Chatly Pro User Guide

1 Introduction

Chatly Pro is an AI-powered chatbot plugin for WordPress that helps you engage visitors 24/7, answer questions automatically, and capture leads. Unlike basic chatbots with rigid scripts, Chatly uses advanced AI models from Anthropic (Claude) or OpenAI (ChatGPT) to have natural, intelligent conversations.

What's Included in Chatly Pro

• Unlimited conversations — No monthly message limits
• Dual AI support — Claude by Anthropic and ChatGPT by OpenAI
• AI Messaging Generator — Let AI create your chatbot messaging
• Lead capture forms — Collect names, emails, and phone numbers
• Email integrations — MailPoet, Mailchimp, Constant Contact, AWeber
• Knowledge Base — Add custom Q&As for accurate responses
• SEO Insights Dashboard — Discover what visitors really want
• Yoast SEO Integration — Compare keywords with visitor language
• FAQ Schema Generator — One-click JSON-LD for Google
• Analytics dashboard — Track conversations, leads, and conversions

2 What's New in v2.2.0 NEW

Version 2.2.0 introduces the powerful SEO Insights Dashboard that transforms your chatbot conversations into actionable SEO intelligence.

SEO Insights Dashboard

Instead of guessing what your visitors want, now you can see exactly what they're asking—in their own words.

Yoast SEO Integration

If you have Yoast SEO installed, Chatly automatically detects it and provides powerful keyword comparison features:

• Matching Keywords — See which focus keywords visitors actually ask about
• New Opportunities — Discover topics visitors care about that you're not targeting
• Yoast-Only Keywords — Identify focus keywords that don't appear in conversations

3 Requirements

Before installing Chatly Pro, ensure your website meets these requirements:

• WordPress: Version 5.0 or higher
• PHP: Version 7.4 or higher
• API Key: From Anthropic (Claude) or OpenAI (ChatGPT)
• License Key: From your purchase confirmation email

Checking Your Versions

To check WordPress version, go to Dashboard → Updates. For PHP version, go to Tools → Site Health → Info → Server.

4 Installation

Most users are up and running in 15 minutes or less.

Method 1: Upload via WordPress Admin

1. Download the chatly-v2.2.0.zip file to your computer
2. Log into your WordPress admin dashboard
3. Go to Plugins → Add New
4. Click Upload Plugin at the top
5. Click Choose File and select the zip file
6. Click Install Now
7. Once installed, click Activate Plugin

Verify Installation

After activation, you'll see a new Chatly menu item in your WordPress admin sidebar with submenus for Settings, Knowledge Base, Leads, Conversations, Analytics, and SEO Insights.

5 License Activation

Activate your license to unlock all Pro features.

1. Go to Chatly → Settings in WordPress admin
2. Click the License tab
3. Enter your license key from your purchase confirmation email
4. Click Activate License
5. You'll see "License activated!" on success

6 Getting Your AI API Key

Chatly requires an API key from either Anthropic (Claude) or OpenAI (ChatGPT). You only need one.

Option A: Anthropic (Claude) — Recommended

1. Go to console.anthropic.com
2. Create an account and verify your email
3. Navigate to API Keys in the sidebar
4. Click Create Key and name it "Chatly"
5. Copy the key immediately—you won't see it again!
6. Add billing information to activate

Typical Cost: $3-5/month for most websites

Option B: OpenAI (ChatGPT)

1. Go to platform.openai.com
2. Create an account and verify
3. Navigate to API Keys
4. Create a new secret key named "Chatly"
5. Copy the key and add billing information

Typical Cost: $5-10/month for most websites

7 AI Provider Configuration

Connect your AI provider to power your chatbot conversations.

1. Go to Chatly → Settings → AI Provider tab
2. Select your provider: Anthropic or OpenAI
3. Enter your API key
4. Click Test Connection to verify
5. Choose your model from the dropdown
6. Click Save Settings

Available Models

8 AI Messaging Generator

Let AI create your chatbot messaging automatically. Simply describe your business and Chatly generates your system prompt, welcome message, and initial greeting.

How to Use

1. Go to Chatly → Settings → Messages tab
2. Find the AI Messaging Generator section
3. Describe your business in the text area
4. Click Generate Messaging with AI
5. Review and edit the generated content
6. Click Save Settings

What to Include

• What your business does
• Your main products or services
• Business hours and location
• How you want the chatbot to behave
• Any specific policies or FAQs

9 Customizing Messages

The Messages tab contains three key settings:

• System Prompt: Instructions that define how your chatbot behaves, its personality, and what it knows about your business.
• Welcome Bubble: The text shown on the floating chat bubble before visitors open the chat window.
• Initial Message: The first message visitors see when they open the chat window.

