Plexvia Connector

1. 01Upload the plexvia-connector folder to /wp-content/plugins/ , or install the plugin through the Plugins → Add New screen.
2. 02Activate the plugin through the Plugins screen in WordPress.
3. 03Open Plexvia in the admin menu.
4. 04On the Connection tab, sign in with your Plexvia account, then choose your business from the list. This connects the site; it does not read or send any of your content.
5. 05On the Website verification tab, generate a token (the meta tag is added automatically) and click Verify now .
6. 06(Optional) On the Chat widget tab, connect a chat agent, then switch the widget on. Enabling it also places links to Plexvia’s Chatbot User Terms of Use and Privacy Policy beneath the chat message box on your public site.
7. 07(Optional) On the Status & maintenance tab, turn on automatic content sync if you want Plexvia to follow your content’s lifecycle from now on, and/or click Sync existing content now to read your already-published pages into your knowledge base once. Either is useful on its own; neither switches the other on.

How do I choose my business, and where do I get my chat key?

After you sign in on the Connection tab, the plugin lists the businesses on your Plexvia account so you can pick the right one — no IDs to copy. (If the list can’t be loaded, you can still paste your Business ID manually.) The chat key is created for you when you choose an agent on the Chat widget tab. You can also paste one from your Plexvia dashboard: it is a public key (it starts with pk_ ) created under API keys — it must have the interactions:write scope and a default agent.

Does connecting my account send Plexvia my content?

No. Connecting the site and choosing a business exchanges credentials and nothing else. Your pages are read only after you turn automatic content sync on, or click Sync existing content now — both under Status & maintenance . The button is a one-time import and works on its own: you can use it and leave automatic sync off for good.

Is my password stored in WordPress?

No. Your password is sent to Plexvia once, when you sign in, and is never written to your database.

What does the plugin store, then?

Two credentials, both encrypted at rest with AES-256-GCM, using a key derived from your site’s secret keys. (If your server lacks the required OpenSSL support, the plugin warns administrators that stored credentials are only encoded, not encrypted.)

1. 01This website’s connection credential. Issued to this site for the business you chose, and limited to two jobs: keeping your synced pages in step, and proving you control this domain. It cannot read your knowledge base, cannot open conversations, and cannot create other credentials.
2. 02Your public chat key , if you turn the widget on. This one is deliberately public — it is what your visitors’ browsers use to open a chat — and it can do nothing but start a conversation with the agent you chose.

Your account session (the tokens from signing in) is stored encrypted too, until it is retired.

Why am I signed out of the settings screen after a while?

Because your account session is a setup credential, not a running one. It is what lets the plugin show your businesses and your chat agents and create the widget’s key — all things you do while sitting at the settings screen. A day after this website is issued its own connection credential, the site no longer needs your account session, so the plugin stops storing it rather than keeping an account-wide credential in your database indefinitely.

Your site stays connected. Sign in again only when you want to change the chat agent, switch business, or reconnect.

What does the chat widget put on my public pages?

The widget itself, and — beneath its message box — links to Plexvia’s Chatbot User Terms of Use and Privacy Policy. Those two documents govern the visitors who use the chat, so the Plexvia chat service requires them to be shown.

Nothing else. There is no “Powered by Plexvia” credit unless you ask for one: Plexvia branding , on the Chat widget tab, is off by default, and while it is off no credit, no empty placeholder and no hidden link is written into your pages. Turning it on adds a “Powered by Plexvia” line under the chat message box, and the same line to the footer of the plugin’s own settings screen. The Terms and Privacy links are separate from that setting and are always shown.

I copied my site to a staging server. Will it sync too?

No. Credentials are bound to the site they were issued to, so a copy inherits an inert set rather than a working one — a staging clone cannot sync its copied pages into your live knowledge base, and cannot interfere with the original’s connection. Connect the copy separately if you actually want it connected.

The chat widget doesn’t connect on my live site. Why?

The widget connects to Plexvia directly from your visitors’ browsers. For security, Plexvia must allow your site’s domain before those connections are accepted. If the widget cannot connect, confirm with Plexvia that your domain is allowed for real-time chat.

Does the plugin load any third-party JavaScript?

No. All JavaScript and CSS are bundled with the plugin and served from your own site. The widget opens a data connection to Plexvia, but it never loads remote scripts and never evaluates code it receives.

What happens when I delete the plugin?

All plugin options, its scheduled maintenance and content-sync events, and its per-post sync bookkeeping are removed on uninstall, on single-site and across a multisite network.