Prerequisites
- A Chatoo workspace and website agent
- Access to WordPress admin (Administrator or equivalent)
- Permission to edit the active theme or install a plugin that injects footer scripts
- Approved FAQ / service content ready to train (do this before heavy traffic)
Step 1 — Create and train the agent
- Sign up or sign in at chatoo.io.
- Create your website agent and import approved pages or documents.
- Set escalation rules for complaints and anything outside your sources.
- Copy the embed snippet from the install / widget settings screen.
Step 2 — Add the snippet to WordPress
Option A: Theme footer (classic)
- In WordPress admin go to Appearance → Theme File Editor (or use a child theme / FTP).
- Open
footer.phpfor the active theme. - Paste the Chatoo snippet just before the closing
</body>tag. - Update the file.
<!-- Chatoo website widget: paste your workspace snippet here -->
<script src="https://chatoo.io/widget/v1/chato-widget.js" data-workspace="YOUR_WORKSPACE_ID" async></script>
Use the exact snippet from your Chatoo dashboard — IDs and attributes may differ from this example.
Option B: Header/footer plugin
If you prefer not to edit theme files:
- Install a reputable “insert headers and footers” plugin.
- Paste the Chatoo snippet into the footer scripts area.
- Save and purge any page cache.
Option C: Block / FSE themes
For site editor themes, use a plugin that injects global footer scripts, or a child-theme functions.php that prints the snippet on wp_footer. Avoid pasting scripts into individual page content blocks.
Step 3 — Verify
- Open your site in a private window.
- Confirm the chat launcher appears on desktop and mobile.
- Ask a question covered by your knowledge base.
- Ask something outside the knowledge base and confirm escalation / cautious behaviour.
- Check the conversation appears in your Chatoo inbox.
Troubleshooting
Widget missing. A cache plugin, CDN, or optimization plugin may be stripping scripts — allowlist the Chatoo script.
Widget only on some pages. The snippet is not in a global footer. Move it to a site-wide location.
Wrong agent. Confirm the workspace / widget ID in the snippet.
Mixed content warnings. Load the script over HTTPS only.
Chat snippet blocked by CSP. Merge the Content-Security-Policy sources from Settings → Widget → Installation (script / connect / img / frame for chatoo.io, Google APIs, Firebase, and Cloud Functions). Console errors about Contentsquare *.on.aws or Facebook frames are those vendors, not Chatoo.
Voice chat cannot use the mic. Remove microphone=() from Permissions-Policy on pages that load the widget.
Go-live checklist
- [ ] Knowledge reviewed by a human owner
- [ ] Escalation path tested
- [ ] Mobile layout checked
- [ ] Team notified how to pick up handoffs
Next: Train the chatbot · Shopify install