Title: Optlo – AI Customer Support, Live Chat & Chatbot
Author: Optlo
Published: 2026 年 9 月 11 日
Last modified: 2026 年 9 月 12 日
---
搜尋外掛
# Optlo – AI Customer Support, Live Chat & Chatbot
由 [Optlo](https://profiles.wordpress.org/optlo/) 開發
[下載](https://downloads.wordpress.org/plugin/optlo.1.0.3.zip)
* [詳細資料](https://tw.wordpress.org/plugins/optlo/#description)
* [使用者評論](https://tw.wordpress.org/plugins/optlo/#reviews)
* [安裝方式](https://tw.wordpress.org/plugins/optlo/#installation)
* [開發資訊](https://tw.wordpress.org/plugins/optlo/#developers)
[技術支援](https://wordpress.org/support/plugin/optlo/)
## 外掛說明
Optlo is an AI customer support platform that runs on your own AI provider account,
so you pay the model provider directly instead of a per-resolution markup.
This plugin adds the Optlo messenger to your WordPress site without editing a theme
file.
#### Built to stay out of the way
The messenger puts about 2 KB of JavaScript on your page. The chat interface itself
runs inside an iframe, so it never competes with your theme for the main thread.
Most chat widgets load between 150 KB and 750 KB directly onto the page they appear
on.
#### Features
* Connect to your Optlo workspace in a couple of clicks, no copying and pasting
* Identify your signed-in users securely, so their conversation history follows
them
* Choose which post types, URLs and user roles see it
* Hide it on search results and 404 pages
* A `[optlo]` shortcode and an editor block for “chat with us” buttons anywhere
on a page
* Refuses to load on staging copies of your site by default
#### Safe to put behind a cache
Nothing about the visitor is written into your pages, so a cached page can never
identify one visitor as another. Visitors who are not signed in receive no cookie
from this plugin, so caches that bypass on cookies keep working. Sites using a page
cache or a CDN need no special configuration.
#### Requires an Optlo account
The messenger is a hosted service. You need an Optlo workspace, which you can create
at [optlo.com](https://optlo.com/).
### External services
This plugin connects your website to Optlo, a hosted customer support service operated
by Optlo. It is required for the plugin to do anything: the chat interface itself
is served by Optlo, not by your site.
**What is sent, and when**
On every page where the messenger is enabled, the visitor’s browser loads a script
from `https://optlo.com/embed/v1/` and opens a connection to
Optlo. This happens for every visitor to those pages, including visitors who never
open the chat.
Optlo receives, as a normal consequence of the visitor’s browser making that request:
the page address the messenger is loaded on, the visitor IP address, the browser
user agent, and a cookie Optlo sets to recognise a returning visitor across page
loads. Anything a visitor types into the messenger is sent to Optlo so it can be
answered.
**If you turn on “Identify signed-in users”**
This setting is off by default. When it is on, the browser of each signed-in WordPress
user fetches a short-lived token from your own site and passes it to the messenger,
which sends it to Optlo. The token carries that user’s WordPress user ID, email
address, display name, username, first role, registration date, this site’s host
name, and avatar URL if avatars are enabled and the URL is https. Optlo uses it
to attach the conversation to that user in your Optlo inbox. Visitors who are not
signed in, and users in roles you exclude, are not identified. The `optlo_user_claims`
filter lets a developer change or remove any of these fields, or add organizations
the user belongs to.
Beyond that, this plugin sends nothing else. It does not transmit your posts, site
content, or the accounts of users who are not signed in.
The plugin also sets one cookie of its own on your site, named `optlo_signed_in`,
for signed-in users only. It holds the fixed value `1`, identifies nobody, and only
tells the browser that it is worth asking your site for a token. It is set when
someone signs in and removed when they sign out. Visitors who are not signed in
never receive it, so it does not affect page caching for them. It is never sent
to Optlo.
**Terms and privacy**
* Terms of service: https://optlo.com/terms
* Privacy policy: https://optlo.com/privacy
## 螢幕擷圖
[⌊Choose how to connect: one click through Optlo, or paste a workspace ID yourself.⌉⌊
Choose how to connect: one click through Optlo, or paste a workspace ID yourself
.⌉[
Choose how to connect: one click through Optlo, or paste a workspace ID yourself.
[⌊Decide where the messenger appears, by post type, URL, user role, search results
and 404 pages.⌉⌊Decide where the messenger appears, by post type, URL, user role,
search results and 404 pages.⌉[
Decide where the messenger appears, by post type, URL, user role, search results
and 404 pages.
[⌊Conversations arrive in a shared inbox, with the details of the signed-in user
beside them.⌉⌊Conversations arrive in a shared inbox, with the details of the signed-
in user beside them.⌉[
Conversations arrive in a shared inbox, with the details of the signed-in user beside
them.
[⌊A visual editor controls when the AI answers, what it can reach, and what happens
next.⌉⌊A visual editor controls when the AI answers, what it can reach, and what
happens next.⌉[
A visual editor controls when the AI answers, what it can reach, and what happens
next.
