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Sohay — AI Chatbot for Knowledge Base and WooCommerce

开发者 bhoot
更新时间 2026年8月3日 18:02
PHP版本: 8.1 及以上
WordPress版本: 7.0
版权: GPLv2 or later
版权网址: 版权信息

标签

woocommerce ai chatbot knowledge-base customer-support

下载

1.2.0 1.0.0 1.1.0

详情介绍:

Sohay adds an AI chat widget to your WordPress site that answers visitor questions from the articles you publish. You write articles in the built-in Knowledge Base, and the chatbot looks up the best matches before it replies — so it stays on-topic and uses your real content instead of guessing. On a WooCommerce store, the chatbot shops with your visitors. It searches your catalog, pulls up a product with its size and colour options, reads live stock and prices, answers shipping, returns, and refund questions from your store's own pages, and adds, changes, or removes items in the shopper's cart — without them leaving the conversation. Every cart change comes with an Undo button, and every price and stock status is read from your store rather than invented. On sites without WooCommerce, none of it appears. Every conversation is saved in a built-in inbox under Sohay → Conversations — your team can read, search, filter, assign, and reply from one place. Why site owners pick Sohay What's included You'll need External services Sohay sends data to an AI provider to generate chat answers, and to OpenAI to index and search your Knowledge Base. Without an account and API key for at least one provider, the plugin has no upstream model to call and the chat widget cannot answer questions. Which service receives your visitors' messages depends on the provider you select under Sohay → AI Settings: Knowledge Base indexing and search always go to OpenAI, whichever provider answers the chat. If you select Google and switch the Knowledge Base on, keep an OpenAI key saved as well; without one the chatbot answers without consulting your articles. What is sent, and when What is not sent. The cart data describes the basket, not the shopper: no name, email address, postal address, phone number, or payment details are included. Sohay never sends order history, customer records, or anything from WooCommerce's checkout to your AI provider, because none of the shopping tools read them. Where it goes All requests go over HTTPS to api.openai.com and, if you select Google, generativelanguage.googleapis.com. The plugin does not contact any other external service — no analytics, no telemetry, no third-party fonts or CDN assets, and no phone-home for updates. Updates come from WordPress.org. How your API keys are handled The API key you enter for a provider under AI Settings authenticates that provider's requests. Keys are encrypted at rest (AES-256-GCM) in your WordPress database, masked in the admin UI after the first save, and excluded from the WordPress REST API. A key is only ever sent to the service it belongs to. Saving a key for a provider you have not selected stores it but does not use it — that is what lets you switch back without re-entering it. Your responsibilities Before activating the plugin, please review the terms of the provider you select — OpenAI's Terms of Use and Privacy Policy, and if you use Gemini, Google's Gemini API Additional Terms of Service and Privacy Policy. Note that Google applies different data-handling terms to free-tier and paid API keys; read the terms for the tier you are on. Because Knowledge Base indexing runs on OpenAI either way, a site with the Knowledge Base switched on shares data with OpenAI even when Gemini answers the chat. Site owners are responsible for obtaining the appropriate legal basis (consent, contract, legitimate interest, etc.) to share visitor messages with these services under GDPR, CCPA, and other applicable privacy regimes in the jurisdictions they operate in. On a WooCommerce store that basis needs to cover the shopping tools too — what a visitor has put in their cart is information about that visitor, even though no name or address is attached to it. If you would rather it never left your site, the shopping tools can be switched off individually in code; see the FAQ below. Privacy Conversations and messages are stored in custom database tables on your own site. For signed-in visitors, the plugin registers WordPress's personal-data exporter and eraser, so the standard Tools → Export Personal Data and Tools → Erase Personal Data flows include their Sohay conversations, matched on their account email. Anonymous (logged-out) visitors' chats aren't tied to an email address, so those email-based tools can't locate them. To erase a specific guest conversation, open it under Sohay → Conversations and delete it (available to users with the AI-settings capability); it leaves the inbox immediately and is permanently purged after the retention window — 30 days by default, filterable in code. A visitor can also delete their own chat from the widget, and every soft-delete follows the same purge path. On a WooCommerce store, the chatbot's shopping tools read your catalog, your policy pages, and the visitor's own cart. What they find is sent to your AI provider so the model can answer, and it is also saved with the conversation — that is what lets the product card or cart summary still be there when the visitor scrolls back. So a stored conversation on a WooCommerce store can contain a snapshot of what that visitor had in their cart at the time. It is covered by the same export, erase and retention paths as the rest of the conversation: erasing the chat erases the snapshot with it. No customer name, address, or payment detail is involved — see External services for the exact list. See the External services section above for what gets sent, and to which service.

