Lumio AI Documentation

Getting Started

System Requirements

Installation

1. Download the lumio-ai.zip plugin file from your purchase confirmation or WordPress.org.
2. In your WordPress admin, go to Plugins → Add New → Upload Plugin and upload the zip file.
3. Click Activate. Lumio AI will appear in your admin sidebar.
4. The Setup Wizard launches automatically on first activation, walking you through configuration in 7 steps.

Setup Wizard

The setup wizard guides you through the entire configuration in 7 steps. Each step auto-saves, so you can exit and resume at any time.

Step 1 — Welcome

Introduction screen with a quick overview of what Lumio AI does and what you will configure. Click Let's Go to begin.

Step 2 — Site Type

Select your website type: Blog, WooCommerce Store, Business Site, or Portfolio. This helps Lumio tailor the default system prompt and suggestion pills to your content.

Step 3 — API Key

Choose your AI provider (Groq, OpenAI, or Anthropic) and enter your API key. Lumio validates the key in real time before proceeding.

Step 4 — Bot Identity

Set your chatbot's display name and avatar. This is how the bot appears to visitors in the chat widget.

Step 5 — Layout

Choose between the Bubble Widget (floating overlay) or Full-Page Chat (dedicated page). You can enable both simultaneously on Pro.

Step 6 — Customise

Pick your chat theme, set the welcome message, and configure up to 4 suggestion pills that appear when the chat opens.

Step 7 — Sync

Lumio scans your site content and builds the knowledge base. This processes your posts, pages, products, and custom fields. Once complete, your chatbot is live.

Knowledge Engine

The Knowledge Engine is the brain behind Lumio AI. It reads your WordPress content, builds a searchable vector index, and uses it to answer visitor questions with accurate, contextual responses.

Content Sync

Lumio syncs the following content types automatically:

• Posts — All published blog posts (title, content, excerpt, categories, tags)
• Pages — All published pages
• WooCommerce Products — Product name, description, price, SKU, attributes, stock status
• Custom Post Types — Any registered public post type
• ACF Fields — Advanced Custom Fields data attached to any synced post type

Batch Processing

Content is synced in batches of 200 items per batch to avoid server timeouts. Large sites with thousands of posts will process in multiple batches automatically. A progress bar shows sync status in the admin dashboard.

TF-IDF Vector Search

Lumio uses TF-IDF (Term Frequency-Inverse Document Frequency) vector search to match visitor questions to the most relevant content. This is a lightweight, fast approach that runs entirely within your WordPress installation — no external vector database required.

Entity Detection

The engine identifies named entities (product names, people, locations, brand terms) in your content and uses them to improve search accuracy and response relevance.

FAQ Table

You can manually add question-answer pairs to a dedicated FAQ table. These entries are given priority during search, so they always surface when a visitor asks a matching question. FAQs can be added manually or promoted from the Unanswered Questions panel.

Chat Interfaces

Lumio AI offers two chat modes that can be used independently or together.

Bubble Widget

A floating chat bubble that appears in the bottom-right corner of every page. Activated with the shortcode:

The bubble widget is the default mode. It opens as a popup overlay when clicked and can be minimized by the visitor. You can also enable it globally from Settings without using a shortcode.

Full-Page Chat

A dedicated full-page chat experience. Use the shortcode on any page:

Alternatively, Lumio provides a built-in page template page-fullchat.php that you can assign to any page. This template renders a clean, distraction-free chat interface with no header or footer.

Running Both Simultaneously PRO

On the Pro plan, you can run both the bubble widget and a full-page chat at the same time. Visitors can use the quick bubble for simple questions and visit a dedicated chat page for longer conversations.

Themes

Lumio ships with 5 professionally designed chat widget themes.

Select your theme in Lumio AI → Appearance → Theme or during the Setup Wizard (Step 6).

Smart Deflection

Smart Deflection detects when a visitor asks about common support topics and provides direct links to the right page on your site, reducing unnecessary back-and-forth.

How It Works

When a visitor asks about order tracking, returns, or account management, Lumio recognizes the intent and includes a direct link in its response (e.g., "You can track your order here: [link]"). This guides visitors to self-service pages instantly.

