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Connect a WordPress site to YundaDesk

Securely link a WordPress site to a workspace, display the Widget, and verify a real conversation.

Updated 2026-09-07

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Help CenterBy YundaDesk
Pro

Publish a public help center so customers can find answers on their own and cut repeat questions.

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WordPressBy YundaDesk

Install one YundaDesk plugin to add live chat, AI support, and a secure Widget binding to a WordPress site.

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WooCommerceBy YundaDesk

Use the same YundaDesk WordPress plugin; after WooCommerce is detected and authorized read-only, sync store, customer, order, product, and current cart context.

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BigCommerceBy BigCommerce

Connect a BigCommerce store, sync customer order context, and show recent orders in the workspace sidebar.

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Step 1 / 7
Start from WordPress

After an administrator actively selects Connect in WordPress, the browser opens the current workspace to confirm site ownership.

Connecting creates a site-specific link between WordPress and one YundaDesk workspace. The site receives only the limited configuration needed to display its public Widget. WooCommerce store data remains unavailable until you approve the separate read-only authorization.

Before you begin#

  • Install and activate the YundaDesk plugin.
  • Sign in as a WordPress administrator with permission to manage site settings.
  • Use a YundaDesk workspace account with permission to manage apps.
  • Make sure the server can reach YundaDesk over HTTPS.
  • Decide which YundaDesk workspace should own the site. A site can belong to only one workspace at a time.

Connect the site#

  1. In WordPress Admin, open Settings → YundaDesk.
  2. Select Connect YundaDesk.
  3. Sign in to YundaDesk, or create an account if needed.
  4. Review the site address, WordPress and plugin versions, detected WooCommerce version, and current workspace.
  5. For a first connection, select Confirm site connection. When reconnecting, check the original chat channel shown and confirm. You only need to choose when several previous channels are found. This does not grant WooCommerce access.
  6. When YundaDesk says the authorization is ready, select Return to WordPress. This explicit return opens the same WordPress Admin page and finishes the secure connection.
  7. Confirm that the connection status is Connected.

The return link is accepted only for the same WordPress Admin origin that started the connection. If the page says the request expired, return to Settings → YundaDesk and start again instead of reusing the old link.

Reconnect or restore a previous site#

Start again from Settings → YundaDesk in the current WordPress Admin, and make sure you are in the intended workspace. Use the options offered on the confirmation page:

If the page still shows Connected without a connection button, but you need to pair again or update the site address, disconnect the current site on this page first. Wait for confirmation, then select Connect YundaDesk. The Widget pauses while disconnected; do not delete another site.

Page displayWhat to do
Reconnect this WordPress siteCheck the chat channel and select “Confirm reconnection”; past conversations are kept without creating another channel
Installation information has changedConfirm this address still belongs to your original website before restoring the channel shown; cancel if unsure
Confirm the site address changeCheck the previous address, current address and original channel, then select “Update and connect”
Choose the chat channel to restoreCompare addresses, last connection times and references, select the correct history and choose “Confirm restoration”; nothing is preselected

Ordinary reconnection does not offer a separate new connection. A new chat channel is created only for a first connection with no related history.

Do not select a historical connection just because its address matches. If the intended site is unclear, check with your workspace administrator first. Restoring a connection does not merge another site's history or renew WooCommerce access.

After confirming, select Return to WordPress. Check for Connected in WordPress, verify the site address and channel in YundaDesk, and test a new message as described below.

If the page says the connection changed, select Refresh pairing details and review it again. If the original chat channel is unavailable, ask your workspace administrator to check it before starting again. Do not delete another site to bypass the warning.

Verify the storefront Widget#

  1. Open a public page in a private browser window.
  2. Confirm that the YundaDesk launcher appears.
  3. Open it and send a unique test message.
  4. In the YundaDesk Inbox, confirm that a new website conversation appears for the correct site.
  5. Reply from the Inbox and confirm that the visitor receives the reply in the Widget.
The YundaDesk Widget receiving a real reply on the WordPress storefront
Verify a real storefront conversation

The plugin loads the Widget on public rendered pages only. It does not inject it into WordPress Admin, login pages, feeds, or REST requests. Only the public Widget identifier is exposed to the storefront; connection credentials and WooCommerce credentials are never placed in page source.

Connect more than one site#

A workspace can contain several WordPress sites. Install the same plugin on each site and complete the connection separately. Each site keeps its own status, Widget configuration, WooCommerce state, and disconnect lifecycle.

Manage current sites in YundaDesk#

Open Apps → WordPress → Manage sites to see the current connection count and each site's full address. Site chat and WooCommerce read-only data have separate statuses. Not enabling WooCommerce or not yet granting read-only access does not mean site chat has failed. Read-only members can inspect status; connection and disconnect actions require the appropriate management permission.

Select Open WordPress settings to visit that site's admin page. Disconnect in WordPress also only opens the admin page; it does not disconnect anything until you confirm the action in WordPress. Returning to YundaDesk refreshes the status. Select Retry if loading fails.

Installation guide opens the official WordPress/WooCommerce guide in a new tab. Close only dismisses the details; it does not disconnect the site or change authorization.

If you can manage apps and the official installation entry is available, Install on another site appears beside Close. It opens the official WordPress.org plugin directory in a new tab, leaving the current site and details unchanged. Install the plugin on the other WordPress site and complete its connection separately.

Sites leave this list after disconnection completes, while conversation history is retained. When all sites have finished disconnecting, the cards no longer show an installed status and return to the same official installation entry used for a first connection. When available, Install on WordPress opens the WordPress.org plugin directory in a new tab, without a site-management or connection-instructions dialog first. The WooCommerce card's official installation entry opens the same plugin. If the entry is not available yet, follow the status shown on the card.

An already installed plugin does not need to be downloaded again. You can reconnect directly from Settings → YundaDesk in WordPress Admin. Previous connections are offered only when confirming an actual connection request.

Next step#

If WooCommerce is active, continue with Enable the read-only WooCommerce enhancement.

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