{"id":174,"date":"2026-01-31T23:14:38","date_gmt":"2026-01-31T23:14:38","guid":{"rendered":"https:\/\/docs.aiwithouthype.io\/?post_type=docs&#038;p=174"},"modified":"2026-01-31T23:14:39","modified_gmt":"2026-01-31T23:14:39","password":"","slug":"ai-agent-chatbot-documentation","status":"publish","type":"docs","link":"https:\/\/docs.aiwithouthype.io\/?docs=ai-agent-chatbot-documentation","title":{"rendered":"AI Agent Chatbot Documentation"},"content":{"rendered":"\n<p><strong>AI Agent Chatbot \u2014 Help Center<\/strong><\/p>\n\n\n\n<p><strong>A customizable AI Sales &amp; Support Agent for WordPress \u2014 connect in minutes.<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>&#x1f680; Getting Started<\/strong><\/p>\n\n\n\n<p><strong>Installing the Plugin<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Log in to your WordPress Admin<\/li>\n\n\n\n<li>Go to <strong>Plugins \u2192 Add New \u2192 Upload Plugin<\/strong><\/li>\n\n\n\n<li>Upload ai-agent-chatbot.zip<\/li>\n\n\n\n<li>Click <strong>Install Now \u2192 Activate<\/strong><\/li>\n<\/ol>\n\n\n\n<p>After activation, you\u2019ll see <strong>AI Agent Chatbot<\/strong> in the WordPress menu.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Activating Your License<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Go to <strong>AI Agent Chatbot \u2192 License<\/strong><\/li>\n\n\n\n<li>Enter your <strong>License Key<\/strong><\/li>\n\n\n\n<li>Enter your <strong>Product Slug<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Monthly:<\/li>\n\n\n\n<li>ai-agent-chatbot-monthly<\/li>\n\n\n\n<li>Yearly:<\/li>\n\n\n\n<li>ai-agent-chatbot-yearly<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click <strong>Activate License<\/strong><\/li>\n<\/ol>\n\n\n\n<p>&#x2705; Status should show <strong>Active<\/strong><\/p>\n\n\n\n<p><strong>Important<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Licenses are <strong>per site<\/strong><\/li>\n\n\n\n<li>One license = one domain<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>&#x1f511; OpenAI API Setup<\/strong><\/p>\n\n\n\n<p><strong>Creating an OpenAI Account<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Visit <a href=\"https:\/\/platform.openai.com\">https:\/\/platform.openai.com<\/a><\/li>\n\n\n\n<li>Sign up or log in<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Adding Billing to OpenAI (Required)<\/strong><\/p>\n\n\n\n<p>OpenAI requires billing even for light usage.<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Go to <strong>Settings \u2192 Billing<\/strong><\/li>\n\n\n\n<li>Add a payment method<\/li>\n\n\n\n<li>(Optional) Set a monthly usage limit<\/li>\n<\/ol>\n\n\n\n<p>&#x1f4a1; Most sites spend only a few dollars per month.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Creating an API Key<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Go to <strong>API Keys<\/strong><\/li>\n\n\n\n<li>Click <strong>Create new secret key<\/strong><\/li>\n\n\n\n<li>Copy the key (you won\u2019t see it again)<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Connecting OpenAI to the Plugin<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Go to <strong>AI Agent Chatbot \u2192 Connection<\/strong><\/li>\n\n\n\n<li>Paste your API key<\/li>\n\n\n\n<li>Click <strong>Save<\/strong><\/li>\n\n\n\n<li>Click <strong>Test Connection<\/strong><\/li>\n<\/ol>\n\n\n\n<p>&#x2705; Status should show <strong>Connected<\/strong><\/p>\n\n\n\n<p>&#x1f510; API keys are encrypted and masked.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>&#x1f916; AI Agent Configuration<\/strong><\/p>\n\n\n\n<p><strong>AI Agent Instructions<\/strong><\/p>\n\n\n\n<p>Location: <strong>AI Agent Chatbot \u2192 AI Agent<\/strong><\/p>\n\n\n\n<p>This controls:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How the bot speaks<\/li>\n\n\n\n<li>What it can and can\u2019t say<\/li>\n\n\n\n<li>Business rules<\/li>\n\n\n\n<li>Guardrails (recommended)<\/li>\n<\/ul>\n\n\n\n<p>Examples:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales assistant<\/li>\n\n\n\n<li>Customer support agent<\/li>\n\n\n\n<li>Booking assistant<\/li>\n<\/ul>\n\n\n\n<p>&#x1f4dd; You can update instructions at any time.