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• Remove outdated offers or policies.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.

Recommended Team Ownership

• 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

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.

Footer Contact Bar

• Best for: always-visible conversion CTA.
• Use when: you want strong mobile/scroll visibility.
• Not ideal when: theme already has a competing sticky CTA.

Knowledge Base Chat (Default Recommended Mode)

• 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.

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

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

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 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

Recommended Internal SLA

• 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.