The Word.Chat plugin lets you launch a trained, conversational assistant on WordPress in minutes. This guide walks through selecting the right license, connecting your knowledge base, and rolling out the chatbot across key conversion points without touching code.

1. Confirm Fit and Pick a Plan

Word.Chat supports brochure sites, membership communities, ecommerce stores, and high-volume publishers. Review the pricing plans to match daily chat volume and data sources:

• Starter: Best for early-stage blogs that need instant answers pulled from a few cornerstone pages.
• Growth: Adds custom knowledge base uploads, saved responses, and analytics for marketing teams.
• Scale: Unlocks multi-domain support and collaboration features for enterprises.

2. Prepare Your Content Sources

High-quality training data powers accurate answers. Audit the assets you'll connect to Word.Chat:

• Flag evergreen pages (product overviews, pricing, documentation) that should be synchronized automatically.
• Export PDFs, slide decks, and FAQs you want available in conversations—organize them into topic folders.
• Note competitor comparisons or time-sensitive offers that require routine refreshes.

When you connect a URL or upload a file, Word.Chat builds an embedding index. Refresh the crawl whenever major changes ship.

3. Configure Personality and Guardrails

The dashboard includes a persona builder with tone and objective prompts. Align it with your brand voice and set guardrails for topics the bot should escalate to humans. Add recommended suggestions for common tasks, such as “Schedule a demo” or “View WordPress setup guide,” so visitors stay focused.

4. Embed the Chatbot on WordPress

Install the plugin from the WordPress dashboard, paste your API key, and select where the launcher appears. Common placements include:

• Floating widget globally on desktop and mobile.
• Inline assistants on pricing and onboarding pages.
• Dedicated support hub with pre-loaded conversations.

Test across responsive breakpoints to ensure the widget respects your theme spacing. If you use page builders, drop the shortcode into reusable sections.

5. Measure, Iterate, and Promote

Track key metrics inside Word.Chat—resolution rate, handoffs, and top queries. Tag conversations that led to conversions and build nurture campaigns from the language customers use. Promote the chatbot in your release notes and onboarding emails to drive adoption.

Launch Checklist

• ✅ Pricing plan selected and billing confirmed.
• ✅ Content sources connected and indexed.
• ✅ Persona, tone, and guardrails tested.
• ✅ Widget embedded on high-intent pages.
• ✅ Analytics goals set up to track conversions.

Follow this framework and you can deploy a helpful, fully branded assistant in under an afternoon—no custom code needed.