WP Plugin: Operations Guide

Welcome to your AI command center. Once the Conturalis plugin is installed and authorized, a new Conturalis menu appears in your WordPress sidebar. This guide walks you through the physical layout of the dashboard and how to operate your AI ecosystem.

1. Start (Your Dashboard)

When you first click "Conturalis," you land on the Start tab.

• The Hub: This screen acts as your operational overview. It greets you and provides quick-access cards to jump directly into your most used modules (Web Agents, Smart Data, Theme).
• Quick Support: A direct button to open the "Conturalis Chat Agent" is available here if you ever need immediate platform assistance.

2. Web Agents (Your AI Workforce)

The Web Agents tab is where you deploy and manage your automated assistants. It is divided into three dedicated sub-modules:

A. Sales Agent

Your autonomous B2B prospect generator and outreach strategist.

• Generate: Define your target audience (e.g., "Web developers in Antwerp") and the amount of leads you want. The AI will autonomously search the web and compile a list.

• Prospects: This is your CRM view. Here you can:
  • Review the generated leads, their contact information (Phone, Email, LinkedIn), and AI-assigned "Value" (1 to 5 stars).
  • Expand any prospect to read the AI's research summary and exact reasoning for why they match your criteria.
  • Access One-Click Outreach: The AI automatically drafts personalized LinkedIn DMs, cold emails, and phone call scripts for the specific contacts found at that company.
  • Change the sales status (Follow Up, Converted, Lost) or schedule a calendar appointment.

• History: Audit your previous searches and see exactly what search terms yielded which results.
• Config: Enter your instructions and outreach communication overwrites in the provided textareas and click Save Changes. If a cloud job hangs, scroll to the yellow Process Management box and click Force Stop Background Processes.

B. Content Agent

Your autonomous writer and page builder.

• Generate: See all your active content configurations (e.g., "Weekly Blog Posts"). Enter the amount you want to generate, and click Generate Selected. A live execution log at the bottom of the screen will show you exactly what the AI is thinking and building in real-time.

• Automation: Put your content on autopilot. Set schedules (e.g., "Generate 5 posts every Monday at 09:00"), auto-publish settings, and email reports.
• Config: Build the rules for the AI using two distinct modes:
  • Auto Mode: A streamlined, hands-off setup tailored to your site. The Cloud automatically provisions an unbounded "Smart Canvas" and grants the AI full autonomy to pull from your global components and categorize the content as it sees fit.
  • Advanced Mode: You become the layout architect. You construct a strict Page Skeleton by stacking specific Master Components and Presets. Drop in a "Smart Canvas" (AI Zone) to explicitly define how many components the AI is allowed to spawn. You can also map generated data directly into your Advanced Custom Fields (ACF).

C. Chat Agent

Your customer-facing website assistant.

• Display: Configure exactly how the chat widget looks. Set the target page, maximum width, and floating bubble options. You can also customize the font and bubble color to match your brand.

• Link Generator: Create "Call to Action" links. If a user clicks a generated link on your site, the chat window opens and automatically sends a pre-defined question (e.g., "What are your enterprise rates?") on their behalf.

• Config: Set the agent's Welcome Text and define its core personality, tone of voice, and strict rules regarding what it is not allowed to say.

3. Smart Data (Training Your AI)

The Smart Data tab is where you build your private knowledge base so the AI knows your business facts.

• Train Your AI (Overview): See the synchronization status of all your connected data sources at a glance, and manually trigger a "Sync Now" if you recently updated your site.

• Uploads: Upload external files (PDF, DOCX, TXT, CSV, JSON, XML (Max 50MB)) and tag them.
• WordPress: Map your existing WordPress Pages, Posts, and Custom Post Types so the AI can read them.
• Media: Map your existing WordPress media library.
• Web Crawls: Enter external URLs for the AI to scrape and learn from.

4. Smart Views (Your Universal UI)

The Smart Views tab manages the visual building blocks your AI uses to design pages.

• Smart Components: View the available visual blocks (e.g., Hero Banners, Pricing Tables). Manage synchronization via a dual-preset system:
  • Content Presets: Save the actual data (text, images, links) inside a component. Ideal for reusable information like a global "Partner Call-to-Action" block. Update the text here once, and it instantly syncs across every page on your site.
  • Style Presets: Save the visual configuration (colors, spacing, layouts) independently of the content. You can attach a Default Style Preset to a Content Preset, ensuring that your specific content always renders with the exact same design.
  • Component Locks: Lock specific attributes within a preset to maintain absolute brand consistency, preventing human editors and AI Agents from overriding them.

• Shortcodes: Manage legacy shortcodes for environments that do not support modern blocks.
• Agent Usage Permissions: Explicitly allow or deny your AI agents the ability to utilize your Smart Components and Shortcodes during their operations. Navigate to the Web Agents tab, select a specific agent's Config sub-tab, and use the provided toggles to grant or revoke access.

5. Smart Tags (The Universal Glue)

Smart Tags act as the foundational organizational layer across your entire Conturalis ecosystem. They apply universally to both your Smart Data and your Smart Views. Tagging ensures the AI instantly understands context, permissions, and visual relevance.

• Tag Categories:
  • Agent Tags (chat, content, sales): Crucial for access control. Without a specific agent tag, an AI worker won't have access to the data or component.
  • Data Tags (legal, prices, products, brandguide, company files, keywords): Categorizes the intent of your Smart Data.
  • View Tags (section, element, full page, core): Instructs the AI on how and where to use a Smart Component in a page layout.
  • Integration Tags (woo): Defines eCommerce or third-party scopes.
• Component Tagging: Applying tags to your Smart Components ensures the AI knows exactly when to inject this specific UI block. (Note: Presets themselves cannot be tagged; tags belong strictly to the parent component).
• Managing Tags (Global & UI Location): Because tagging is a universal system, the interface and actions are identical whether you are tagging Uploads, Media, WordPress content, or Smart Components. Navigate to the respective sub-tab (e.g., Smart Data > Media). Every list view features a dedicated, color-coded "Smart Tags" column. Click any item to modify its tags, or use the bulk-action dropdowns at the top of the list to instantly apply or remove tags across multiple items.

6. Theme & Settings

• Theme: Manage your global design system. Under the Config sub-tab, define your brand's Primary, Secondary, and Accent colors, as well as your typography scales. The Preview tab gives you a live visualizer of how your headings, buttons, and spacing will look across the site.

• Cloud > License: Connect or disconnect your site from the Conturalis Cloud using your Activation Key. View your live connection status and check which agents your current tier grants access to.

• Settings > Preferences: Toggle interface features, such as hiding the reCAPTCHA badge or choosing whether the Conturalis dashboard inherits your WordPress admin colors.