New to the PurioChat admin? This cheat-sheet tours every tab and maps common tasks to their exact settings path, so you can stop hunting through menus.
The admin tabs
PurioChat lives under a single top-level menu called PurioChat in your WordPress sidebar. Inside it:
| Tab | What it’s for |
|---|---|
| Dashboard | The landing tab. Shows stats and analytics: conversation logs, the activity chart, contact messages, and the “Popular Search Queries” report. Chat history and Chat Insights live here too. (Most conversation logging and insights are Pro; search analytics is Free.) |
| Settings | The big one. Everything about how the chatbot looks and behaves: API keys, the floating widget, appearance, custom instructions, access rules, integrations, and developer options. Organized into sub-sections in a left-hand sidebar. |
| AI Search | Search-quality controls (minimum match percentage, best-match badge, query expansion, search suggestions). This tab appears only when the Listeo theme is active. On other themes these controls live in the Search Field sub-section of Settings. |
| Data Training | Teach the AI about your site. Pick which content to include, then run training to generate the embeddings that power search and chat answers. |
| License (Pro) | Enter and activate your PurioChat Pro license key. This tab appears once the Pro add-on is installed. |
Common settings – where to find them
The tasks you’ll do most often, with the exact path to each. Arrows mean “click into this tab, then this sub-section.”
| I want to… | Go to |
|---|---|
| Turn the chatbot on or off | PurioChat → Settings → General → Enable AI Chat |
| Add my AI provider’s API key | PurioChat → Settings → API Configuration |
| Show the floating chat bubble | PurioChat → Settings → Floating Widget → Enable Floating Chat Widget |
| Edit the system prompt (custom instructions) | PurioChat → Settings → Custom Instructions → Custom System Prompt |
| Train the AI on my content | PurioChat → Data Training → Start Training |
| Rename or restyle the chatbot | PurioChat → Settings → Appearance |
| Require login or add a terms notice | PurioChat → Settings → Access & Privacy |
| Activate Pro | PurioChat → License |
Tip: On a new install the floating widget is already on, so visitors see the chat bubble as soon as you’ve added an API key and trained some content. Move it or turn it off any time under PurioChat → Settings → Floating Widget.
Two shortcodes worth knowing
Want the chat or search box inside a page instead of the floating bubble? Drop in a shortcode.
[ai_chat]– embeds the chat interface.[ai_search_field]– embeds the AI semantic search box.
