Getting Started

Use the section tabs and article list to browse setup instructions and implementation details.

User Documentation Free VS Pro Troubleshooting Changelog Support & Links

User Documentation

Getting Started

User Quick Start

Who This Plugin Is For

  • Small businesses that want more website leads through call, text, email, callback, and chat.
  • Teams that prefer simple WordPress settings instead of custom coding.
  • Agencies that need a reusable client setup flow.

When It Is Not the Right Fit

  • You need a full live-chat helpdesk with agent seat management.
  • You need enterprise CRM automation out of the box without setup.
  • You want a generic chatbot with no business knowledge setup.

Menu Map (Where To Configure)

  • Engage -> Setup Wizard: fastest first-time setup.
  • Engage -> Basic Setup: business identity and core behavior.
  • Engage -> Contact & Hours: phone, text, email, schedule, timezone.
  • Engage -> Appearance: colors, labels, prompts, avatar, footer bar.
  • Engage -> Integrations & Advanced: analytics and advanced options.
  • Engage -> Feature Status: quick health/status check.
  • Engage -> Plan & License: Pro activation and license status.

10-Minute Launch Flow

Step 1: Basic Setup

  • Enable the widget.
  • Confirm business name.
  • Set core contact action labels.

Step 2: Contact & Hours

  • Add phone, text number, and email.
  • Set timezone and weekly business hours.
  • Confirm callback recipient email.

Step 3: Appearance

  • Set brand colors (#C2A97A, #54595F, text color).
  • Set contact bar text and prompt message.
  • Upload avatar if you want a humanized chat look.
  • Add common customer questions and clear answers.
  • Keep answers short and action-focused.
  • Include pricing, timing, process, and required documents.

Step 5: Go Live Checks

  • Test call/text/email buttons on mobile.
  • Submit callback form once.
  • Ask 5-10 real customer questions in chat.
  • Confirm unanswered questions are added to your improvement workflow.

Launch Checklist

  • Contact channels are valid and monitored.
  • Business hours are correct for your timezone.
  • Footer privacy wording matches your compliance needs.
  • Support email receives test submissions.
  • Chat answers are aligned with your actual service process.

Most Common Setup Mistakes

  • Enabling channels that nobody monitors.
  • Leaving default example text in production.
  • Adding long or vague KB answers.
  • Forgetting to test on a real phone before launch.

Daily Operations

Daily Operations

Daily Checklist

  • Check new callback requests.
  • Check new contact form entries.
  • Verify key contact channels are still working.
  • Review recent unanswered chat intents (if Pro features are active).

Weekly Checklist

  • Add missing questions to Knowledge Base.
  • Remove outdated offers or policies.
  • Validate business hours for upcoming holidays.
  • Review top clicked actions (call, text, callback, directions).

Monthly Checklist

  • Review analytics trends and lead quality.
  • Compare chat usage vs actual conversions.
  • Clean old or duplicate KB entries.
  • Review support tickets and recurring issue patterns.
  • Front desk or operations: contact channel response.
  • Marketing: prompt copy and conversion wording.
  • Manager or owner: analytics review and decisions.
  • Developer/agency: upgrades, compatibility, and advanced tuning.

Fast Content Update Workflow

  • Gather real customer questions from calls/messages.
  • Convert each question into one direct FAQ pair.
  • Publish updates and test the exact question in chat.
  • Track if repeat questions decrease next week.

Quality Standard For Answers

  • Keep each answer outcome-oriented.
  • Include next action (call, form, booking, visit).
  • Avoid internal jargon.
  • Keep one source of truth to prevent conflicting answers.

Feature Guide & Business Fit

Feature Guide & Business Fit

Quick Fit Check

This plugin is a strong fit if you need:

  • More inbound calls/messages from website visitors.
  • A clear contact widget with branded UI.
  • FAQ-based chat responses without high AI cost.
  • A free-to-pro upgrade path as operations grow.

Business Types That Usually Fit Well

  • Consultants and freelancers.
  • Clinics, hospitals, and health businesses.
  • Hotels, travel, and hospitality websites.
  • Schools, coaching, and training providers.
  • Agencies running multiple client sites.