安装:

  1. From the Plugins → Add New screen, search for Sohay and click Install Now, then Activate. A new Sohay menu appears in your WordPress admin sidebar.
  2. Visit Sohay → AI Settings, choose your AI provider, and paste that provider's API key into its field. (If you don't have one yet, create an OpenAI key at platform.openai.com or a Gemini key at aistudio.google.com/apikey.) Click Save. Keys are stored encrypted — the field shows a masked placeholder from now on.
  3. While still on AI Settings, pick the model you want to use, set a daily token cap under Spend protection, and (optionally) write a welcome message that greets visitors when they open the chat.
  4. Add at least one article under KB Articles → Add New. This is the content the chatbot draws from. You can write as many as you like; longer-form support articles work best.
  5. Visit Sohay → KB Settings → Dashboard and click Sync All Articles. The sync runs in the background — articles become searchable to the chatbot within a minute or two.
  6. Visit your site's front-end. The chat launcher appears in the bottom-right corner. Click it to open the chat and try a question your Knowledge Base can answer.

屏幕截图:

  • The expanded chat panel mid-conversation, streaming an answer grounded in a Knowledge Base article.
  • Shopping in the chat — a product search returning live catalog results, each card carrying the store's own price, stock, and "Add to cart".
  • Adding to the cart from the chat, with the running cart, totals, an Undo button, and a link straight to checkout.
  • **Sohay → Conversations** — the admin SPA listing recent conversations with filter, search, and assignee controls.
  • A single conversation opened in the admin, showing message history and the reply composer.
  • **Sohay → AI Settings → Spend protection** — daily per-visitor and site-wide token caps with the live usage readout.
  • **Sohay → Dashboard** — conversation volume and trends, recent activity, recently published Knowledge Base articles, and quick actions.

升级注意事项:

1.2.0 Adds Google (Gemini) as an alternative to OpenAI, selectable under Sohay → AI Settings; existing sites keep using OpenAI and need no changes. Knowledge Base indexing and search still run on OpenAI whichever provider answers the chat, so keep an OpenAI key saved if you use it. The chat widget now renders in an isolated container, which stops your theme and the chat restyling each other — but translation plugins, session recorders, and similar tools that scan the page no longer see inside it. 1.1.0 Adds WooCommerce shopping tools — catalog search, product and variant lookup, cart add/update/remove, and store-policy answers — on stores running WooCommerce 7.0 or newer; the tools stay hidden on other sites. A one-time database update runs automatically on upgrade.

常见问题:

Which AI provider should I pick, and can I switch later?

Sohay works with OpenAI or Google (Gemini) — choose one under Sohay → AI Settings. OpenAI is the default. You can switch at any time; each provider's key and model choice are stored separately, so switching back does not mean re-entering anything. One thing to know before choosing: the Knowledge Base indexes and searches your articles through OpenAI whichever provider answers the chat. If you select Gemini and use the Knowledge Base, keep an OpenAI key saved as well. Without one, the chatbot still replies but stops consulting your articles.

Do I need an account with an AI provider?

Yes. Sohay is a front-end for someone else's models — without an API key the plugin has no model to call and the chat cannot answer questions. The provider bills you directly per token; Sohay does not resell access. The Spend protection controls under AI Settings let you cap daily token usage to keep costs predictable.

How much will it cost me?

Providers charge per token, and the per-token rate depends on the model you pick (the cheaper models cost a fraction of a cent per chat reply). A small support site typically stays in single-digit dollars per month. The Spend protection controls under AI Settings let you cap daily token usage — once the cap is hit, the plugin stops calling the provider for the rest of the day. The Diagnostics page shows today's usage so you can spot a runaway loop or a hostile bot before it costs you real money.

Will the chatbot make things up?

The chatbot is grounded in the articles you publish — if it can't find a matching article, it tells the visitor it doesn't know instead of inventing an answer. To improve answer quality, publish articles covering the questions you actually get asked, and write a fallback "Contact us" article so the chatbot can route off-topic questions to your human support team.

Where can I see what visitors are asking?

Sohay → Conversations lists every chat — search them, filter by status, assign a chat to a teammate, or reply yourself. The Diagnostics page shows OpenAI errors if you're investigating a technical problem.

Will my visitors' chats be visible to other admins?

By default, every WordPress administrator can read every conversation. The plugin ships with five granular capabilities so you can delegate access — for example, give a support agent the ability to read and reply to chats without granting them access to AI Settings. See the developer questions below for an overview, and the capability documentation in the plugin's GitHub repository for the full matrix with worked role-configuration examples.

Does this slow down my site?

A tiny launcher (~8 KB) loads on every page. The full chat code only downloads when a visitor actually clicks to open the chat, so most visitors never download it. No third-party scripts, fonts, or trackers are loaded from external CDNs.

Why don't my translation or session-recording plugins see the chat widget?

