Documentation

Build a grounded WooCommerce
AI Sales Assistant.

Install Geeky Bot, prepare the Product Search Index, approve Store Knowledge, configure the widget and privacy settings, test real store examples, and publish with confidence.

Download Geeky Bot Free Try the demo

1. Quick start

Geeky Bot works with the products and store information already managed in WordPress and WooCommerce.

  1. Install and activate Geeky Bot.
  2. Complete the store readiness checks.
  3. Prepare the Product Search Index.
  4. Select and index approved Store Knowledge pages.
  5. Configure the chat widget and privacy settings.
  6. Generate real examples in the Guided Demo.
  7. Test the storefront assistant.
  8. Publish the widget when the results are ready.
Most important setup step: Product Discovery depends on the Product Search Index. Prepare the index before testing product searches or the Guided Demo.

2. Requirements

Use a supported current version of WordPress, WooCommerce, PHP 8.x, and a modern MySQL or MariaDB database.

  • WordPress installed and working normally
  • WooCommerce installed and active
  • At least one published, searchable product
  • WordPress REST API available
  • Working WordPress permalinks
  • HTTPS recommended for production stores
  • JavaScript enabled on the storefront

Geeky Bot handles an inactive WooCommerce installation gracefully, but Product Discovery, product cards, stock checks, and commerce actions require WooCommerce.

Before installation or updates: Create a current site and database backup. Test major updates on staging whenever possible.

3. Install Geeky Bot Free

  1. Open Plugins → Add New in WordPress.
  2. Upload the Geeky Bot ZIP, or install it from WordPress.org when the public listing is available.
  3. Activate Geeky Bot.
  4. Open Geeky Bot → Setup Wizard.

On a normal first activation, Geeky Bot opens the Setup Wizard once. The wizard remains available later from the Geeky Bot admin menu.

Bulk activation, AJAX requests, WP-CLI operations, and network administration should not be interrupted by the first-run redirect.

4. Complete the Setup Wizard

The Setup Wizard reads the current plugin settings and store state. It does not maintain a separate, duplicate copy of the configuration.

The readiness review covers:

  • WordPress and WooCommerce system checks
  • Answer mode and provider configuration
  • Product Search Index readiness
  • Store Knowledge readiness
  • Widget configuration
  • Conversation and privacy settings
  • Guided Demo availability

A step may be shown as Ready, Not configured, Blocked, or Optional.

Important: Finishing the setup review does not falsely mark an incomplete step as ready. Resolve blocked requirements before publishing the assistant.

5. Prepare the Product Search Index

The Product Search Index is the searchable, Geeky Bot-prepared representation of the WooCommerce catalog.

It allows Geeky Bot to find products quickly and understand buyer requests involving product families, exact names, prices, stock, sizes, colors, sales, attributes, and common shopping preferences.

Why the index is required

Searching WooCommerce posts and metadata from the beginning for every shopper message would be slower and less reliable. The index prepares the relevant catalog information for product discovery while WooCommerce remains the source of truth.

Build the index for the first time

  1. Open Geeky Bot → Product Assistant.
  2. Review the number of published WooCommerce products.
  3. Use the available Prepare Products or Rebuild Product Search Index action.
  4. Wait for the completion message.
  5. Confirm that the indexed-product count is greater than zero.

Information used by the index

  • Product title
  • Product type and product family
  • Short and full descriptions
  • Regular and sale prices
  • Stock status and purchasing availability
  • Categories and tags
  • Product attributes
  • Variable-product options
  • Variation price, stock, size, color, and attributes
  • Catalog visibility and publication status
The index is not a second product catalog: Continue managing products, prices, stock, attributes, and variations in WooCommerce. Geeky Bot reads and synchronizes that information.

6. Product synchronization

After the first complete index build, Geeky Bot automatically keeps individual products synchronized when normal WooCommerce changes occur.

Changes synchronized automatically

  • Creating and publishing a new product
  • Updating an existing product
  • Changing a product title or description
  • Changing regular or sale pricing
  • Changing stock quantity or stock status
  • Publishing or unpublishing a product
  • Moving a product to Trash
  • Restoring a product from Trash
  • Permanently deleting a product
  • Adding or updating a product variation
  • Deleting a variation
  • Changing variation stock or availability
  • Assigning product categories or tags
  • Changing product search visibility

When a variation changes, Geeky Bot synchronizes the parent variable product so searches and product cards reflect the current purchasable options.