Core Features (Free + Pro)

Contact Widget (Call/Text/Email/Callback)

  • Best for: lead capture and fast customer response.
  • Use when: visitors ask for direct human contact.
  • Not ideal when: your team cannot monitor responses.

Business Hours + Timezone

  • Best for: reducing off-hour confusion.
  • Use when: your response time depends on opening hours.
  • Not ideal when: business is 24/7 and hours are irrelevant.
  • Best for: always-visible conversion CTA.
  • Use when: you want strong mobile/scroll visibility.
  • Not ideal when: theme already has a competing sticky CTA.
  • Best for: cost-controlled automated Q&A.
  • Use when: questions are repetitive and predictable.
  • Not ideal when: answers require account-specific live data.

Branding Controls

  • Best for: matching site trust and visual consistency.
  • Use when: client expects brand-specific UX.
  • Not ideal when: you intentionally want neutral white-label visuals.

Feature Status Dashboard

  • Best for: quick admin health checks.
  • Use when: multiple settings pages make troubleshooting slow.
  • Not ideal when: one-person site with very few active features.

Pro Features (Upgrade Triggers)

Multi-Location Routing

  • Best for: branch/franchise operations.
  • Upgrade when: each location needs separate content/hours/contacts.

Intent Inbox + AI Insights

  • Best for: improving chat quality from real missed questions.
  • Upgrade when: you want structured optimization workflow.

Advanced Reporting

  • Best for: monthly maintenance reports and client communication.
  • Upgrade when: stakeholders need performance visibility.

Commercial Licensing + Support Workflow

  • Best for: premium product distribution and managed support.
  • Upgrade when: you are selling installations or agency maintenance.

Free vs Pro Decision Rule

  • Start with Free when one site, one location, basic contact flows.
  • Move to Pro when you need multi-location, reporting depth, or premium support workflows.

Cost Control Recommendation

  • Default mode for most clients: Knowledge Base Only.
  • Optional premium mode: KB + AI rewrite only when client accepts API costs.

Free VS Pro

Feature Matrix

Feature Matrix

Compare Free and Pro plans with practical business value.

Why teams choose EngageDock AI

  • Fast setup: business owners can launch in minutes without coding.
  • Broad fit: supports consultants, clinics, hotels, schools, agencies, and local service businesses.
  • Affordable default: Knowledge Base mode works without per-message AI cost.
  • Conversion-first UX: call, text, email, callback, and action-focused contact bar.
  • Scalable path: same data model from Free to Pro avoids migration friction.
  • Agency-ready controls: licensing, support workflow, reporting, and multi-location operations.
FeatureFreeProValue
Contact Widget (Call/Text/Email/Callback)YesYesCore lead capture and conversion channels.
Business Hours + Timezone DisplayYesYesReduces off-hours confusion and sets expectation clearly.
Footer Contact Bar ControlsYesYesPersistent high-visibility CTA across site pages.
Knowledge Base Chat (No API Cost)YesYesAffordable FAQ automation for most small businesses.
Branding Controls (Colors/Labels/Prompts)YesYesConsistent frontend experience per brand.
Feature Status + Security Status PanelsYesYesQuick health check for owners and agencies.
Multi-Location Routing & OverridesNoYesRequired when each branch has unique hours/content/contact info.
Intent Inbox + AI InsightsNoYesTurns unanswered questions into structured improvement tasks.
Advanced Reporting + Export WorkflowsNoYesUseful for monthly client reporting and performance reviews.
Commercial Licensing & ValidationNoYesRequired for paid distribution and entitlement control.
Integrated Support Ticket WorkflowsNoYesCentralized customer support handling for premium operations.
White Label / Agency DeliveryNoYesProfessional client delivery with brand-safe packaging.

Decision rule: if one site + one location + basic conversion flow, Free is enough. If operations become multi-location, report-driven, or commercially supported, move to Pro.

