FlowDesk is a Claude-style AI chat assistant for WordPress. It greets each visitor, collects their details, answers questions using AI trained on your content, surfaces your products as cards, and stores everything as leads.

Upload and activate

1. In your WordPress admin, go to Plugins → Add New → Upload Plugin.
2. Choose the flowdesk.zip file you downloaded after purchase. Click Install Now.
3. Click Activate Plugin.

Add your AI API key

The chat will not work without a key. Go to FlowDesk → AI & Model, paste your OpenAI API key and click Save. The key is stored masked and is never exposed to visitors. To use Claude instead, paste your Anthropic key and switch the Provider dropdown to Anthropic.

Place the shortcode

Add [smartweb_assistant] to any page or post. Override the layout per shortcode with mode="fullscreen", mode="inline", or mode="launcher". In Elementor, use the SmartWeb Assistant widget.

Requirements

• WordPress 6.0 or newer (self-hosted)
• PHP 8.0 or newer
• MySQL 5.7 / MariaDB 10.3 (4 tables created on activation)
• OpenAI API key — required for chat and content indexing
• Anthropic key — optional, only if you switch provider
• HTTPS — strongly recommended (required for Google OAuth)

The Content Index makes the AI aware of the real content on your site. Without it the AI only knows the system prompt and the visitor's messages. With it, FlowDesk answers questions about any page, post, or product you've published — grounded in what you actually wrote, not general knowledge.

How it works

1. FlowDesk fetches the text of every published page and post in your chosen post types.
2. Each post is split into overlapping chunks of roughly 900 characters.
3. Each chunk is embedded as a 1,536-dimension vector using OpenAI's text-embedding-3-small model and stored in the index table.
4. On every message, the visitor's question (plus the last two turns) is embedded and compared to every chunk with cosine similarity. The top 4 chunks (up to 6,000 characters) are injected into the AI's context.

Enabling and configuring

1. Make sure your OpenAI key is saved under AI & Model → Integrations.
2. Go to FlowDesk → Content Index and tick Enable content awareness.
3. Select which post types to index: Pages, Posts, and/or WooCommerce Products.
4. Click Save, then Reindex all to build the index.

After the initial build, FlowDesk re-indexes any single post within 5 seconds of you saving it — no manual reindex needed for routine edits.

The side panel

When indexing is on, the AI's replies include clickable links to the content it referenced. Clicking one opens a slide-in side panel inside the chat showing the post title, featured image, and full content — including WooCommerce price, stock, variations, and an Add-to-cart button for products. The visitor never leaves the chat.

FlowDesk ships its own lightweight product catalog, separate from WooCommerce. It powers the AI's product matching: when a visitor describes what they want, matching products appear as visual cards beneath the AI's reply, each linking straight to your checkout.

Adding a product

Go to FD Products → Add Product. Set a title, a description (shown in the side panel), a short excerpt (shown on cards — auto-generated if blank), a featured image, the product details below, and categories. Click Publish.

Product details

• Pricing (Free / Paid) — Free shows a Download button, Paid shows Buy now.
• Price & currency — e.g. 49 / USD, shown on the card.
• Download URL — direct file link for Free products.
• Buy URL — your checkout: WooCommerce, Gumroad, a Stripe link, any URL.
• Live preview URL — optional secondary button on any product.
• Keywords — comma-separated terms a visitor might use, weighted heavily by the matcher.
• Button label override — replace the global Download/Buy label for one product.

How the AI matcher works

Each message is scored against every published product: +5 per keyword in the title, +4 in the Keywords field, +3 in the category name (with singular/plural folding), +2 in the excerpt. Stopwords and tokens under 3 characters are ignored. The top 4 products show as cards. Broad queries like "what do you sell" show up to 6 sampled products instead.

FlowDesk can authenticate visitors directly inside the chat — no separate login page. Configure it under FlowDesk → Onboarding.

Email verification (OTP)

When enabled and your onboarding includes an email field, FlowDesk emails a 6-digit code after the email step. The visitor must enter it to continue. The code expires after 10 minutes, allows 5 attempts, and can be resent after 30 seconds — confirming real addresses and cutting fake leads.

