Summary
Content selection controls which WordPress pages and posts are sent to your chatbot. By default all published pages and posts sync. Custom selection lets you exclude marketing pages, drafts-like content, or internal pages.
Prerequisites
- HolderChat Connector installed and site connected
- WP Admin → HolderChat → Setup or Settings
Default behavior
When Use custom content selection is unchecked, every published page and post (types page and post) is synced.
Step-by-step: Custom selection
- Open HolderChat → Setup (or Settings for saved tree)
- Check Use custom content selection (when unchecked, all published pages and posts are synced)
- Click Refresh to load your site structure
- Use the tree checkboxes to include or exclude items
- Click Save selection
- Optionally trigger resync from Setup
Three-state control (parent pages)
Pages with child pages use a three-state checkbox:
| Click cycle | State | Effect |
|---|---|---|
| 1 | Skip | Page and children excluded (unless child explicitly included) |
| 2 | Full (page + children) | This page and all descendants sync |
| 3 | Page only | Only this page syncs; children follow their own rules |
| 4 | Back to skip | Excluded again |
Tooltip: *Click to cycle: skip → page + children → page only → skip*
Posts (no children)
Blog posts use simple include/exclude: one click toggles sync on or off.
Bulk actions
| Button | Action |
|---|---|
| Select all | Include everything in tree |
| Deselect all | Exclude everything |
| Refresh | Reload site structure from WordPress |
Excluded from sync panel
The sidebar lists items currently excluded so you can review before saving.
What happens when you deselect
- Deselected published content sends a delete action to HolderChat on next sync
- Knowledge from those URLs is removed after rebuild
- Unpublishing or trashing a post also removes it (with auto-sync on)
What triggers a rebuild
| Action | Rebuild |
|---|---|
| Save selection (content changed) | Yes |
| Save selection (no net change) | No |
Settings reference
| Option | Default |
|---|---|
| Use custom content selection | Off |
| Post types synced | page, post |
Limitations
- Selection is stored in WordPress only; HolderChat sees resulting upserts/deletes
- Custom post types are not synced unless configured by site operator
- Documentation pages must contain real text, not only shortcodes, to become knowledge
Troubleshooting
Symptom: Page still in bot answers after exclusion
Cause: Rebuild not finished or cache delay.
Fix: Sync all content now; wait for Active status.
Symptom: Child page syncs when parent skipped
Cause: Child explicitly included or parent set to “page only” with child full.
Fix: Review three-state on parent and child.