Buddy Docs Open Studio

WordPress Plugin

The Buddy Agent plugin embeds your agent on any WordPress site and, when WooCommerce or a membership plugin is present, lets it answer real account questions — "where's my order?", "when does my membership renew?" — for verified, logged-in users.

Install & connect

  1. Install and activate the Buddy Agent plugin.
  2. In Studio, open your agent → Extensions → generate an Extension API Key.
  3. In WordPress, go to Settings → Buddy Agent, paste the key, and click Connect to Buddy.
  4. The widget appears on your site and your store operations are registered automatically.

What gets connected

Identity
Logged-in users are recognised via a signed token minted server-side (10-minute lifetime). The plugin shares the WordPress user id, email, display name, locale, and — with WooCommerce — order count, lifetime spend, and last order status.
WooCommerce operations
Read-only access to orders, products, and customers via a dedicated WooCommerce REST key the plugin creates for you (read scope). No card data is ever read.
Memberships
MemberPress, Restrict Content Pro, Paid Memberships Pro, and Ultimate Member are detected automatically and surface the member's level and status to the agent.

Actions are opt-in

Write operations (for example adding an order note) stay disabled until you tick "Allow the agent to take actions" in the plugin settings. Sensitive actions still require confirmation.

Privacy & cleanup

The agent authenticates to your store with a read-only key; deleting the plugin revokes that key and removes all stored settings.

Extending it

Add your own operations or identity attributes with the plugin's filters:

add_filter( 'buddy_agent_identity_context', function ( $attrs, $user ) {
    $attrs['loyaltyTier'] = get_user_meta( $user->ID, 'loyalty_tier', true );
    return $attrs;
}, 10, 2 );

Troubleshooting

  • Widget not showing? Confirm the connection is active under Settings → Buddy Agent and that a caching plugin isn't stripping the footer script.
  • Customer not recognised? Identity only applies to logged-in users; anonymous visitors chat without account context.
  • Operations missing? Click Sync to re-register after activating WooCommerce or a membership plugin.