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.

Sello CRM

Sello CRM Form Capture watches every form submission on your WordPress site and forwards leads to your Sello CRM account in real time. It works with any form on the site — Elementor, Contact Form 7, WPForms, Gravity Forms, Forminator, native HTML forms, popups — without per-form mapping or shortcodes.
<h4>How is this different from a regular form-to-CRM integration?</h4>
Most CRM plugins ask you to wire up each form individually: pick a form, map its fields, save settings, repeat for every form you ever build. Sello CRM is a single document-level submit listener that automatically detects every form on the site, classifies its fields (email, phone, name, etc.), and sends the matching leads to Sello CRM.
<ul>
<li>No shortcodes</li>
<li>No per-form mapping</li>
<li>No replacement form handler — your existing thank-you pages, autoresponders, and server-side handlers keep working exactly as before</li>
<li>Catches forms in popups, AJAX-loaded modals, and dynamically-injected widgets</li>
</ul>
<h4>Smart Attribution</h4>
The plugin reads the page’s UTM parameters (<code>utm_source</code>, <code>utm_medium</code>, <code>utm_campaign</code>, <code>utm_term</code>, <code>utm_content</code>, <code>gclid</code>) and the document referrer on every submit, plus the Meta tracking cookies (<code>_fbp</code>, <code>_fbc</code>, <code>fbclid</code>) when present. UTM values persist in <code>sessionStorage</code> across page navigations within the visit, so a click on a tagged ad is correctly attributed even when the visitor browses around before submitting.
Sello CRM’s server-side attribution then matches <code>utm_campaign</code> to a real campaign in your account so cost-per-lead and ROI are calculated automatically against the matching Meta/Google ad spend.
<h4>Privacy</h4>
The plugin only sends data when a form is submitted that contains an email or phone field. No background telemetry, no admin-side beacons, no third-party analytics. Form data is sent directly to your Sello CRM endpoint over HTTPS, authenticated with the API key you configured. Password fields, file uploads, WordPress nonces, CSRF tokens, and captcha responses are filtered out automatically and never leave the page.
<h3>External services</h3>
This plugin relies on a single third-party service — Sello CRM — to receive and store the captured leads. Sello CRM is the SaaS product this plugin is built for, operated by Sello CRM Ltd.
What the service is and what it is used for: 
Sello CRM (https://crm.sello.co.il) is a marketing-operations CRM that stores incoming leads, attributes them to the matching ad campaign, and exposes them in the user’s dashboard. Without this connection the plugin has no purpose — there is no “local-only” mode.
What data is sent and when: 
Data is sent only when a visitor submits a form on your site that contains an email or phone field. On submit, the plugin POSTs the following to <code>https://crm.sello.co.il/api/webhooks/universal/leads</code> (or the custom endpoint configured in the settings page):
<ul>
<li>The form’s field values that the plugin classified as contact fields (email, phone, name).</li>
<li>The page’s UTM parameters (<code>utm_source</code>, <code>utm_medium</code>, <code>utm_campaign</code>, <code>utm_term</code>, <code>utm_content</code>), <code>gclid</code>, and the document referrer.</li>
<li>Meta Pixel tracking cookies (<code>_fbp</code>, <code>_fbc</code>) and <code>fbclid</code> from the URL, when present, for ad attribution.</li>
<li>The configured API key in the <code>Authorization</code> header for authentication.</li>
</ul>
In addition, when the site administrator clicks the “Test connection” button on the plugin’s settings page, a single authenticated GET request is sent to <code>https://crm.sello.co.il/api/webhooks/universal/test</code> to verify the API key and return the campaign name the leads will be attached to. No visitor data is sent in this test request.
No data is sent in the background, on page load, on admin page views, or for forms without contact fields (search bars, login forms, comment forms).
Terms of service and privacy policy:
<ul>
<li>Terms of service: https://sello.co.il/terms</li>
<li>Privacy policy: https://sello.co.il/privacy</li>
</ul>

Capture leads from any WordPress form directly to Sello CRM. Supports Elementor, CF7, and more. Simple setup, no mapping required.

Engage Agent vs Sello CRM