Title: Smarto AI Customer Support
Author: Shahadat
Published: <strong>November 3, 2026</strong>
Last modified: November 3, 2026

---

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# Smarto AI Customer Support

 By [Shahadat](https://profiles.wordpress.org/sshahadatgsm/)

[Download](https://downloads.wordpress.org/plugin/smarto-ai-customer-support.1.0.1.zip)

 * [Details](https://wordpress.org/plugins/smarto-ai-customer-support/#description)
 * [Reviews](https://wordpress.org/plugins/smarto-ai-customer-support/#reviews)
 *  [Installation](https://wordpress.org/plugins/smarto-ai-customer-support/#installation)
 * [Development](https://wordpress.org/plugins/smarto-ai-customer-support/#developers)

 [Support](https://wordpress.org/support/plugin/smarto-ai-customer-support/)

## Description

Smarto AI Customer Support adds a chat to your site with an AI assistant that knows
your business. It answers from your pages, posts, products, courses and the documents
you add, and it hands questions it cannot answer to your team by email.

Setup guides, every setting explained and fixes for common problems: [documentation](https://wpsmarto.com/smarto-ai-customer-support/docs).

It is built for every kind of WordPress site:

 * **Online stores (WooCommerce):** products, live prices and stock, variations,
   shipping options, store policies, and the customer’s own orders and tracking.
 * **Course sites (Tutor LMS, LearnPress):** the course catalog, what a course covers,
   and a logged-in student’s own enrollment and progress.
 * **Business and service sites:** services, opening hours (“are you open now?”),
   location, service area, quote and booking requests.
 * **Blogs, documentation and membership sites:** answers from your published content,
   with links to the source pages.

#### Support only, by design

The assistant only helps with questions about your business. It politely refuses
coding help, homework, essays, general knowledge questions and attempts to change
its rules, so nobody can use your AI budget as a free chatbot.

 * A quick scope check labels each message and refuses off-topic requests before
   the full answer is written, which also saves cost.
 * Repeated misuse ends the chat.
 * Message length, messages per minute, chats per day, and daily or monthly token
   limits.
 * A built-in scope tester runs common misuse prompts against your settings.

#### Private data stays private

 * Visitors only see public information or their own data. Who the visitor is comes
   from WordPress (their login), never from what the AI says.
 * Guests can check an order with the order number, the billing email and a one-
   time code sent to that email.
 * Order details shared with the AI never include addresses, phone numbers, emails
   or payment details.
 * Lesson and quiz content is never used, and the assistant never gives quiz or 
   exam answers.
 * The assistant never shares staff details, other customers’ data or how your site
   is built.
 * It can only read pages of your own site, never other websites.

#### Knowledge

 * Choose which post types are used: all, only the ones you tick in the editor, 
   or none.
 * Upload Markdown, text, CSV, HTML or Word (.docx) files. Only the text is kept.
 * Paste text or add questions and answers.
 * Questions it could not answer are collected so you can answer each one once.
 * Content is re-indexed automatically when you save a post.

#### Your team stays in control

 * A ticket inbox: open, waiting on customer and closed views, search, filters and
   bulk actions.
 * Reply to customers by email right from the ticket, and keep private notes for
   your team.
 * Customers get a reference number, a confirmation email and a private page to 
   answer you; your team gets an email for each new ticket.
 * Full transcripts that show which tools the assistant used.
 * Dashboard with conversations, handoffs, ratings, helpful votes, blocked misuse
   and AI usage.
 * An optional “AI + human support. AI can make mistakes.” note under the chat, 
   which opens the Message the team form.
 * Skills: step by step instructions in plain language, such as how to handle returns
   or quote requests. Edit the built-in ones or write your own.

#### AI providers

Bring your own API key from OpenAI, Anthropic (Claude), Google Gemini, OpenRouter,
or any OpenAI-compatible server. You pay the provider directly. Keys are stored 
encrypted.

#### Pro

Smarto AI Customer Support Pro is a separate, optional plugin sold on [wpsmarto.com](https://wpsmarto.com/smarto-ai-customer-support).
It adds live chat with your team, customer email replies and files into tickets,
saved replies, ticket assignment and response times, team reports, CSV export, page
greetings and custom widget text. This plugin works fully without it, with no account,
license or time limit.