The chat renders inside an isolated container so that your theme's styling cannot break the chat, and the chat's styling cannot change your site's fonts, colours, borders, or spacing. That isolation is deliberate — it is what makes the widget look and behave the same way on every theme. The trade-off is that other plugins and scripts which scan your pages for content do not look inside that container. In practice:

  • Translation plugins (TranslatePress, Weglot, and similar) will not translate the chat's own wording. This does not affect your visitors' answers — the chatbot replies in the language the visitor writes in — and Sohay's own buttons and labels are translated through WordPress's standard translation files.
  • Session-replay and heatmap tools (Hotjar, Clarity, FullStory) record the widget as a blank area.
  • Accessibility overlays that restyle a page from the outside will not restyle the chat.
Screen readers and keyboard navigation are unaffected — assistive technology reads the accessibility tree, which the isolation does not hide. The container is open rather than sealed, so a script that explicitly supports this kind of isolation can still reach the chat's content. Most third-party scripts do not.

What can shoppers do in the chat on a WooCommerce store?

On stores running WooCommerce 7.0 or later, a shopper can:

  • Search and browse your catalog — "show me waterproof jackets under $100", "what's new?", "what's on sale?" — results come back as product cards with photo, price, and stock.
  • Look at one product in detail, including its options, so they can pick a size or colour without leaving the chat.
  • See live stock and prices, read from your store at the moment they ask.
  • Ask about shipping, returns, refunds, and payment — answered from your WooCommerce store pages first, then from Knowledge Base articles you've tagged "policy" or "faq".
  • Manage their cart — add an item, change a quantity, or remove a line, each with an Undo button.
The chatbot cannot take payment or place an order. When the shopper is ready it hands them to your normal WooCommerce checkout.

Does the plugin work without WooCommerce?

Yes. The chat widget, Knowledge Base, and Conversations inbox work on any WordPress site — the shopping tools simply never appear. On stores running WooCommerce 7.0 or later they switch on by themselves, with no configuration. The plugin also declares HPOS and Cart-Checkout-Blocks compatibility so stores don't see an "uncertified plugin" banner.

Can I hide the widget on specific pages?

Uncheck Show widget under Sohay → AI Settings to hide it everywhere. To hide it only on certain pages or post types, see the developer questions below.

Can I customize the welcome message and system prompt?

Yes. Sohay → AI Settings has a Welcome Message field (max 280 characters). Sohay → KB Settings → Settings has a Custom System Prompt field (max 4000 characters) for the instructions the chatbot follows when it generates answers. The Custom System Prompt field recognises {site_name} and {current_date} placeholders — they are replaced with your site's title and today's date before the prompt is sent to the model.

Where are my API keys stored?

Encrypted with AES-256-GCM in your WordPress database. The admin UI shows a masked placeholder once you've saved a key, and the values are excluded from the WordPress REST API. Each key is only ever sent to the service it belongs to.

What happens to my data if I uninstall Sohay?

Uninstalling deletes the plugin's own database tables (conversations, messages, sync jobs, diagnostic logs), its settings, and the capabilities it added. Your Knowledge Base articles are kept — they're regular WordPress content, so removing the plugin doesn't delete them, and they're still there if you reinstall. If you want them gone too, delete the articles under KB Articles before you uninstall.

Does Sohay work on WordPress Multisite?

Yes. Each site in the network keeps its own conversations, Knowledge Base, and settings — nothing is shared across the network. Network-activate to enable Sohay everywhere (each site sets itself up on first load) or activate it per-site. Uninstalling from the network removes Sohay's data from every site.

For developers

The questions below cover code-level customization. Sohay exposes 48 filters and 12 actions in total; the most-used ones appear here, and the full catalog lives in docs/HOOKS.md in the plugin's GitHub repository, alongside docs/CAPABILITIES.md for the full capability matrix.

How do I customize the plugin with code?

The most commonly customized filters:

  • sohaychat_should_render_widget (bool) — per-request gate on the chat widget. Combine with is_singular() / is_product() to scope the widget to specific pages.
  • sohaychat_allowed_openai_models / sohaychat_allowed_google_models (string[]) — allowlist of model slugs the proxy may call for each provider. Restrict to cheaper models to cap spend.
  • sohaychat_default_ai_provider (string) — which provider answers the chat when no choice is saved in the admin.
  • sohaychat_provider_options (array) — provider-specific request settings, such as Gemini's safety thresholds, thinking budget, or search grounding.
  • sohaychat_help_url and sohaychat_upgrade_url (string) — override the admin-header "Help" and "Upgrade" links for resellers.
  • sohaychat_admin_conversation_scope — restrict which conversations a non-admin operator can see.
  • sohaychat_tools — the resolved tool list for the request. Remove an entry and the chatbot is never told that tool exists, so it can neither call it nor send its data to your AI provider.
Example — keep the WooCommerce catalog answers but never let the cart leave the site: add_filter( 'sohaychat_tools', function ( $tools ) { unset( $tools['sohaychat-wc/get-cart'], $tools['sohaychat-wc/update-cart'] ); return $tools; } ); The keys are the tool names: sohaychat-wc/search-catalog, sohaychat-wc/lookup-catalog, sohaychat-wc/get-product, sohaychat-wc/search-shop-policies-and-faqs, sohaychat-wc/get-cart, sohaychat-wc/update-cart, and sohaychat-kb/get-information for the Knowledge Base lookup. Returning an empty array disables tool use entirely — the chatbot still replies, just with no way to look anything up. Example — hide the widget everywhere except the WooCommerce shop and product pages: add_filter( 'sohaychat_should_render_widget', function ( $enabled ) { if ( ! $enabled ) { return false; } return function_exists( 'is_shop' ) && ( is_shop() || is_product() ); } ); The constants on Bengal_Studio\Sohaychat\Sohaychat_Hooks are the recommended form for new code; the legacy literal form continues to work across releases.