When category or tag names are renamed or deleted, Geeky Bot can schedule a safe delayed catalog rebuild so the changed taxonomy is reflected in search.

When to run a manual rebuild

Automatic synchronization handles normal daily store editing. Run a complete manual rebuild when:

  • The index has never been prepared
  • A large WooCommerce CSV import was completed
  • Products were migrated from another website
  • A bulk-editing tool changed many products
  • Large numbers of categories or tags were changed
  • A plugin update specifically requests a rebuild
  • The indexed count appears incorrect
  • Search results appear stale after cache clearing
Recommended after large imports: Allow WooCommerce to finish its background processing, then run one complete Product Search Index rebuild.

Catalog visibility protection

Geeky Bot should surface only products that are published and available to shoppers according to the store’s WooCommerce catalog and search visibility.

The assistant must not expose:

  • Draft products
  • Private products
  • Pending products
  • Trashed products
  • Password-protected products
  • Products excluded from shopper search
  • Standalone variation records as separate products

Geeky Bot also checks visibility at runtime so a stale index record cannot safely expose a product that has since been hidden or unpublished.

7. Improve catalog quality

The quality of Geeky Bot’s answers depends on the quality and completeness of the WooCommerce catalog.

Recommended product information

  • Clear and distinctive product titles
  • Accurate regular and sale prices
  • Current stock information
  • A useful short description
  • Detailed product information
  • Relevant product categories
  • Useful product tags
  • Meaningful attributes such as size and color
  • Complete variable-product combinations
  • Product images
  • Material, compatibility, dimensions, or included items
  • Warranty information when applicable

Variable products

For variable products, configure real WooCommerce variations rather than mentioning options only in the description.

Each purchasable variation should have:

  • A valid combination of attributes
  • A price
  • Correct stock or backorder status
  • An enabled purchasing state
  • Any variation-specific image or description needed
Variation safety: Geeky Bot must not combine the size from one variation with the price, stock, sale status, or color from another variation.

Grounding rule

Geeky Bot should not invent:

  • Products that do not exist
  • Prices or discounts
  • Stock availability
  • Sizes, colors, or product options
  • Materials or compatibility claims
  • Included accessories
  • Warranty terms
  • Medical, legal, financial, or safety guarantees

When information is missing, the assistant should explain that the store has not provided it.

8. Choose the answer mode and AI provider

Geeky Bot uses a provider-neutral integration layer with Zywrap-first support and optional bring-your-own-key connections when supported.

Product Discovery uses prepared WooCommerce catalog data. Connect an AI provider for answer modes and features that require generated responses.

  1. Open the Geeky Bot integration or answer-mode settings.
  2. Select the required answer mode.
  3. Enter the endpoint, account, or API credential in the protected admin screen.
  4. Save the settings.
  5. Run the available connection test.
  • Never place API keys in theme files.
  • Never expose API keys in frontend JavaScript.
  • Do not post credentials in support screenshots.
  • Review provider limits, costs, and data terms.
  • Rotate a key immediately if it is exposed.
Secret handling: A saved credential should not be displayed again in full after it has been stored.

9. Prepare Store Knowledge

Store Knowledge is separate from the Product Search Index. It contains only the WordPress pages approved by the store owner for policy and store-information answers.

Select approved sources

  1. Open Geeky Bot → Store Knowledge.
  2. Select one or more published WordPress pages.
  3. Click Save and index knowledge pages.
  4. Confirm that the selected and indexed source counts are correct.
  5. Confirm the status reports that knowledge is current.

Suitable Store Knowledge pages

  • Shipping policy
  • Delivery information
  • Returns policy
  • Refund policy
  • Exchange policy
  • Warranty information
  • Payment information
  • Privacy policy
  • Terms and conditions
  • Store-specific sizing guidance

Knowledge synchronization

When a selected policy page is updated, Geeky Bot reindexes that source automatically.

Use Refresh selected sources when you want to manually confirm all approved pages are current. The refresh summary should report indexed, unchanged, removed, or failed sources.

If a selected page is changed to draft, private, or Trash—or is deselected—it must be removed from the active knowledge index.

Source isolation: A shipping page must not be used to invent a refund, payment, exchange, or warranty answer. Geeky Bot should use a source of the correct policy type or say that the store has not provided the information.

10. Configure the chat widget

Open the Geeky Bot widget settings and configure the storefront experience.