Account creation

Optionally offer visitors a WordPress account with a password at the end of onboarding so they can return and resume. Set the new-user role (defaults to customer with WooCommerce, otherwise subscriber). Visitors can always skip and chat anonymously.

Google OAuth

1. Create an OAuth 2.0 Client ID in the Google Cloud console (Web application).
2. Add your site URL under Authorised JavaScript origins.
3. Paste the Client ID into FlowDesk → Onboarding → OAuth Client ID and tick Enable Google sign-in.

A Full WP login toggle decides whether a matching Google email sets a real WordPress login cookie (ON) or just pre-fills name/email in the chat (OFF).

Every visitor sees a ☰ icon in the chat sidebar that opens a slide-in menu you configure under FlowDesk → Chat Menu. Signed-in visitors get an automatic Account section (avatar, name, My profile, Log out) above your items.

Row types

• Link — to any URL, with a label, icon, and open mode.
• Action — a built-in button: Logout or Clear conversation.
• Header — a small muted section label to group items.
• Divider — a horizontal rule between groups.

Link open modes

• Same tab — navigates away; the visitor leaves the chat.
• New tab — opens in a new tab; the chat stays open.
• Popup — loads the URL in a centered iframe sheet inside the chat (theme header/footer stripped). The visitor never leaves.
• Fullscreen popup — same, but fills the viewport. Best for account pages and long articles, and the recommended mode for account pages on mobile.

Default profile URL

For signed-in visitors FlowDesk adds a My profile row, auto-detecting the right account URL from WooCommerce, MemberPress, BuddyPress, Tutor LMS, LearnDash, or the WordPress profile page. Override it if needed.

Control the welcome copy, the AI's behaviour, and every visual token under FlowDesk → Settings and Appearance.

Welcome copy

Set the Welcome heading (use {first_name} to personalise once a visitor onboards) and a Subtitle. Add starter chips — clickable suggestions shown before the visitor types — each with a label and optional emoji or Material Symbol icon.

System prompt

The system prompt is sent to the AI on every turn — the most powerful setting in the plugin. Write it like briefing a new employee: describe your business and tone, add rules ("never discuss competitor pricing", "always offer a free consultation", "respond in Spanish"), and set the response style. It's plain text, no code.

Appearance tokens

Set primary colour, background, font family, corner radius, and card styles in Appearance. Every visible string — button labels, placeholders, OTP email copy — is editable in the Labels section, so you can fully localise the chat into any language.

Every visitor who completes onboarding is saved as a lead under FlowDesk → Leads with their fields and full conversation history. Click any lead to read the whole thread, export as CSV, or delete individually. All data stays in your WordPress database.

Conversation logging

On by default — every message and reply is stored. Turn it off (for privacy reasons) and lead capture still works; only message content stops being saved.

WooCommerce cart awareness

With WooCommerce active and cart integration on, the AI receives a plain-text summary of the visitor's cart (items, quantities, subtotal) on every message and can reference it. The AI can read and describe the cart but cannot modify it — by design, and stated in the default system prompt.

The catalog shortcode

Place [gk_catalog] on any page for a filterable grid of all published FD Products, with instant Category and Price (Free/Paid) filters and a Learn more link per card.

FlowForm brings the Typeform experience to WordPress — one full-screen question at a time, stored in your own database, with no monthly subscription.

Upload and activate

1. Go to Plugins → Add New → Upload Plugin and upload the FlowForm ZIP.
2. Click Install Now, then Activate Plugin.
3. A FlowForm item appears in your admin sidebar.

Place a form

Build a form, then copy its shortcode [flowform_flow id="X"] and paste it onto any page or post. In Elementor, use the SmartWeb Flow widget and set the section min-height to 100vh for a true full-screen form.

This builds a complete lead-capture form you can adapt for anything.

1 — Create the form

Go to FlowForm → New Form and give it a name. You land in the builder — step list on the left, editor on the right.

2 — Add a welcome screen

Add a Statement step with your opening message. Tick Auto-advance so it moves on without a click, or let the visitor press a button to start.

