David Selby

<p>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.</p>
<p><strong>Four Rendering Modes:</strong></p>
<ul>
<li><strong>AI Live Chat</strong> (<code>[engage_agent]</code>) — Floating AI chat widget that qualifies visitors in real time, scores leads, and captures contact details mid-conversation.</li>
<li><strong>Contact Form</strong> (<code>[engage_form]</code>) — Structured lead capture form with configurable fields. Submissions flow into the CRM automatically.</li>
<li><strong>Waitlist Signup</strong> (<code>[engage_waitlist]</code>) — Pre-launch or limited-access signup with double opt-in email verification.</li>
<li><strong>Newsletter Opt-In</strong> (<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>
<p><strong>Core Features:</strong></p>
<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>
<p><strong>Part of the EmpireVault Platform:</strong></p>
<p>Engage Agent is the front door to the EmpireVault platform. Behind the plugin, your team gets:</p>
<ul>
<li><strong>CRM</strong> — Lead management, AI-personalized email campaigns, unified inbox</li>
<li><strong>Tickets</strong> — AI-powered help desk with auto-triage, SLA management, CSAT surveys</li>
<li><strong>Knowledge Base</strong> — Searchable help articles to reduce support volume</li>
<li><strong>Tasks</strong> — Lightweight task management tied to contacts, leads, and tickets</li>
</ul>
<p>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.</p>
<h3>External Service</h3>
<p>This plugin connects to the <strong>Engage API</strong> at <code>engage.empirevault.com</code> (or a custom endpoint you configure) to provide AI chat responses and process form submissions.</p>
<p>When a visitor interacts with the plugin, the following data may be transmitted to the Engage service:</p>
<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>
<p>If a visitor voluntarily provides contact information, the following may also be transmitted:</p>
<ul>
<li>Name (if provided)</li>
<li>Email address (if provided)</li>
<li>Phone number (if provided)</li>
</ul>
<p>No data is sent to the external service without active visitor interaction. No tracking, analytics, or telemetry data is collected or transmitted.</p>
<p>By using this plugin you agree to the Engage service terms:</p>
<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>
<p>Major update: the plugin now supports four rendering modes (chat, contact form, waitlist, newsletter). Update to offer your visitors more ways to engage.</p>
<h4>1.0.0</h4>
<p>Initial release.</p>


Engage Agent

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

cloodoteam

<p>This CF7 WordPress plugin sends form submissions from Contact Form 7 to Cloodo Worksuite to help capture lead, manage client workflow and then backup database for Contact Form</p>
<h3>Feature of Contact Form 7 CRM plugin:</h3>
<ul>
<li>By simply installing the plugin, it will automatically begin to capture form submissions from contact form 7.</li>
<li>All your Contact Form 7 data will save on Lead management system. If your Contact Form 7 have fields name is your-name, it will be converted to customer name on Lead management. If it have field name is your-email or type is email will save to customer email. </li>
<li>All other fields on your contact form will save to lead note.No configuration is needed</li>
<li>Save Contact Form 7 form submitted data to the database.</li>
<li>Central database table for all contact form 7 forms</li>
<li>Easy to use and lightweight plugin</li>
<li>Developer friendly & easy to customize</li>
</ul>
<h3>About Cloodo Worksuite CRM</h3>
<p>Cloodo Worksuite gives you ultimate visibility into customer interactions across every team in your organization. That means that everyone will be on the same page from marketing to sales to customer service and operation or client deployment project team, all able to help your customers more effectively. In fact this is a universial workspace for any clients’s orientation ogranization.</p>
<ul>
<li>Lead Management helps you to manage lead database, lead category, lead sources. Lead is any type of contact which is not yet made any kind of purchase.</li>
<li>Add unlimited lead with lead information like name, email, mobile, country, website, company</li>
<li>Assign the company sales agent who will have to take the the lead follow up</li>
<li>Create custom lead category, add unlimietd any lead custom information for your own organization</li>
<li>Add unlimited lead campaign to manage and plan your lead development projects of your company</li>
<li>Add unlimited lead follow up activities which is assign to sales agent or any other member inside your company.</li>
</ul>
<p>Please visit Cloodo.com to register a Workspace or Worksuite, it’s free.</p>
<h3>CUSTOM API INTEGRATION</h3>
<p>We are adding more and more feature for CRM which is directly developed into the core worksuite modules or via API plugin integration. The world now is API connection and in fact we are open for custom development request:</p>
<ul>
<li>Develop any lead, client, crm integration api plugin for your business</li>
<li>Provide custom lead import services as per requested</li>
<li>Develop any task, project management UI for your business</li>
<li>Please do not hesitate to contact us via support@cloodo.com</li>
</ul>
<p>We have a highly efficient support team who are always ready to help you. Ask your queries in Support Forum or contact us directly.</p>
<h3>About Cloodo Workspace</h3>
<p>WP Worksuite plugin is developed and support by Cloodo, a universial Workspace platform that providing the workforce connection and management between outsourcing resources with internal company resource to reflect the demand for hybrid business working approach as well as multi-branch business divisions for any global corporate.</p>
<p>The Workspace is for  any individuals want a central workspace where they can manage their work in the approach of project management in connection with freelancer and outsourcing resources to fullfill their work’s result. Moreover, they also want to sell their own skills set as a freelancer to gain more income while completely control their own workspace. Creative projects can be publiced as a portfolio to promote their talents.</p>
<p>The Worksuite is for any agency or company want to set up agency profiles to sell their professional services as well as manage their own operation effectively and privately in one workspace customizedlly by their own. That why Cloodo Worksuite is built to help company manage their Deal, Client, HR Payout, Financial, Project, CRM. The data is secured privately managed by each company.</p>
<p>View more of Cloodo Resources:</p>
<p><a href="https://cloodo.com/projects" rel="nofollow ugc">Cloodo Top List Project</a><br />
<a href="https://cloodo.com/agencies" rel="nofollow ugc">Cloodo Top Rate Agency</a><br />
<a href="https://cloodo.com/companies" rel="nofollow ugc">Cloodo Top Company</a><br />
<a href="https://cloodo.com/download/app?sort=download" rel="nofollow ugc">Cloodo Software Download</a><br />
<a href="https://cloodo.com/services" rel="nofollow ugc">Cloodo BPO Services</a></p>
<p>Cloodo is for any freelancer, team, agency or corporates office and the workspace account is  is freely created easily for lifetime.</p>


Contact Form 7 CRM – Lead, Client Database Back-up & Management

This CF7 Wordpress plugin sends form submissions from Contact Form 7 to Cloodo Worksuite to help capture lead, manage client workflow and then backup  …

Engage Agent vs Contact Form 7 CRM – Lead, Client Database Back-up & Management