  • Widget visibility
  • Floating-button position
  • Panel title
  • Greeting text
  • Input placeholder
  • Primary color
  • Panel sizing
  • Basic product-card presentation
  • Mobile behavior

Test the widget with the active WordPress theme. It should not cover:

  • Add-to-cart buttons
  • Cart and checkout controls
  • Cookie-consent controls
  • Accessibility tools
  • Mobile navigation
  • Customer-account controls

The widget CSS is scoped to Geeky Bot and should not style global theme elements such as all buttons, links, inputs, or containers.

11. Use the Guided Demo

The Guided Demo helps the store owner understand what Geeky Bot can do using the store’s own products and selected policy pages.

Before the Guided Demo becomes available:

  • WooCommerce must be active
  • At least one published searchable product must exist
  • The Product Search Index must contain a visible product

Open Geeky Bot → Guided Demo. Geeky Bot generates approximately five to seven realistic examples from the current store data.

Examples may include:

  • Product-family searches
  • Price and stock searches
  • Size or color searches
  • Exact-product requests
  • Product questions
  • Recommendations
  • Approved policy questions
  • Commerce Pro variation or cart examples

Use Refresh examples to create another selection from the same real catalog.

Refreshing examples should not modify products, rebuild the index, send shopper messages, create analytics events, or consume AI credits.

The Try on storefront action opens the storefront, opens the widget, and prefills the selected example. The administrator can review or edit the message before sending it.

No fake demonstration data: If WooCommerce is inactive, the catalog is empty, or the index is not prepared, the Guided Demo should show the correct setup action instead of invented products.

12. Test before publishing

Product Discovery tests

  • Search by a product family
  • Search for an exact product title
  • Search below a price limit
  • Search within a price range
  • Search for in-stock products
  • Search by size
  • Search by color
  • Search for products currently on sale
  • Combine product, price, stock, size, and color
  • Try a common spelling mistake or synonym
  • Narrow the same request with a follow-up message
  • Remove one requirement from the current search

Product question tests

  • Ask about product material
  • Ask whether an accessory is included
  • Ask about compatibility
  • Ask about an available option
  • Ask about information not present in WooCommerce

Store Knowledge tests

  • Ask a question clearly covered by a selected page
  • Confirm the correct source page is shown
  • Ask for a detail missing from the selected source
  • Ask about a policy type that has not been selected
  • Confirm unrelated policy pages are not used

Visibility and safety tests

  • Confirm draft products do not appear
  • Confirm hidden products do not appear
  • Confirm unavailable variations cannot be selected
  • Confirm prices and stock match WooCommerce
  • Confirm missing information is not invented

Frontend tests

  • Desktop browser
  • Mobile browser
  • Keyboard navigation
  • Different storefront pages
  • Logged-in customer
  • Logged-out shopper
  • Page refresh and another browser tab

13. Install Commerce Pro

Commerce Pro extends Geeky Bot with WooCommerce buying actions and advanced sales-assistant features.

  1. Purchase a Commerce Pro license.
  2. Open the Geeky Bot license or Commerce Pro screen.
  3. Enter and activate the license key.
  4. Install Commerce Pro using the protected installer.
  5. Activate the Commerce Pro plugin.
  6. Confirm that Core, WooCommerce, and the current-site license entitlement are valid.

Commerce Pro testing

  • Add a simple product to the cart
  • Select a valid product variation
  • Add the selected variation to the cart
  • Increase and decrease cart quantity
  • Remove an item from the cart
  • View the current WooCommerce cart
  • Continue to checkout
  • Compare relevant products
  • Confirm unavailable combinations cannot be purchased
  • Verify logged-in order assistance
Identity requirement: Order and account information must be limited to the current authenticated or properly verified customer. A customer must never receive another customer’s order information.

Test Commerce Pro cart, variation, checkout, and order features on staging before enabling them on a production store.

14. Conversations, unanswered questions, and insights

When conversation storage is enabled, Geeky Bot helps store owners understand what shoppers ask and where store information needs improvement.

Review:

  • Recent conversations
  • Repeated unanswered questions
  • Missing product information
  • Missing policy information
  • Product clicks
  • Popular shopping requests
  • Commerce Pro buying actions when available

Use repeated unanswered questions to improve product descriptions, attributes, variations, categories, tags, or policy pages.

