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.

clientlabs

<p>ClientLabs is a lead capture and CRM platform for freelancers and small businesses. This plugin connects your WordPress website to your ClientLabs dashboard to automatically capture visitors and leads from your site.</p>
<h4>Features</h4>
<ul>
<li>Setup in 2 minutes, no coding required</li>
<li>Automatic lead capture from forms</li>
<li>Compatible with Contact Form 7, Elementor Forms and any standard HTML form</li>
<li>Lead management dashboard at clientlabs.io</li>
<li>No performance impact (async loading)</li>
</ul>
<h4>External Service</h4>
<p>This plugin uses the ClientLabs service (https://clientlabs.io) to process and store lead capture data. By using this plugin, visitor data from your website is sent to ClientLabs servers.</p>
<ul>
<li>Website: https://clientlabs.io</li>
<li>Privacy Policy: https://clientlabs.io/privacy</li>
<li>Terms of Service: https://clientlabs.io/terms</li>
</ul>


Lead Capture for ClientLabs

Capture and manage leads automatically from your WordPress website with ClientLabs.

Engage Agent vs Lead Capture for ClientLabs