Chatly User Guide

Version 2.3.0

Welcome to Chatly! This guide will walk you through installing, activating, and configuring your AI-powered WordPress chatbot.

1. Requirements

Before installing Chatly, make sure your website meets these requirements:

• WordPress 5.0 or higher
• PHP 7.4 or higher
• An API key from Anthropic (Claude) or OpenAI (ChatGPT)

Getting an AI API Key

Chatly requires an API key from one of these providers to power the AI responses:

Option A: Anthropic (Claude) - Recommended

Option B: OpenAI (ChatGPT)

2. Installation

Step 1: Download the Plugin

After purchasing Chatly, you'll receive a download link for the plugin file (chatly.zip). Download this file to your computer.

Step 2: Upload to WordPress

Step 3: Verify Installation

After activation, you'll see a new Chatly menu item in your WordPress admin sidebar. Click it to begin setup.

3. License Activation

4. Setting Up Your AI Provider

Step 1: Choose Your Provider

Step 2: Enter Your API Key

Step 3: Write Your System Prompt

The system prompt tells the AI how to behave. Here's an example:

You are a helpful customer service assistant for [Your Company Name]. 

About our company:
- We sell [your products/services]
- Our business hours are Monday-Friday, 9am-5pm EST
- Our website is [yourwebsite.com]

Your job is to:
- Answer questions about our products and services
- Help visitors find what they're looking for
- Collect contact information from interested visitors
- Be friendly, helpful, and professional

If you don't know the answer to something, offer to connect them with our team.

Step 4: Save Settings

Click Save Settings at the bottom of the page.

5. Configuring Your Chatbot

Go to Chatly → General to configure basic settings:

Setting	Description
Chat Title	The name that appears at the top of your chat window
Welcome Message	The first message displayed when someone opens the chat
Initial Bot Message	The greeting message with optional menu options
Welcome Bubble Text	The teaser message next to the chat icon
Welcome Bubble Delay	Seconds to wait before showing the bubble (0 = immediate)
Input Placeholder	Placeholder text in the message input field

6. Customizing Appearance

Go to Chatly → Appearance to customize the look:

Colors

• Primary Color - Main color for button, header, and user messages
• Secondary Color - Used for accents and hover states

Position & Size

• Chat Position - Left or right side of screen
• Button Size - Small (50px), Medium (60px), or Large (70px)

Bot Avatar

Upload a custom image (recommended: square, at least 100x100px) or leave blank for default.

7. Lead Capture Setup

Go to Chatly → Lead Capture to configure lead collection.

Enable Lead Capture

Toggle Enable Lead Capture to on.

Form Settings

Setting	Description
Form Title	Heading shown above the form (e.g., "Let's stay in touch!")
Fields	Choose which fields to display (Name, Email, Phone, Message)
Trigger	When to show the form (after X messages or when interest detected)

Email Transcripts

Enable Send Email Transcripts to receive a copy of each conversation when a lead is captured. The email includes the full chat history in a professional HTML format.

8. Email Marketing Integrations New

Chatly integrates with popular email marketing platforms to automatically add captured leads to your lists.

Go to Chatly → Integrations to configure:

Webhook Integration

For custom integrations, use the Webhook option. Enter your endpoint URL and Chatly will POST lead data in JSON format:

{
  "name": "John Doe",
  "email": "john@example.com",
  "phone": "555-1234",
  "message": "Interested in your services",
  "source_url": "https://yoursite.com/contact",
  "timestamp": "2025-11-30T14:30:00Z"
}

9. Knowledge Base

Go to Chatly → Knowledge Base to add custom Q&As that help the AI give accurate, consistent answers.

Adding an Entry

10. SEO Insights & Yoast Integration New

Chatly's SEO Insights feature analyzes visitor questions to help you discover content opportunities.

Go to Chatly → SEO Insights to view:

Question Analytics

• Most Common Questions - See what visitors ask most frequently
• Question Trends - Track how questions change over time
• Unanswered Topics - Identify gaps in your content

Keyword Discovery

• Extracted Keywords - See the exact phrases visitors use
• Search Intent - Understand what visitors are looking for
• Content Suggestions - Get ideas for new pages or blog posts

Yoast SEO Integration

If you have Yoast SEO installed, Chatly can:

• Compare visitor questions against your focus keyphrases
• Suggest new keyphrases based on actual visitor queries
• Help generate FAQ schema from common questions
• Identify content gaps on existing pages

11. Viewing Conversations

Go to Chatly → Conversations to view chat history.

The conversation list shows:

• Date and time started
• Number of messages
• Whether a lead was captured
• Page URL where chat occurred
• Visitor location (if available)

Click View to see the full message history. You can also:

• Export conversations as CSV
• Delete individual conversations
• Filter by date range or lead status

12. Analytics

Go to Chatly → Analytics to see performance metrics:

Metric	Description
Total Conversations	All chat sessions started
Total Messages	Messages exchanged (user + bot)
Total Leads	Successful lead form submissions
Conversion Rate	Percentage of chats that became leads
Avg. Messages/Chat	Average conversation length
Peak Hours	When visitors chat most frequently

13. Diagnostics & Support New in 2.3

Go to Chatly → Support to access the built-in diagnostics tool.

System Status

View at-a-glance status of your Chatly configuration:

• License status and expiration
• API connection health
• Plugin version
• WordPress/PHP compatibility

Generate Diagnostic Report

Click Generate Diagnostic Report to create a detailed report including:

• WordPress and server environment
• Chatly configuration (API keys are never included)
• Potential plugin conflicts
• Recent error logs
• Hosting provider detection

You can copy the report to clipboard or download as a text file to share with support.

Common Issues

The Support page includes expandable solutions for common issues like caching conflicts, theme compatibility, and API connection problems.

14. Troubleshooting

Chatbot Not Appearing

• Check that your license is active (Chatly → License)
• Clear your browser cache and any WordPress caching plugins
• Check for JavaScript errors in browser console (F12)
• Verify the chatbot is enabled in Chatly → General
• Some themes (like The7, Avada, Divi) may require CSS adjustments

AI Not Responding

• Verify your API key with "Test Connection"
• Ensure your Anthropic/OpenAI account has credits
• Review your system prompt for issues
• Check the error logs in Chatly → Support

Lead Capture Not Working

• Verify your email integration settings
• Test by submitting a lead yourself
• Check that required fields are configured
• Review webhook logs if using custom integration

Caching Plugin Conflicts

If using WP Rocket, W3 Total Cache, LiteSpeed Cache, or similar:

• Exclude Chatly scripts from minification
• Clear cache after making Chatly changes
• Disable "Delay JavaScript Execution" for Chatly files

Still Need Help?

Contact us at support@hellochatly.com with:

• Your diagnostic report (from Chatly → Support)
• Description of the issue
• Screenshots if applicable

15. FAQ

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Need help?
Documentation: hellochatly.com/docs
Email: support@hellochatly.com

Thank you for choosing Chatly! 💜