# Quorlyx — Simple Guide for Non‑Technical Users

Welcome! This guide shows you how to set up, use, and get the most from the Quorlyx plugin — without any coding. It’s written for store owners, bloggers, and site managers.


## What Quorlyx does

- Adds a smart AI chatbot to your site to help visitors
- Lets you fine‑tune how and when the chatbot appears (triggers)
- Tracks conversions and A/B tests to see what works best
- Generates SEO‑friendly blog posts automatically (Content Engine)
- Suggests your own products, posts, and services in those AI‑generated posts
- Offers admin tools: logs, exports, and useful meta boxes


## Quick start (5 steps)

1) Choose your AI Provider and model (Variation A)
- Go to: Quorlyx → Settings → Chatbot
- In Variation A, select a Provider (e.g., Google Gemini, OpenAI, Anthropic, etc.)
- Paste the Provider’s API key, choose a Model, and set your Bot Name and Persona

2) Add a welcome message and style the widget
- Still in Variation A: set a Welcome Message
- Adjust colors, fonts, corner radius, button shape, and sizes
- Position the floating button (bottom right/left or custom)

3) Decide when the chatbot appears (Triggers)
- In Settings → Engagement Triggers: add one or more triggers
- Examples: time on page, scroll depth, exit‑intent, or page‑specific

4) Save and test
- Visit your site in an incognito window and trigger the chatbot
- If you need help, check Quorlyx → Logs


## Chatbot settings (Variation A & B)

The chatbot uses two “Variations” (A and B) for optional A/B testing. If you don’t want A/B testing, just configure Variation A.

Key options (Variation A and B):
- AI Provider: Which AI you want to use (e.g., Gemini, OpenAI)
- API Keys: Paste the key for that provider
- AI Model: Choose a specific model (e.g., “gpt‑4o”, “Gemini 2.0 Flash”)
- Bot Name: The display name for your chatbot
- Persona: A short description of how the bot should behave (tone, scope)
- Knowledge Base Post Types: Select site content types your bot can reference
- AI‑Generated Buttons: Allow the bot to suggest action buttons in answers

Appearance & layout:
- Floating Button Position: Bottom‑right/left, top, or custom (manual offsets)
- Floating Button Size and Label: Size, text, color, and label placement
- Chat Window: Width, height, padding, border radius
- Colors & Fonts: Header, chat background, message bubble colors, font family/size
- Button Styles: Choose Filled, Outline, or Subtle; Pill, Rounded, or Square shapes

Tip: Start with Variation A only. When you’re ready, enable A/B testing and make Variation B slightly different to compare results.


## Engagement Triggers (when to open the chat)

Add zero or more triggers. The first eligible trigger typically fires per session (unless a trigger is marked as “High priority (override)”).

Common trigger options:
- Type: e.g., Time on page, Scroll depth, Exit‑intent
- Target Page URL (optional): Only run on certain pages
- Exclude Page URLs (optional): Avoid specific pages
- Proactive Message: The first message the chatbot sends
- Time Delay: Seconds before showing
- Scroll Depth: Percentage before showing
- Mobile Exit‑Intent: Detects intent to leave on mobile
- Fake Exit Button (optional): A small “Exit” button decoy to capture intent
- High priority (override): Let this trigger fire even if another already did
- Only if cart is empty: Show only if the WooCommerce cart is empty
- Hide after visiting URL contains: Don’t show after the visitor sees a URL that contains these words/paths (one per line). Useful for “thank‑you” pages.

Real‑world examples:
- Show a coupon when a user shows exit‑intent
- Offer help after a user scrolls 60%
- Don’t show the chat after checkout (add “order‑received” in the hide list)


## Conversion Goals & Email Notifications

Define what counts as a conversion and get notified.

Conversion Goals:
- Method: URL contains (e.g., “/pricing”, “/thank‑you”)
- WooCommerce Product Visit: count visits to any/specific product(s)
- Use for A/B test: check to count conversions in A/B stats

Notifications:
- New lead notifications: Send an email when a new conversation starts
- Transcript notifications: Send the full conversation after it’s inactive
- Recipient email: Set the admin recipient


## A/B testing

Turn on A/B testing to compare Variation A vs B.
- Variation: Automatically assigned to visitors
- Metrics tracked: Views and Conversions
- Winner: See stats under Exports or on admin screens; you can then stop A/B and keep the winner’s settings (manual action)

Tip: Change one thing at a time (e.g., welcome message or proactive timing) to learn what truly improves conversions.


## Conversations (admin side)

- Location: Quorlyx → Conversations
- Every conversation is stored as a private entry (not publicly visible)
- Columns show: Variation, Messages, Conversions, User ID, Device, Location, Last Activity
- Click into a conversation to read the transcript and see a conversions summary

Exports:
- Submissions / Conversations / A/B results → CSV via admin list views


## Content & SEO Engine (automatic posts)

Generate SEO‑friendly posts from a keyword list and your AI Provider in Variation A.

Steps:
1) Enable Automated Generation
2) Choose a Schedule (daily, twice daily, weekly) or keep disabled for manual use
3) Set “Posts per run” (how many posts each schedule will create)
4) Enter your Topic Keywords Queue (one per line)
5) Choose Post Type, Author, and Status (Draft/Publish)
6) Click “Generate One Post Now” to test

The engine creates a full post from your keyword, with headings and readable structure. You can review drafts before publishing if you prefer.

