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.

mazidkhan

sushmitathakur

<h4>CAPTURE.ENGAGE.RETAIN</h4>
<p>Interakt is a simple All-in-One Customer Engagement platform. With Interakt you can import and manage all your Leads & Users, send Emails campaigns, create powerful web & push notifications, resolve helpdesk tickets, help site visitors through Live-Chat and provide the ease of a FAQ page to all your customers.</p>
<p><iframe loading="lazy" title="Interakt" src="https://player.vimeo.com/video/94951847?dnt=1&app_id=122963" width="750" height="422" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write"></iframe></p>
<h4>360° LEAD CAPTURE</h4>
<p>Capture Leads in every possible way. Import existing leads, divide them in segments and nurture them in realtime.</p>
<h4>CONSOLIDATE USER DATA</h4>
<p>Capture user sessions, activities & dynamics with rich profiling for every user. Create segments and track their progress.</p>
<h4>POWERFUL EMAIL AUTOMATION</h4>
<p>Customize templates to send automated marketing & transactional emails. Engage users and view email stats.</p>
<h4>ENGAGE WITH LIVE CHAT</h4>
<p>Engage visitors & provide live support to exisiting users. Use a customizable chat window or the offline mode.</p>
<h4>KEEP USERS INFORMED</h4>
<p>Announce new features or target segments with special offers. Use customizable & trackable web notifications.</p>
<h4>GATHER FEEDBACK & RETAIN</h4>
<p>Create feedback forms to gather suggestions, ideas, & issues. Analyze all this in one place to improve.</p>
<h4>This plugin generates the Javascript install code to integrate all of this functionality into your WordPress-powered web app. You can also optionally send extra custom data about your users.</h4>
<h3><a href="http://interakt.co" rel="nofollow ugc">Interakt</a></h3>
<p>Interakt.co simplifies customer data analysis, marketing and support. Our integrated crm, email marketing and live chat allows you to engage, retain and support your customers from one single dashboard.</p>
<p><iframe loading="lazy" title="Interakt" src="https://player.vimeo.com/video/94951847?dnt=1&app_id=122963" width="750" height="422" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write"></iframe></p>
<h3>360° LEAD CAPTURE</h3>
<p>Capture Leads in every possible way. Import existing leads, divide them in segments and nurture them in realtime.</p>
<h3>CONSOLIDATE USER DATA</h3>
<p>Capture user sessions, activities & dynamics with rich profiling for every user. Create segments and track their progress.</p>
<h3>POWERFUL EMAIL AUTOMATION</h3>
<p>Customize templates to send automated marketing & transactional emails. Engage users and view email stats.</p>
<h3>ENGAGE WITH LIVE CHAT</h3>
<p>Engage visitors & provide live support to exisiting users. Use a customizable chat window or the offline mode.</p>
<h3>KEEP USERS INFORMED</h3>
<p>Announce new features or target segments with special offers. Use customizable & trackable web notifications.</p>
<h3>GATHER FEEDBACK & RETAIN</h3>
<p>Create feedback forms to gather suggestions, ideas, & issues. Analyze all this in one place to improve.</p>
<p>This plugin generates the Javascript install code to integrate all of this functionality into your WordPress-powered web app.</p>
<p>You can also optionally send extra custom data about your users.</p>


Interakt

Seamless Integration.
Very efficient Contact form. 
A great tool.

Ultimate tool

We make Customer Engagement easy. Engage and convert all your online site visitors via Email, notifications, Live-chat, helpdesk and more.

Engage Agent vs Interakt