🤖 Chatbot Modes

Dual-Mode Conversation System

• Flow-based guided conversations with predefined decision trees
• AI-powered free-form chat using OpenAI integration
• Seamless switching between flow buttons and AI text input
• Hybrid mode supporting both structured flows and natural language

💬 Conversation Features

Interactive Chat Experience

• Real-time typing indicators showing bot activity
• Message bubbles with customizable styling for bot and user
• Back button navigation to return to previous conversation steps
• Restart button to begin new conversations
• Chat history persistence across page navigation and browser sessions
• Download conversation transcript as text file
• Automatic chat state recovery after accidental closure

Welcome & Engagement

• Floating welcome message with customizable text
• Adjustable display delay (0-60 seconds)
• Dismissible welcome bubble
• Proactive visitor engagement

Inactivity Management

• Configurable warning delay before timeout (30 seconds – 5 minutes)
• Customizable warning message to re-engage users
• Adjustable grace period after warning (15 seconds – 2 minutes)
• Automatic chat closure on inactivity with custom message
• Activity detection resets timers automatically
• Chat state preservation for timed-out sessions

🔗 Business Integrations

Communication Channels

• WhatsApp – Direct messaging with pre-filled text
• Email – Contact form with admin notification and chat transcript
• SMS/Twilio – Send text messages via Twilio API
• Facebook – Direct link to Facebook page or profile
• Instagram – Direct link to Instagram profile
• Telegram – Direct messaging to Telegram username
• LinkedIn – Direct link to company or personal profile
• Custom Link – Any URL with custom label

Booking & Scheduling

• Calendar integration (Calendly, Google Calendar, or any booking platform)
• Direct booking links from chat interactions
• Seamless appointment scheduling flow

🧠 AI Intelligence

OpenAI Integration

• GPT-3.5 Turbo and GPT-4o model support
• Secure server-side API key management
• Customizable system persona and tone
• Context-aware responses using conversation history
• Natural language understanding and intent detection

Knowledge Base Training

• Custom Training Text – Up to 5,000 characters of business information
• Website URL Training – Automatic content scraping from up to 5 URLs with labels
• Q&A Training Pairs – Up to 15 predefined question-answer pairs for accuracy
• Cached URL Content – 24-hour caching with manual refresh option
• Structured knowledge formatting for optimal AI comprehension

Human Handoff System

• “Speak to a Human” request button
• Contact form with name, email, and message fields
• Automatic email notification to site administrator
• Full chat transcript included in handoff email
• Reply-to email configured for direct response
• Smart triggers for offering human support based on context

⚡ Conditional Actions & Triggers

Smart Automation

• Up to 25 conditional action rules
• Priority-based execution (1-10 scale)
• Enable/disable individual actions without deletion

Trigger Types

• Keyword matching
• Phrase/sentence detection
• AI-based intent recognition
• Regex pattern matching

Match Types

• Contains
• Exact match
• Starts with
• Ends with
• Regular expression

Action Types

• Send custom message
• Trigger integration (WhatsApp, calendar, email, etc.)
• Redirect to URL (same tab or new tab)
• Run specific flow step
• Configurable delay before action execution (0-10 seconds)

Advanced Matching

• Case-sensitive option
• Whole word matching
• Multiple trigger values separated by pipe (|)
• Context-aware re-triggering from conversation history
• Normalized text matching for better accuracy

🎨 Design & Customization

Visual Identity

• Custom bot name
• Custom launcher icon (image upload)
• Custom header icon (image upload)
• 20+ customizable color options across all UI elements
• Font family selection (15+ options including Google Fonts)
• Font size adjustment (12-20px)

Color Customization Categories

• Header colors (background, text)
• Chat area background
• Message bubble colors (bot and user)
• Button colors (background, text, border, hover states)
• Back button styling
• Launcher button styling
• Welcome bubble colors
• Input area colors
• Send button colors
• Human handoff form colors
• Timeout warning colors