Recommended improvement cycle: Review the question, improve the source information, allow synchronization or refresh the relevant index, and test the same type of request again.

15. Privacy and retention

Choose conversation and analytics settings appropriate for the store, customers, jurisdiction, and privacy policy.

  • Decide whether guest conversations are stored
  • Set a suitable retention period
  • Avoid collecting unnecessary personal information
  • Avoid logging API keys or sensitive credentials
  • Provide export controls where personal data is stored
  • Provide deletion controls where personal data is stored
  • Limit order assistance to verified customers
  • Review external AI-provider processing terms

Update the store privacy policy to explain:

  • That an AI shopping assistant is used
  • Which conversation information may be stored
  • How long information is retained
  • Whether an external AI provider is used
  • How customers can request export or deletion
  • How order assistance uses authenticated account data

Guest conversation storage and WooCommerce cart sessions are separate. Disabling guest conversation history should not prevent normal WooCommerce cart behavior.

16. Updates and maintenance

Before updating Geeky Bot or Commerce Pro:

  1. Back up the WordPress files and database.
  2. Review the release notes.
  3. Test on staging when possible.
  4. Update Geeky Bot Core first.
  5. Update Commerce Pro second.
  6. Clear WordPress, server, and CDN caches.
  7. Review the Setup Wizard readiness status.
  8. Run a storefront smoke test.

Geeky Bot applies required database migrations during normal plugin loading and activation. A normal WordPress update should not require deactivating and reactivating the plugin.

A Product Search Index rebuild is not required after every update. Rebuild only when release notes request it or when the index is incomplete or stale.

Recommended update smoke test

  • Product-family search
  • Price and stock search
  • Variable-product search
  • Product question
  • Policy question
  • Widget on mobile
  • Guest conversation setting
  • Commerce Pro cart action when installed

17. Troubleshooting

WooCommerce is unavailable

  • Confirm WooCommerce is installed.
  • Confirm WooCommerce is active.
  • Reload the Geeky Bot Setup Wizard.
  • Use the Recheck Store action.

Products exist but the index is empty

  • Confirm products are published.
  • Confirm products are searchable in WooCommerce.
  • Open Geeky Bot → Product Assistant.
  • Run a complete Product Search Index rebuild.
  • Review any failed-product message.

A new or updated product is not found

  • Confirm the product is published.
  • Confirm it is not excluded from search.
  • Confirm the product has a title and price.
  • Confirm WooCommerce background actions have completed.
  • Clear WordPress and object caches.
  • Save the product again.
  • Run a manual index rebuild if needed.

A variable product does not match

  • Confirm the required variation exists.
  • Confirm the variation is enabled.
  • Confirm the variation has a price.
  • Confirm it is in stock or allows backorders.
  • Confirm its attributes match the shopper request.
  • Resave the variation and parent product.

A hidden product appears

  • Confirm WooCommerce search visibility.
  • Confirm the product is not published privately.
  • Clear site and object caches.
  • Run a complete index rebuild.
  • Report the issue if the product remains visible.

A policy answer is missing

  • Confirm the correct policy page is selected.
  • Confirm the page is published and readable.
  • Confirm the required fact is written clearly.
  • Click Refresh selected sources.
  • Start a new chat and test again.

The Guided Demo is unavailable

  • Confirm WooCommerce is active.
  • Confirm at least one visible product is published.
  • Confirm the Product Search Index is prepared.
  • Return to the Setup Wizard and recheck the store.

The AI provider is not responding

  • Confirm the saved credential is valid.
  • Run the provider connection test.
  • Check account credits and usage limits.
  • Check server outbound HTTPS access.
  • Check provider rate limits.
  • Review WordPress server logs privately.

The widget does not appear

  • Confirm the widget is enabled.
  • Check page or role visibility settings.
  • Clear page, object, and CDN caches.
  • Check the browser console for JavaScript errors.
  • Temporarily test with conflicting optimization disabled.
  • Confirm the theme includes normal WordPress footer hooks.

Commerce Pro actions are unavailable

  • Confirm Geeky Bot Core is active and current.
  • Confirm WooCommerce is active.
  • Confirm Commerce Pro is active.
  • Confirm the license is active for the current site.
  • Confirm the required Pro feature is enabled.
  • Clear caches and recheck the license status.
Production safety: Do not enable public PHP error display or expose raw debug information, server paths, API responses, license keys, or credentials to shoppers.

Contact product support Read Security & Data