Docs – Wp Chat Help https://wpchathelp.com Click to Chat Button and Form Fri, 20 Feb 2026 08:56:27 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://wpchathelp.com/wp-content/uploads/2025/06/cropped-Chat_Help-32x32.png Docs – Wp Chat Help https://wpchathelp.com 32 32 4. Checkout Page https://wpchathelp.com/docs/checkout-page/ https://wpchathelp.com/docs/checkout-page/#respond Fri, 20 Feb 2026 08:53:50 +0000 https://wpchathelp.com/?post_type=docs&p=4240 The Checkout Page WhatsApp Button allows customers to send their order details directly to WhatsApp from the checkout page before placing the order.

This is ideal for:

  • WhatsApp-based checkout workflows
  • Manual order confirmation stores
  • Cash on delivery businesses
  • Stores that negotiate pricing before final confirmation

When enabled, the button appears near the Place Order button and generates a structured message including full cart details.


Frontend Output

A WhatsApp button appears near the Place Order button. When clicked, it opens WhatsApp with a pre-filled order summary including:

  • Product name
  • Quantity
  • Price
  • Product URL
  • Subtotal
  • Tax
  • Total
WhatsApp Order Button Checkout Page
WhatsApp WooCommerce Orders

⚙ Checkout Page Settings Explained

Checkout Page Settings Explained
  1. WhatsApp Button on the Checkout Page (Show / Hide) – Show or Hide the WhatsApp button on the Checkout page.
    • Show → The button appears based on selected position and settings.
    • Hide → No WhatsApp button is shown on checkout.
  2. WhatsApp Type – Choose how users will connect:
    • Number → Start a direct chat with a WhatsApp phone number
    • Group → Redirect to a WhatsApp group invite link.
  3. WhatsApp Number / Group Link
    • If Number is selected, enter your WhatsApp phone number in international format e.g., +10123456789.
    • If Group is selected, paste the full WhatsApp group invite URL
      A test link is shown below the field to verify correctness.
  4. Button Position – This determines whether the WhatsApp button appears above or below the default WooCommerce “Place Order” button. Choose where the WhatsApp button appears on the Checkout page. Available options may include:
    • Before Place Order Button
    • After Place Order Button
  5. Pre-filled Message – Define the message that will automatically be inserted into WhatsApp when the customer clicks the button.
    • Customize the message that will be auto-filled when a customer clicks the button.
    • WooCommerce Cart Variable:
      • {cartInfo}
      • Global vars: {siteTitle}, {siteEmail}, {currentURL}, {date}, {ip}
      • Example: Hello, I want to purchase the item(s) below: {cartInfo}
  6. Include With Cart Info: This ensures customers send complete order details. Select what to include in the generated WhatsApp message:
    • Product URL → Adds clickable product links.
    • Tax Amount → Includes tax information.
  7. WooCommerce Button Style: Select how the button appears:
    • Icon Only
    • Simple Button
    • Advanced Button
  8. Button Main Label: Set the text displayed on the button.
    • Example – Order via WhatsApp, Chat Now, Buy on WhatsApp, How may we help you? 
  9. Icon for Button: Choose icon style:
    • Native WhatsApp icon, Custom icon, No icon
  10. Button Size: Choose the size of the button:
    • XS, S, M, L, XL, XXL (Custom size option available)
  11. Icon Color: Set the icon color for:
    • Normal state
    • Hover state
  12. Icon Background
    • Enabled → Adds background behind the icon.
    • Disabled → Icon appears without background.
  13. Icon Background Color – Set background color for:
    • Normal state
    • Hover state
  14. Button Background – Set the button background color for:
    • Normal state
    • Hover state
  15. Button Label Color – Set the text color for:
    • Normal state
    • Hover state
  16. Button Border – Customize:
    • Border width
    • Border style
    • Border color
    • Hover border color
    • Border radius
  17. Button Padding – Control internal spacing of the button:
    • Top / Right / Bottom / Left
  18. Button Margin – Control outer spacing around the button.
  19. Button Visibility – Control where the button appears:
    • Everywhere / Desktop Only / Tablet Only / Mobile Only
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3. Cart Page https://wpchathelp.com/docs/cart-page/ https://wpchathelp.com/docs/cart-page/#respond Fri, 20 Feb 2026 06:26:29 +0000 https://wpchathelp.com/?post_type=docs&p=4232 The Cart Page WhatsApp Button allows customers to send their entire cart details directly to WhatsApp before checkout. This is ideal for:

  • WhatsApp-based ordering stores
  • Manual order confirmation businesses
  • Cash on delivery workflows
  • B2B price negotiation stores

When enabled, the plugin generates a structured message including product names, quantities, prices, URLs, subtotal, tax, and total.


