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.

zohocrm

Websites are one of the most important sources of leads for your business. That means your CRM system should be well integrated with your website to contextually capture each and every visitor to turn them into a lead.
Introducing the Zoho CRM Lead Magnet plugin for WordPress. This lets you create webforms, embed them in your website, and automatically capture leads directly into your CRM with zero attenuation.
Not only is the integration easy to set-up but it’s also easy on your wallet.
<h3>Overall usage flow</h3>
<ol>
<li>Install the Zoho CRM forms plugin from the WordPress plugin Marketplace.</li>
<li>Create a form using Zoho CRM webforms or Contact form 7 plugin.</li>
<li>Configure the settings for your form.</li>
<li>Use the short code to embed the form.</li>
<li>A prospect’s information is automatically captured upon entering your site. All that’s left is lead nurturing.</li>
</ol>
For businesses that want to maximize their websites, the Zoho CRM Lead Capture plugin for WordPress CMS is an ideal solution.
<h3>Key features</h3>
Two forms, one solution
This plugin works well with forms created using Zoho CRM and Contact 7 Form plugin.
Light on code
Creating a form is incredibly simple and the entire process of establishing an integration involves a few drag-drops and copy-pastes. Simply create, embed, and capture.
Capture leads and more
Using this plugin not only lets you capture leads but also additional custom modules you create for unique business needs.
Capture. nurture. win.
The Information entered in a website’s form is automatically pushed into Zoho CRM with zero attenuation. Now you never miss out on another lead.
Light on your purse
The plugin is absolutely free of cost. No hidden fees, no additional costs. All you need is a website hosted with WordPress and a Zoho CRM account.
Special mail-tags support
<ol>
<li>[_url]</li>
<li>[_site_title]</li>
<li>[_site_description]</li>
<li>[_site_url]</li>
</ol>
For examples 
[hidden get-url default:_url] 
[hidden site_title default:_site_title] 
[hidden site-description default:_site_description] 
[hidden site-url default:_site_url]
Please feel free to contact us for any further assistance: support@zohoextensions.com
A vulnerability reporting program in “Bug Bounty”, to reach the community of researchers, is in place, which recognizes and rewards the work of security researchers. We are committed to working with the community to verify, reproduce, respond and implement appropriate solutions for the reported vulnerabilities. 
If you happen to find any, please submit the issues at https://bugbounty.zohocorp.com/. If you want to directly report vulnerabilities to us, mail us at security@zohocorp.com.

Zoho CRM Lead Magnet

Websites are one of the most important sources of leads for your business.

Engage Agent vs Zoho CRM Lead Magnet