Getting Started with Chatplugify
Everything you need to know to set up and optimize your Chatplugify implementation.
1. Introduction to Chatplugify
Chatplugify is a comprehensive AI-powered customer support platform that transforms how businesses interact with their customers. Our solution combines intelligent chatbots with human support capabilities to deliver exceptional customer experiences.
What You Can Do with Chatplugify
🤖 AI-Powered Features
- Deploy intelligent AI agents that understand your business
- Schedule AI agents to activate during specific hours
- Upload context files to train your AI on your products/services
- Provide instant responses to common customer queries
- Support multiple languages (English & Arabic)
💬 Communication Tools
- Customizable chat widget that matches your brand
- Real-time conversations with customers
- Collect customer information and feedback
- Unlimited contacts management
- 24/7 chat support across all plans
Key Benefits
Instant Setup
Get started in minutes with our simple integration
Scalable Plans
From startups to enterprises, plans that grow with you
Smart Analytics
Track conversations, feedback, and customer insights
2. Account Setup & Pricing Plans
Creating Your Account
Getting started with Chatplugify is quick and straightforward:
Step-by-Step Account Creation
- Visit our signup page
- Choose your signup method:
- Enter your details manually (name, email, password)
- Or use Google/Facebook for quick registration
- Verify your email address through the verification link sent to your inbox
- Complete your company profile with basic information
- Select your preferred plan and start your free trial
Pricing Plans Comparison
Chatplugify offers three comprehensive plans designed to scale with your business needs:
Basic
Perfect for small businesses and startups
- ✓10,000 conversations
- ✓100 AI conversations
- ✓3 Context files
- ✓Unlimited chat widget views
- ✓Unlimited contacts
- ✓24/7 chat support
Growth
Ideal for growing businesses
- ✓Unlimited no-AI conversations
- ✓500 AI conversations
- ✓10 Context files
- ✓Unlimited chat widget views
- ✓Unlimited contacts
- ✓24/7 chat support
- ✓Voice call support
- ✓1 Training session
Premium
Perfect for large enterprises
- ✓Unlimited conversations
- ✓1,500 AI conversations
- ✓25 Context files
- ✓Unlimited chat widget views
- ✓Unlimited contacts
- ✓24/7 chat support
- ✓Voice call support
- ✓Personalized training & workshops
💡 Plan Selection Tips
- • Start with Basic: Perfect for testing and small-scale operations
- • Growth: Best value for businesses with moderate AI usage needs
- • Premium: Ideal for high-volume businesses requiring extensive AI support
- • Upgrade anytime: Plans can be changed as your business grows
3. Chat Widget Installation & Embed Code
Installing your Chatplugify widget is straightforward and provides you with multilingual support and comprehensive customization options.
Getting Your Embed Code
Step-by-Step Installation
- Navigate to "Chat Widget" in your dashboard sidebar
- Click on the "Embed Code" tab
- Choose your language version:
- English Version: For English-speaking customers
- Arabic Version: For Arabic-speaking customers with RTL support
- Copy the generated embed code using the copy button
- Paste the code just before the closing
</body>tag in your website
🌐 English Embed Code
Perfect for websites targeting English-speaking audiences. The widget will display in English with left-to-right layout.
// English widget code
</script>
🕌 Arabic Embed Code
Optimized for Arabic-speaking audiences with right-to-left (RTL) layout support and Arabic language interface.