Layout Options

• Responsive design for mobile and desktop
• Fixed position launcher (bottom right)
• Expandable chat window
• Sticky header with bot identity
• Scrollable message area
• Footer branding

📍 Page Visibility Controls

Display Options

• Show on all pages
• Show only on specific pages/posts
• Hide on specific pages/posts

Page Selection

• Individual page selection
• Individual post selection
• Special pages (home, blog, archive, search, 404)
• Multi-select interface with Ctrl/Cmd support

🔨 Flow Builder

Visual Flow Editor

• Drag-and-drop step reordering
• Drag-and-drop button option reordering
• Unique step IDs for navigation
• Unlimited steps and branches
• Real-time preview

Step Configuration

• Custom bot message per step (unlimited length with text area resizing)
• Multiple button options per step
• Button text customization
• Target step ID linking
• Integration assignment per button
• Visual step cards with collapsible bodies

Flow Management

• Add new steps with custom IDs
• Remove steps with confirmation
• Add/remove button options
• Visual hierarchy display
• Step connection validation

💾 Admin Features

Settings Organization

• Tabbed navigation (Integrations, AI Assistant, Flow Builder, Design)
• Collapsible sections for long forms
• Draft save/restore functionality across all tabs
• Local storage backup of unsaved changes
• Visual feedback for enabled/disabled integrations

Data Management

• WordPress options API integration
• JSON configuration storage
• Separate settings groups per tab
• URL cache management with manual clear
• Conversation state persistence

User Interface

• Clean WordPress admin styling
• Responsive admin panels
• Color picker inputs
• Media uploader integration
• Multi-select dropdowns
• Number inputs with min/max validation
• Textarea inputs with character limits
• Real-time preview updates

🔒 Security & Performance

Security

• Nonce verification on all AJAX requests
• Server-side API key protection
• Input sanitization and validation
• Email validation
• XSS prevention
• SQL injection prevention via WordPress APIs

Performance

• 24-hour URL content caching
• Lazy loading of chat widget
• Minimal frontend footprint
• Optimized CSS and JavaScript
• Single HTTP request for chat initialization
• Local storage for client-side persistence

📱 Mobile & Responsive

Mobile Optimization

• Touch-friendly buttons and inputs
• Responsive chat window sizing
• Mobile-friendly font sizes
• Adaptive layout for small screens
• Full-screen chat option on mobile devices
• Touch gesture support

🎯 User Experience

Accessibility

• Keyboard navigation support
• Clear visual hierarchy
• Readable font sizes
• High contrast color options
• Focus indicators
• Screen reader friendly structure

Error Handling

• User-friendly error messages
• Graceful API failure handling
• Integration fallback options
• Connection timeout management
• Form validation feedback

🚀 Technical Features

WordPress Integration

• Native WordPress plugin architecture
• WordPress admin menu integration
• WordPress settings API usage
• WordPress HTTP API for external requests
• WordPress media library integration
• WordPress options storage
• WordPress nonce security

Developer Friendly

• Clean, documented code structure
• Object-oriented PHP design
• Modular JavaScript functions
• CSS custom properties (variables)
• JSON configuration format
• Extensible action system

📊 Analytics Ready

Conversation Tracking

• Full conversation history storage
• Timestamp tracking for all messages
• User message and bot response logging
• Transcript generation and download
• Conversation state persistence

🔄 Updates & Licensing

Freemius Integration

• Automatic update notifications
• License key management
• Premium version support
• Secure activation system
• Version control

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System Requirements

• WordPress 5.0 or higher
• PHP 7.4 or higher
• OpenAI API key (for AI features)
• Twilio account (for SMS integration)
• Modern web browser (Chrome, Firefox, Safari, Edge)

Integrations

Built-in integration support to connect essential tools and services based on your business needs.

• LITE and ELEVATE tiers include up to 3 integrations of your choice

• ROCKET tier includes up to 5 integrations

• Additional integrations can be added for a setup fee of $15 each.

Integrations may include calendars, social media, or other third-party tools essential to your workflow.