Frontend Output

On the cart page, a WhatsApp button appears near the checkout area.
When clicked, it opens WhatsApp with a pre-filled cart summary message including:

  • Product name
  • Quantity
  • Price
  • Product URL
  • Subtotal
  • Tax
  • Total
WhatsApp WooCommerce Order Button
WhatsApp WooCommerce Orders

⚙ Cart Page Settings Explained

WhatsApp Cart Button Backend
  1. WhatsApp Button on Cart Page (Show / Hide) – Show or Hide the WhatsApp button on the Cart page.
    • Show → Button appears on the Cart page.
    • Hide → Button does not appear.
  2. WhatsApp Type – Choose how users will connect:
    • Number → Start a direct chat with a WhatsApp phone number
    • Group → Redirect to a WhatsApp group invite link.
  3. WhatsApp Number / Group Link
    • If Number is selected, enter your WhatsApp phone number in international format e.g., +10123456789.
    • If Group is selected, paste the full WhatsApp group invite URL
      A test link is shown below the field to verify correctness.
  4. Button Position – This controls whether the button appears above or below the “Proceed to Checkout” button. Choose where the WhatsApp button appears on the Cart page. Available options may include:
    • Before Checkout Button
    • After Checkout Button
  5. Pre-filled Message – Define the message automatically inserted into WhatsApp. You can use:
    • Customize the message that will be auto-filled when a customer clicks the button.
    • WooCommerce Cart Variable:
      • {cartInfo}
      • Global vars: {siteTitle}, {siteEmail}, {currentURL}, {date}, {ip}
      • Example: Hello, I want to purchase the item(s) below: {cartInfo}
  6. Include With Cart Info: Choose what to include in the generated cart message. This ensures full transparency when customers send orders.
    • Product URL → Adds product page links.
    • Tax Amount → Includes tax details.
  7. Hide Proceed to Checkout Button: This is useful for WhatsApp-only stores.
    • Enabled (ON) → Hides the default WooCommerce checkout button.
    • Disabled (OFF) → Keeps both Checkout and WhatsApp buttons visible.
  8. WooCommerce Button Style: Select how the button appears:
    • Icon Only
    • Simple Button
    • Advanced Button
  9. Button Main Label: Set the text displayed on the button.
    • Example – Order via WhatsApp, Chat Now, Buy on WhatsApp, How may we help you? 
  10. Icon for Button: Choose icon style:
    • Native WhatsApp icon, Custom icon, No icon
  11. Button Size: Choose the size of the button:
    • XS, S, M, L, XL, XXL (Custom size option available)
  12. Icon Color: Set the icon color for:
    • Normal state
    • Hover state
  13. Icon Background
    • Enabled → Adds background behind the icon.
    • Disabled → Icon appears without background.
  14. Icon Background Color – Set background color for:
    • Normal state
    • Hover state
  15. Button Background – Set the button background color for:
    • Normal state
    • Hover state
  16. Button Label Color – Set the text color for:
    • Normal state
    • Hover state
  17. Button Border – Customize:
    • Border width
    • Border style
    • Border color
    • Hover border color
    • Border radius
  18. Button Padding – Control internal spacing of the button:
    • Top / Right / Bottom / Left
  19. Button Margin – Control outer spacing around the button.
  20. Button Visibility – Control where the button appears:
    • Everywhere / Desktop Only / Tablet Only / Mobile Only
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1. Shop Page https://wpchathelp.com/docs/shop-page/ https://wpchathelp.com/docs/shop-page/#respond Fri, 20 Feb 2026 04:36:14 +0000 https://wpchathelp.com/?post_type=docs&p=4223 The Shop Page WhatsApp Button feature allows you to display a WhatsApp button directly inside WooCommerce product loops — including:

  • Shop page
  • Category pages
  • Tag pages
  • Product archive pages

Instead of forcing customers to open the product page first, this feature lets them contact you instantly from the product grid.

