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Install an AI chatbot on WordPress

Step-by-step WordPress install for Chatoo’s website widget — from creating the agent to embedding the snippet and verifying chat before you go live.

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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

  1. Sign up or sign in at chatoo.io.
  2. Create your website agent and import approved pages or documents.
  3. Set escalation rules for complaints and anything outside your sources.
  4. Copy the embed snippet from the install / widget settings screen.

Step 2 — Add the snippet to WordPress

Option A: Theme footer (classic)

  1. In WordPress admin go to Appearance → Theme File Editor (or use a child theme / FTP).
  2. Open footer.php for the active theme.
  3. Paste the Chatoo snippet just before the closing </body> tag.
  4. 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:

  1. Install a reputable “insert headers and footers” plugin.
  2. Paste the Chatoo snippet into the footer scripts area.
  3. 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

  1. Open your site in a private window.
  2. Confirm the chat launcher appears on desktop and mobile.
  3. Ask a question covered by your knowledge base.
  4. Ask something outside the knowledge base and confirm escalation / cautious behaviour.
  5. Check the conversation appears in your Chatoo inbox.

Troubleshooting

| Symptom | Fix | | --- | --- | | Widget missing | Cache plugin, CDN, or optimization plugin stripping scripts — allowlist the Chatoo script | | Widget only on some pages | Snippet not in a global footer — move it to a site-wide location | | Wrong agent | Confirm workspace / widget ID in the snippet | | Mixed content warnings | Load the script over HTTPS only |

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

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