Chatly Documentation

Requirements

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

Installation

License Activation

Getting Your AI API Key

Option A: Anthropic (Claude) — Recommended

1. Go to console.anthropic.com
2. Create an account or sign in
3. Navigate to API Keys
4. Click Create Key and copy it

Option B: OpenAI (ChatGPT)

1. Go to platform.openai.com
2. Create an account or sign in
3. Navigate to API Keys
4. Click Create new secret key and copy it

Connect Your API Key

General Settings

Go to Chatly → General to configure:

• Chat Title — Name shown at the top of the chat window
• Welcome Message — First message when someone opens the chat
• Welcome Bubble Text — Teaser message next to the chat icon
• Welcome Bubble Delay — Seconds before showing the bubble
• Input Placeholder — Placeholder text in the message field

Appearance

Go to Chatly → Appearance to customize:

• Primary Color — Main color for button, header, and user messages
• Secondary Color — Accents and hover states
• Chat Position — Left or right side of screen
• Button Size — Small (50px), Medium (60px), or Large (70px)
• Bot Avatar — Upload a custom image (square, 100x100px+)

Writing Your System Prompt

The system prompt tells the AI how to behave. A good prompt includes:

• Your company name and what you do
• Products or services you offer
• Business hours and contact info
• Tone and personality guidelines
• What to do when it doesn't know an answer

Example System Prompt:

You are a helpful assistant for ABC Plumbing.

About us:
- We provide residential plumbing services
- Service area: Greater Metro Area
- Hours: Mon-Fri 8am-6pm, Sat 9am-2pm
- Emergency service available 24/7

Your job:
- Answer questions about our services
- Help visitors schedule appointments
- Collect contact info from interested customers
- Be friendly and professional

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

Enable Lead Capture

Go to Chatly → Lead Capture and toggle Enable Lead Capture to on.

Form Settings

• Form Title — Heading above the form (e.g., "Let's stay in touch!")
• Fields — Choose which to display: Name, Email, Phone, Message
• Trigger — When to show the form:
  • After X messages
  • After X minutes
  • When interest is detected

Email Transcripts

Enable Send Email Transcripts to receive a copy of each conversation when a lead is captured. You'll get a professional HTML email with the full chat history.

Viewing Leads

Go to Chatly → Conversations to see all captured leads. You can filter by date, export as CSV, and view full chat transcripts.

Go to Chatly → Integrations to connect your email marketing platform.

Webhook Integration

For custom integrations (Zapier, Make, custom CRM), use the Webhook option. 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"
}

The Knowledge Base helps your AI give accurate, consistent answers to common questions.

Adding an Entry

Chatly analyzes what visitors ask to help you discover content opportunities.

Question Analytics

Go to Chatly → SEO Insights to see:

• Most Common Questions — What visitors ask most frequently
• Question Trends — How questions change over time
• Unanswered Topics — Gaps in your content

Keyword Discovery

• Extracted Keywords — Exact phrases visitors use
• Search Intent — What visitors are looking for
• Content Suggestions — Ideas for new pages or 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 queries
• Help generate FAQ schema from common questions
• Identify content gaps on existing pages

Using the Diagnostics Tool

Go to Chatly → Support and click Generate Diagnostic Report. This creates a detailed report you can share with support (API keys are never included).