WhatsApp WooCommerce Shop Page Button

⚙ Backend Configuration

WooCommerce Shop Page Button

To configure the Shop Page button:

  • Enable and customize the options as needed
  • Go to WhatsApp Chat → WooCommerce
  • Click on Shop Page
  1. WhatsApp Button on Shop & Product Loops (Show / Hide) – Show or hide the WhatsApp button on WooCommerce shop and product loop pages.
    • Show → The button appears on shop, category, and archive pages based on your selected position and settings.
    • Hide → The button is hidden on all shop and loop pages.
  2. WhatsApp Type – Choose how users will connect when clicking the button:
    • Number → Start a direct chat with a WhatsApp phone number
    • Group → Redirect users to a WhatsApp group invite link
  3. WhatsApp Number / Group Link
    • If Number is selected, enter your WhatsApp phone number in international format e.g., +10123456789.
    • If Group is selected, paste the full WhatsApp group invite URL
      A test link is shown below the field to verify correctness.
  4. Hide Add to Cart Button – This is useful for WhatsApp-only ordering stores.
    • Enabled (ON) → Hides the default WooCommerce “Add to Cart” button and replaces it with the WhatsApp button.
    • Disabled (OFF) → Keeps both Add to Cart and WhatsApp buttons visible.
  5. Pre-filled Message – Define the message that is automatically inserted into WhatsApp when a customer clicks the button.
    • Customize the message that will be auto-filled when a customer clicks the button.
    • You can use dynamic WooCommerce variables to personalize messages, such as:
      • {productName}, {productSku}, {productPrice}, {productSalePrice}, {productStockStatus}
      • Conditional blocks: {PRODUCT_START}...{PRODUCT_END}
      • Global vars: {siteTitle}, {siteEmail}, {currentURL}, {date}, {ip}
    • Example: Hello! I’d like to ask about {productName} (SKU: {productSku}) on {siteTitle}. Current price: {productPrice} Stock: {productStockStatus}
    • Global variables: {siteTitle}, {siteEmail}, {currentURL}, {currentTitle}, {date}, {ip}
    • Example: Hello! I’d like to ask about {productName}. Current price: {productPrice}. Stock: {productStockStatus}
  6. Button Position: Choose where the WhatsApp button appears in relation to the Add to Cart button.
    • Above Add to Cart Button → The WhatsApp button appears before the Add to Cart button.
    • Below Add to Cart Button → The WhatsApp button appears after the Add to Cart button.
  7. WooCommerce Button Style: Select how the button is displayed:
    • Icon → Only the WhatsApp icon appears.
    • Simple Button → Button with icon and label.
    • Advanced Button → Structured layout with enhanced styling.
  8. Button Main Label: Set the main text shown on the button.
    • Example – Order via WhatsApp, Chat Now, Buy on WhatsApp, How may we help you? 
  9. Icon for Button: Choose which icon style to use:
    • Native WhatsApp icon, Custom icon, No icon
  10. Button Native Icon: Add or remove the native icon manually.
  11. Button Size: Choose the size of the button:
    • XS, S, M, L, XL, XXL (Custom size option available)
  12. Icon Color: Set the icon color for:
    • Normal state
    • Hover state
  13. Icon Background
    • Enabled → Adds background behind the icon.
    • Disabled → Icon appears without background.
  14. Icon Background Color – Set background color for:
    • Normal state
    • Hover state
  15. Button Background – Set the button background color for:
    • Normal state
    • Hover state
  16. Button Label Color – Set the text color for:
    • Normal state
    • Hover state
  17. Button Border – Customize:
    • Border width
    • Border style
    • Border color
    • Hover border color
    • Border radius
  18. Button Padding – Control internal spacing of the button:
    • Top / Right / Bottom / Left
  19. Button Margin – Control outer spacing around the button.
  20. Button Visibility – Control where the button appears:
    • Everywhere / Desktop Only / Tablet Only / Mobile Only
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6. Developer Guide https://wpchathelp.com/docs/developer-guide/ https://wpchathelp.com/docs/developer-guide/#respond Thu, 27 Nov 2025 11:10:26 +0000 https://wpchathelp.com/?post_type=docs&p=3643 Using Post Meta Phone Numbers as WhatsApp Number

The Chat Help plugin normally uses the global WhatsApp number set in the plugin settings.
If your website has custom post types such as Directory, Products, “Listings,” “Doctors,” etc., and each item has its own phone number stored in post meta, you can override the WhatsApp number dynamically.

This lets each post show its own WhatsApp button.

🔧 Filter: chathelp_whatsapp_number

Use this filter to override the default WhatsApp number with a number stored in post meta.

