WordPress Admin Tour
Most administration is organized as tabs on the AI Website Chat page, with Setup Wizard and Knowledge Base also reachable from dashboard menu entries.
SmartSite uses a combination of top-level WordPress menu entries and tabs inside the AI Website Chat page. Some labels control similar-looking content in different places: for example, an assistant Welcome Message is not the same as the landing-screen title, and the Knowledge Base selection is not the same as a successful remote sync. The tour connects each task to its actual owner screen.
A reliable setup moves from open ai website chat to the point where you use openai api for keys, project filtering, and the active assistant reference. The controls below explain the decisions along that path, including settings that support the conversation without changing the model’s answer directly.
What this feature does and when to use it
Section titled “What this feature does and when to use it”Use this map when you know the task but not the screen.
Use this feature in the following situations:
- You know what needs changing but do not know which tab owns it.
- You are training another administrator and need a task-oriented screen map.
- You are troubleshooting a visitor-facing symptom and want to avoid changing unrelated settings.
Where to find it
Section titled “Where to find it”Before you begin
Section titled “Before you begin”- SmartSite Assistant is installed and activated.
- You are signed in with an account that can manage WordPress options.
Set it up step by step
Section titled “Set it up step by step”- Open AI Website Chat.
- Use Knowledge Base for sources and files.
- Use Assistants for profiles and activation.
- Use Tools and Channels for actions and WhatsApp.
- Use Design and Settings for presentation, language, text, avatar, and access.
- Use Analytics and Security for operational review.
- Use OpenAI API for keys, project filtering, and the active assistant reference.
Fields, controls, and important values
Section titled “Fields, controls, and important values”Use this table as a map of where each part of answer quality is managed. Assistants control voice and boundaries, Knowledge Base controls the material the AI can retrieve, and Tools control additional data or actions. Design, Analytics, Security, and Channels do not add facts to an answer, but they determine who can ask, how conversations are delivered, and how problems are found.
| Field, control, or status | What SmartSite Assistant does with it | How to use it and why it matters |
|---|---|---|
| Knowledge Base | Content selection, metadata, file upload, vector store, and synchronization states. | Visit this area whenever the assistant needs new facts, an updated policy, better retrieval clues, or removal of obsolete material. Selection and editing happen here, but the change reaches answers only after successful synchronization and a fresh test. |
| Assistants / Tools / Channels | Runtime configuration and integrations. | These sections control behavior, extra capabilities, and delivery destinations. Use Assistants for response guidance, Tools for live data or actions, and Channels for WhatsApp transport instead of expecting one section to solve all three jobs. |
| Design / Settings | Appearance preview, chat content, default language, avatars, and visibility. | Changing “Design / Settings” can alter capability, wording, speed, cost, or language, but it cannot fill gaps in the knowledge base. Compare the same realistic prompts before deciding that a model or translation choice is an improvement. |
| Analytics / Security | Usage charts, chat logs, knowledge gaps, safeguards, and flagged conversations. | Analytics supplies evidence about cost, speed, retrieval, and conversation outcomes; Security records or interrupts suspicious activity. Review them together when an answer looks wrong, but change the source or configuration responsible rather than treating a chart or flag as a fix. |
| OpenAI API | Regular key, optional Admin key and Project ID, and read-only active assistant ID. | “OpenAI API” must be the machine identifier or key from the owning system, not a similar display label. Mixing projects, accounts, profiles, or WordPress options can make the form look complete while returning empty or unrelated data. |
How to confirm it is working
Section titled “How to confirm it is working”The reliable proof for WordPress Admin Tour is the observable result described above. Reproduce it with a realistic example; if only the admin screen changed, continue tracing the workflow until the visitor or connected system sees the intended effect.
Practical example
Section titled “Practical example”If the welcome message is wrong, go to Assistants; if the landing card text is wrong, go to Settings → Chat Content.
Recommended practice
Section titled “Recommended practice”- Change one part of WordPress Admin Tour at a time and keep a short record of the previous value and test result.
- Verify the saved result in the screen, visitor session, or connected service that actually consumes the setting.
Common problems and focused checks
Section titled “Common problems and focused checks”| Problem | What to check and what to do next |
|---|---|
| WordPress Admin Tour is missing or does not match this guide. | Confirm the plugin is active and the account can manage WordPress options. Confirm activation, administrator access, and that the setup workflow was not completed in another session. |
| A change on WordPress Admin Tour does not produce the expected result. | Keep the exact notice and test case, then review the browser console and WordPress/PHP log. Confirm activation, administrator access, and that the setup workflow was not completed in another session. |
Screen reference
Section titled “Screen reference”- Capture
- Show the AI Website Chat header and complete horizontal tab navigation at a width where no label is clipped.
- Show
- All nine main tab labels and active-tab indicator
- Viewport
- Desktop, 1440 × 900
- Annotate
- Use numbered callouts only for controls referenced in the procedure.
- Redact
- OpenAI keys, tokens, secrets, personal information, private URLs, IP addresses, and conversation text