Essential WordPress plugins for business websites! Make marketing, customer service, and sales processes more efficient

Building a business website on WordPress is only the first step. To enhance user engagement and drive sales, companies often need to implement tools that provide seamless interaction for visitors. Rather than relying on slower communication channels like email or requiring users to manually add corporate WhatsApp contacts, businesses can utilize floating chat widgets. These widgets offer an instant connection to customer service representatives, significantly improving the customer experience.

For example, the SaleSmartly live chat plugin integrates a real-time chat feature into WordPress websites. This solution not only facilitates instant communication but also enhances website conversion rates. In this article, we’ll explore how to install the SaleSmartly plugin on WordPress and discuss its features that can improve your business’s marketing, customer service, and sales processes.

How to Install SaleSmartly Plugin in WordPress

Tips: Plugin installation requires a WordPress Business version or a self-hosted site.

(1) After logging in to WordPress, click […] - [Settings] - [Plugins] behind the plugin you want to install.

(2) After entering the website settings, click the search box to search for [ SaleSmartly ], upgrade to the WordPress Creator package, and click the SaleSmartly plugin card.

(3) After entering the SaleSmartly plugin card, click [Upgrade and Activate].

(4) After activation, click [Plugin] - [Install Plugin] - [Enable], and the SaleSmartly plugin will be installed successfully.

(5) Click [Plugins] - [Installed Plugins] - Find SaleSmartly Chat —【One-click binding】, you can successfully enable the SaleSmartly plugin in WordPress

For a more detailed installation tutorial, please check this tutorial: WordPress-SaleSmartly-Help Center-SaleSmartly User Guide

How SaleSmartly helps WordPress optimize website building

1. Customize WordPress chat plugin design style

First impressions matter. Visitors often notice the chat plugin’s style upon entering a website built with WordPress. With SaleSmartly, you can customize the plugin to align with your brand identity. Adjust the theme colors to match your corporate palette, add your logo as the chat avatar, and enhance brand recognition for a cohesive marketing strategy.

For detailed operations on editing chat plugins, please refer to this tutorial: How to edit and add chat plugins? -SaleSmartly-Help Center-SaleSmartly User Guide

2. Add FAQ button

When visitors enter a business website built by WordPress, they usually send questions on the chat plug-in to get a preliminary understanding of the company's information. To improve efficiency, companies can add a FAQ button through the SaleSmartly automation process, so that visitors can click the button to ask questions and learn when they open the chat plug-in component, and quickly obtain basic information about the company or product.

For example, you can go to the SaleSmartly official website to view different frequently asked questions, click different buttons, and the automated process will have different responses.

Companies can adjust different FAQ buttons based on the products they operate. For example, they can set questions that visitors may ask when placing an order, such as "Does the product support customization?", "How long does it take to ship after placing an order?", "Does it support international delivery?", etc. This allows visitors to quickly know the answers to the questions they want to know, and can also guide users to have a preliminary understanding of the company's products through the setting of FAQs, thereby optimizing the customer service experience.

3. Set up AI robot reply

If the visitor's question is not covered by the FAQ button, or the visitor asks other personalized questions, the company can enable SaleSmartly's AI robot function. When customer service is not available, automated support can be provided. AI intent recognition can identify the visitor's intention to ask questions and provide answers more flexibly, thereby improving the customer service experience of commercial websites and avoiding the negative feelings that traditional automatic replies bring to customers.

4. Add other social media contact information

Want to expand your reach? SaleSmartly lets you integrate social media links directly into the chat plugin. Visitors can easily navigate to your WhatsApp, Instagram, Facebook, LINE, Telegram, or other platforms, enabling seamless cross-platform interaction. This function can effectively direct visitors to the private domain traffic pool, making it easier for companies to carry out private domain marketing.

5. Manual customer service team schedules responses

When a visitor's questions exceed the scope of the FAQ button and AI chatbot customer service, the intervention of human customer service becomes particularly important. The human customer service team can view and answer specific questions raised by visitors. To ensure that visitors in different time periods can receive timely responses, companies can use SaleSmartly's scheduling function to reasonably arrange the working hours of the customer service team and create an efficient customer service system.

Enterprises can set specific working hours for different customer service staff (for example, 09:00~21:00 from Monday to Friday), and the corresponding customer service account will automatically switch to "online" status during the set time. SaleSmartly can set up a variety of shift methods such as allocating sessions based on rotation, allocating sessions based on team capabilities, autonomous customer selection by sales staff, and allocating based on employee busyness, etc., to achieve intelligent shifts according to enterprise needs. It not only ensures the efficient operation of the customer service team, but also significantly improves the visitor interaction experience and customer service satisfaction.

6. Real-time translation

Visitors to a business website built with WordPress may come from different countries and communicate in various languages. When a visitor initiates a conversation through the website but uses a language that the human customer service is not familiar with, the customer service may need to open other translation tools to communicate with the customer, which undoubtedly increases the complexity and time cost of communication.

To simplify the communication process, SaleSmartly provides a real-time translation function to help customer service efficiently handle visitors of different languages. When the platform recognizes the language of the message sent by the visitor, "The visitor speaks XX language" will be displayed above the chat window. If the customer service does not understand the visitor's language, they can click the "Start online translation" button to translate the visitor's language into the language used by the customer service. At the same time, the customer service's reply will also be automatically translated into the visitor's language, making the sales process more efficient.

7. Manage customer order information for multiple accounts/multiple websites

During the marketing process, many companies will establish multiple commercial websites on different website building platforms for sales. However, the scattered order information of multiple accounts and multiple websites may lead to management complexity and affect customer service efficiency.

When visitors complete orders through different business websites of the company, the customer service team can make notes on the order information from different websites (such as e-commerce platforms such as WordPress, Amazon, Shopify, or social media platforms such as Facebook, TikTok, and Instagram ) in the [Order Management] function of the SaleSmartly backend. When customers ask questions about order information again through the website plug-in, customer service does not need to jump to multiple business websites to check customer orders. They can directly view customer order information in the chat plug-in window and respond to customer questions in a timely manner, thereby improving the customer service experience.

After customer service records customer order information on different commercial websites, if you want to view all recorded order information, you can query it in [Customer Management] - [Form Management]. Enterprises can view order information recorded on different commercial websites, quickly understand the sales of enterprise products on different commercial websites, and facilitate enterprises to carry out subsequent marketing.

Frequently asked questions

Are WordPress plugins free?

It depends on the type of plugin. Some plugins offer basic functionality for free, but their functionality may be limited, while others require a paid download.

How to assess a plugin’s security and reliability?

To ensure the security and reliability of the plugin, it is recommended to download the plugin through the WordPress plugin library. Plugins in the WordPress plugin library have been reviewed and certified, and are generally more reliable and meet security standards. In addition, the quality of the plugin can be judged by checking the update frequency, user reviews, and ratings of the plugin.

Essential WordPress Plugins for Business Websites: Streamline Marketing, Customer Service, and Sales Processes