Configurable URLs

You can configure up to 7 deflection URLs in Lumio AI → Settings → Smart Deflection:

Lead Capture

Lumio can capture visitor contact information during chat conversations, turning support interactions into leads.

How It Works

After a configurable number of messages (e.g., after the 3rd message), Lumio displays a lead capture form inside the chat widget. The visitor can fill in their details or dismiss the form and continue chatting.

Captured Fields

• Name — Visitor's full name
• Email — Email address (validated)
• Phone — Phone number (optional field)

Export & Notifications

• CSV Export — Download all captured leads as a CSV file from the admin dashboard.
• Email Notifications PRO — Receive an email alert every time a new lead is captured. Configure the recipient address in Settings.

Configuration

Set the trigger threshold (number of messages before the form appears) in Lumio AI → Settings → Lead Capture.

Conversation Inbox

The Conversation Inbox gives you a complete view of every chat interaction happening on your site.

Features

• View Threads — Read full conversation transcripts between visitors and the AI.
• Filter by Status — Filter threads by All, Leads (conversations where contact info was captured), or Unanswered (questions the AI could not answer).
• Session Details — See visitor metadata: timestamp, page URL, message count.

Free vs Pro

Unanswered Questions

Lumio tracks questions that the AI could not answer confidently and surfaces them in a dedicated panel so you can improve your knowledge base over time.

How Tracking Works

When the AI responds with low confidence or falls back to a generic response, the visitor's question is logged as "unanswered." Lumio also tracks the frequency count for each question, so you can see which gaps are most common.

One-Click Add to FAQ

Each unanswered question has an Add to FAQ button. Click it, write your answer, and the question-answer pair is added directly to the FAQ table in the Knowledge Engine. The next time a visitor asks the same question, they get your custom answer.

Free vs Pro

Settings

The Settings panel is found at Lumio AI → Settings in your WordPress admin.

AI Provider

Select between Groq, OpenAI, or Anthropic as your AI backend. Each provider has its own API key field.

API Keys

Enter your provider API key. Keys are stored encrypted in the WordPress database and never sent to any third-party server other than the selected AI provider.

System Prompt

Customize the system-level instruction that shapes how the AI responds. This is where you define the chatbot's personality, tone, scope, and any rules (e.g., "Never discuss competitor products").

Model Parameters

Access Control

Restrict who can access the Lumio AI admin panel. By default, only Administrators can view and edit settings. You can extend access to Editors or Shop Managers.

Rate Limiting

Protect your API key from abuse. Set a maximum number of messages per visitor per time window (e.g., 20 messages per 10 minutes). Visitors who exceed the limit see a polite "Please try again shortly" message.

Appearance

Customize the look and feel of the chat widget at Lumio AI → Appearance.

Layout Mode

Choose between Bubble (floating overlay) or Full-Page (dedicated page). On Pro, both can be active simultaneously.

Bot Name & Avatar

Set the display name shown in the chat header and upload a custom avatar image. If no avatar is set, Lumio uses a default gradient icon.

Welcome Message

The first message the bot sends when a visitor opens the chat. Supports basic HTML for links and formatting.

Suggestion Pills

Up to 4 clickable suggestion buttons that appear below the welcome message, giving visitors quick conversation starters.

Footer Note

A small text line at the bottom of the chat widget (e.g., "Powered by Lumio AI"). You can customize or remove this text.

Custom CSS PRO

Inject your own CSS to override any part of the chat widget styling. The custom CSS field supports full CSS syntax and is scoped to the chat widget container.

Shortcodes

Lumio AI provides two shortcodes for embedding chat interfaces anywhere on your site.

[ai_chat] — Bubble Widget

Renders the floating chat bubble. Typically placed in your theme's footer or via a site-wide widget area.

[lumio_fullchat] — Full-Page Chat

Renders an inline full-page chat experience. Place it on any page or post.

Uninstall

When you deactivate and delete Lumio AI, it performs a complete cleanup of all data it created.

What Gets Removed