{"id":45,"date":"2026-10-17T14:15:42","date_gmt":"2026-10-17T14:15:42","guid":{"rendered":"http:\/\/plugin-docs.com\/?post_type=doc&#038;p=45"},"modified":"2026-10-17T15:18:33","modified_gmt":"2026-10-17T15:18:33","slug":"run-click-to-chat-setup-wizard","status":"publish","type":"doc","link":"https:\/\/dragwyb.com\/docs\/run-click-to-chat-setup-wizard\/","title":{"rendered":"Run the Click to Chat Setup Wizard"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The Dragwyb Click to Chat Setup Wizard guides you through choosing modules, configuring their essential settings, reviewing your choices, and saving the initial configuration. You can run the four-step wizard again whenever you need to adjust your setup.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Open the Setup Wizard<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To launch the wizard from the WordPress dashboard:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Dashboard \u2192 Click to Chat \u2192 Guide<\/strong>.<\/li>\n<li>Open the <strong>4. Setup Wizard<\/strong> tab.<\/li>\n<li>In the setup panel, click <strong>Launch 4-Step Setup Wizard<\/strong>.<\/li>\n<li>When the wizard opens, select <strong>Get Started \u2192<\/strong> to begin. If you do not want to configure the plugin now, select <strong>Skip Setup \u2192<\/strong>; you can configure features later from the plugin dashboard.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Step 1: Welcome<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The welcome screen introduces the main Click to Chat modules. Select <strong>Get Started \u2192<\/strong> to continue to module selection. Use <strong>Skip Setup \u2192<\/strong> only if you want to leave the wizard and configure the plugin later.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2: Choose Your Features<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Select the modules you want to configure. The wizard prevents you from turning off every module, so keep at least one selected to continue.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Social Chat (Floating Widget):<\/strong> Choose this for visitor contact channels and the floating contact widget.<\/li>\n<li><strong>Autonomous AI Assistant:<\/strong> Choose this to configure the AI chatbot, its provider, and assistant settings.<\/li>\n<li><strong>Support Center Helpdesk:<\/strong> Choose this to configure ticketing and customer support options.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Continue \u2192<\/strong> to configure the selected modules. Use <strong>\u2190 Back<\/strong> if you need to change your selection.<\/p>\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Screenshot to add:<\/strong> Replace the empty image above with a screenshot of Step 2, \u201cChoose Your Features,\u201d showing the three module cards and their selection states. Make sure the labels are readable and do not include private site information.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 3: Essential Setup<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The wizard displays configuration controls for the modules you selected. Some controls may not appear if their module is not selected.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Social Chat:<\/strong> Set the module&#8217;s enabled state and configure the available contact channels, such as WhatsApp, phone, email, and Telegram. Add the corresponding contact details for each channel you intend to use. You can also set the <strong>Greeting Badge Text (Call-To-Action)<\/strong>.<\/li>\n<li><strong>AI Assistant:<\/strong> Set whether the assistant is enabled, choose an <strong>AI Provider<\/strong>, enter the provider&#8217;s <strong>API Key<\/strong> if required, select a <strong>Model<\/strong>, and review the <strong>Assistant Name<\/strong> and <strong>Welcome Message<\/strong>. Available provider choices in the wizard include OpenAI, Google Gemini, Anthropic Claude, Groq, DeepSeek, OpenRouter, and Ollama (Local). Choose a provider and model supported by your intended setup.<\/li>\n<li><strong>Support Center:<\/strong> Set whether the module is enabled, choose the <strong>Default Category<\/strong> and <strong>Default Priority<\/strong> for new tickets, and enter the <strong>Support Email<\/strong> for notifications. Review the <strong>Customer Portal<\/strong> option and decide whether to enable <strong>Auto-create Support Portal Page<\/strong>, which creates a page containing the <code>[dctc_support_portal]<\/code> shortcode.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Review the values you entered before continuing. For an AI provider, use a valid key when one is needed. If a saved key is already configured, the wizard indicates that it can be kept by leaving the key field blank. Do not share screenshots containing full API keys or other secrets.<\/p>\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Screenshot to add:<\/strong> Replace the empty image above with a screenshot of Step 3, \u201cEssential Setup,\u201d showing the configuration cards and setting labels. Hide or blur API keys, email addresses, phone numbers, and any other private values before adding the screenshot.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Continue \u2192<\/strong> to open the review screen. Select <strong>\u2190 Back<\/strong> if you need to revise your configuration.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 4: Review and Complete Setup<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review the summary for <strong>Social Chat<\/strong>, <strong>AI Assistant<\/strong>, and <strong>Support Center<\/strong>.<\/li>\n<li>Check the enabled or disabled state for each selected module.<\/li>\n<li>For the AI Assistant, verify the provider, API key status, model, assistant name, and welcome message shown in the summary.<\/li>\n<li>For the Support Center, review the ticket defaults and customer portal options.<\/li>\n<li>If something needs changing, use the relevant <strong>Edit<\/strong> button or return to an earlier step.<\/li>\n<li>When the summary is correct, click <strong>Complete Setup \u2192<\/strong> and wait while the wizard saves the configuration.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Verify the setup and change it later<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After the wizard reports that setup is complete, use the dashboard to confirm the modules you chose are available. The wizard can be launched again from the Guide screen, and module availability can also be changed from the general settings page.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To manage module availability, go to <strong>Dashboard \u2192 Click to Chat \u2192 Settings \u2192 1. General<\/strong>.<\/li>\n<li>To revisit the wizard, go to <strong>Dashboard \u2192 Click to Chat \u2192 Guide \u2192 4. Setup Wizard \u2192 Launch 4-Step Setup Wizard<\/strong>.<\/li>\n<li>If you enabled the Support Center and selected automatic portal-page creation, check the resulting customer portal page. The wizard also offers a <strong>View Support Portal<\/strong> link when a portal URL is returned.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Use the onboarding wizard to configure initial modules.<\/p>\n","protected":false},"author":0,"featured_media":0,"parent":42,"menu_order":0,"template":"","class_list":["post-45","doc","type-doc","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc\/45","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc"}],"about":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/types\/doc"}],"version-history":[{"count":1,"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc\/45\/revisions"}],"predecessor-version":[{"id":337,"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc\/45\/revisions\/337"}],"up":[{"embeddable":true,"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc\/42"}],"wp:attachment":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/media?parent=45"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}