### External services

Smarto AI Customer Support connects to a third-party AI service only after you add
your own API key, and only to the provider you select. Your API keys are stored 
encrypted on your site and are sent only to that provider.

#### AI providers

The assistant needs an AI provider to write its replies. You choose one in Settings,
AI provider. Nothing is sent until you add an API key and either turn on the chat
widget or use the test chat.

What is sent and when:

 * Each time a visitor sends a chat message: the conversation so far, the assistant’s
   instructions, your business profile, the parts of your knowledge that match the
   question, the list of tools the assistant can use, and the results of those tools(
   for example product details, or an order status without addresses, phone numbers,
   emails or payment details).
 * When the scope check is on: the visitor’s latest message and a few earlier ones,
   in a short separate request that checks the message is about your business.
 * When you click Test connection or load the model list in Settings: your API key,
   to read the provider’s model list and send a short test prompt.

Supported providers:

 * **OpenAI** (api.openai.com): [Terms of use](https://openai.com/policies/terms-of-use),
   [Privacy policy](https://openai.com/policies/privacy-policy)
 * **Anthropic (Claude)** (api.anthropic.com): [Commercial terms](https://www.anthropic.com/legal/commercial-terms),
   [Privacy policy](https://www.anthropic.com/legal/privacy)
 * **Google Gemini API** (generativelanguage.googleapis.com): [Gemini API terms](https://ai.google.dev/gemini-api/terms),
   [Privacy policy](https://policies.google.com/privacy)
 * **OpenRouter** (openrouter.ai): [Terms of service](https://openrouter.ai/terms),
   [Privacy policy](https://openrouter.ai/privacy). Your site address is also sent
   as the referrer and the plugin name as the app title, as OpenRouter asks apps
   to do.
 * **Custom provider**: if you enter the address of your own OpenAI-compatible server,
   the same data is sent to that address. Its terms and privacy policy are set by
   whoever runs that server.

#### Emails

New tickets, confirmations to customers and your replies are sent through your site’s
own email setup (wp_mail). The plugin does not contact any email service itself.

#### WP Smarto

The plugin does not send any data to WP Smarto, the plugin author, and has no tracking
or analytics. Links to wpsmarto.com on the Settings screen are plain links that 
open in your browser.

## Screenshots

[⌊Dashboard: conversations, how many the AI resolved, what reached your team, ratings
and AI cost at a glance.⌉⌊Dashboard: conversations, how many the AI resolved, what
reached your team, ratings and AI cost at a glance.⌉[

Dashboard: conversations, how many the AI resolved, what reached your team, ratings
and AI cost at a glance.

[⌊WooCommerce help: live stock, prices and the customer's own orders, with a secure
email check for guests.⌉⌊WooCommerce help: live stock, prices and the customer's
own orders, with a secure email check for guests.⌉[

WooCommerce help: live stock, prices and the customer’s own orders, with a secure
email check for guests.

[⌊Conversations: every chat with the page it came from, the tools the AI used and
the visitor's rating.⌉⌊Conversations: every chat with the page it came from, the
tools the AI used and the visitor's rating.⌉[

Conversations: every chat with the page it came from, the tools the AI used and 
the visitor’s rating.

[⌊Tickets: a helpdesk built in, with statuses, priorities, private notes and email
replies to customers.⌉⌊Tickets: a helpdesk built in, with statuses, priorities, 
private notes and email replies to customers.⌉[

Tickets: a helpdesk built in, with statuses, priorities, private notes and email
replies to customers.

[⌊Chat widget design with a live preview: color, avatar, position, greeting and 
suggested questions.⌉⌊Chat widget design with a live preview: color, avatar, position,
greeting and suggested questions.⌉[

Chat widget design with a live preview: color, avatar, position, greeting and suggested
questions.

[⌊AI provider: OpenAI, Claude, Gemini, OpenRouter or your own server, with your 
own key and a searchable model list.⌉⌊AI provider: OpenAI, Claude, Gemini, OpenRouter
or your own server, with your own key and a searchable model list.⌉[

AI provider: OpenAI, Claude, Gemini, OpenRouter or your own server, with your own
key and a searchable model list.

[⌊Safety and limits: a scope check, rate limits and AI budgets keep the assistant
on your business and your costs in check.⌉⌊Safety and limits: a scope check, rate
limits and AI budgets keep the assistant on your business and your costs in check
.⌉[

Safety and limits: a scope check, rate limits and AI budgets keep the assistant 
on your business and your costs in check.