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Supporting Documents (PRO)<\/strong><\/p>\n\n\n\n<p>Upload documents the AI can reference.<\/p>\n\n\n\n<p>Supported formats:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>PDF<\/li>\n\n\n\n<li>DOC \/ DOCX<\/li>\n\n\n\n<li>TXT<\/li>\n\n\n\n<li>CSV<\/li>\n\n\n\n<li>Markdown<\/li>\n<\/ul>\n\n\n\n<p>You can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upload multiple files<\/li>\n\n\n\n<li>View uploaded files<\/li>\n\n\n\n<li>Delete files anytime<\/li>\n<\/ul>\n\n\n\n<p>Common uses:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>FAQs<\/li>\n\n\n\n<li>Policies<\/li>\n\n\n\n<li>Service descriptions<\/li>\n\n\n\n<li>Internal documentation<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>&#x1f4ac; Chat UI &amp; Styling<\/strong><\/p>\n\n\n\n<p><strong>Chat Display Modes<\/strong><\/p>\n\n\n\n<p>Location: <strong>AI Agent Chatbot \u2192 Chat UI<\/strong><\/p>\n\n\n\n<p>Available options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Bubble (floating button)<\/li>\n\n\n\n<li>Inline<\/li>\n\n\n\n<li>Both<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Welcome Message<\/strong><\/p>\n\n\n\n<p>Set the first message the bot sends <strong>after the lead form is submitted<\/strong>.<\/p>\n\n\n\n<p>Example:<\/p>\n\n\n\n<p>\u201cHi! How can I help you today?\u201d<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Styling Options (PRO)<\/strong><\/p>\n\n\n\n<p>Customize:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User message bubble color<\/li>\n\n\n\n<li>Bot message bubble color<\/li>\n\n\n\n<li>Text colors<\/li>\n\n\n\n<li>Button colors<\/li>\n<\/ul>\n\n\n\n<p>&#x1f3a8; Styling works seamlessly with Elementor and themes.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>&#x1f9f2; Lead Capture (PRO)<\/strong><\/p>\n\n\n\n<p><strong>Enabling the Lead Form<\/strong><\/p>\n\n\n\n<p>Location: <strong>AI Agent Chatbot \u2192 Lead Form (PRO)<\/strong><\/p>\n\n\n\n<p>You can require users to submit a lead <strong>before the first chat message<\/strong>.<\/p>\n\n\n\n<p>Built-in fields:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Name<\/li>\n\n\n\n<li>Email<\/li>\n\n\n\n<li>Phone<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Adding Custom Fields<\/strong><\/p>\n\n\n\n<p><strong>Example:<\/strong><br>[<\/p>\n\n\n\n<p>&nbsp; {&#8220;key&#8221;:&#8221;company&#8221;,&#8221;label&#8221;:&#8221;Company&#8221;}<\/p>\n\n\n\n<p>]<\/p>\n\n\n\n<p><strong>To make a field required:<\/strong><\/p>\n\n\n\n<p>[<\/p>\n\n\n\n<p>&nbsp; {&#8220;key&#8221;:&#8221;company&#8221;,&#8221;label&#8221;:&#8221;Company&#8221;,&#8221;required&#8221;:true}<\/p>\n\n\n\n<p>]<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code><\/code><\/pre>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>What Happens After Submission<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lead is saved<\/li>\n\n\n\n<li>Welcome message is shown<\/li>\n\n\n\n<li>Chat begins<\/li>\n<\/ul>\n\n\n\n<p>Each lead includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Session ID<\/li>\n\n\n\n<li>Page URL<\/li>\n\n\n\n<li>Conversation history<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>&#x1f4cb; Leads Management (PRO)<\/strong><\/p>\n\n\n\n<p>Location: <strong>AI Agent Chatbot \u2192 Leads<\/strong><\/p>\n\n\n\n<p>You can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View captured leads<\/li>\n\n\n\n<li>Review conversations<\/li>\n\n\n\n<li>Export leads (CSV)<\/li>\n\n\n\n<li>Use data for follow-up or support<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>&#x1f504; Updates &amp; Auto-Updates (PRO)<\/strong><\/p>\n\n\n\n<p>With an active license:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Updates appear in <strong>Plugins \u2192 Installed Plugins<\/strong><\/li>\n\n\n\n<li>Click <strong>Update Now<\/strong><\/li>\n\n\n\n<li>Or enable <strong>automatic updates<\/strong><\/li>\n<\/ul>\n\n\n\n<p>No manual downloads required.