Installing the WordPress Plugin

Add HelpLane live chat to your WordPress site with automatic user identification.

What the WordPress Plugin Does

• Adds the HelpLane chat widget to all pages on your WordPress site
• Automatically identifies logged-in WordPress users (name, email, user ID)
• Optionally passes WooCommerce customer data (order count, lifetime value)
• Requires no coding - configure everything from WordPress admin

Installing the Plugin

From WordPress Plugin Directory

• Go to Plugins > Add New in your WordPress admin
• Search for HelpLane Chat
• Click Install Now
• Click Activate

Manual Installation

• Download the plugin ZIP file
• Go to Plugins > Add New > Upload Plugin
• Choose the ZIP file and click Install Now
• Click Activate

Configuring the Plugin

• Go to Settings > HelpLane Chat in WordPress admin

• Enter your Brand Token
• Configure the options:
• Enable Widget: Show/hide the chat widget on your site
• Identify Logged-in Users: Pass user name, email, and ID to HelpLane
• Include WooCommerce Data: Pass order count and lifetime value (requires WooCommerce)
• Click Save Settings

Getting Your Brand Token

• Log in to your HelpLane dashboard
• Go to Settings (gear icon)
• Select Chat Widget
• Copy your Brand Token from the Install Widget section

How User Identification Works

When a logged-in WordPress user visits your site:

• The plugin detects they're logged in
• Their WordPress user ID (prefixed with wp_), name, and email are passed to the widget
• In HelpLane, you'll see their identity in conversations

This means returning users are automatically recognized - no need for them to enter their details again.

WooCommerce Integration

If WooCommerce is active on your site and the option is enabled:

• Customer order count is passed to HelpLane
• Customer lifetime value (total spent) is included
• Currency is automatically detected

This data appears in the conversation sidebar, helping your support team provide better service.

Troubleshooting

Widget not appearing

• Verify the plugin is activated in Plugins
• Check that Enable Widget is checked in Settings > HelpLane Chat
• Confirm your Brand Token is entered correctly
• Clear any caching plugins and CDN cache

Users not being identified

• Ensure Identify Logged-in Users is enabled
• The user must be logged in to WordPress
• Check that you're not in WordPress admin (widget only shows on frontend)

WooCommerce data not showing

• Verify WooCommerce is installed and active
• Ensure Include WooCommerce Data is enabled
• The customer must have placed at least one order