Getting Started and FAQ's

Follow this guide for easy installation of WPAI Assitant on your WordPress website

Choose your plan: Free (£0), Pro (£89/yr), Pro+ with WooCommerce (£129/yr), or Agency Pro (£499/yr).

All payments are processed securely via Lemon Squeezy. You can pay using Credit/Debit cards, Apple Pay, or Google Pay.

You will receive an automated email containing your unique License Key, a download link for the wpai-assistant-pro.zip file, and (if applicable) the wpai-woo-commerce.zip extension.

Go to Plugins > Add New > Upload Plugin, select your downloaded .zip file, and click Install Now. Once installed, click Activate.

For the WP-AI Assistant to work securely, you need to provide an OpenAI API key. We highly recommend using a Restricted Key rather than a key with “All” permissions. This follows the “Principle of Least Privilege” and ensures that if your key is ever accidentally exposed, your OpenAI account and billing remain completely safe.

Here is the exact checklist of permissions you need to select when creating your restricted key:

1. Essential Permissions (Required for all users)
These are the minimum permissions required for the chat widget to function and to keep your bot safe from spam.

Model capabilities: Write (or Request)

Why you need it: This is the core engine. It allows the plugin to send chat messages to OpenAI and receive the AI’s responses.

List models: Read

Why you need it: This allows your WP-AI Assistant admin dashboard to securely fetch the list of available models (like GPT-4o or GPT-4o-mini) so you can select which one you want to use.

Moderations: Write (or Request)

Why you need it: This powers our built-in security layer. It allows the plugin to use OpenAI’s free moderation tool to scan and block offensive or malicious user messages before they cost you any AI tokens.

2. Pro Features (Required if using the Knowledge Base)
If you are using the Pro or Commerce Pro tiers to train the AI on your own website data, PDFs, or CSVs, you must also enable these:

Files: Write

Why you need it: Allows the plugin to securely upload your scraped website data and documents to your private OpenAI account so the bot can read them.

Vector Stores: Write

Why you need it: Allows OpenAI to index your uploaded files into a searchable database, enabling the AI to retrieve accurate answers from your company data instantly.

3. What to Leave Blank
To maximise security, ensure everything else on the list is set to None.

Do NOT enable: Prompts, Assistants, Threads, Fine-tuning, or Evals. The WP-AI Assistant does not need these, and leaving them disabled prevents anyone from altering your core AI instructions if the key is ever compromised.

Pro Security Tip: Set a Monthly Limit!
Even with a restricted key, you should always protect your wallet. Immediately after creating your API key, go to your OpenAI Dashboard’s Billing > Usage Limits section. Set a hard “Monthly Budget” (e.g., $10 or $20). This guarantees you will never receive an unexpected bill, even if your website gets a massive spike in traffic.

Yes. Sign up at platform.openai.com. Note that the API is pay-as-you-go; you must add a minimum balance (usually $5–$10) in Settings > Billing to activate your API keys.

Absolutely. Your keys are stored on your own server using AES-256-CBC encryption, meaning they are never exposed to unauthorised parties.

Think of the System Prompt as the employee handbook and job description for your AI.

Because the WPAI Assistant connects to OpenAI’s massive, general-knowledge brain, it knows a little bit about everything. The System Prompt focuses that brain. It tells the AI exactly who it is, who it works for, what tone of voice to use, and—most importantly—what it is not allowed to talk about.

Without a prompt, the bot might act like a generic AI assistant. With a great prompt, it becomes a dedicated, expert sales agent or support rep for your specific business.

How to Add Your Prompt in WPAI Assistant
Setting up your AI’s brain takes less than a minute.

Step 1: Log in to your WordPress Admin Dashboard.
Step 2: In the left-hand menu, click on WPAI Assistant to open the plugin settings.
Step 3: Navigate to the General Settings.
Step 4: Look for the large text box labeled AI Personality & Instructions. Select from the dropdown templates or create your own.
Step 5: Type or paste your instructions into the box.
Step 6: Click Save Changes. Your AI will immediately adopt this new persona for all future chats!

Go to WPAI Assistant > General and paste your OpenAI API Key and Prompt ID into the settings fields.

Navigate to WPAI Assistant > Pro Features in your WordPress sidebar. Paste your Lemon Squeezy license key into the field and click Activate License. A green “Active” badge will confirm success.

  • Manual: Upload PDFs or .txt files in the Knowledge Base tab.
  • Automated (Pro+): Use the Multi-Site Crawler to scan your URL and automatically index your website pages.

If you have the Pro+ or Agency plan, upload and activate the wpai-woo-commerce.zip file just like the core plugin.

  • Can customers track their orders via chat?
    Yes. If the WooCommerce extension is active, customers can ask “Where is my order?” and provide their Order ID and Email for live status updates.
  • Does the AI know my stock levels?
    Yes. The AI pings your database in real-time to answer questions about product availability, variations, and pricing.
  • Can the AI give discounts?
    Yes. You can enable Dynamic Coupons in the Commerce tab, allowing the AI to generate unique discount codes to help close a sale.
  • How do I see if the WPAI Assistant is actually making money?
    The Revenue Dashboard in your Admin area tracks “Attributed Orders,” showing exactly how much sales volume the AI has influenced.

Yes. Under the Styling tab, you can set the Agent Name, Subtitle, Primary Brand Colors, and upload a custom Avatar image.

Enable Weekly Auto-Sync in the Pro tab to ensure the WPAI Assistant automatically learns about new pages or posts every 7 days.

Yes. We use Data Masking for WooCommerce. The AI only accesses order status and items; it never sees sensitive customer addresses or payment details.

WPAI Assistant uses Strict Guardrails. The AI is “grounded” to your uploaded data, meaning it will only answer based on the facts you have provided, preventing “hallucinations.”

Agency Pro users have access to Total White-Labeling. You can remove all “WPAI” logos, rename the plugin in the sidebar, and replace footer links with your own agency URL.

Use the Client ROI Analytics dashboard to show clients exactly how many leads were captured, what questions were asked, and how much revenue was generated.

Ready to Supercharge Your Customer Experience?

Start using WPAI- Assistant today to automate support, boost engagement, and save time.