3 — Ask what they need

Add a Single choice step with 3–4 options. Each option can branch to a different next step — that's how routing works. Options show letter badges (A, B, C) so desktop visitors can pick with the keyboard.

4 — Collect their details

1. Add a Text input: "What's your first name?"
2. Add an Email input: "Your best email?" — optionally tick OTP verification.
3. Add a Textarea: "Tell us about your project."

5 — Close the form

Add a final Statement: "Thanks! We'll be in touch." with Auto-advance off so it stays on screen.

6 — Add an email notification

In the On Complete tab, add Email notification and enter your address. Each step ID becomes a row header in the email, so name your steps well.

7 — Place it on a page

Copy [flowform_flow id="X"] and paste it onto a published page. Visit it — your form is live.

FlowForm has 24 step types — every one renders in the full-screen, one-at-a-time layout.

Core inputs

• Statement — a message, no input; can auto-advance.
• Single choice — pick one, advances instantly, letter shortcuts, per-option branching.
• Multiple choice — pick several; spacebar toggles, Enter confirms.
• Image choice — single choice with an image per option.
• Dropdown — styled select with per-option branching.
• Rating — 1–5 stars, advances on click.
• Country select — searchable list of all countries.

Text & contact

• Text input — underline field with optional AI autocomplete pills.
• Textarea — multi-line, configurable rows.
• Email input — format validation, optional OTP (6-digit code, expires in 10 min).
• Phone input — dial-code picker + number.
• Number input — with optional min/max/step.
• Date input — separate DD / MM / YYYY fields, stored as YYYY-MM-DD.
• File upload — to your media library; set allowed types and max size.
• Address autocomplete — Google Places suggestions (needs a Places key).
• Appointment picker — date strip + configurable time slots.

Dynamic & commerce

• Dynamic choice — options pulled live from any WordPress taxonomy.
• Dynamic results — filtered WooCommerce products or posts, or a formula/calculator from earlier answers.
• WooCommerce product selector — image, variations, live price, Add-to-cart.
• WooCommerce customer details — full billing form written to WC fields.
• WooCommerce order summary — read-only cart review before paying.
• Stripe payment — embedded card form; fixed, from-answer, or WC cart total.
• Redirect / Show message — terminal steps for branches.

FlowForm fills whatever container your theme gives it. For the true full-screen Typeform feel, give the containing element a tall min-height.

With a shortcode

Place the form on a blank, full-width page template. Set the page or section min-height to 100vh so the form fills the viewport.

With Elementor

Drop the SmartWeb Flow widget into a full-width section, set the section to Full Height (100vh) and the widget Min Height to 100vh. Remove section padding for an edge-to-edge experience.

All appearance settings live in the Appearance tab. The two that matter most:

• Primary colour — your brand accent (e.g. #6366f1, #e0900a).
• Background — a dark colour (#1a1a2e, #0f172a) for the signature Typeform dark look, or #ffffff for a light form.

Leave the rest blank — FlowForm auto-derives contrasting colours for question text, choice borders, the input underline, and the OK button from those two values. Override individual tokens only when you want a specific look.

FlowForm gives you the Typeform experience your visitors already know, without the subscription or the data leaving your site.

• Price — FlowForm is a one-time purchase; Typeform is $25–$83/month.
• Data — FlowForm stores submissions in your WordPress database; Typeform keeps them on their servers.
• Branding — FlowForm shows no badge; Typeform brands free-plan forms.
• Commerce — FlowForm includes WooCommerce and Stripe natively; Typeform needs Zapier for both.
• Limits — FlowForm has no response caps; Typeform limits responses per plan.

You keep the polished one-question-at-a-time flow, keyboard shortcuts, slide transitions, and underline inputs — and own everything.

FlowWizard builds guided, multi-step setup wizards that write answers straight into your WordPress database — settings, user meta, posts, or WooCommerce products.

1. Go to Plugins → Add New → Upload Plugin and upload the FlowWizard ZIP.
2. Click Install Now, then Activate Plugin.
3. Place a wizard on any page with [setupflow id="X"].

FlowWizard ships with templates so you can start from a working flow.

