The-Y CRM – Web Chat & Contact Buttons

Description

The-Y CRM is one inbox for WhatsApp, e-mail, phone and web chat. This plugin connects your WordPress website with your account in The-Y CRM, without touching any code.

What the plugin adds to your website

• Web chat – a chat button at the bottom right. Chats land in the same inbox as WhatsApp, e-mail and calls, and every visitor becomes a contact.
• Privacy mode: load the chat only after a click – the website first shows its own chat button. Only when the visitor clicks “Start chat” is the chat loaded from the chat server. Until then no data goes to the chat server. Cookie tools can start the chat after consent with window.theYCrmLoadChat( true ).
• WhatsApp button – opens WhatsApp with your business number and an optional prefilled message (a plain link to wa.me, nothing is counted).
• Booking button – opens your booking page from The-Y CRM.
• Help & FAQ – a link to your public help center with the articles you published in The-Y CRM, or to any other page.
• Shortcodes – [theycrm_booking], [theycrm_whatsapp] and [theycrm_help] place the same buttons inside pages and posts, in the button style of your theme.
• Text for your privacy policy – a suggestion appears under Settings → Privacy → Policy guide.

Setup in two minutes

1. Install and activate the plugin.
2. Go to Settings → The-Y CRM.
3. Paste your company ID or the complete embed code from The-Y CRM (Settings → Channels → Web chat).
4. Switch on the buttons you want and save.

No account yet? You can register for free at crm.the-y.at. The free plan in the cloud is free for up to 3 users, with fair limits. All functions of this plugin work with the free plan.

Running The-Y CRM on your own server? Enter the address of your server under “Server address”. The plugin then loads everything from there.

Good to know

• The-Y CRM is in alpha. Functions can still change.
• In the free plan the chat window shows “Powered by The-Y”. This is part of the chat service, not of the plugin. The plugin itself never adds a link to your website.
• The plugin stores only its settings in your WordPress database. Chats, contacts and bookings are stored in The-Y CRM.

External services

This plugin connects to services outside your WordPress website. Nothing is sent until the parts described below are switched on in the settings.

1. The-Y CRM web chat (crm.the-y.at or your own server)

• What it is: the chat service of The-Y CRM, run by The-Y e.U., Vienna, Austria (cloud), or by yourself if you enter your own server address.
• When it is used: if “Show web chat” is on and a company ID is set. Without privacy mode, every page loads the small chat script https://crm.the-y.at/webchat/<company-id>/widget.js; the chat window loads when the visitor opens the chat. With privacy mode on, nothing is loaded until the visitor clicks “Start chat”.
• What is sent: like with every web request, the visitor’s IP address, browser information (user agent) and the address of the page. When the visitor writes, the messages and – if entered – name and contact details. The chat service then stores the conversation and a contact in your account.
• Terms of use: https://the-y.at/en/nutzungsbedingungen/
• Privacy policy: https://the-y.at/en/datenschutz/

2. Booking page and help center of The-Y CRM (crm.the-y.at or your own server)

• When it is used: only when a visitor clicks the booking button or the link “Help & FAQ”. The button is a plain link; the page opens in a new tab.
• What is sent: what the visitor’s browser sends when opening a web page (IP address, browser information), and on the booking page the details the visitor enters to book.
• Terms of use and privacy policy: same as above.

3. WhatsApp (wa.me, WhatsApp Ireland Limited / Meta)

• When it is used: only when a visitor clicks the WhatsApp button. The button is a plain link to https://wa.me/<your number>; nothing is loaded from WhatsApp before the click and nothing is counted.
• What is sent: what the visitor’s browser sends when opening a web page, and the prefilled message if you set one.
• Terms of service: https://www.whatsapp.com/legal/terms-of-service
• Privacy policy: https://www.whatsapp.com/legal/privacy-policy

4. Links on the settings page (admin only)

The settings page links to the registration page (https://crm.the-y.at/register?src=wporg), to the guide and to the page about the free setup on the-y.at. These are plain links; nothing is sent unless you click them. The parameter src=wporg only tells us that the visit came from this plugin.