leads (CSV)
- Use data for follow-up or support
🔄 Updates & Auto-Updates (PRO)
With an active license:
- Updates appear in Plugins → Installed Plugins
- Click Update Now
- Or enable automatic updates
No manual downloads required.
🛠 Troubleshooting
Chat Bubble Not Showing
- Clear cache (Elementor → Tools → Regenerate CSS)
- Ensure Chat UI is set to Bubble or Both
- Make sure only one chatbot plugin is active
Lead Form Not Showing
- The lead form shows once per browser
- Test in Incognito mode
- Or reset stored lead:
localStorage.removeItem(‘mmc_lead’);
localStorage.removeItem(‘mmc_thread’);
“Request Failed” Error
- Check OpenAI API key
- Confirm OpenAI billing is enabled
- Click Test Connection again
OpenAI Quota Error
- OpenAI usage limit reached
- Check billing dashboard
- Increase monthly limit if needed
Plugin Activation Error
- Deactivate other chatbot plugins
- Ensure PHP 7.4+ is recommended
- Temporarily disable conflicting plugins
✅ Best Practices
- Add guardrails to AI Agent Instructions
- Use lead capture for sales/support
- Set OpenAI spending limits
- Upload only relevant documents
- Test changes in Incognito mode
📞 Support
For help or updates:
- Ensure your license is active
- Contact support through your account dashboard