1 — Create the wizard

Go to FlowWizard → New Wizard. Start from a template — Client onboarding, Product setup, Member intake, or Configure this site — or a blank wizard.

2 — Review the steps

Each step holds one or more fields. In the right-hand editor set the step title and description; in the field list set each field's label, type, and — crucially — its storage key and destination.

3 — Set the completion action

In the On Complete tab choose what happens on Finish: save answers, create a post or product, send an email, fire a webhook, or run a developer hook. Actions run in order.

4 — Publish and deploy

Set the finish screen (a message or a redirect), then embed the wizard with [setupflow id="X"] on any page.

FlowWizard has 11 field types. Choice fields can load their options live from any WordPress taxonomy, post type, or user list.

• Card select — large tappable choice cards in a grid; pick one. Great on mobile.
• Text — single-line input for names, URLs, hex codes.
• Email — email input with browser validation.
• Number — numeric input for prices, quantities, years.
• Textarea — multi-line, resizable.
• Dropdown — a select for many options.
• Radio — pick exactly one (text-heavy options).
• Checkbox — pick multiple; stored as an array.
• Toggle — an on/off switch storing true/false.
• Image / file — opens the media library; stores the attachment ID (used as a WooCommerce featured image when creating products).
• Content block — display-only HTML (headings, text, images) — not an input.

Every field has a storage destination and a storage key. On Finish, FlowWizard writes each answer to exactly the right place in your database.

WordPress option

Calls update_option($key, $value). Works with any option name — including built-in ones like blogname (site title) or admin_email. This is how a wizard updates theme settings with no code.

User meta

Calls update_user_meta($user_id, $key, $value) for the logged-in visitor. Use for profiles, preferences, and membership details.

Post meta

Calls update_post_meta($post_id, $key, $value) on the post created by the same wizard run (requires the "Create a post" action).

None (display only)

The field is shown but not stored — useful for content blocks or informational questions.

Set the completion action's post type to product (with WooCommerce active) and FlowWizard creates a real WooCommerce product, not just a draft post. Recognised field keys map automatically:

• product_name → product name
• product_description / description → description
• product_price / price / regular_price → regular price
• product_sale_price / sale_price → sale price
• product_sku / sku → SKU (duplicates ignored)
• product_in_stock / in_stock → stock status
• product_image / image → featured image (numeric attachment ID — use the Image field)
• a taxonomy-source field → real product_cat terms

Any other keys are written to product meta. The product is created as a draft for you to review and publish.

Configure these in the On Complete tab. All enabled actions fire in order when the visitor clicks Finish.

• Save answers — writes each field to its destination (option / user meta / post meta).
• Create a post — any post type, with a title template using {field_key} tokens; created as a draft.
• WooCommerce product — when post type is product (see the product-creation article).
• Webhook — POSTs JSON to Zapier, Make, n8n, or any endpoint (15-second timeout).
• Email notification — plain-text email of all answers to one or more addresses via wp_mail().
• Developer hook — fires do_action('setupflow_complete', $answers, $wizard_id, $post_id) for custom PHP.

Finish screen

After actions run, the visitor sees either a custom success message or a redirect to a URL you set.

FlowOnboarding builds quiz-style funnels with a built-in paywall — the kind of personalised, multi-step flows used by weight-loss, fitness, and SaaS apps. There's a free version on WordPress.org and a Pro version with advanced steps and integrations.

Free version

Search FlowOnboarding in Plugins → Add New, install, and activate.

Pro version

Upload the ZIP from your flowonboarding.com account via Plugins → Add New → Upload Plugin, then activate.

Embed any funnel with [onboardflow id="X"] or the Gutenberg FlowOnboarding block.

Start from a template so you have a working funnel to customise.

1 — Create from a template

Go to FlowOnboarding → New Funnel and pick a template (Weight-loss quiz, Fitness coach, Language learning, Skincare, SaaS onboarding) or start blank.

2 — Customise the steps

Edit each question's copy and options. Give every step a descriptive key (e.g. goal, pace) — keys are used by conditional logic and by personalisation tokens.

3 — Add conditional logic

Pro Add per-step rules to jump, skip, or end based on an answer — so each visitor gets a tailored path.