Example: Load WhatsApp number from post meta for Directory & Product posts

add_filter( 'chathelp_whatsapp_number', function( $number, $context ) {

    if ( empty( $context['post_id'] ) ) {
        return $number; // No post, use default global number
    }

    $post_id   = (int) $context['post_id'];
    $post_type = get_post_type( $post_id );

    // Target only specific post types
    if ( ! in_array( $post_type, array( 'directory', 'products' ), true ) ) {
        return $number;
    }

    // Get phone number from post meta (edit key to match your needs)
    $meta_number = get_post_meta( $post_id, 'phone_number', true );

    if ( empty( $meta_number ) ) {
        return $number; // Keep default number if no meta found
    }

    // Sanitize: digits only
    $meta_number = preg_replace( '/\D+/', '', $meta_number );

    return $meta_number;

}, 10, 2 );

✔ Works for any custom post type
✔ Supports any meta key (you can rename "phone_number" to anything)
✔ Falls back to global settings if meta is missing

🔧 Filter: chathelp_whatsapp_url (optional)

Use this if you want to modify the final WhatsApp URL — for example, to add tracking parameters or unique behavior by post type.

Example: Add tracking for “directory” posts

add_filter( 'chathelp_whatsapp_url', function( $url, $context ) {

    if ( ! empty( $context['post_id'] ) && get_post_type( $context['post_id'] ) === 'directory' ) {
        $sep = ( strpos( $url, '?' ) === false ) ? '?' : '&';
        $url .= $sep . 'source=directory';
    }

    return $url;

}, 10, 2 );

🧠 How Chat Help Detects the Post

Inside the plugin, we automatically pass the post ID into the filter:

$post_id = is_singular() ? get_queried_object_id() : 0;

This means:

  • On single Directory/Product pages → filter works
  • On archive pages → defaults still work
  • On home page → global setting used

📌 Summary

TaskFilterUse Case
Override WhatsApp numberchathelp_whatsapp_numberUse phone number from post meta
Modify the final WhatsApp URLchathelp_whatsapp_urlAdd tracking, branding, conditional logic
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12. Leads Management https://wpchathelp.com/docs/leads-management/ https://wpchathelp.com/docs/leads-management/#respond Tue, 16 Sep 2025 09:35:12 +0000 https://wpchathelp.com/?post_type=docs&p=2791 The Leads section is where all incoming contact form submissions are collected. This is one of the most valuable features of the plugin, giving admins the ability to review, filter, export, and manage leads efficiently.

Leads management dashboard showing a list of contact submissions with filters, search, export, and bulk actions.
  1. Form Submitted Data: This area displays the main information submitted by a visitor, including:
    • Name
    • Phone Number
    • Email
    • Message
    • Select Plugin / Service
  2. Other Information: Here, admins can view extended technical and contextual details about the lead:
    • Submission Date & Time
    • Device (Desktop, Mobile, Tablet)
    • Browser & Platform
    • Screen Resolution
    • Language
    • Vendor (e.g., Google Inc.)
    • Plus a “Show More” option to reveal additional data (referrer URL, IP address, etc.).
  3. Toggle Details: Click the eye icon to expand or collapse the full lead details (sections 1 and 2).
  4. Delete Lead: Click the trash icon to permanently delete an individual lead.
  5. Offer Head Bar:
    • Checkbox: Select all offers on the page.
    • Sorting: Click on the icons beside each column label (Name, Email, Message, Date, etc.) to reorder.
  6. Date Filter: Filter leads by date range (From → To).
  7. Search Bar: Quickly search across Name, Email, Phone, or Message fields.
  8. Bulk Delete: Delete multiple selected leads in one click — useful for cleaning spam submissions.
  9. Export: Export leads as a CSV file.
    • By default, all leads are included.
    • If specific leads are selected, only those will be exported.
  10. Per Page: Choose how many offers to display per page (10, 20, 50, etc.).
  11. Pagination: Move between pages when you have a large number of offers.
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14. How does GDPR Compliance work in WhatsApp Chat Help? https://wpchathelp.com/docs/how-does-gdpr-compliance-work-in-whatsapp-chat-help/ https://wpchathelp.com/docs/how-does-gdpr-compliance-work-in-whatsapp-chat-help/#respond Sat, 30 Aug 2025 09:00:34 +0000 https://wpchathelp.com/?post_type=docs&p=2712 The GDPR Compliance option helps you meet privacy requirements by asking visitors to accept your terms before starting a chat.

