Magexchat – Multi-Agent Chat for WordPress user guide

No coding is needed. Every setting lives in the WordPress admin, and the guide walks you through them.

Overview

Magexchat is a multi-agent WhatsApp chat plugin for WordPress that connects visitors with the most relevant support agent. You create and manage several WhatsApp agents and show them in a floating widget or as chat buttons, with full control over where and when the chat appears. In the WordPress admin the plugin's menu is called Smart WP Chat.

Each agent has its own details, such as department, availability schedule, greeting message and offline message. The plugin suits businesses, service providers and online stores that want a simple way to talk to customers on WhatsApp and answer faster, without an external chat platform. It follows WordPress coding standards and works with most themes and common plugins, including WooCommerce.

Key features

  • Floating WhatsApp chat widget that stays visible while visitors browse, on the left or right of the screen
  • Multiple WhatsApp agents managed from the WordPress admin, so visitors can choose who to contact
  • Agent availability and offline handling: a schedule per agent, with an optional message when the agent is offline
  • Agent details: department, greeting message, profile image and WhatsApp number for each agent
  • Customisable design of the widget and buttons: text, label, icon, shape and colours
  • Page-level visibility: show or hide the widget on specific pages, posts or custom post types
  • Desktop and mobile settings: show the widget on desktop, mobile or both
  • WooCommerce integration: contact buttons on product pages
  • Analytics and event tracking with Google Analytics and Facebook Pixel
  • Gutenberg block and shortcode to place chat buttons anywhere in your content
  • Developer hooks and filters to extend the plugin without changing its files
  • Translation ready, with translations including English, Spanish, French, German, Italian, Portuguese and Russian

Requirements

ItemVersion
WordPress5.8 or later
PHP7.4 or later
DatabaseMySQL 5.6+ or MariaDB 10.1+
HTTPSRecommended
WooCommerceOptional (needed for the WooCommerce features)

Installation and updates

Install the plugin

  1. Go to Plugins → Add New.
  2. Click Upload Plugin.
  3. Upload the ZIP file.
  4. Click Install Now, then Activate.

Update the plugin

  1. Back up your site.
  2. Deactivate the old version.
  3. Upload the new ZIP file.
  4. Activate the plugin.

Plugin settings are kept during updates.

WhatsApp agents

All WA Agents

Manage all WhatsApp agents in one place: see each agent's name, WhatsApp number or chat URL, and the agent's button shortcode.

Smart WP Chat All WA Agents list in the WordPress admin

Add a WA agent

Create an agent for the floating widget or for an individual chat button. Go to All WA Agents → Add New WA Agent and fill in the fields below.

Agent information

Agent Information fields when adding a WhatsApp agent
FieldDescription
Agent NameThe agent's display name.
WhatsApp Number or Group LinkThe WhatsApp number in international format, or a WhatsApp group link, e.g. 1234567890 or https://chat.whatsapp.com/GroupLink.
DepartmentThe agent's department, e.g. Support Team or Technical Team.
Predefined TextA message filled in when a visitor chooses this agent.
Text When OfflineA message shown when the agent is offline.
Avatar IconAn avatar image for the agent.

Agent time availability

Set when the agent can receive messages. The plugin uses this to show the agent as online or offline in the floating widget. Times follow the WordPress time zone in Settings > General > Timezone.

Agent Time Availability settings with time slots per day
FieldDescription
Always OnlineThe agent always shows as online.
Same Schedule for All DaysOne schedule (start and end time) for every day. Click Add for more time slots.
Agent AvailabilityDifferent start and end times for each day of the week, with more than one slot per day if needed (click Add).

Button style

The look of the agent's chat button, used where the agent's button shortcode is placed.

Button Style settings: label, shape, background and text colour
FieldDescription
Button LabelThe text on the chat button.
Button ShapeThe shape of the button (e.g. square or circle).
Background ColorThe button's background colour.
Text ColorThe button's text colour.

Floating widget

The floating widget is the main way visitors start a WhatsApp conversation. Once configured, it shows as a floating button on every page and stays visible while visitors scroll. Go to Smart WP Chat → Floating Widget.

Select agents

Choose the agents shown in the floating widget: type at least two letters of a name in Search agent by name, then click the agent in the list. Add new agents from Smart WP Chat → Add New Agent.

Floating widget settings: selecting the agents to show

Design settings

Floating widget design settings: title, sub title, label, response time text, icon and position
FieldDescription
Widget TitleShown in the header of the widget box.
Widget Sub TitleShown in the header after the title.
Show Widget LabelShows or hides the label (tooltip) next to the floating icon.
Widget LabelThe label text. Only used when Show Widget Label is on.
Response Time TextShown above the agent list in the widget box.
Custom IconShown in the widget header and on the floating icon. A filter lets you use different icons for the two; see Developer hooks.
Display PositionLeft or right of the screen.

