David Selby

Engage Agent is a flexible WordPress plugin that can render as an AI chat widget, a contact form, a waitlist signup, or a newsletter opt-in — all from a single shortcode. Every interaction feeds directly into the EmpireVault CRM with full attribution, so your team never has to export CSVs or wire up integrations.
Four Rendering Modes:
<ul>
<li>AI Live Chat (<code>[engage_agent]</code>) — Floating AI chat widget that qualifies visitors in real time, scores leads, and captures contact details mid-conversation.</li>
<li>Contact Form (<code>[engage_form]</code>) — Structured lead capture form with configurable fields. Submissions flow into the CRM automatically.</li>
<li>Waitlist Signup (<code>[engage_waitlist]</code>) — Pre-launch or limited-access signup with double opt-in email verification.</li>
<li>Newsletter Opt-In (<code>[engage_newsletter]</code>) — Email list growth with double opt-in compliance. Subscribers land in the same CRM where your sales and support teams work.</li>
</ul>
Core Features:
<ul>
<li>Configurable greeting message, chat title, and suggested questions</li>
<li>In-chat lead capture — name, email, and optionally phone number</li>
<li>AI lead scoring (weak/moderate/strong) based on conversation intent</li>
<li>Session persistence across page reloads (sessionStorage, no cookies)</li>
<li>Server-side API proxy — your API key is never exposed to the browser</li>
<li>Built-in rate limiting (100 requests per IP per hour, processed locally)</li>
<li>10+ admin settings for customizing behavior and appearance</li>
<li>Full page-URL attribution on every lead and signup</li>
<li>Double opt-in verification for waitlist and newsletter modes</li>
<li>Resend verification email support</li>
<li>Works with any WordPress theme</li>
</ul>
Part of the EmpireVault Platform:
Engage Agent is the front door to the EmpireVault platform. Behind the plugin, your team gets:
<ul>
<li>CRM — Lead management, AI-personalized email campaigns, unified inbox</li>
<li>Tickets — AI-powered help desk with auto-triage, SLA management, CSAT surveys</li>
<li>Knowledge Base — Searchable help articles to reduce support volume</li>
<li>Tasks — Lightweight task management tied to contacts, leads, and tickets</li>
</ul>
All modules share one data layer. A visitor who chats on the website becomes a CRM lead, receives a campaign, and opens a support ticket — with full history visible to every team member.
<h3>External Service</h3>
This plugin connects to the Engage API at <code>engage.empirevault.com</code> (or a custom endpoint you configure) to provide AI chat responses and process form submissions.
When a visitor interacts with the plugin, the following data may be transmitted to the Engage service:
<ul>
<li>A customer ID (configured by the site administrator)</li>
<li>A randomly generated session ID</li>
<li>The visitor’s chat message or form submission</li>
<li>The URL of the current page</li>
</ul>
If a visitor voluntarily provides contact information, the following may also be transmitted:
<ul>
<li>Name (if provided)</li>
<li>Email address (if provided)</li>
<li>Phone number (if provided)</li>
</ul>
No data is sent to the external service without active visitor interaction. No tracking, analytics, or telemetry data is collected or transmitted.
By using this plugin you agree to the Engage service terms:
<ul>
<li><a href="https://www.empirevault.com/terms/" rel="nofollow ugc">Terms of Service</a></li>
<li><a href="https://www.empirevault.com/privacy-policy/" rel="nofollow ugc">Privacy Policy</a></li>
</ul>
<h3>Upgrade Notices</h3>
<h4>1.3.0</h4>
Major update: the plugin now supports four rendering modes (chat, contact form, waitlist, newsletter). Update to offer your visitors more ways to engage.
<h4>1.0.0</h4>
Initial release.

Engage Agent

AI chat, contact form, waitlist, and newsletter in one plugin. Feeds leads into EmpireVault CRM automatically.

