Summary
Install the HolderChat Connector plugin on your WordPress site and click Create Chatbot to provision a bot, sync your content, and enable the frontend widget in one flow.
Prerequisites
- WordPress 5.8+ with admin access
- HolderChat Connector plugin installed
- Published pages or posts with real content
- Outbound HTTPS access to holderchat.com
Step-by-step: Install
From WordPress.org (recommended)
- WP Admin → Plugins → Add New
- Search for HolderChat Connector
- Click Install Now, then Activate
- Open HolderChat in the admin menu (chat icon)
Manual upload
- Download the plugin ZIP from wordpress.org or holderchat.com
- Plugins → Add New → Upload Plugin
- Choose the ZIP → Install Now → Activate
- Open HolderChat in the admin menu
Step-by-step: Create chatbot
- Open the Setup tab
- Read the External service notice — content is sent to holderchat.com
- (Optional) Under Content to sync, choose which pages to include — see /documentation/wordpress-content-selection/
- (Optional) Enable Use AI chunking when processing content for better answers on long pages
- Click Create Chatbot
- Wait for the success message — the plugin provisions your site, syncs content in batches, and starts a rebuild
What happens automatically
- Your site registers with HolderChat (site ID + secret)
- Published content uploads to HolderChat (75 pages per batch)
- Knowledge base rebuild runs
- Chat widget script is injected on your site frontend
- Bot status should become Active
After setup
| Action | Where |
|---|---|
| Manage bot settings | Dashboard tab (embedded HolderChat UI) |
| Resync all pages | Setup → Sync all content now |
| Toggle widget | Settings → Show chat widget on frontend |
| Link to your HolderChat account | Settings → Link to HolderChat account |
| Refresh embedded dashboard | Dashboard tab → Refresh dashboard (if iframe blank) |
Step-by-step: Link to HolderChat account (recommended)
- After setup, go to Settings
- Click Link to HolderChat account
- Log in on holderchat.com if prompted
- Confirm linking the site
- Your bot appears on holderchat.com Dashboard
Details: /documentation/linking-wordpress-to-your-holderchat-account/
Settings reference (defaults)
| Setting | Default |
|---|---|
| Show chat widget on frontend | On |
| Sync when pages/posts change | On |
| AI chunking | Off |
| Debounce | 90 seconds |
What triggers a rebuild
| Action | Rebuild |
|---|---|
| Create Chatbot | Yes |
| Sync all content now | Yes (force) |
| Save content selection with resync | Yes if content changed |
Limitations
- First sync time depends on site size (large sites = several minutes)
- Create Chatbot can only provision once per site (reconnect requires support if reset)
- Plugin does not replace manual embed on non-WordPress sites
- Uninstalling removes local connection settings but not your HolderChat bot — see /documentation/wordpress-connector-overview/
Troubleshooting
Symptom: “Something went wrong” on Create Chatbot
Cause: Hub API error or network timeout.
Fix: Retry; check server can reach holderchat.com; see logs.
Symptom: Widget not visible after setup
Cause: Widget disabled or bot not Active.
Fix: Settings → enable widget; wait for Active status.
Symptom: Bot status stays Building
Cause: Large site or AI chunking queue.
Fix: Wait 10–20 minutes; see /documentation/processing-status-and-troubleshooting/