Help Center

1. Installing the widget on your site

You have two ways to get the TalkWP widget live on your website. Both are in Widget Settings inside your dashboard.

Option A — Paste the snippet

1. Go to Widget Settings and copy the embed snippet shown there — it's already personalized with your API key.
2. Paste it into your site's HTML just before the closing </body> tag. On most page builders this goes in a "custom code" or "footer scripts" section.
3. Save and reload your site. The chat bubble should appear in the corner you set under Widget Settings.

No developer needed — it's a couple of lines of code, and your API key in the snippet is safe to expose publicly. It only lets visitors start chats and read your widget's public settings.

Option B — WordPress plugin

Running WordPress? Skip the code entirely.

1. Download the WordPress plugin from the Widget Settings tab.
2. Upload and activate it from your WordPress admin (Plugins → Add New → Upload Plugin).
3. Paste your API key into the plugin's one settings field and save.

The chat widget will appear on your site automatically — no template edits required.

2. Replying to chats & the Inbox

Every conversation a visitor starts lands in your Inbox tab, whether the AI handled it or a visitor is waiting on a human.

1. Open the Inbox tab and pick a conversation from the list on the left. Use the search box or the tag/status filters to find one quickly.
2. Type your reply in the composer at the bottom of the thread and hit Send (or press Enter).
3. Use the Canned button above the composer to insert a saved reply instead of typing the same answer twice — set these up under Canned replies from the same panel.
4. Add tags to a conversation from the thread header to keep things organized, and filter by tag later from the sidebar.

Conversations can be Open, Closed, or Deleted — filter by status from the dropdown above the conversation list to see just what you need.

3. Ending a chat

There are two sides to "ending" a conversation:

As the agent (in your dashboard)

Open the conversation in your Inbox and click Close in the thread header. This marks it resolved and moves it out of your open queue. You can reopen a closed conversation any time with the Open button, and deleted conversations can be recovered too — they're only hidden from the inbox, not gone for good.

As the visitor (on your website)

Visitors can end their own chat from the widget itself using the End Chat link in the widget header. This closes the conversation from their side.

Visitor satisfaction ratings (CSAT)

Once a conversation is closed, the widget automatically shows the visitor a quick 👍 / 👎 "How was this chat?" prompt — no setup needed, it's on for every closed chat. Each conversation can only be rated once. You'll see the rating next to that conversation in your Inbox, and your overall satisfaction rate shows up in the stats at the top of the Inbox tab once you've got a few rated chats.

4. Training your AI (Knowledge Base)

Your AI answers from what you actually tell it — not a generic guess. The Knowledge Base tab is where you teach it.

1. Go to the Knowledge Base tab in your dashboard.
2. Click + Add entry, then fill in a Question (e.g. "What's your refund policy?") and an Answer.
3. Save it. Your AI checks this list before replying to visitors, so the more common questions you add — hours, pricing, policies, shipping, whatever visitors actually ask — the more accurate and on-brand its replies will be.

You can edit or delete entries any time from the same tab as your answers change.

5. Adding team members

1. Go to the Team tab in your dashboard.
2. Enter your teammate's email under Send invite and click it. They'll get an email invite to join your workspace.
3. Once they accept, they'll show up as Active in your team list — until then they'll show as Invited (pending).
4. To remove someone, click Remove next to their name (only workspace owners can do this).

Your plan includes a set number of seats — inviting beyond that adds a small extra monthly cost per seat, which you'll be shown before the invite is sent.

6. Customizing your widget

Under Widget Settings you can adjust how the widget looks and behaves without touching any code:

• Title, subtitle & greeting — the text visitors see when they open the chat.
• Accent color, position & theme — match your brand and choose light or dark mode, bottom-left or bottom-right placement.
• Logo & custom font — upload a logo image (JPG/PNG/WebP, up to 3MB) or set a font-family your site already loads.
• Notification sound — choose the sound played on the visitor's device when they get a new message (Chime, Ding, Pop, Bell, or muted).
• Quick replies — suggested questions shown to visitors as clickable chips.
• Pre-chat form — optionally require a name and email before visitors can start chatting.
• AI system prompt — instructions that shape how the AI responds.

Remember to click Save settings at the bottom of the panel after making changes.

7. Notifications

Don't want to keep the dashboard open all day? You've got a few options under Widget Settings:

• Push notifications — click "Enable notifications on this device" to get alerted when a new chat comes in, even with the dashboard tab closed. This is per-device, so enable it separately on your phone and your laptop if you want alerts on both.
• Email me when a new conversation starts — a simple toggle for email alerts.
• Slack — paste an Incoming Webhook URL from Slack (Apps → Incoming Webhooks) to get pinged in a channel.
• Telegram — message @BotFather on Telegram, run /newbot, and paste the token you get into the Telegram field. Messages sent to your bot will even show up in your Inbox.
• Sound alerts — check "Play a sound for new messages" at the top of the Inbox tab. This is separate from the Notification sound under Widget Settings, which controls what the visitor hears on their end.

8. Installing TalkWP as an app (PWA)

TalkWP can be installed like a native app on your desktop or phone, so you get a dedicated icon and window instead of a browser tab — handy for keeping an eye on chats.