  • GDPR Compliance (Toggle) → When enabled, a checkbox appears in the chat form. Visitors must check it to proceed with a conversation.
  • GDPR Compliance Message → You can fully customize the message shown next to the checkbox, including links and formatting.

Example:
“Please accept our [privacy policy] before starting a conversation.”

This ensures users give explicit consent before their data is shared through WhatsApp.

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13. What is the WhatsApp Type field and how should I use it? https://wpchathelp.com/docs/what-is-the-whatsapp-type-field-and-how-should-i-use-it/ https://wpchathelp.com/docs/what-is-the-whatsapp-type-field-and-how-should-i-use-it/#respond Sat, 30 Aug 2025 07:24:27 +0000 https://wpchathelp.com/?post_type=docs&p=2706 The WhatsApp Type field lets you choose whether the chat button connects to a WhatsApp Number or a WhatsApp Group.

  • Number → Visitors can send direct messages to a single WhatsApp number (e.g., your support team or sales representative).
  • Group → Visitors can join a WhatsApp group via an invite link, making it useful for community chats, announcements, or group discussions.

Choose the option that best matches your support or engagement needs.

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12. How do Timezone and Availability work in WhatsApp Chat Help? https://wpchathelp.com/docs/how-do-timezone-and-availability-work-in-whatsapp-chat-help/ https://wpchathelp.com/docs/how-do-timezone-and-availability-work-in-whatsapp-chat-help/#respond Sat, 30 Aug 2025 07:18:38 +0000 https://wpchathelp.com/?post_type=docs&p=2703 The Timezone setting ensures your availability matches your local working hours, even if visitors are browsing from other parts of the world. Each agent can set their own timezone, so global teams display the correct schedule.

The Availability setting lets you define working hours for each day of the week (Sunday–Saturday) using the 24-hour format (e.g., 09:00–18:00). To mark a full day as offline, set both “From” and “To” times to 00:00. When agents are outside these times, their status automatically switches to offline, and visitors will see your custom offline message.

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11. How can I use Dynamic Variables in the “Message From Agent” field (Single Agent layout)? https://wpchathelp.com/docs/how-can-i-use-dynamic-variables-in-the-message-from-agent-field-single-agent-layout/ https://wpchathelp.com/docs/how-can-i-use-dynamic-variables-in-the-message-from-agent-field-single-agent-layout/#respond Fri, 29 Aug 2025 06:39:26 +0000 https://wpchathelp.com/?post_type=docs&p=2639 In the Single Agent layout, the Message From Agent field lets you display a custom introductory message inside the chat bubble. To make this message dynamic, you can insert variables that automatically pull in site details, product data, or user information.


✅ Available Variables

Global Variables

  • {siteTitle} → Website title
  • {siteEmail} → Website email
  • {currentURL} → Current page URL
  • {currentTitle} → Current page title
  • {siteURL} → Main site URL
  • {ip} → Visitor’s IP address
  • {date} → Current date

WooCommerce Variables (works if used on product pages, wrapped in conditionals)

  • {productName}
  • {productSlug}
  • {productSku}
  • {productPrice}
  • {productRegularPrice}
  • {productSalePrice}
  • {productStockStatus}

Conditional Blocks

  • {PRODUCT_START}...{PRODUCT_END} → Show content only if WooCommerce product data is available.
  • {NOT_PRODUCT_START}...{NOT_PRODUCT_END} → Show content when no WooCommerce product data exists.
  • {LOGGEDIN_START}...{LOGGEDIN_END} → Show content only for logged-in users.
  • {NOT_LOGGEDIN_START}...{NOT_LOGGEDIN_END} → Show content only for visitors who are not logged in.

📌 Example Message Template

👋 Hello! Thanks for visiting {siteTitle}.  
{PRODUCT_START}I see you’re interested in {productName}. Price: {productPrice}.  
Stock: {productStockStatus}{PRODUCT_END}  
Click below to start chatting with me on WhatsApp!

Result inside chat bubble (on a product page):

👋 Hello! Thanks for visiting MyShop.  
I see you’re interested in Premium Leather Jacket. Price: $149.  
Stock: In Stock  
Click below to start chatting with me on WhatsApp!

👉 Using variables here ensures your agent greeting feels personal and context-aware, helping users start the conversation with less effort.

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