### Recommendations (add your own content to posts)
Quorlyx can automatically suggest your:
- Products (WooCommerce)
- Posts (blog)
- Services (if your site uses a service/services post type)

Options:
- Enable Recommendations: master on/off
- Sections: choose which ones to include (Products, Posts, Services)
- Max Items per Section: how many links to show (default 3)
- Use Taxonomy Relevance: improve matches using categories/tags
- Custom Service Taxonomies: add your services’ taxonomy names (like “service_category, service_tag”) to improve matching
- Section Labels: customize the headings (e.g., “Related Services we offer”)
- Cache TTL: how long to cache recommendations (seconds) to speed up repeat runs

Tip: Keep Cache TTL around 10–30 minutes for most sites; increase for large catalogs.


## WooCommerce integration (optional)

If WooCommerce is installed:
- Triggers can check the cart or wait until after “thank‑you” pages
- Conversion Goals can track product visits
- Content Engine Recommendations can list matching products automatically


## Best practices to get maximum value

- Provide a strong Persona: describe your brand voice, what to answer, and what to avoid
- Start simple: one trigger, one welcome message, one goal
- Add A/B testing later: change one variable per test
- Use “Hide after visiting URL contains” to stop prompts after checkout or key steps
- Define conversion goals that reflect real success (e.g., pricing page or contact submit)
- Curate keywords for the Content Engine: use buyer‑intent and long‑tails
- Let Recommendations highlight your own content; customize section labels
- Keep your API keys and models valid; update when providers release better models


## Troubleshooting

- Missing API key or model: In Chatbot settings, set both the Provider’s API key and a valid Model in Variation A (and B if used).
- Rate‑limited (429): The AI provider is busy — wait and retry; Quorlyx will try a few times.
- Chat doesn’t open: Check Triggers; try a simple Time on Page trigger first.
- No Recommendations shown: Ensure the section is enabled and there’s matching content; lower Max Items or disable taxonomy relevance to widen results.
- No models listed: Some providers don’t list models via API. You can paste a known correct model ID manually.


## Admin tools

- Logs: Quorlyx → Logs; clear logs with one click if needed
- Export CSV: From Submissions, Conversations, or A/B Results screens
- Schema & Links (post editor side panel):
  - Generate Schema Markup (JSON‑LD) and preview
  - Suggest Internal Links for a post


## Safety & privacy

- Conversations are saved as private entries (not visible to the public)
- Email notifications may include user messages – choose recipients carefully

### External AI providers (third-party services)

Quorlyx can connect to third-party AI providers if you configure an API key.

Depending on which features you use, your WordPress site may send one or more of the following to the provider you selected:
- Chat messages entered by a site visitor (and prior chat history)
- If you enable “Knowledge Base Post Types”: snippets of site content used as context (titles/excerpts/URLs)
- For Schema/Links tools and Content Engine generation: post content and/or generation prompts

Quorlyx does not proxy these requests through Quorlyx servers; requests go directly from your WordPress site to the selected provider.

Provider policy links:
- OpenAI: Privacy https://openai.com/policies/privacy-policy/ — Terms https://openai.com/policies/terms-of-use/
- Google (Gemini): Privacy https://policies.google.com/privacy — Terms https://policies.google.com/terms
- Anthropic: Privacy https://www.anthropic.com/legal/privacy — Terms https://www.anthropic.com/legal/consumer-terms
- xAI (Grok): Privacy https://x.ai/legal/privacy-policy — Terms https://x.ai/legal/terms-of-service
- Mistral: Privacy https://legal.mistral.ai/terms/privacy-policy — Terms https://legal.mistral.ai/terms
- DeepSeek: Privacy https://cdn.deepseek.com/policies/en-US/deepseek-privacy-policy.html — Terms https://cdn.deepseek.com/policies/en-US/deepseek-open-platform-terms-of-service.html

### Cookies / browser storage

The plugin may set functional cookies and/or use browser storage to:
- Keep a guest identifier for conversation continuity
- Prevent repeating triggers during a session

If your site requires it, disclose this in your site’s Privacy Policy.


## FAQ

- Do I need both Variation A and B?
  - No. Use Variation A only unless running an A/B test.

- Which provider should I choose?
  - If unsure, start with Google Gemini or OpenAI using a broadly capable, cost‑effective model.

- Will Recommendations change my existing pages?
  - No. They’re added only to AI‑generated posts by the Content Engine.

- Can I stop recommendations?
  - Yes. Turn off “Enable Recommendations” in Content Engine settings.

- Can I customize section headings?
  - Yes. Use the Section Labels fields (e.g., “Related Services we offer”).


## Glossary

- Variation: A version of your chatbot settings (A or B) used for A/B testing
- Trigger: A rule that determines when to show the chatbot
- Conversion Goal: What you count as success (URL visit or product view)
- Persona: Instructions that shape the chatbot’s tone and knowledge
- Taxonomy: Categories/tags that group content (e.g., product categories)
- Cache TTL: How long to keep computed recommendations for re‑use


## Need help?

- Check the Logs page for errors or warnings
- Review your provider’s API key and model settings
- Confirm pages/URLs used in triggers and goals
- If required, contact your site admin or hosting provider to check outbound requests


## Full User Guide

For a complete, field‑by‑field explanation with real‑world examples, see:
- docs/USER-GUIDE.md