Outcome: By the end of this guide, you will have a production-oriented configuration and a repeatable test checklist.
1. Install the plugin
Upload the HelpoSoft WordPress package through Plugins → Add New or copy it into wp-content/plugins. Activate it.
2. Configure the connection
Open the plugin settings and enter the HelpoSoft URL, site key and any server-side API credential required by the ticket form.
3. Enable customer identity
Logged-in WordPress user details can be signed server-side and passed to the widget so agents see reliable identity instead of browser-supplied text.
4. Add a ticket form
Place the provided shortcode on a support page, then submit a test request and confirm it reaches the selected HelpoSoft workspace.
Frequently asked questions
The widget loader is asynchronous and identity requests use short failure timeouts.