Display settings

Control where and when the floating widget appears.

Floating widget display settings for desktop, mobile, posts, pages and products
FieldDescription
Enable on DesktopShows or hides the widget on desktop devices.
Enable on MobileShows or hides the widget on mobile devices.
Display on PostsShow on all posts (default), Show on these posts or Hide on these posts. The last two add a Selected Posts field where you choose the posts.
Display on PagesShow on all pages (default), Show on these pages or Hide on these pages, with a Selected Pages field.
Display on ProductsShow on all products (default), Show on these products or Hide on these products, with a Selected Products field. Only when WooCommerce is installed and active.

Note: the widget also shows on any other custom post types by default. To give them the same display options, use the swc_allowed_visibility_post_types filter (see Developer hooks).

Settings

WooCommerce

Show contact buttons on WooCommerce product pages: go to Smart WP Chat > Settings > WooCommerce. Only available when WooCommerce is installed and active.

WooCommerce integration settings: enabled, button position and agents
FieldDescription
EnabledTurns the WooCommerce integration on or off.
PositionWhere the contact buttons appear on product pages: Before Add to Cart Button, After Add to Cart Button, After Short Description or After Long Description.
Select Accounts to DisplayThe agents shown as contact buttons on product pages. Type at least two letters of a name in Search agent by name, then click the agent.
WooCommerce integration settings with agents selected

Analytics

Track WhatsApp button clicks with Google Analytics (GA and GA4) and Facebook Pixel. This works when Google Analytics and the Pixel are already set up on your site.

  • Enabled Google Analytics: turns Google Analytics tracking on or off.
  • Enabled Facebook Pixel: turns Facebook Pixel tracking on or off.
Google Analytics event tracking setting
Facebook Pixel event tracking setting

Shortcode and Gutenberg block

Shortcode

Show an agent's WhatsApp button anywhere with its shortcode, for example [swc_button id="12"] shows the button of the agent with ID 12. Each agent's shortcode is listed in All WA Agents.

Gutenberg block

Add the SWC Chat Button block anywhere in the block editor. Choose an agent in the Select Agent list, or choose Custom Button to enter your own details.

SWC Chat Button block in the WordPress block editor

Developer hooks

Extend the plugin with WordPress actions and filters, without changing its files.

Actions

HookRuns
swc_pro_before_chat_agent_listBefore the agent list in the floating widget
swc_pro_before_chat_agentBefore each agent in the floating widget (receives the agent ID)
swc_pro_after_chat_agentAfter each agent in the floating widget (receives the agent ID)
swc_pro_after_chat_agent_listAfter the full agent list in the floating widget
swc_pro_before_woocommerce_chat_buttonBefore a WooCommerce chat button on product pages
swc_pro_after_woocommerce_chat_buttonAfter a WooCommerce chat button on product pages

Filters

FilterChanges
swc_pro_agent_info_metabox_titleTitle of the Agent Information box
swc_pro_agent_timing_metabox_titleTitle of the Agent Time Availability box
swc_pro_button_style_metabox_titleTitle of the Button Style box
swc_pro_agent_availability_meta_valuesAn agent's availability data before the availability box is shown (receives the data and the post)
swc_pro_agent_post_type_argsThe registration arguments of the WhatsApp agent post type
swc_pro_default_agent_avatarThe default avatar URL for agents without their own
swc_pro_woocommerce_exclude_agent_by_skuWhether to hide an agent on a WooCommerce product page, e.g. by SKU or category (return true to hide)
swc_allowed_visibility_post_typesThe post types that get the display settings
swc_pro_agent_online_statusAn agent's online status (receives the status and agent ID), e.g. to force offline on holidays or read availability from a CRM

Example: rename the Agent Information box.

add_filter( 'swc_pro_agent_info_metabox_title', 'my_custom_metabox_title' );
function my_custom_metabox_title( $title ) {
    return 'Agent Details & Contact Information';
}

Changelog

1.0.0: initial release with multi-agent WhatsApp support, the floating widget, WooCommerce integration, analytics tracking and the Gutenberg block.

Support

Support is by email: write to info@magexweb.com with as much detail about the issue as you can.

Tell us about your project.

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  • Email info@magexweb.com
  • Phone +91 99092 71288
  • Hours Mon–Fri, 10:00 AM to 8:00 PM IST
  • Office D-1002, Jasmin Green 1, Near Vaishnodevi Circle, Ahmedabad 382421, India

  • Free consultation
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