customer-agent/integrations/wordpress/README.md

WordPress plugin — Synderesis Customer Agent

Plugin version: 1.4.0 Product package: customer-agent (separate from marketing website/)

For site owners (not developers)

Install from zip (recommended)

1. Get the zip from your Synderesis contact, or build it (see below).
2. WordPress → Plugins → Add New → Upload Plugin → Install → Activate.
3. Settings → Synderesis Agent
4. Paste your pk_live_… public site key from agent admin
5. Save settings
6. Click Test connection
7. In Synderesis admin, set Allowed websites to your WordPress site URL (shown on the settings page), or * while testing
8. Visit the public site (purge cache if needed) — chat bubble bottom-right

Important

• Never paste a syn_… secret API key — the plugin rejects those.
• Only pk_live_… belongs in WordPress.

Sitewide vs one page

Mode	How
Whole site (default)	Enable + Sitewide checked
One page only	Uncheck Sitewide, add shortcode [synderesis_agent]

Optional overrides

• Bubble position (left/right)
• Brand colour hex
• Open panel on load
• Suggestion chips (Q1|Q2|Q3)

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Build the release zip (operators)

From the monorepo:

powershell -File customer-agent/integrations/wordpress/scripts/build-zip.ps1

Output:

customer-agent/integrations/wordpress/synderesis-customer-agent-1.4.0.zip

That zip is what you send customers or upload in WordPress.

Also documented in docs/SHIPPING.md.

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Uninstall

1. Deactivate and Delete the plugin.
2. uninstall.php removes plugin options from WordPress.
3. Agents and FAQs on Synderesis are not deleted (manage those in agent admin).

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Troubleshooting

Symptom	Fix
Test connection 403	Add this site origin under Allowed websites in Synderesis
Test connection 404	Wrong/inactive site key
No bubble after save	Purge page/CDN cache; confirm Enable is on
Rejected key	You pasted syn_… — use pk_live_…

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Support

Point customers to the customer setup guide.