4 — Set up the paywall

Configure 1–3 plans and choose a checkout integration. Use {{answer:key}} tokens in the headline so the visitor sees their own answers reflected back.

5 — Publish and deploy

Embed with [onboardflow id="X"] or the block.

13 step types — five in Free, the rest in Pro.

Free

• Single choice — pick one; auto-advances. Stores the option value.
• Yes / No — a two-option choice.
• Star rating — 1–5 stars.
• Info screen — title, description, body; no answer stored.
• Statement — a simple message screen.

Pro

• Multiple choice — pick several; stored as an array.
• Image choice — choices with images, in a grid.
• Slider — range slider with min/max/step and end labels.
• Number / Measurement — numeric input with a unit and optional unit toggle (kg/lb).
• Date picker — date, month, or birthday mode.
• Agreement scale (Likert) — 3–7 point scale with low/high labels.
• Loading screen — animated "building your plan" with rotating messages.
• Testimonial — a social-proof quote with stars and avatar.
• Personalised result — rich HTML computed from answers using {{answer:key}} tokens.

Pro Conditional logic gives each visitor a tailored path. Rules are configured per step.

Each rule has an answer (must match an option's value exactly), an action — jump to a step, skip the next step, or end (go to the paywall) — and a target step for jumps.

Logic is evaluated after each answer; the first matching rule wins. Unmatched answers follow the default sequence.

The paywall is the funnel's closing step — a personalised plan meeting your offer. Configure it under FlowOnboarding → [funnel] → Paywall.

Plans

Add 1–3 plans, each with a label, price, billing period, and a short feature list. Mark one with a badge (e.g. "Best value") to draw the eye.

Personalised copy

Use {{answer:key}} tokens in the headline and result copy — e.g. "Based on your goal of {{answer:main_goal}}, here's your plan." — so the visitor sees their own answers.

Checkout

Choose how visitors pay: Redirect (free — any URL), Stripe Direct (Pro), or a membership plugin (Pro) — see the integrations articles.

Pro FlowOnboarding connects the paywall to your checkout of choice.

Redirect (Free + Pro)

Set a URL and the visitor is sent there when they pick a plan — your WooCommerce page, a Gumroad link, a Stripe payment link, or a Calendly booking.

Stripe Direct (Pro)

FlowOnboarding talks to Stripe directly — no Stripe plugin needed. Enter your secret key and webhook signing secret, set success/cancel URLs and billing mode (subscription or one-time), and give each plan a Stripe Price ID. The visitor is redirected to Stripe's hosted checkout.

Membership plugins (Pro)

• MemberPress — map each plan to a membership; redirects to its registration page.
• Paid Memberships Pro — map to a level; redirects with ?level=N.
• Restrict Content Pro — map to an RCP level.
• WooCommerce Subscriptions — map to a subscription product; adds to cart and checks out.

Pro Split traffic between two funnels to find which converts better. Variant A is your original; Variant B is the test.

Setting up an experiment

1. Duplicate your funnel (or create a new one) as Variant B and make the change you want to test — different order, copy, or number of steps.
2. Open the original funnel → A/B Test tab.
3. Pick Variant B and set the traffic split (default 50/50).

Reading the results

The dashboard shows starts, conversions, conversion rate, and statistical confidence per variant. When you have a clear winner, click Conclude to send all traffic to it.

FlowOnboarding includes built-in analytics — no third-party tool needed. See starts, completions, conversion rate, a step-by-step drop-off chart, and daily trends. The step with the highest drop-off is the one to fix first.

Email capture & leads (Pro)

Enable Collect Email to add an email step at your chosen position. Captured leads are stored on the funnel (up to 10,000) and synced to your provider:

• Mailchimp — via the Mailchimp for WordPress plugin.
• FluentCRM — when FluentCRM is active.
• ActiveCampaign / Klaviyo — via a webhook action.
• Custom — hook the provider sync action with your own slug.

Export leads from the funnel's Leads tab as CSV (Email, Name, Session ID, Captured At).

Webhooks (Pro)

Fire webhooks on funnel events (started, completed, email captured, plan selected) to push data anywhere.