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How Do You Install the Agentic Consultant?

You install the Agentic Consultant by uploading the plugin ZIP file to WordPress, activating the plugin, adding your license key, saving your OpenAI API key, and then configuring the assistant settings. After that, you can turn on the floating website agent, add products, add services, and teach the assistant which pages it should recommend.

In other words, the setup is simple. First, you install the plugin. Then, you connect the tools that allow the Agentic Consultant to answer questions, guide visitors, support customers, and help users move through your website.

Step 1: Download the Agentic Consultant Plugin

First, download the Agentic Consultant plugin ZIP file after purchase.

You should keep the file zipped. Do not unzip it before uploading it to WordPress.

The file will usually look like a normal WordPress plugin ZIP file. After you download it, save it somewhere easy to find on your computer.

Step 2: Upload the Plugin to WordPress

Next, log in to your WordPress admin dashboard.

Then, go to:

Plugins → Add New → Upload Plugin

After that, click Choose File and select the Agentic Consultant ZIP file from your computer.

Then, click Install Now.

WordPress will upload and install the plugin. Once the upload finishes, click Activate Plugin.

Step 3: Open the Agentic Consultant Dashboard

After activation, you should see a new menu item in your WordPress dashboard called:

Agentic Consultant

Click that menu to open the plugin dashboard.

From there, you can access the main setup areas, including:

License
Product Tree
Service Tree
Link Library
Settings

Because these sections control how the assistant works, it is best to go through them in order.

Step 4: Activate Your License

Next, open:

Agentic Consultant → License

Then, paste your license key into the license field.

After that, click Activate / Repair License.

This step is important because the Agentic Consultant needs an active license before it can run on the frontend of your website.

If the license does not activate right away, click Check License. Also, make sure your website can connect to XoBytes.com and that your license key is copied correctly.

Step 5: Add Your OpenAI API Key

After your license is active, go to:

Agentic Consultant → Settings

Then, find the Private API Key section.

Paste your OpenAI API key into the field and save the settings.

The plugin stores the key server-side. Therefore, your private key is not printed into public frontend code, JavaScript, REST responses, or visitor-facing pages.

You can also add the key to your wp-config.php file with this constant:

define('XASC_OPENAI_API_KEY', 'your-key');

This option is useful if you prefer a developer-style setup.

Step 6: Configure the Agent Settings

Next, customize how the Agentic Consultant appears and behaves.

Inside Agentic Consultant → Settings, you can adjust the agent name, greeting, model, popup settings, voice settings, wake phrases, support URL, and system rules.

For example, you can set the agent name to Xoie. Then, you can write a greeting that matches your brand.

You can also turn on the floating frontend agent by enabling:

Enable floating agent on frontend

After that, the assistant can appear on your website as a floating chat and voice widget.

Step 7: Enable Voice Chat Settings

The Agentic Consultant can support voice chat, spoken replies, and speech-to-text.

To use those features, turn on the voice options inside the settings page.

You can enable:

Allow spoken voice replies
Allow speech-to-text microphone button
OpenAI text-to-speech voice
Browser voice fallback
Wake phrases
Voice unlock phrase

For example, visitors can click the microphone button once, allow microphone access, and then say a wake phrase like:

“Hey Xoie”
“Hi Xoie”
“Hello Xoie”
“Enable voice chat”

After that, they can talk to the assistant instead of only typing.

However, most browsers require one user click before microphone access can start. Because of that, the first microphone permission step is normal.

Step 8: Add Products to the Product Tree

After the basic settings are saved, go to:

Agentic Consultant → Product Tree

Then, add the products you want the assistant to understand.

You can add product names, descriptions, links, categories, calls to action, context, and agent guidance.

If your website uses WooCommerce, you can also pull product information from existing WooCommerce products. As a result, the Agentic Consultant can recommend products, explain features, open product pages, and help visitors move toward the cart.

This step is very important. The more useful product information you add, the better the assistant can guide shoppers.

Step 9: Add Services to the Service Tree

Next, go to:

Agentic Consultant → Service Tree

Then, add the services your business offers.

For example, you can add services like custom software builds, WordPress plugin development, Shopify app development, AI agent setup, website support, consulting, or monthly maintenance.

Because the Service Tree teaches the assistant what your business does, it helps the agent answer service questions with more accuracy.

Step 10: Add Pages to the Link Library

After that, open:

Agentic Consultant → Link Library

Then, add important links from your website.

You can add links such as:

Shop page
Support page
Contact page
Pricing page
FAQ page
Documentation
Product guides
Blog posts
Checkout page
Membership page

For example, you may want to add:

XoBytes Support:
https://xobytes.com/support

Also, you may want to add your shop page:

XoBytes Shop:
https://xobytes.com/shop

Because of this, the assistant can guide visitors to the right page when they ask for help.

Step 11: Enable WooCommerce Product Intelligence

If you use WooCommerce, you can also let the Agentic Consultant use your public product catalog.

Inside Settings, look for:

WooCommerce Product Intelligence

Then, enable the option that allows the assistant to use published WooCommerce products, product links, descriptions, categories, tags, prices, public metadata, and downloadable ZIP excerpts when safe.

This does not give the assistant private order data, passwords, customer records, payment details, private license keys, or API keys.

Instead, it only helps the assistant understand your public products so it can guide customers better.

Step 12: Use the Shortcode If Needed

By default, you can enable the floating assistant from the settings page.

However, you can also place the Agentic Consultant manually on a page with this shortcode:

[xobytes_agentic_consultant]

This is useful if you want the assistant to appear inside a specific page, landing page, support page, or product help page.

Step 13: Test the Agentic Consultant

Finally, visit your website in a private browser window or logged-out browser.

Then, test the assistant like a real visitor.

Ask questions such as:

“What does this website sell?”
“Can you help me find support?”
“What product should I choose?”
“Can you show me the pricing page?”
“Can you take me to the shop?”
“Can you help me use voice chat?”

Also, test product recommendations, support links, WooCommerce cart guidance, and voice chat.

If the answers need improvement, go back and add more detail to the Product Tree, Service Tree, Link Library, and System Rules.

As a result, the Agentic Consultant will become more helpful over time.

Common Installation Issues

The Agentic Consultant does not show on the website

First, make sure the plugin is activated. Then, check your license status.

Next, go to Settings and make sure Enable floating agent on frontend is turned on.

Also, clear your website cache and browser cache.

The AI does not respond

First, check that your OpenAI API key is saved.

Then, make sure your website server can make outgoing requests.

Also, confirm that your license is active.

If the issue continues, check whether your hosting firewall, security plugin, or caching plugin is blocking REST requests.

Voice chat does not start

First, click the microphone button and allow browser microphone access.

Then, try the wake phrase again.

Also, remember that browsers usually require one click before voice features can run. This is a browser security rule, not a plugin issue.

WooCommerce products do not appear in answers

First, make sure WooCommerce is active.

Then, confirm that your products are published.

Next, turn on WooCommerce Product Intelligence inside the Agentic Consultant settings.

After that, test the assistant again with a product-related question.