ClevrBot WordPress Plugin Setup Guide

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

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

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

At the top of the Add Plugins page, click the 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

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.

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

You are now prompted to enter your email address and agree to the ClevrBot Terms of Service and to receive marketing communications. When you’ve done both, the Continue button will be enabled. Click the Continue button.

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.

You will now be placed at the ClevrBot settings page. The Chat Widget section controls who sees the chat widget on your site.

Choose Preview only to try ClevrBot yourself first: the widget only appears for logged-in administrators. When you’re happy with its answers, choose Everyone so all visitors can chat. Off hides the widget from everyone.

In the same section you can tick Require name and email so visitors share their details before they can send a message, set a widget color, and pick a logo from your media library. Then, click the Save Widget Settings button.

If your site uses page caching, clear the cache after saving so every visitor gets the change.

Now, visit your website. You should have a button on the bottom right that says Chat with us. If you chose Preview only, stay logged in as an administrator to see it.

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!