Beginner’s Guide to WordPress Chat Plugins to Increase Conversions

Whenever any visitor lands on your website, while browsing, at some point, they might need help. Say, it can be about product details, best pricing plan, troubleshooting, collaboration procedure, or anything. So, do you really think they’ll find your email address and wait for your reply? The straight answer is NO.

Instead, in 2026, people are always in a rush; they need an instant answer to their queries. To put it simply, they want a chat plugin embedded in a website so that communication becomes easier and faster. When they see a chat button in your business, they’re more likely to buy, subscribe, or trust your brand. 

So, today in this beginner-friendly guide, I’ll be describing WordPress chat plugins and show how to add one to your site in just 2 minutes and boost conversion. And to do that, I’ll be using Bit Assist, a super affordable chat plugin.

What is a WordPress Chat Plugin?

A chat plugin is like a floating small pop-up that stays at the bottom right corner of a website. With a chat widget like Bit Assist, you allow visitors to have real-time communication with business representatives or the support team.

They can ask questions or get support instantly, which eventually improves customer experience. With instant support and personalized support, WordPress chat plugins not only build trust but also increase conversion rate. 

How WordPress Chat Plugins Increase Conversions (Why You Need One)

A chat plugin is not only for communication or solving problems; it also acts as a revenue generator. Let’s see why it is so.

1. Improves Customer Loyalty

When customers get instant support or answers to their queries, they feel valued. This develops trust and improves customer satisfaction. And a customer with a good experience is more likely to buy from you and recommend you.

2. Upselling and cross-selling

When you’re chatting with the customer, it completely feels like you’re talking in person, like you do in a physical store. So, the customer support agents can recommend the premium products along with other related products that go perfectly with their first purchase. Around 65% customers prioritize personalized offers while shopping online. This shows how chat plugins are great for upselling and cross-selling products. 

3. Reduces cart abandonment 

Often, late replies lead to cart abandonment. Now, when customers receive quick responses while making a purchase, it significantly reduces cart abandonment.

4. Great for lead generation

Inside a chat plugin, there doesn’t need to be only chat apps; you can also add other channels like contact forms, FAQs, direct call, and more. With chat forms, you can collect information about potential leads. Further, you can use those email addresses for future collaboration. 

Getting Started with Bit Assist: A Step-by-Step Guide

Now that we know the significance of chat plugins in helping increase conversion and customer engagement. Now, it’s time to use one. Today, I’ll be using a lightweight, handy chat plugin, Bit Assist, to add a floating chat widget to your website.

Step 1: How to Install and Activate the Bit Assist Plugin

The installation and activation process is easy; just follow these simple steps, and you’re good to go:

1. Open WordPress dashboard > Scroll down, click on the “Add Plugin” button under the “Plugins” section. 

2. Now, search for the Bit Assist plugin and then click on the install and activate button. 

Step 2: Setting Up Your Communication Channels

First, open the Bit Assist dashboard → Click on the “Add Widget” button → Give a name to your chat widget → Hit on “Create” button.

Next, find your widget and click on the 3 dots → select the “Edit” option.

There in the Channel section, you’ll find the “+ Add channel” button. After that, you’ll find an extensive list of available chat channels; from here, choose the platforms you want to add to your widget. 

For example, I’ll be adding a WhatsApp chat button, a Custom Contact form, and an FAQ button for now. So, let’s get started.

First, click on the “WhatsApp” channel → Edit the name if you want to change it → Add chat icon or keep the default one → Add phone number and any message you want to show.

With the “On click open channel” feature, you can also choose how you want to open this channel. Additionally, using the “Hide after office hours” feature, Bit Assist allows you to make the widget visible only during office hours. Lastly, hit the “Save” button to save all the settings. 

The same settings go for the other two channels. For a custom contact form, you can add some basic fields with the “+Add Field” button.

With the “Store Responses” option, you can store form submission data in Bit Assist. Plus, you can send the form data to other platforms; all you have to do is add the Webhook URL of the platform. That’s it!

For your FAQ widget, simply gather your customers’ most common questions and add them in. That’s all it takes.

Step 3: Customize Your Chat Widget to Boost Engagement

With Bit Assist, customization is in your hands. Trust me! Whether it’s a widget’s color, style, position, or size, you can adjust any attribute to match your branding. You can even add Custom CSS and make the widget look just the way you want. 

Step 4: Let’s move on to the next section, “Widget Settings.”

At this point, our main goal is to make the chat plugin more visible to increase customer interaction and click-through rates (CTR). When visitors have questions while browsing the site or shopping, they will use the chat plugin to contact a support agent.

To achieve this, we need to configure a few settings. For example, we can:

📌Note: You can make the widget visible only during office hours with the “Business Hours” option, and to use this useful feature, you need the Pro plan. 

• Page Filters allows you to show the widget only on specific pages. Simply select the options you want and add the page slug where you want to hide or show the widget.

• Use a call-to-action message to grab attention. You can even decide how many seconds after you want the message to appear, and the widget behaviour.  
• You can also add animations to make it more noticeable. 

Next, Bit Assist has a “Widget Analytics” section. This feature is very important to monitor the user engagement and performance of the chat widget. In this section, you can view how the chat channels are used, the number of clicks, etc. With the help of these valuable insights, you can make your widget work well and enhance user experience.

At last, with Bit Assist’s “External Publish” option, you can publish this chat widget not only on your WordPress site but also outside WordPress on another domain. 

After configuring all the steps shown above, your floating chat widget will look something like this: 

Tips to use Chat Plugins for Higher Engagement and Conversion 

Now, if you’re thinking your job is done just because the chat plugin for WordPress is live, think again. There’s still important optimization needed if you want the best results. You must place the widget strategically, understand visitor psychology, and think from your users’ perspective.

Let’s not overwhelm you by saying all things at once. Let me give you some tips to use your website chat plugin more effectively for higher engagement and conversion.

Tip 1: Place the widget wisely for better clicks

Placement is very important if you want your visitors to notice your chat widget. So, try to place them in places where visitors naturally look. Generally, the bottom-right corner of a website is the highest-performing spot for floating chat widgets.

Tip 2: Write a Compelling Call-to-Action message

Forget those generic labels like “let’s chat!” Try to attract users’ attention so that they are compelled to click on the chat button. For example, you can add  action-driven CTAs such as “Have a problem? I can help you!”, “Ask me anything”.

Tip 3: Add the Right Communication Channels

Choose your chat channels strategically; they’re essential for real engagement. If users find them useful, only then will they interact and trust your brand. For example, contact forms are quite helpful for customers, as they can describe their problems or queries easily. Plus, you get your lead information, which you can use for future collaboration. 

If you have an e-commerce store, a Messenger for support can be a good choice, while a service business might prefer a direct call button.

Tip 4: Use Display Rules to Show the Chat Widget at the Right Time

You can show the widget based on user input, with the “Trigger Widget”, like after a few seconds or once a visitor scrolls. This helps catch attention without interrupting their browsing. Also, you can set up Business hours so the widget only appears during your working time. (Note: Business Hours is a Pro feature.)

Final Thought: It’s Your Turn to Boost Conversions

WordPress chat plugins are great for improving communication between customers and brand owners. However, many of you don’t know that they are also one of the most effective ways to turn casual visitors into paying customers.

With Bit Assist, you get an easy-to-use chat solution that you can install, customize, and optimize in just a few minutes, no technical skills required at all. From setting up multiple channels to using smart triggers and analyzing user behavior, Bit Assist gives you all the tools you need to engage your audience at the right time.

Now it’s your moment to take action. Add Bit Assist to your website today and start converting more visitors into leads, conversations, and loyal customers.

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