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.

Smackcoders Inc.,

Smackcoders Support

Unlock the power of Zoho Integration for WordPress, your ultimate solution for capturing leads and streamlining user registration seamlessly. This advanced plugin connects your WordPress website with Zoho CRM, ensuring effortless lead generation and contact management.
<h3>Key Features:</h3>
<ul>
<li>Effortless Integration: Say goodbye to manual work and coding. Zoho Integration for WordPress simplifies the integration process.</li>
<li>User-Friendly Interface: Our intuitive interface makes setup a breeze, no HTML knowledge required.</li>
<li>Endless Customization: Create, add, and edit fields at any time to tailor your forms to your exact needs.</li>
<li>Dynamic Form Generation: Generate web forms on the fly, capturing your website’s visitors as high-potential leads in Zoho CRM.</li>
<li>Shortcode Integration: Seamlessly embed forms with a shortcode, enhancing user engagement.</li>
<li>Fetch Zoho CRM Fields: Fetch CRM Zoho lead fields directly into WordPress to create a customized form.</li>
<li>Field Customization: Enable/disable fields to include in the form or not, ensuring complete control.</li>
<li>Widget Integration: Use a separate shortcode to integrate forms as widgets site-wide, expanding your reach.</li>
<li>Sync WP Members: Capture and sync newly registered WP members to Zoho CRM contacts, ensuring a centralized database for your leads.</li>
<li>Part of WP Leads Builder for Any CRM: Zoho Integration is now part of the powerful <a href="https://wordpress.org/plugins/wp-leads-builder-any-crm" rel="ugc">WP Leads Builder For Any CRM</a>, offering even more features and CRM integrations.</li>
</ul>
Elevate your lead generation game with Zoho Integration for WordPress – the all-in-one solution for capturing, managing, and nurturing leads effortlessly. Unleash the true potential of your WordPress website today.
To upgrade for <a href="https://www.smackcoders.com/wp-leads-builder-any-crm-pro.html" rel="nofollow ugc">Leads Builder For CRM Pro</a>
<h4>Other Useful Plugins & Addons By Smackcoders</h4>
To <a href="https://wordpress.org/plugins/wp-ultimate-csv-importer/" rel="ugc">Import and Export WordPress Data as CSV or XML</a> 
and <a href="https://www.smackcoders.com/wp-ultimate-csv-importer-pro.html" rel="nofollow ugc">for premium version of the plugin, you can get it here</a>
The Leads Builder for WordPress to capture your webforms as leads to one of the top ranking open source CRM, install the <a href="https://wordpress.org/plugins/wp-leads-builder-any-crm/" rel="ugc">WordPress Lead Form Data Collection to CRM</a> Plugin. Install one of the CRM of your choice with the additional add-ons listed below and keep both parent plugin and CRM addon activated. 
* <a href="https://wordpress.org/plugins/wp-salesforce/" rel="ugc">Salesforce</a> 
* <a href="https://wordpress.org/plugins/wp-freshsales/" rel="ugc">Freshsales</a> 
* <a href="https://wordpress.org/plugins/wp-tiger/" rel="ugc">Vtiger CRM</a>
To know more about the premium bundled version, visit <a href="https://www.smackcoders.com/wp-leads-builder-any-crm-pro.html" rel="nofollow ugc">WordPress Lead Form Data Collection to CRM with unlimited features</a>

Zoho Integration for WordPress

Elevate Your Leads: Automate with Smackcoders' Zoho WordPress Integration. An easy, automated and advanced Zoho Wordpress web form generator to c …

Engage Agent vs Zoho Integration for WordPress