Before you flip the switch on your new WordPress chatbot, run through this end-to-end checklist. It ensures your widget looks polished, sounds on-brand, and performs flawlessly from day one.
1. Install and Authenticate
- Install the Word.Chat plugin from your WordPress dashboard.
- Generate an API key inside your Word.Chat account and paste it into the plugin settings.
- Verify the connection by sending a test message from the preview widget.
2. Customize Branding
- Upload your logo and choose brand colors for the launcher bubble.
- Write a welcoming opening message that highlights value.
- Adjust the bot persona to reflect tone and escalation preferences.
3. Connect Content Sources
- Add your top WordPress pages, documentation, and blog posts as knowledge sources.
- Upload supplemental PDFs (pricing sheets, implementation guides).
- Organize sources into collections for different audiences or product lines.
4. Configure Triggers and Escalations
- Enable proactive prompts on high-intent pages like pricing or checkout.
- Define intents that route to humans (billing, enterprise quotes, cancellations).
- Test email or Slack notifications to ensure your team receives escalations instantly.
5. QA Before Launch
- Run through the top 15 customer questions and confirm accurate answers.
- Check the widget layout on mobile, tablet, and desktop breakpoints.
- Validate performance with Google PageSpeed Insights after embedding the widget.
Launch-Day Essentials
- ✅ Announce the chatbot in your release notes or newsletter.
- ✅ Add a support page section explaining how to use the bot.
- ✅ Schedule a two-week post-launch review to analyze transcripts.
Complete these steps and your WordPress chatbot will be ready to delight visitors and convert more leads immediately.