// Arabic widget code
</script>
Widget Features & Configuration
Your chat widget comes with extensive configuration options available in the dashboard:
🎨 Appearance Customization
- ✓Custom main color to match your brand
- ✓Upload custom widget icon
- ✓Adjustable font size (12px - 24px)
- ✓Customizable line height
- ✓Show/hide launcher button
⚙️ Functionality Settings
- ✓Enable/disable FAQ functionality
- ✓Toggle AI agent responses
- ✓Customer rating system
- ✓Collect user information (name, email, phone)
- ✓Multilingual message configuration
Message Customization
Customize all widget messages in both English and Arabic:
🗨️ Customizable Messages
- • Widget Title: Main title displayed in the chat header
- • First Message: Initial greeting when users open the chat
- • Header Title & Description: Welcome screen content
- • New Conversation: Title and description for starting new chats
- • Greeting Message: Custom welcome message for visitors
Installation Verification
✅ Post-Installation Checklist
- Visit your website and look for the chat widget (usually bottom-right corner)
- Click the widget to open the chat interface
- Test sending a message to ensure functionality
- Check that your custom branding and colors are applied
- Verify the widget appears correctly on both desktop and mobile
- Test the language version matches your target audience
- Confirm AI agent responses are working (if enabled)
- Check that conversations appear in your dashboard
⚠️ Troubleshooting Tips
- • Widget not appearing: Check that the script is placed before </body>
- • Styling issues: Clear browser cache and check for CSS conflicts
- • Mobile problems: Ensure your website is mobile-responsive
- • Language issues: Verify you're using the correct embed code version
- • Conversations not syncing: Check your internet connection and widget ID
4. Widget Customization
Customize your chat widget to match your brand identity and enhance the user experience:
Appearance Settings
In your dashboard under "Chat Widget" → "Appearance", you can customize:
- Colors: Primary color, background color, text color
- Logo: Upload your company logo
- Widget position: Bottom-right, bottom-left, or custom position
- Widget size: Standard or compact
- Chat bubble shape: Round, square, or custom
Welcome Messages
Customize your greeting messages to create a welcoming experience:
- Welcome title: The header displayed when a user opens the chat
- Initial message: First message users see when they open the chat
- Offline message: Message displayed when no agents are available
- After-hours message: Customize messages outside business hours
Behavior Settings
Control how your chat widget behaves with these options:
- Auto-open: Set the widget to automatically open after a certain time
- Pre-chat form: Collect user information before starting a chat
- Operating hours: Set specific hours when live agents are available
- Mobile behavior: Customize how the widget appears on mobile devices
Pro Tip: Test your widget customizations on different devices to ensure a consistent experience across desktop and mobile.
5. Platform Integration Guide
Chatplugify works seamlessly with popular platforms and custom websites. Choose your platform below for step-by-step integration instructions.
Shopify Integration
Shopify Integration Video
Coming Soon
Quick Steps:
- Log into your Shopify admin dashboard
- Navigate to Online Store → Themes
- Click "Actions" → "Edit Code"
- Find the theme.liquid file
- Paste the Chatplugify code before the closing </body> tag
- Save and publish your changes
WordPress Integration
WordPress Integration Video
Coming Soon
Quick Steps:
- Access your WordPress admin dashboard
- Go to Appearance → Theme Editor
- Select your active theme
- Edit the footer.php file
- Add the Chatplugify code before </body>
- Update the file and clear cache
Custom Website Integration
Custom Website Integration Video
Coming Soon
Quick Steps:
- Open your website's HTML files
- Locate the main layout or template file
- Find the closing </body> tag
- Paste the Chatplugify script above it
- Save and upload changes to your server
- Test the widget on your live site
Integration Tips:
- • Always test the widget in a staging environment first
- • Clear your website cache after installation
- • Check that the widget appears on all pages
- • Verify mobile responsiveness
- • Contact support if you encounter any issues
Advanced Integration Options
For more complex integrations or custom requirements, check out our detailed integration guide or contact our support team for personalized assistance.
6. Setting Up AI Agents
AI agents are the core of Chatplugify's intelligent customer support system. They provide instant, accurate responses to customer queries 24/7, helping you deliver exceptional customer service without the need for constant human oversight.
Creating and Configuring Your AI Agent
Step-by-Step AI Agent Setup
- Navigate to Bot AI Agent: From your dashboard, click on "Bot AI Agent" in the sidebar
- Enable AI Agent: Toggle the AI agent functionality on for your workspace
- Configure Response Style: Choose your AI agent's personality:
- Friendly: Warm, conversational tone perfect for customer service
- Professional: Formal, business-appropriate responses
- Neutral: Balanced tone suitable for most industries
- Set Response Length: Control how detailed your AI responses should be:
- Concise: Brief, to-the-point answers
- Standard: Balanced detail level
- Thorough: Comprehensive, detailed responses
Training Your AI Agent with Context Files
Context files are essential for teaching your AI agent about your business, products, and services. The number of context files depends on your plan:
Basic Plan
Up to 3 context files
Growth Plan
Up to 10 context files
Premium Plan
Up to 25 context files
How to Upload Context Files
- In the "Bot AI Agent" section, find the "Uploaded Files" area
- Click "Upload" and select your files (PDF, TXT, DOC formats supported)
- Add files containing:
- Product catalogs and descriptions
- Company policies and procedures
- FAQ documents
- Service information
- Pricing details
- Wait for the files to be processed and indexed
AI Agent Scheduling
Control when your AI agent is active with the scheduling feature, perfect for businesses with specific operating hours.