ghuger

richardgabriel

Before & After is a lead capture forms plugin for WordPress. It allows a webmaster to require visitors to complete a goal, such as filling out a contact form, before viewing the contents of a page or downloading a file.
The plugin automatically tracks which visitors have completed your goals, and shows the appropriate content to each visitor. For example, it can show a form to visitors until they have completed the form, at which point they will be given a link to download a special file or whitepaper.
Before & After can be used with any plugin that uses shortcodes, but works especially well with Contact Form 7 and Gravity Forms.
<h4>Protect Pages with Goals</h4>
With Before & After, you can require your visitors to complete one of your Goals before viewing a given page. This functionality is especially useful when you want to ensure visitors read a Terms Of Service, Copyright Notice, or other important message before viewing a given page or bit of content.
Once you’ve installed Before & After, simply edit the Page or Post in WordPress, and then use the Before & After meta box to configure Page Protection.
<a href="https://goldplugins.com/documentation/before-after-documentation/how-to-setup-page-protection/?utm_source=wp_readme&utm_campaign=b_a_page_protection" rel="nofollow ugc">More Information on Page Protection</a>
<h4>Create Lead Capture Forms with Contact Form 7, Gravity Forms, or Your Favorite Forms Plugin!</h4>
Before & After Pro integrates directly with <a href="https://goldplugins.com/documentation/before-after-documentation/how-to-create-a-lead-capture-form-using-gravity-forms-and-before-after-pro/?utm_source=wp_readme&utm_campaign=b_a_lead_capture_gforms" rel="nofollow ugc">Gravity Forms</a> and <a href="https://goldplugins.com/documentation/before-after-documentation/how-to-create-a-lead-capture-form-using-contact-form-7-and-before-after-pro/?utm_source=wp_readme&utm_campaign=b_a_lead_capture_cf7" rel="nofollow ugc">Contact Form 7</a>. Any forms you create in Contact Form 7 (CF7) or Gravity Forms will be available in Before & After, to create lead capture forms!
Not using Contact Form 7 or Gravity Forms? That’s OK – Before & After can <a href="https://goldplugins.com/documentation/before-after-documentation/how-to-configure-before-after-to-work-with-any-forms-plugin/?utm_source=wp_readme&utm_campaign=b_a_lead_capture_any" rel="nofollow ugc">create Lead Capture forms with any forms plugin</a>.
Check out our <a href="https://goldplugins.com/documentation/before-after-documentation/?utm_source=wp_readme&utm_campaign=b_a_docs" rel="nofollow ugc">documentation</a> instructions for more information.
<h4>One Plugin, Tons of Uses</h4>
Using this simple plugin, any number of scenarios are possible:
<ul>
<li>
Lead Capture Forms: Ask a visitor to signup for your newsletter in return for a free download, special report, or whitepaper.
</li>
<li>
Protected Downloads: Ask visitors to complete a form or other Goal before downloading your file. If they share the link, the recipient will have to complete the form as well.
</li>
<li>
Protected Content: Use Before & After to hide content from users until they have completed your form, or another goal. Hidden content will only be visible to those who have already completed your Goal.
</li>
<li>
Terms Of Service Pages: Make sure a visitor reads the terms of service first. Once they have read the TOS once, they may view any other page.
</li>
<li>
Age Gates: Make the visitor confirm their age before browsing a given page.
</li>
<li>
Copyright Notices: Inform visitors of the copyright of a particular piece of content before allowing them to view it.
</li>
<li>
Instructions In Series: Make sure that a visitor reads a series of instructions in sequence. If they land on a later page, ask them to start over.
</li>
<li>
Guided Product Tours: Show your users the screens of your product in a sequenced progression.
</li>
<li>
HubSpot Tracking: Capture lead data and send it to HubSpot (requires Pro).
</li>
</ul>
There are many other possibilities. By offering WordPress webmasters a simple way to gate content we hope to provide a useful tool for many scenarios.
<h4>Upgrade to Pro for For Advanced Features and Support</h4>
The GoldPlugins team does not provide direct support for the Before & After plugin on the WordPress.org forums. One on one email support is available to people who have purchased Before & After Pro only. Before & After Pro also includes conversion tracking, email notifications, submitting data to HubSpot, and other advanced features. You should <a href="http://goldplugins.com/our-plugins/before-and-after/upgrade-to-before-and-after-pro/?utm_source=wp&utm_campaign=desc_upgrade1" title="Upgrade to Before & After Pro" rel="nofollow ugc">upgrade today!</a>
<a href="http://goldplugins.com/our-plugins/before-and-after/upgrade-to-before-and-after-pro/?utm_source=wp&utm_campaign=desc_upgrade2" rel="nofollow ugc">Upgrade To Before & After Pro</a>

Before And After: Lead Capture Forms For WordPress

The descripten sounds sooo good! but it is not working at all! 
If it would do what is describet it would be 5 star!

Not Working at all.

Create Lead Capture Forms and other kinds of goals to protect your content and files. Generate leads from your downloads.

Engage Agent vs Before And After: Lead Capture Forms For WordPress