David Selby

Engage Agent is a flexible WordPress plugin that can render as an AI chat widget, a contact form, a waitlist signup, a newsletter opt-in, or a fully custom form — all from a single shortcode (or Gutenberg block). Every interaction feeds directly into the EmpireVault CRM with full attribution, so your team never has to export CSVs or wire up integrations.
Five 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>
<li>Custom Form (<code>[engage_flexible_form slug="..."]</code>) — Embed any form you build in the EmpireVault Engage form builder, via shortcode or the “Engage Flexible Form” Gutenberg block. Fields, validation, and routing are managed in Engage; submissions flow into the CRM.</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, newsletter, and custom forms in one plugin. Feeds leads into EmpireVault CRM automatically.

clixxcrm

The Clixx CRM plugin connects your WordPress site to your Clixx CRM account so you can insert lead capture forms from your campaigns into any page or post using:
<ul>
<li>Shortcode: <code>[clixxcrm_formulario hash="..."]</code></li>
<li>Gutenberg block: “Clixx CRM Form”</li>
<li>Standalone HTML embed snippet (with built-in style customizer)</li>
</ul>
The connection is established by entering the email of your Clixx CRM account and the API token generated inside the CRM. The token is validated server-side against the company associated with it; if the email does not belong to that company, or the company does not have an active subscription, the connection is refused.
Submissions are sent directly from the visitor’s browser to your Clixx CRM. The plugin does not store any visitor data on your WordPress site.
<h3>External services</h3>
This plugin connects to the Clixx CRM SaaS (https://app.clixx.com.br), which is the service the plugin exists to integrate with. The connection happens in three situations:
<ol>
<li>
Connecting your account (admin only). When you submit your email and API token on the “Clixx CRM > Connection” screen, the plugin sends a POST request from your server to <code>https://app.clixx.com.br/api/auth/verify</code> containing your email and the API token. This is required to validate the token, identify your company in the CRM and confirm the subscription is active.
</li>
<li>
Listing your forms (admin only). When you open the “Clixx CRM > Forms” screen, the plugin sends a GET request from your server to <code>https://app.clixx.com.br/api/anuncios</code> using your API token. The response (list of your campaigns / forms) is cached for 5 minutes in a WordPress transient. No visitor data is involved.
</li>
<li>
Form submissions from visitors (front-end). The shortcode <code>[clixxcrm_formulario]</code> renders an iframe pointing to <code>https://app.clixx.com.br/inscricao/{hash}</code>, and the standalone “Embed HTML” snippet contains JavaScript that, on submit, sends the visitor-typed form fields (name, e-mail, phone, plus any custom fields you configured in the CRM, and any UTM parameters present in the URL) via <code>fetch()</code> directly from the visitor’s browser to <code>https://app.clixx.com.br/api/webhook/inscricao/{hash}</code>. The plugin does NOT store this data on your WordPress site.
</li>
</ol>
The service is provided by Clixx CRM. See its terms of use at https://app.clixx.com.br/terms-of-use.html and its privacy policy at https://app.clixx.com.br/privacy-policy.html.

Clixx CRM – Formulários para Captação de Leads

Connect your Clixx CRM account to WordPress and embed your campaign forms in any page or post.

Engage Agent vs Clixx CRM – Formulários para Captação de Leads