Setting Up AI Agent Schedule
- Go to "Chat Widget" in your dashboard
- Find the "AI Agent Scheduling" section
- Toggle "Schedule AI Agent" to enable
- Set your daily operating hours (e.g., 9:00 AM to 5:00 PM)
- Click "Apply Schedule" to activate
Note: The AI agent will automatically activate during scheduled hours and deactivate outside those times.
Best Practices for AI Agent Configuration
💡 Pro Tips
- • Match your brand voice: Choose response style and tone that align with your brand personality
- • Keep context files updated: Regularly update your context files with new products, policies, and information
- • Test thoroughly: Send test messages to ensure your AI agent responds appropriately
- • Monitor performance: Review AI conversations regularly to identify improvement opportunities
- • Use scheduling wisely: Schedule AI agents during high-traffic periods or off-hours
7. Dashboard Features & Analytics
Your Chatplugify dashboard is your central hub for managing all aspects of your customer support operations. Here's what you can do:
💬 Conversations
Real-time conversation management with advanced features
- • Search and filter conversations
- • Active conversation counter (e.g., "24 Active")
- • Real-time message syncing
- • Contact information display
- • Message history and threading
- • Online/offline status indicators
👥 Contacts
Comprehensive contact management system
- • Create and edit contacts manually
- • Auto-capture from chat widget
- • Contact source tracking (Chat Widget/Manual)
- • Export to Excel/CSV formats
- • Search by name, email, phone
- • Unlimited contact storage
🤖 Bot AI Agent
Advanced AI agent configuration and training
- • Upload PDF context files (10MB limit)
- • Configure response style & length
- • Enable/disable AI functionality
- • Context file management & deletion
- • AI agent personality settings
- • Plan-based file limits (3/10/25)
⭐ Feedback
Customer feedback collection and analysis
- • Customer satisfaction ratings
- • Feedback statistics and trends
- • Filter by score (Happy/Neutral/Sad)
- • Sort by date and rating
- • Conversation-linked feedback
- • User feedback filtering
📊 Insights & Analytics
Advanced analytics with export capabilities
- • Workspace statistics dashboard
- • Date range filtering
- • Multiple chart types (conversations, feedback, contacts)
- • Export to CSV and PDF
- • Active/blocked contacts tracking
- • Real-time data updates
🎨 Chat Widget
Complete widget customization and configuration
- • Multilingual embed codes (EN/AR)
- • Appearance customization (colors, fonts)
- • Message configuration (titles, greetings)
- • Feature toggles (FAQ, AI, Rating)
- • User info collection settings
- • AI agent scheduling (daily recurring)
🔔 Notifications
Real-time notification management system
- • Real-time conversation alerts
- • System update notifications
- • Mark as read functionality
- • Bulk mark all as read
- • Filter by read status and type
- • Notification level categorization
💳 Billing
Comprehensive subscription and billing management
- • Current subscription overview
- • Plan upgrade/downgrade options
- • Payment history with transaction details
- • Billing data management
- • Auto-renewal settings
- • Subscription status tracking
👤 Profile & Settings
User profile and account management
- • Personal information management
- • Company information setup
- • User preferences configuration
- • Billing data forms
- • Account activity tracking
- • Workspace management
Analytics & Insights
Chatplugify provides comprehensive analytics to help you understand your customer interactions and improve your support operations:
Key Metrics You Can Track
Total Conversations
Track conversation volume
AI vs Human
AI resolution rate
Response Time
Average response speed
Satisfaction
Customer ratings
📈 Export Your Data
Export your analytics data in multiple formats for further analysis:
- • CSV Format: Perfect for spreadsheet analysis
- • PDF Reports: Professional reports for stakeholders
- • Real-time Data: Always up-to-date information
8. Getting Help & Support
Chatplugify offers comprehensive support to ensure you get the most out of our platform:
24/7 Chat Support
Available on all plans. Get instant help through our chat widget or dashboard.
- • Technical troubleshooting
- • Account and billing questions
- • Feature guidance
- • Integration assistance
Voice Support
Available on Growth and Premium plans. Schedule a call with our support team.
- • Complex technical issues
- • Platform training sessions
- • Custom integration support
- • Business consultation
Training & Onboarding
Basic Plan
Self-service resources and chat support
Growth Plan
1 dedicated training session included
Premium Plan
Personalized onboarding, training, and workshops
🚀 Quick Start Checklist
Complete these steps to get the most out of Chatplugify:
- □ Create account and choose plan
- □ Install chat widget on your website
- □ Configure AI agent and upload context files
- □ Customize widget appearance and messages
- □ Set up AI agent scheduling (if needed)
- □ Test all functionality thoroughly
- □ Monitor analytics and customer feedback
- □ Contact support if you need assistance
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