Chat Quote for WooCommerce Documentation
Everything you need to know about setting up, configuring, and optimizing Chat Quote for WooCommerce (Free & Pro). Learn where to find every setting, what each option does, and how to maximize your sales conversions.
Installation & Quickstart
Chat Quote for WooCommerce is engineered to work effortlessly with WordPress. The core floating support chat works independently even if WooCommerce is not installed. When WooCommerce is active, full product, shop, and cart WhatsApp capabilities unlock automatically.
Free Version (WordPress.org)
- Navigate to Plugins → Add New in your WP Dashboard.
- Search for
Chat Quote for WooCommerce. - Click Install Now and then Activate.
Pro Version (Freemius Package)
- Download the Pro ZIP package from your purchase confirmation email.
- Go to Plugins → Add New → Upload Plugin.
- Select the ZIP, install, activate, and paste your license key.
3-Minute Quick Setup Checklist
- ✓ Go to Chat Quote → Setup and save your WhatsApp business phone number with country dial code.
- ✓ Open Buy Buttons and toggle on the single product "Chat on WhatsApp" and "Share Cart" buttons.
- ✓ Open Chat Bubble to customize launcher styles, positioning, and display rules.
Setup: WhatsApp Numbers & Templates
Access location: WordPress Admin → Chat Quote → Setup
Primary WhatsApp Number Free & Pro
The destination WhatsApp number where customer messages and orders will arrive.
How to configure: Use the interactive country code dropdown (with country flags) to select your region, then type the rest of your phone number.
Formatting tip: Do not include +, spaces, dashes, or a leading 0. For example, for UK number 07123456789 with code +44, select UK and enter 7123456789. The plugin saves it as 447123456789.
What changes: All WhatsApp buttons on your store will redirect visitors to this WhatsApp account.
Backup / Fallback WhatsApp Number Free & Pro
A secondary standby WhatsApp number used for emergency routing or redundancy.
What changes: Provides a safety fallback so you never miss a prospect if the primary phone is unavailable.
Pre-filled WhatsApp Message Template Dynamic Tags
Defines the message that automatically drafts inside the customer's WhatsApp chat when they click a button on a single product page.
Supported Dynamic Variables:
{product_name} — Title of current product{product_price} — Current product price with currency{product_sku} — Product SKU / Stock code{product_qty} — Quantity chosen on page{product_url} — Direct link to the WooCommerce productHi! I am interested in *{product_name}* (Price: {product_price}, SKU: {product_sku}). Can you give me more details? {product_url}
Single Product Button Position Layout Hook
Controls where the WhatsApp button injects on single WooCommerce product pages.
- Beside Add to Cart (Default / Recommended): Places the button inline next to the WooCommerce Add to Cart button and quantity field.
- After Price / Above Short Description: Injects directly below the price tag.
- Above Add to Cart Form: Injects above the quantity selector.
- Below Cart Form: Injects beneath the cart form and product meta.
Chat Bubble: Display Rules & Look & Style
Access location: WordPress Admin → Chat Quote → Chat Bubble
Tab 1 Widget Settings & Display Rules
Targeting & Page Rules (Free)
Show or hide the floating widget based on:
- Post Types (Posts, Pages, Products)
- Specific Page IDs or URLs
- WooCommerce Product Categories
- Device Types: All, Desktop Only, Mobile Only
- PRO: Geo-target by Visitor Country and User Login Status
Instant Email Alerts (No WP-Cron)
Receive instant notifications when customers message or request quotes:
- Request-driven delivery — no cron delay
- Custom recipient email address
- Hourly email throttle cap (safe for shared hosting)
- Customer name, phone & message summary
Greeting Templates (Free)
Proactively engage shoppers with customizable greeting popups:
- Friendly Support Agent balloon
- Sales discount / promo announcement
- Configurable agent name, avatar and message
Analytics Tracking (Free & Pro)
Track customer engagement in your analytics dashboards:
- Google Analytics 4 (GA4) event triggers
- Facebook / Meta Pixel standard events
- Webhook notification dispatch
- PRO: Google Ads Conversion tracking
Tab 2 Look & Style (Appearance & Launcher Customizer)
Product Inquiry & Dynamic Form Builder
PRO FEATUREThe Product Inquiry system empowers store owners to capture lead questions, wholesale inquiries, and custom quote requests directly from product pages through an interactive AJAX popup modal.