[⌊Visitors who keep sending off-topic messages are warned, then paused for the time
you choose.⌉⌊Visitors who keep sending off-topic messages are warned, then paused
for the time you choose.⌉[

Visitors who keep sending off-topic messages are warned, then paused for the time
you choose.

[⌊Live chat with your team, part of the separate Pro plugin: the AI steps back when
a person takes over.⌉⌊Live chat with your team, part of the separate Pro plugin:
the AI steps back when a person takes over.⌉[

Live chat with your team, part of the separate Pro plugin: the AI steps back when
a person takes over.

[⌊Live chat inbox, part of the separate Pro plugin: handle several chats, transfer
them and turn any chat into a ticket.⌉⌊Live chat inbox, part of the separate Pro
plugin: handle several chats, transfer them and turn any chat into a ticket.⌉[

Live chat inbox, part of the separate Pro plugin: handle several chats, transfer
them and turn any chat into a ticket.

## Installation

 1. Install and activate the plugin. A short setup guide opens and walks you through
    your business, the AI provider and the chat widget.
 2. Or set it up by hand: go to AI Support, Settings, AI provider. Add an API key, 
    choose a model and click Test connection.
 3. Fill in Assistant and business.
 4. Go to AI Support, Knowledge and choose your content, upload documents or add questions
    and answers.
 5. Try it in AI Support, Test chat and run the scope tester.
 6. Turn on the chat in Settings, Chat widget.

You can open the setup guide again from AI Support, Dashboard.

## FAQ

### Does it work with page caching?

Yes. Pages hold no nonce or session data. The chat gets a signed session when a 
visitor opens it.

### Can I put the chat inside a page?

Yes. Use the shortcode [smartoaics_chat], for example on a Help page.

### Can my own buttons open the chat?

Yes. Link to #smartoaics-open, or add the class smartoaics-open to any button. Add
data-smartoaics-message=”Your question” to send a question right away. Developers
can call SmartoaicsWidget.open(), SmartoaicsWidget.close() and SmartoaicsWidget.
ask( text ).

### Will my theme change how the chat looks?

No. The chat is drawn in its own isolated layer (Shadow DOM), so theme styles cannot
change it. Its colors and texts are set in Settings, Chat widget.

### Which LMS plugins are supported?

Tutor LMS and LearnPress. Developers can add more with the smartoaics_lms_drivers
filter.

### Can it change orders, give refunds or apply coupons?

No. It reads information and creates tickets for your team. It only shares coupon
codes you list in Settings.

### Where are chats stored?

In your WordPress database. They are deleted automatically after the number of days
you choose, and they are included in the WordPress personal data export and erase
tools.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“Smarto AI Customer Support” is open source software. The following people have 
contributed to this plugin.

Contributors

 *   [ Shahadat ](https://profiles.wordpress.org/sshahadatgsm/)

[Translate “Smarto AI Customer Support” into your language.](https://translate.wordpress.org/projects/wp-plugins/smarto-ai-customer-support)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/smarto-ai-customer-support/),
check out the [SVN repository](https://plugins.svn.wordpress.org/smarto-ai-customer-support/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/smarto-ai-customer-support/)
by [RSS](https://plugins.trac.wordpress.org/log/smarto-ai-customer-support/?limit=100&mode=stop_on_copy&format=rss).

## Meta

 *  Version **1.0.1**
 *  Last updated **6 hours ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 6.6 or higher **
 *  Tested up to **7.1.4**
 *  PHP version ** 8.0 or higher **
 * Tags
 * [AI Chatbot](https://wordpress.org/plugins/tags/ai-chatbot/)[chatbot](https://wordpress.org/plugins/tags/chatbot/)
   [customer support](https://wordpress.org/plugins/tags/customer-support/)[helpdesk](https://wordpress.org/plugins/tags/helpdesk/)
   [woocommerce](https://wordpress.org/plugins/tags/woocommerce/)
 *  [Advanced View](https://wordpress.org/plugins/smarto-ai-customer-support/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/smarto-ai-customer-support/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/smarto-ai-customer-support/reviews/)

## Contributors

 *   [ Shahadat ](https://profiles.wordpress.org/sshahadatgsm/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/smarto-ai-customer-support/)