How do I install and connect the WordPress plugin?

SocialMate – Messaging & AI Agent is a free WordPress plugin that sends WhatsApp messages from your site through your own number, via the SocialMate app or server you run. It needs WordPress 6.4+ and PHP 8.1+.

Install

1. Download the plugin zip (see the install guide) and keep it zipped.
2. In wp-admin open Plugins → Add New Plugin → Upload Plugin, choose the file, then Install Now and Activate.
3. Setup opens by itself. It has five short steps, each pre-filled with the recommended choice: Connect, What should happen (for each suggested event: Off, Send a message or Agent task), The agent (Pro), Your numbers and Test. You can come back to it any time under SocialMate → Setup.

Connect

1. In the SocialMate app open API & Integrations → WordPress. Under Where is your WordPress site? choose Online, on a hosting provider (the default) or On this computer, then pick which numbers the token may use. A named tunnel with a fixed address is a Pro option.
2. Press Start free tunnel & create token (online) or Create connection token (on this computer). Creating the token turns the app’s local API on for you. The token starts with wpsm1. and is shown once.
3. Type your site’s address and press Open wp-admin & connect: SocialMate → Setup → Connect opens with the token already filled in. Press Connect; the plugin checks each part of the link and lists the result. Or copy the token and paste it into Setup → Connect yourself.
4. Continue to What should happen and choose, for each suggested event, Off, Send a message or Agent task. Change any of it later on the Events tab.

Step-by-step guide

See Install the plugin and Connect to SocialMate. For everything the plugin does, see the WordPress plugin overview.

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