Dynamic Form Builder
Configure exactly what details you collect from prospects under Chat Quote → Extra Pro tools → Form Builder:
- Customer Name & Email (Standard)
- Customer Phone / WhatsApp Number
- Inquiry Type Dropdown (Wholesale, Pre-sale, Customization)
- Custom Question / Notes Textarea
- Drag-and-drop field order & required field toggles
Variable Product Auto-Detection
When customers browse variable items (e.g. Size: Large, Color: Black):
- The inquiry modal dynamically binds to WooCommerce variation selectors
- Automatically captures selected Variation ID
- Logs exact selected attributes (
Size: XL, Color: Navy) - Captures live variation price and image thumbnail
Per-Product Metabox Controls (Catalog & Quote-Only Mode)
Edit any product in Products → Edit Product and scroll to the Chat Quote: Product Inquiry Settings metabox:
Managing Inquiries, Customer Replies & CSV Export
PRO FEATURE
Access location: WordPress Admin → Chat Quote → Inquiries
Comprehensive Inquiries List Table
Designed using native WordPress List Table architecture with complete sorting, search, and bulk operations:
- Status Filter Tabs: All, Pending (Unanswered), Read, and Replied.
- Dropdown Filters: Filter inquiries by Date (Months), Specific Product, and Inquiry Type.
- Live Search Bar: Instantly search by customer name, email address, or question keywords.
- Bulk Actions: Mark Multiple as Read, Mark as Replied, or Move to Trash.
Direct Customer Email Reply from WP-Admin 1-Click Response
You can communicate with prospects directly without leaving WordPress:
- Click View on any inquiry row to open the Single Inquiry Detail Screen.
- Review the customer's question, product photo, price, and selected variation details.
- Type your message in the Admin Reply box.
- Check the option
[x] Email this reply directly to customer. - Click Save & Send Reply. The plugin sends an HTML branded email to the customer, automatically updates status to Replied, and logs the response timestamp.
Automated Customer Confirmation Email
When a shopper submits an inquiry, an immediate confirmation receipt is delivered to their inbox containing the product summary, variation specs, and a reassuring message that your sales team will be in touch shortly.
1-Click CSV Export CRM Ready
Click the Export to CSV button at the top of the Inquiries dashboard. The plugin compiles all inquiries into a UTF-8 BOM formatted spreadsheet with full UTF-8 international character support, ready to open in Microsoft Excel, Google Sheets, or import into HubSpot/Mailchimp.
Live Chat Inbox & Request a Quote Shortcode
Customer Inbox (cqfw-dashboard)
When visitors use the on-site live chat bubble, their messages are stored in your WordPress database (wp_cqfw_chat_messages).
- Search by customer name, phone number, or text
- Status badges: Pending, Read, Replied
- Fullscreen Mode: Expand the inbox to full-screen view for dedicated support agents
- Optional automatic redirect to WhatsApp after message submit
Request a Quote Shortcode
Embed a standalone quote request form on any page (e.g. /request-quote/):
Or bind the form to a specific product:
Submissions are collected under Chat Quote → Quotes. Pro users can convert quotes into official WooCommerce Orders with 1 click!
Multi-Agent WhatsApp Routing & Business Hours
PRO FEATURE
Access location: WordPress Admin → Chat Quote → Extra Pro tools
Multi-Agent Department Routing
Add unlimited sales, technical support, and billing representatives:
- Custom agent name, role/title & avatar photo
- Dedicated individual WhatsApp phone numbers
- Visitors select the exact agent before launching WhatsApp
- Random number rotation for equal lead distribution
Operating Business Hours
Define agent availability schedules per day:
- Set working hours (e.g. Mon-Fri 09:00 - 18:00)
- Displays "Online" or "Offline" status badges
- Outside working hours: Prompt customer to leave an email inquiry or redirect to emergency standby line
Reports & Analytics Dashboard
Access location: WordPress Admin → Chat Quote → Reports
A convenient snapshot is also placed directly on your primary WordPress Admin Dashboard as a quick widget.
Troubleshooting & Frequently Asked Questions
Why is the WhatsApp link saying "Phone number is invalid"?
Ensure you did not add +, leading 0, or dashes in the Setup tab. Use the country dial picker and enter digits only (e.g. country USA +1, local number 5551234567 = 15551234567).
Does the plugin work with caching plugins (WP Rocket, LiteSpeed, Cloudflare)?
Yes! All dynamic customer submissions (Live Chat messages and Product Inquiries) operate via asynchronous WordPress AJAX. Static pages can be 100% cached without affecting message sending.
Why is the Single Product button not appearing?
Check Chat Quote → Buy Buttons → Single Product Button to confirm it is toggled on. If your custom theme overrides WooCommerce template files without standard action hooks (woocommerce_before_add_to_cart_button), change the button position in Setup to Below Cart Form.
How do I export customer inquiries to Excel?
Go to Chat Quote → Inquiries (Pro) and click the Export to CSV button in the top right. A clean CSV file will download instantly.