WordPress plugin

The Datalumo plugin connects a WordPress site to your knowledge base without any code. It keeps your posts and pages in sync, adds a chat widget and a search box, and can serve WordPress' own search results from Datalumo's ranking.

Everything is configured under Settings → Datalumo, in five tabs: Connection, Content sync, Chatbot, Search box, and Enhanced search.

Requirements: WordPress 6.0 or newer, PHP 8.1 or newer.

#Install

1. In WordPress, go to Plugins → Add New, search for Datalumo, and install it. You can also get it from WordPress.org.
2. Activate the plugin, then open Settings → Datalumo.

#Connect your account

On the Connection tab, press Connect with Datalumo. Sign in if needed, pick an organisation, then pick or create a knowledge base and a chatbot and search widget (or skip either).

Manual setup can be done by pasting the API-key. After pasting the key, you can test if the connection works. Once this is done, you can continue to further configure the plugin.

#Sync your content

On the Content sync tab, pick a source and tick the post types that belong in it (posts, pages, products, or any custom type your site registers). Save, then press Sync now for the first full run.

After that, syncing takes care of itself:

Only published content of the post types you ticked is synced. Autosaves and revisions are ignored. All of this runs in the background.

#What a page looks like

Because the post ID is the reference, a full sync is always safe to run again. It updates what is already there.

#Large sites

A full sync walks your posts in batches of 50 and paces itself against the API's rate limits. Two things worth knowing:

• Pushing is not indexing. When the push finishes, Datalumo still has to read and embed everything it received. Progress continues on the source page in your dashboard after WordPress reports it is done.
• Use a real cron on big sites. Background work in WordPress is normally triggered by visitors. On a site with tens of thousands of posts, a server cron running wp cron event run --due-now keeps the run moving steadily.

If a sync stops early, the reason is shown next to the button. Rate limits and temporary server errors are retried automatically; a rejected post or an invalid key stops the run so you can fix it.

#Add the chatbot

1. Create a chat widget in Datalumo.
2. Add this site's domain to the widget's websites list. That is what authorises the widget in the browser.
3. Copy the widget key from the widget editor, under For developers. It is safe to have in a page.
4. Paste it on the Chatbot tab and tick Show the floating chat on every page.

To place the chat inside a page instead of floating it, use a shortcode:

[datalumo_chat]

#Add a search box

Create a search widget, add your domain to its websites list, and paste its key on the Search box tab. Then drop the box wherever you want it:

[datalumo_search]

Both shortcodes accept a widget attribute if one page needs a different widget than the site default:

[datalumo_search widget="ORG_ID/WIDGET_ID"]

In the block editor, add a Shortcode block and paste the same thing.

#Enhanced search

Enhanced search replaces the ranking behind your existing search page. A visitor searches as usual, your theme renders the results as usual, but the order comes from Datalumo instead of from WordPress' keyword matching.

On the Enhanced search tab:

Nothing in your theme has to change. Your templates, excerpts, and pagination keep working, and search filters your visitors apply (a post type, a WooCommerce price range) still narrow the results.

A few details worth knowing:

• The top 50 matches are fetched once per search and paged through locally, so pagination stays fast.
• The AI summary only appears for questions, not single keywords, and only when there are results.
• Result clicks are reported back to Datalumo automatically, tied to the search that produced them, so search analytics in your dashboard covers your theme's own result list.

#WooCommerce

When WooCommerce is active, product searches keep their usual behaviour: catalog sorting (price, popularity, rating, newest) is honoured, products hidden from search stay hidden, and the price filter widget applies to the results.

Synced products also send, by default: short description (so a product with no long description is still indexed), product categories and tags, visible attributes, and SKU (parent plus variation SKUs).

#Chat page actions

The plugin listens for confirmed Act on the page events from version 0.1.0. Add them from Reply → Plugin actions → WordPress. Cart, checkout, and add to cart need WooCommerce.

#Visitor identity

Turn on Visitor identity on the Chatbot tab and paste the widget's identity signing secret (also under For developers). Logged-in users then keep their conversation history between visits.

The plugin signs each WordPress user id on the server with that secret, so a visitor cannot claim to be someone else. The secret itself stays in your database and never reaches the browser.

At this moment, the plugin does not yet provide a built-in way to have visitors continue a past conversation. If you'd like to implement this yourself, please take note of signed visitor identity.

#For developers

The plugin ships a set of filters for the cases the settings screen does not cover.

For example, to index a custom field alongside the post content:

add_filter('datalumo_page_payload', function (array $payload, WP_Post $post): array {
    $payload['meta']['sku'] = get_post_meta($post->ID, '_sku', true);

    return $payload;
}, 10, 2);

Custom field and taxonomy mappings can also be defined per sync with the same filter, which is the recommended route until the settings screen covers them.

#Troubleshooting

#Related

• Introduction for the other ways to integrate
• Install for embedding search and chat by hand
• Authentication for API keys, permissions, and widget access
• Pages API for the endpoints the plugin uses under the hood