10 Appearance Settings

Customize how your chatbot looks to match your brand:

• Primary Color: Main color for buttons and accents
• Secondary Color: Supporting color for gradients
• Position: Bottom-right or bottom-left
• Welcome Bubble: Toggle visibility and customize text
• Custom CSS: Advanced styling for developers

11 Lead Capture

Configure when and how to collect visitor contact information:

• Enable/disable lead capture
• Choose required fields: name, email, phone
• Set trigger conditions (after X messages, on specific keywords)
• Enable email transcript option for visitors
• Customize the lead capture form message

12 Email Integrations

Send captured leads directly to your email marketing platform:

• MailPoet: Enter your list ID
• Mailchimp: Enter API key and audience ID
• Constant Contact: Enter access token and list ID
• AWeber: Enter account ID, list ID, and access token
• Custom Webhook: Send leads to any endpoint via POST

13 Knowledge Base

Add specific Q&As for accurate responses. Go to Chatly → Knowledge Base and click Add New.

Entry Fields

• Question/Topic: The question or topic
• Answer: The response you want
• Keywords: Words that trigger this entry
• Category: Optional grouping
• Priority: Normal, High, or Highest

14 SEO Insights Dashboard NEW

The SEO Insights Dashboard transforms your chatbot conversations into actionable SEO intelligence. Access it at Chatly → SEO Insights.

Overview Tab

See key statistics at a glance: total conversations, user messages, most asked question, content gaps detected, top 5 questions, and top 15 keywords.

Top Questions Tab

View all questions visitors have asked, ranked by frequency. Each question shows how many times it was asked and includes an "Add to KB" button to quickly create a Knowledge Base entry.

Keywords Tab

• Single Keywords: Individual words with frequency counts
• Keyword Phrases: 2-3 word combinations (great for long-tail SEO)
• Export Button: Copy all keywords for use in SEO tools

Content Gaps Tab

Identifies questions where your chatbot struggled to provide a good answer. Chatly detects responses containing phrases like "I don't have information about" or "I'm not sure" and surfaces the original visitor questions with frequency counts.

FAQ Schema Tab

• JSON-LD Schema: Copy-paste ready markup for your site's <head>
• HTML FAQ Block: Formatted FAQ content for your pages

Yoast SEO Integration Tab

Appears automatically when Yoast SEO is installed. Shows:

• Keywords You're Nailing (Green): Focus keywords that match visitor language
• New Opportunities (Orange): Topics visitors ask about that you're not targeting
• Suggested Actions: Specific steps to improve your SEO strategy

15 Viewing Conversations

Go to Chatly → Conversations to see all chat transcripts. Each entry shows the date, number of messages, page URL, lead capture status, and a View button for the full transcript.

16 Analytics Dashboard

Go to Chatly → Analytics for key metrics:

• Total Conversations: All-time conversation count
• Total Leads: All-time leads captured
• Conversion Rate: Percentage of conversations that become leads
• Total Messages: All messages sent/received
• This Week Stats: Conversations and leads from the past 7 days

17 Troubleshooting

Chatbot Not Appearing

• Verify license is activated (License tab)
• Check API key is configured (AI Provider tab)
• Clear browser cache and site cache
• Try incognito/private browsing
• Check browser console for JavaScript errors

AI Not Responding

• Test connection in AI Provider settings
• Verify API key is correct (no extra spaces)
• Check your balance with Anthropic or OpenAI
• Try a different model

Email Integration Not Working

• Double-check API credentials
• Verify list/audience ID is correct
• For MailPoet, ensure the plugin is active
• Test with webhook.site to debug

18 FAQ

How many sites can I use Chatly Pro on?

Check your license tier: Starter (1), Business (3), Professional (10), Agency (25), Enterprise (unlimited).

Do I need both Claude and ChatGPT keys?

No, you only need one. Choose whichever provider you prefer.

How much does the AI cost?

You pay Anthropic or OpenAI directly. Most sites spend $3-10/month.

What is SEO Insights?

A dashboard that analyzes chatbot conversations to reveal what visitors ask, keywords they use, and content gaps on your site.

Do I need Yoast for SEO Insights?

No. Yoast integration is a bonus feature. All other SEO Insights features work without Yoast.