ClevrBot WordPress Plugin Setup Guide

This is our documentation page. Here, we’ll show you how to get ClevrBot running on your WordPress site.

WordPress Plugin Installation

Locate your copy of the ClevrBot zipfile. It will look something like clevr-bot.zip, and will probably be in your Downloads folder on your computer.

Go to your site’s WordPress dashboard at /wp-admin.

The WordPress dashboard page

Over on the left of the WordPress dashboard, click the Plugins menu item.

Plugins menu visible

At the top of the Plugins page, click the Add New Plugin button.

Add Plugins page

At the top of the Add Plugins page, click the Upload Plugin button.

Upload Plugin button

Either:

  • Click on the Choose File button and choose the ClevrBot plugin .zip file you’ve downloaded (likely clevr-bot.zip in your Downloads folder)
  • Drag the ClevrBot plugin .zip file onto the Choose File button
Choose File button

When you have done so, the filename will be shown next to the Choose File button. The Install Now button should now be enabled. Click the Install Now button.

Add ClevrBot plugin

If all goes well, the plugin should be installed successfully. Next, click on the Activate Plugin button to activate the ClevrBot plugin.

ClevrBot WordPress plugin installed successfully

Configuration

You are now prompted to enter your email address and opt in to receiving marketing communications from ClevrBot. When you’ve done both, the Continue button will be enabled. Click the Continue button.

Start your free trial

Now, you’ll want to choose what content you want to upload to ClevrBot. Once you’ve chosen at least one post type and/or added at least one directory of static HTML files, the Upload Content to ClevrBot button will be enabled.

Directories are relative to the WordPress install directory — that is, the directory with wp-activate.php, readme.html, and wp-content/ in it.

Select content to upload

Enable the Chat Widget

You will now be placed at the ClevrBot settings page. You’ll want to enable the chat widget so your site’s visitors can interact with ClevrBot.

In the Chat Widget section, click the Enable Chat Widget checkbox. Then, click the Save Widget Settings button.

ClevrBot plugin chat widget setup settings

Now, visit your website. You should have a button on the bottom right that says Chat with us.

Home page with chat widget

Finally, if everything’s gone well, you should be able to click on the button and ask questions of ClevrBot.

You’re done setting up ClevrBot. Congratulations!

Ask questions to ClevrBot

Tips

  1. If you have ClevrBot get its information from the pages on your website, you may want to ensure that all the published pages are actually pages you want ClevrBot to learn from. If you have pages that are published but not linked to, ClevrBot will learn from them even though the information in them may not be what you’re ready to expose to site visitors.