Title: The-Y CRM – Web Chat & Contact Buttons
Author: theycrm
Published: November 13, 2026
Last modified: November 13, 2026
---
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# The-Y CRM – Web Chat & Contact Buttons
By [theycrm](https://profiles.wordpress.org/theycrm/)
[Download](https://downloads.wordpress.org/plugin/the-y-crm-web-chat-contact-buttons.1.0.0.zip)
* [Details](https://wordpress.org/plugins/the-y-crm-web-chat-contact-buttons/#description)
* [Reviews](https://wordpress.org/plugins/the-y-crm-web-chat-contact-buttons/#reviews)
* [Installation](https://wordpress.org/plugins/the-y-crm-web-chat-contact-buttons/#installation)
* [Development](https://wordpress.org/plugins/the-y-crm-web-chat-contact-buttons/#developers)
[Support](https://wordpress.org/support/plugin/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](https://crm.the-y.at/register?src=wporg).
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//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/`; 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.
## Screenshots
[⌊Settings page: connect the account, registration link and status.⌉⌊Settings page:
connect the account, registration link and status.⌉[
Settings page: connect the account, registration link and status.
[⌊Chat button, WhatsApp button, booking button and help link on a website.⌉⌊Chat
button, WhatsApp button, booking button and help link on a website.⌉[
Chat button, WhatsApp button, booking button and help link on a website.
[⌊Privacy mode: notice before the chat is loaded.⌉⌊Privacy mode: notice before the
chat is loaded.⌉[
Privacy mode: notice before the chat is loaded.
[⌊Contact buttons on a phone.⌉⌊Contact buttons on a phone.⌉[
Contact buttons on a phone.
[⌊The web chat of The-Y CRM opened on a website (German example account).⌉⌊The web
chat of The-Y CRM opened on a website (German example account).⌉[
The web chat of The-Y CRM opened on a website (German example account).
## Installation
1. In WordPress, go to Plugins Add New, search for “The-Y CRM” and click Install,
then Activate. Or upload the folder `the-y-crm-web-chat-contact-buttons` to `/wp-
content/plugins/`.
2. Go to Settings The-Y CRM.
3. Paste your company ID or the embed code from The-Y CRM and save.
## FAQ
### Do I need an account in The-Y CRM?
Yes, for the web chat, the booking button and the help center. The free plan is
enough. The WhatsApp button also works without an account.
### Where do I find my company ID?
In The-Y CRM under Settings Channels Web chat. You can paste the complete embed
code into the plugin; it reads the ID (and the brand, if you have several) from
it.
### Does the plugin work with cookie banners?
Yes. Switch on “Load chat only after a click”. The chat then loads only after the
visitor agrees in the chat notice. If your cookie tool should start the chat after
consent, call `window.theYCrmLoadChat( true )` from it.
### Does the plugin set cookies?
The plugin itself sets no cookies. In privacy mode it stores the visitor’s “Start
chat” choice for the current tab session only (sessionStorage), so the notice does
not appear on every page. What the chat service itself stores is described in the
privacy policy of The-Y CRM.
### Is the WhatsApp button the official WhatsApp API?
No. It is a plain link to wa.me. WhatsApp opens with your number, and the visitor
sends the message from their own WhatsApp. If you connect your WhatsApp number in
The-Y CRM, the conversation lands in your shared inbox.
### Can I use my own server?
Yes. If you run The-Y CRM on your own server, enter its address under “Server address”.
You can also paste the embed code from your server; the plugin takes the address
from it.
### Which data does the plugin store in WordPress?
Only its settings (one entry in the options table) and, per admin user, whether
the setup hint was hidden. Both are removed when you delete the plugin.
## Reviews
There are no reviews for this plugin.
## Contributors & Developers
“The-Y CRM – Web Chat & Contact Buttons” is open source software. The following
people have contributed to this plugin.
Contributors
* [ theycrm ](https://profiles.wordpress.org/theycrm/)
[Translate “The-Y CRM – Web Chat & Contact Buttons” into your language.](https://translate.wordpress.org/projects/wp-plugins/the-y-crm-web-chat-contact-buttons)
### Interested in development?
[Browse the code](https://plugins.trac.wordpress.org/browser/the-y-crm-web-chat-contact-buttons/),
check out the [SVN repository](https://plugins.svn.wordpress.org/the-y-crm-web-chat-contact-buttons/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/the-y-crm-web-chat-contact-buttons/)
by [RSS](https://plugins.trac.wordpress.org/log/the-y-crm-web-chat-contact-buttons/?limit=100&mode=stop_on_copy&format=rss).
## Changelog
#### 1.0.0
* First version: web chat, privacy mode (load only after a click), WhatsApp button,
booking button, help link, shortcodes, privacy policy suggestion, German translation(
Germany and Austria).
## Meta
* Version **1.0.0**
* Last updated **1 day ago**
* Active installations **Fewer than 10**
* WordPress version ** 6.3 or higher **
* Tested up to **7.1.4**
* PHP version ** 7.4 or higher **
* Tags
* [booking](https://wordpress.org/plugins/tags/booking/)[contact button](https://wordpress.org/plugins/tags/contact-button/)
[live chat](https://wordpress.org/plugins/tags/live-chat/)[Web Chat](https://wordpress.org/plugins/tags/web-chat/)
[whatsapp](https://wordpress.org/plugins/tags/whatsapp/)
* [Advanced View](https://wordpress.org/plugins/the-y-crm-web-chat-contact-buttons/advanced/)
## Ratings
No reviews have been submitted yet.
[Your review](https://wordpress.org/support/plugin/the-y-crm-web-chat-contact-buttons/reviews/#new-post)
[See all reviews](https://wordpress.org/support/plugin/the-y-crm-web-chat-contact-buttons/reviews/)
## Contributors
* [ theycrm ](https://profiles.wordpress.org/theycrm/)
## Support
Got something to say? Need help?
[View support forum](https://wordpress.org/support/plugin/the-y-crm-web-chat-contact-buttons/)