How do I delegate access to non-admin roles?

Five granular capabilities let you delegate parts of the plugin to non-admin roles:

  • sohaychat_manage — AI Settings page, provider selection, API key entry, model selection. Implicitly grants all four other plugin caps.
  • sohaychat_view_conversations — Sohay menu, Dashboard + Conversations submenus (read-only). Non-admin users with this cap are scoped to "assigned to me or unassigned" conversations.
  • sohaychat_reply_conversations — everything sohaychat_view_conversations grants, plus operator reply, assignee changes, pin / unpin, close / reopen. Implicitly grants sohaychat_view_conversations.
  • sohaychat_manage_kb — KB Settings admin page and KB sync routes.
  • sohaychat_view_logs — Diagnostics admin page (read-only). Clearing the log buffer is escalated to sohaychat_manage for forensics integrity.
WordPress's built-in manage_options capability implicitly grants all five, so administrators keep working unchanged. Use Members, User Role Editor, or WP-CLI (wp cap add <role> sohaychat_view_conversations) to delegate caps to non-admin roles. See docs/CAPABILITIES.md in the GitHub repository for the full matrix, every REST route's required cap, three worked role-configuration examples, and the conversation-scope filter contract.

How do I adjust rate limits or the daily OpenAI token budget in code?

Three independent limiter filters. The chat-message rate limit (limit requests per rolling window seconds, per visitor): add_filter( 'sohaychat_rate_limit_options', function ( $opts ) { $opts['limit'] = 60; $opts['window'] = 60; return $opts; } ); Behind Cloudflare or another reverse proxy, enable proxy-aware client-IP detection so per-visitor limits key off the real visitor rather than the proxy: add_filter( 'sohaychat_rate_limit_options', function ( $opts ) { $opts['proxy_support'] = true; return $opts; } ); Enable proxy_support only when your site is reachable exclusively through the trusted proxy, and that proxy overwrites the CF-Connecting-IP / X-Real-IP / X-Forwarded-For headers on every request. On an origin that's also reachable directly, a visitor could forge those headers to sidestep per-visitor limits; the site-wide daily token budget still caps total spend. The public /auth/guest-token mint rate limit (separate so token-mint amplification protection can be tuned independently): add_filter( 'sohaychat_auth_rate_limit_options', function ( $opts ) { $opts['limit'] = 5; $opts['window'] = 60; return $opts; } ); The daily OpenAI token budget (caps also configurable under AI Settings → Spend protection; ceilings reset at UTC midnight; setting either value to 0 disables that particular ceiling): add_filter( 'sohaychat_usage_tracker_options', function ( $opts ) { $opts['site_cap'] = 5000000; $opts['actor_cap'] = 25000; return $opts; } ); The live readout on the Diagnostics page shows today's usage so you can spot a runaway loop before it 429s real visitors.

Can I disable the KB search cache?

KB vector-search results are memoized in the sohaychat_kb object-cache group for 5 minutes by default. To shorten the window, lengthen it, or disable the cache entirely, use the sohaychat_kb_search_cache_ttl filter (return 0 to disable): add_filter( 'sohaychat_kb_search_cache_ttl', '__return_zero' ); KB sync events flush the cache automatically, so content updates don't get masked.

Why does the streaming response cut off behind my CDN?

The plugin sets Cache-Control: no-cache, X-Accel-Buffering: no, and clears output buffers, but some CDNs still buffer Server-Sent Events. If your CDN supports it, mark the chat REST route as bypassing the cache and disable transformations on the response.

Where can I see streaming/proxy errors?

Sohay → Diagnostics shows the last 100 plugin log entries with timestamps and context. Each entry also fires the sohaychat_log_error action for integration with Sentry, Stackdriver, Query Monitor, etc.

更新日志:

1.2.0 1.1.0 Older releases are listed in changelog.txt.