Sales Talk Track

Sales Talk Track (Before Purchase)

Positioning

EngageDock AI is designed for practical small-business outcomes:

  • faster contact conversions
  • low operating cost in KB-only mode
  • clear path to Pro when operations become complex

Free Plan Is Usually Enough If

  • Single location business.
  • Core channels (call/text/email/callback) are the main goal.
  • Team wants simple setup with minimal recurring cost.
  • Monthly reporting depth is not critical yet.

Pro Plan Becomes Worth It If

  • You manage multiple locations or client sites.
  • You need advanced reporting for monthly maintenance deliverables.
  • You need structured support workflow and commercial licensing.
  • You need intent analytics and optimization loops at scale.

Qualification Questions

  • Do you have more than one branch/location?
  • Do you need report-ready metrics for stakeholders?
  • Do you want premium support/ticket workflow inside plugin operations?
  • Do you sell/manage this as a paid service?

Cost Strategy Recommendation

  • Start all new clients in KB-only chat mode.
  • Add Pro only when a business process requires Pro features.
  • Add paid AI rewrite only for clients that accept API cost.

Buyer Confidence Script

  • The plugin can launch quickly in Free mode.
  • Data and option keys stay consistent when upgrading to Pro.
  • You avoid reimplementation risk by starting with shared foundation.

Troubleshooting

Troubleshooting Guide

Troubleshooting

1) Footer text does not update

  • Save settings once
  • Hard refresh browser (Ctrl/Cmd + Shift + R)
  • If multi-location is enabled, check location-level overrides

2) Widget not showing

  • Confirm Enable Widget is checked
  • Check excluded pages and URL patterns
  • Verify no JS console fatal errors

3) AI chat appears but gives weak answers

  • Add or refine KB FAQs
  • Keep questions natural and concise
  • Review unanswered intent inbox weekly

4) License status flips unexpectedly

  • Check server token and product ID consistency
  • Confirm domain binding on license server
  • Trigger manual Check License

5) Styles look outdated after update

  • Clear page cache/CDN cache
  • Reopen frontend once to regenerate versioned assets

6) Support replies not visible to customer

  • Verify ticket APIs and reply endpoint
  • Check ticket ownership/license email match

Changelog

What's New

What's New

This page is customer-facing and focused on business value.

Version 1.1.0

Better pre-purchase clarity

  • Added clearer Free vs Pro decision guidance.
  • Expanded feature descriptions so buyers can decide fit faster.

Better onboarding for non-technical users

  • Expanded quick start and daily operations documentation.
  • Added business-fit and feature guide for multiple industries.

Safer developer guidance

  • Public docs now show only safe extension points.
  • Internal hook details remain available in admin docs for developer support.

Version 1.0.0

New public help center experience

  • Visitors can now access docs directly from a public page.
  • Clear section navigation for users, developers, and buyers.

Support & Links

Support Resources

Support & Links

Support Channels

  • Product support portal: https://licenses.developerravi.com/
  • Main site: FinderPress

What To Include In A Support Request

  • Site URL
  • Plugin version (Free/Pro)
  • Reproduction steps
  • Expected vs actual result
  • Screenshot or short screen recording
  • First response: within 1 business day
  • Urgent blocking issue: same day
  • Weekly issue triage and release note updates

Useful Admin URLs

  • Analytics: /wp-admin/admin.php?page=edai-engage
  • Basic setup: /wp-admin/admin.php?page=edai-engage-settings-basic
  • Feature status: /wp-admin/admin.php?page=edai-engage-feature-status
  • Plan and license: /wp-admin/admin.php?page=edai-engage-settings-plan-license

How To Update Documentation Content

Edit markdown files in:

  • engagedock-ai-docs-hub/docs/user/
  • engagedock-ai-docs-hub/docs/developer/
  • engagedock-ai-docs-hub/docs/pages/

Public vs Internal Developer Docs

  • Public docs should include only safe extension guidance.
  • Internal admin docs can include full hook/filter reference.
  • Keep security-sensitive hooks private to reduce misuse risk.

How To Update Free vs Pro Comparison

Edit:

  • engagedock-ai-docs-hub/config/feature-matrix.php

Then reload the docs page.