[⌊Connect your own AI provider account and watch requests, tokens and errors per
provider.⌉⌊Connect your own AI provider account and watch requests, tokens and errors
per provider.⌉[
Connect your own AI provider account and watch requests, tokens and errors per provider.
[⌊Point Optlo at your site and it trains on your own pages.⌉⌊Point Optlo at your
site and it trains on your own pages.⌉[
Point Optlo at your site and it trains on your own pages.
## 適用於區塊編輯器
這個外掛提供 1 個可供區塊編輯器使用的區塊。
* Optlo chat button A button that opens the Optlo messenger.
## 安裝方式
1. Install and activate the plugin.
2. In your Optlo dashboard, go to Settings, Workspace, Profile and copy the workspace
ID.
3. In WordPress, go to Settings, Optlo, paste the workspace ID and save.
4. Visit your site. The chat launcher appears in the corner.
## 常見問題集
### The messenger is not showing up
Check Settings, Optlo for a notice explaining why. The two common causes are that
WordPress reports this site as something other than production, or that the site
address changed since the workspace ID was saved.
### I moved my site to a new domain
Settings, Optlo shows a notice that the site was connected under its old address.
If you moved the site, click “This site moved here” and the messenger loads again.
If you are looking at a copy of another site, click “Disconnect” instead, so conversations
from the copy do not reach your live inbox.
### Why does it refuse to load on my staging site?
Staging sites are normally created by copying the production database, which copies
your workspace ID with it. Without this check, test conversations from a staging
site would arrive in your live inbox. Untick “Only load on production” under Settings,
Optlo if you want it there.
Note that a database copy also carries the private key this site signs identity
tokens with, protected by the security keys in wp-config.php. Anyone who holds both
a copy of the database and those keys can sign tokens as your users. If you hand
a copy to someone who should not have that power, generate a new key from Settings,
Optlo afterwards.
### Can I open the chat from a button or link?
Yes. Use the `[optlo]` shortcode, or the “Optlo chat button” block. Both accept
a label and an opening message.
### Can developers change what is sent about a user?
Yes. The `optlo_user_claims` filter receives the user payload before it is signed.
It can change or remove any field, add attributes, or add up to ten organizations,
each with an `id`, a `name` and optional `attrs`, which Optlo shows alongside the
user. Anything Optlo would reject is dropped rather than failing the whole payload.
The `optlo_should_load` filter can suppress the messenger entirely for a request.
## 使用者評論
這個外掛目前沒有任何使用者評論。
## 參與者及開發者
以下人員參與了開源軟體〈Optlo – AI Customer Support, Live Chat & Chatbot〉的開發
相關工作。
參與者
* [ Optlo ](https://profiles.wordpress.org/optlo/)
[將〈Optlo – AI Customer Support, Live Chat & Chatbot〉外掛本地化為台灣繁體中文版](https://translate.wordpress.org/projects/wp-plugins/optlo)
### 對開發相關資訊感興趣？
任何人均可[瀏覽程式碼](https://plugins.trac.wordpress.org/browser/optlo/)、查看
[SVN 存放庫](https://plugins.svn.wordpress.org/optlo/)，或透過 [RSS](https://plugins.trac.wordpress.org/log/optlo/?limit=100&mode=stop_on_copy&format=rss)
訂閱[開發記錄](https://plugins.trac.wordpress.org/log/optlo/)。
## 變更記錄
#### 1.0.3
* Added the plugin’s page on optlo.com to the plugin header. No functional changes.
#### 1.0.2
* The messenger script is added as soon as the page is parsed instead of after
every image has loaded, so it appears sooner on slow pages.
* A signed-in user’s identity is no longer lost when the token arrives after the
messenger has started.
#### 1.0.1
* Renamed to “Optlo – AI Customer Support, Live Chat & Chatbot”. No functional
changes.
#### 1.0.0
* First release.
## 中繼資料
* 版本 **1.0.3**
* 最後更新 **1 天前**
* 啟用安裝數 **少於 10 次**
* WordPress 版本需求 ** 6.0 或更新版本 **
* 已測試相容的 WordPress 版本 **7.1**
* PHP 版本需求 ** 7.4 或更新版本 **
* 語言
* [English (US)](https://wordpress.org/plugins/optlo/)
* 標籤:
* [AI Chatbot](https://tw.wordpress.org/plugins/tags/ai-chatbot/)[chat](https://tw.wordpress.org/plugins/tags/chat/)
[customer support](https://tw.wordpress.org/plugins/tags/customer-support/)[help desk](https://tw.wordpress.org/plugins/tags/help-desk/)
[live chat](https://tw.wordpress.org/plugins/tags/live-chat/)
* [進階檢視](https://tw.wordpress.org/plugins/optlo/advanced/)
## 評分
這個項目尚無任何評論記錄。
[撰寫評分](https://wordpress.org/support/plugin/optlo/reviews/#new-post)
[查看全部使用者評論](https://wordpress.org/support/plugin/optlo/reviews/)
## 參與者
* [ Optlo ](https://profiles.wordpress.org/optlo/)
## 技術支援
使用者可在技術支援論壇提出意見反應或使用問題。
[檢視技術支援論壇](https://wordpress.org/support/plugin/optlo/)