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>&#x1f6e0; Troubleshooting<\/strong><\/p>\n\n\n\n<p><strong>Chat Bubble Not Showing<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Clear cache (Elementor \u2192 Tools \u2192 Regenerate CSS)<\/li>\n\n\n\n<li>Ensure Chat UI is set to Bubble or Both<\/li>\n\n\n\n<li>Make sure only <strong>one chatbot plugin<\/strong> is active<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Lead Form Not Showing<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The lead form shows <strong>once per browser<\/strong><\/li>\n\n\n\n<li>Test in Incognito mode<\/li>\n\n\n\n<li>Or reset stored lead:<\/li>\n<\/ul>\n\n\n\n<p>localStorage.removeItem(&#8216;mmc_lead&#8217;);<\/p>\n\n\n\n<p>localStorage.removeItem(&#8216;mmc_thread&#8217;);<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>\u201cRequest Failed\u201d Error<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check OpenAI API key<\/li>\n\n\n\n<li>Confirm OpenAI billing is enabled<\/li>\n\n\n\n<li>Click <strong>Test Connection<\/strong> again<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>OpenAI Quota Error<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>OpenAI usage limit reached<\/li>\n\n\n\n<li>Check billing dashboard<\/li>\n\n\n\n<li>Increase monthly limit if needed<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Plugin Activation Error<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Deactivate other chatbot plugins<\/li>\n\n\n\n<li>Ensure PHP 7.4+ is recommended<\/li>\n\n\n\n<li>Temporarily disable conflicting plugins<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>&#x2705; Best Practices<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add guardrails to AI Agent Instructions<\/li>\n\n\n\n<li>Use lead capture for sales\/support<\/li>\n\n\n\n<li>Set OpenAI spending limits<\/li>\n\n\n\n<li>Upload only relevant documents<\/li>\n\n\n\n<li>Test changes in Incognito mode<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>&#x1f4de; Support<\/strong><\/p>\n\n\n\n<p>For help or updates:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ensure your license is active<\/li>\n\n\n\n<li>Contact support through your account dashboard<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>AI Agent Chatbot \u2014 Help Center A customizable AI Sales &amp; Support Agent for WordPress \u2014 connect in minutes. &#x1f680; Getting Started Installing the Plugin After activation, you\u2019ll see AI Agent Chatbot in the WordPress menu. Activating Your License &#x2705; Status should show Active Important &#x1f511; OpenAI API Setup Creating an OpenAI Account Adding Billing [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[31],"doc_tag":[],"class_list":["post-174","docs","type-docs","status-publish","hentry","doc_category-ai-agent-chatbot"],"year_month":"2026-04","word_count":646,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"myviceinc","author_nicename":"myviceinc","author_url":"https:\/\/docs.aiwithouthype.io\/?author=1"},"doc_category_info":[{"term_name":"AI Agent Chatbot","term_url":"https:\/\/docs.aiwithouthype.io\/?doc_category=ai-agent-chatbot"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AI Agent Chatbot Documentation - Help Center Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.aiwithouthype.io\/?docs=ai-agent-chatbot-documentation\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI Agent Chatbot Documentation - Help Center Documentation\" \/>\n<meta property=\"og:description\" content=\"AI Agent Chatbot \u2014 Help Center A customizable AI Sales &amp; Support Agent for WordPress \u2014 connect in minutes. &#x1f680; Getting Started Installing the Plugin After activation, you\u2019ll see AI Agent Chatbot in the WordPress menu. 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