WP AI Assistant: Common Use

Assistant customization

Navigate to WP AI Assistant on the left menu in wordpress backend, you can see the Assistant list, click Create Assistant button, then name it in the popup and click on Save changes button.

 

 

Then it turns to Assistant detailed setup where you can customize your chat setting.

1. Setup & Instructions

Chatbot setup

 

 

• Title: name of the AI Assistant.
• Shortcode: shortcode of the AI Assistant.
• Load assistant in floating position: use the toggle button to enable/disable.
• Load assistant on all pages: Select this assistant as default. Other assistant will lose its default status.
• Position on screen: bottom right, bottom left, center.

Assistant instructions

Recommended

 

 

• Assistant Name and Persona: Define the OpenAI Assistant name to use in chats. Assistant "Persona" refers to the assistant role, for example: "You'll be called AI Assistant, and you'll act as a support specialist."
• Assistant Target and objective: The target refers to what types of people will the assistant target. The objective outlines what your assistant should accomplish. For example: "You'll reply to the customers of a company called [company name] working in the [company industry sector], and you'll act as a support specialist."
• Custom data usage: OpenAI assistants can store and use custom data or documents for the conversations. You can specify here how do you want this custom data to be used. For example: "You will use the data from the custom data from the files we provide in priority for your replies. You can also use the public data from your AI model to complete the reply."

Optional

 

 

• First Message: The first message that the assistant will say to the user when the chat is initiated. It applies only to new threads. Example: The introduction of your first message in a conversation will be "Hey, thanks for your question, I'm a specialized AI Assistant, let me help you the best I can."
• Types of content: What type of content the assistant will produce, would it be documentation, code... and where the content will ultimately land. Example: "The content that you’ll be generated is mostly [technical replies...] of how to use [your product], the content will be displayed on a public chat only."
• Content Length and Tone: Content length for replies and tone ( formal, friendly ). For example: You’ll try to be as exhaustive as possible in your replies, with a limit of 500 words per message. You will use a formal tone.
• Example of reply: Do you have a method to use to reply to the questions or result in example to give to the AI? For example: "If the customer is asking a question about [this product] you'll include in every reply [a text]."?

 

2. Training

• Wordpress: Use the WordPress data (posts, pages, custom posts...) to train your AI assistant. If your training data has updates, set a data update frequency to automatically regenerate it.
  • WordPress data title
  • WordPress data type: Posts, Pages, Floating Elements or Files.
  • WordPress data filter: Taxanomy Filter or Post/page title filter.
  • Dataset content selection
  • Data update frequency

 

 

There are two available filter types, each accessible by clicking its corresponding button:

• Taxonomy Filter: Filter content by selecting a taxonomy, operator, and term to narrow down the data.
• Post/page title filter: Filter content by entering a specific post or page title along with an operator condition.

 

 

Once your data is saved, it will appear in the training data list below, showing key details such as the title, update frequency, date, and current status.
You can also edit, re-sync, or delete any entry directly from the list.

 

 

• Documents: allows you to upload your own files — such as PDF, JSON, TXT, and more — to train your assistant with custom content. Simply drag and drop a file or click Browse file to select one. Once uploaded, all documents will appear in the Uploaded Documents list below.

 

 

• External URLs: Crawl external URLs (from any domain), get the pages content and transform it as a content used to train your assistant (JSON). It could be, for example, a product documentation pages.

 

To get started, paste your URL into the input field, enable the Crawl all pages URLs option, then click Get URL list button to fetch all available pages. Once you're ready, click Generate Training Data button and the resulting JSON file will appear in the Training Data list below.

 

 

You can also expand the URL Training Filter section to refine what content gets extracted - use the HTML Tag Filter and CSS Class Filter fields to include only the relevant and clean data you want your assistant to learn from.

 

 

3. Chat design

In this section, you can customize the following settings:

Size

• Chat width: configure the chat interface width using pixels (px), viewport width (vw), or percentage (%) units.
• Chat max height: set the maximum chat height using pixels (px), viewport height (vh), or percentage (%) units.
• Messages padding
• Messages container radius 
• Chat header text & icon size

 

 

Color

• Background
• Font
• Buttons
• Messages

 

 

 

4. Assistant Action 

After selecting your AI Assistant, go to the Action section to configure two key features: Admin notification and Chat end transcripts.

Admin notification

This feature sends administrators alerts for new chat conversations. To set it up:

• Enable the notification action
• Configure the following fields:
  • Notify after X messages: Set the message threshold for notifications
  • Admin Email(s), separate multiple emails with commas: Enter administrator email addresses

 

 

Chat end transcript

This feature automatically sends chat transcripts to users when conversations end. To configure:

• Enable both the Prompt and Send email options
• Complete the required fields:
  • Receiver email: The email address that will receive transcripts
  • Prompt inactivity threshold: Set the timeout period in minutes
  • Message title: Subject line for transcript emails
  • Message content: Email body template
  • Input field placeholder: Default text for the email input field
  • Input your email address: User email field
  • Transcript send validation: Confirmation button
  • Transcript send cancellation: Cancellation button

 

 

5. Links

The Links section allows you to add your communication channels, making it easy for customers to quickly reach your support team.

 

To get started, select the number of Grid Columns to define the layout, then edit each contact box with the relevant details. The updated design will be reflected in real time on the preview panel on the right.

 

6. FAQ Management

The FAQ section allows you to add a collection of frequently asked questions about your product or service, helping users find answers before reaching out.

 

 

Click + Add FAQ to create new entries, and all added questions will be instantly reflected in the preview panel on the right.

 

7. Scheduler

In this setting, you can choose the operating timezone for your shop or location. First, select your timezone, then adjust the opening hours for weekdays below.

 

 

8. Assistant settings

Following your model selection in the Setting > AI models, here you can select model and adjust the setting.

Model Provider

• Joomunited
• OpenAI

 

 

Model features and settings

• File Search: Enables the AI to search all training data - WordPress content, crawled webpages, and uploaded files - to answer questions accurately. If disabled, the AI cannot access any of this data. The AI automatically uses relevant information during chats.
• Temperature: Temperature in AI controls how "random" or "experimental" the model's text generation will be - lower temperatures produce more conservative, predictable outputs, while higher temperatures result in more diverse and creative (but potentially less coherent) outputs.