wpadroit

InfoChat adds an intelligent AI-powered chat widget to your WordPress website. The AI automatically reads your published pages, posts, and products to answer visitor questions accurately — while capturing leads for follow-up.
<h4>Key Features</h4>
<ul>
<li>AI-Powered Chat — Connect your own AI API key (Google Gemini, OpenAI, or Anthropic) to power the chat</li>
<li>Website Context Awareness — Automatically analyzes your pages, posts, and products so the AI gives accurate answers</li>
<li>Lead Capture — Collects visitor contact information during chat conversations</li>
<li>Built-in Lead Management — View and manage all leads directly inside WordPress</li>
<li>Chat History — Full conversation history stored and viewable in the admin panel</li>
<li>Customizable Widget — Adjust colors, position, welcome message, and chat title</li>
<li>WooCommerce Support — Automatically indexes product information including prices and attributes</li>
<li>Mobile Responsive — Works on all screen sizes and devices</li>
<li>Dark Mode Support — Automatically adapts to the visitor’s system preference</li>
</ul>
<h4>How It Works</h4>
<ol>
<li>Install & activate the plugin</li>
<li>Go to InfoChat → Settings and add your AI API key</li>
<li>Click “Analyze Website Now” to index your content</li>
<li>The chat widget appears on your website — visitors can ask questions and get instant answers</li>
<li>Leads are captured and viewable in InfoChat → Leads</li>
</ol>
<h4>Optional: CRM Integration</h4>
The free version includes a built-in lead management system. If you use an external CRM, you can optionally connect it:
<ul>
<li>InformSuite CRM (recommended) — <a href="https://erp.informsuite.com/" rel="nofollow ugc">erp.informsuite.com</a></li>
<li>HubSpot</li>
<li>Salesforce</li>
<li>Zoho CRM</li>
<li>Pipedrive</li>
<li>Custom API / Webhook</li>
</ul>
CRM integration requires an active account with the respective CRM provider. No plugin upgrade is needed — simply enter your CRM API credentials in the settings.
<h4>Supported AI Providers</h4>
You need an API key from one of these providers:
<ul>
<li><a href="https://ai.google.dev/" rel="nofollow ugc">Google Gemini</a> (recommended — free tier available)</li>
<li><a href="https://platform.openai.com/" rel="nofollow ugc">OpenAI</a> (GPT-4, GPT-3.5-turbo)</li>
<li><a href="https://www.anthropic.com/" rel="nofollow ugc">Anthropic</a> (Claude)</li>
</ul>
<h3>Third-Party Services</h3>
This plugin connects to external third-party services. By using these services, you agree to their respective terms and privacy policies.
<h4>AI Providers (one required)</h4>
The plugin sends your website content (as context) and visitor chat messages to your chosen AI provider to generate responses.
Google Gemini (Google AI) 
* Service URL: <a href="https://ai.google.dev/" rel="nofollow ugc">https://ai.google.dev/</a> 
* API Endpoint: <code>https://generativelanguage.googleapis.com/v1beta/</code> 
* Terms of Service: <a href="https://ai.google.dev/gemini-api/terms" rel="nofollow ugc">https://ai.google.dev/gemini-api/terms</a> 
* Privacy Policy: <a href="https://policies.google.com/privacy" rel="nofollow ugc">https://policies.google.com/privacy</a> 
* Data sent: website content summary, visitor chat messages, chat history
OpenAI 
* Service URL: <a href="https://openai.com/" rel="nofollow ugc">https://openai.com/</a> 
* API Endpoint: <code>https://api.openai.com/v1/</code> 
* Terms of Use: <a href="https://openai.com/policies/terms-of-use" rel="nofollow ugc">https://openai.com/policies/terms-of-use</a> 
* Privacy Policy: <a href="https://openai.com/policies/privacy-policy" rel="nofollow ugc">https://openai.com/policies/privacy-policy</a> 
* Data sent: website content summary, visitor chat messages, chat history
Anthropic (Claude) 
* Service URL: <a href="https://www.anthropic.com/" rel="nofollow ugc">https://www.anthropic.com/</a> 
* API Endpoint: <code>https://api.anthropic.com/v1/</code> 
* Terms of Service: <a href="https://www.anthropic.com/policies/terms" rel="nofollow ugc">https://www.anthropic.com/policies/terms</a> 
* Privacy Policy: <a href="https://www.anthropic.com/policies/privacy" rel="nofollow ugc">https://www.anthropic.com/policies/privacy</a> 
* Data sent: website content summary, visitor chat messages, chat history
<h4>CRM Providers (optional)</h4>
If you enable CRM integration, lead data (name, email, phone, company, chat transcript) is sent to your chosen CRM.
HubSpot 
* API Endpoint: <code>https://api.hubapi.com/</code> 
* Privacy Policy: <a href="https://legal.hubspot.com/privacy-policy" rel="nofollow ugc">https://legal.hubspot.com/privacy-policy</a>
Salesforce 
* API Endpoint: Your Salesforce instance URL 
* Privacy Policy: <a href="https://www.salesforce.com/company/privacy/" rel="nofollow ugc">https://www.salesforce.com/company/privacy/</a>
Zoho CRM 
* API Endpoint: <code>https://www.zohoapis.com/</code> 
* Privacy Policy: <a href="https://www.zoho.com/privacy.html" rel="nofollow ugc">https://www.zoho.com/privacy.html</a>
Pipedrive 
* API Endpoint: <code>https://api.pipedrive.com/</code> 
* Privacy Policy: <a href="https://www.pipedrive.com/en/privacy" rel="nofollow ugc">https://www.pipedrive.com/en/privacy</a>
InformSuite CRM (WPAdroit CRM) 
* Service URL: <a href="https://erp.informsuite.com/" rel="nofollow ugc">https://erp.informsuite.com/</a> 
* API Endpoint: Your InformSuite CRM instance URL 
* Privacy Policy: <a href="https://wpadroit.com/privacy-policy" rel="nofollow ugc">https://wpadroit.com/privacy-policy</a> 
* Note: When InformSuite CRM live chat is enabled, a WebSocket connection is established to your InformSuite instance for real-time operator chat.
Custom API / Webhook 
* Sends lead data to a URL you configure in the settings.
<h4>Data Handling</h4>
<ul>
<li>All chat conversations and lead data are stored in your WordPress database</li>
<li>Data is only sent to external services you explicitly configure (AI provider and/or CRM)</li>
<li>No data is collected by the plugin author</li>
<li>No analytics or tracking is included in this plugin</li>
<li>The plugin sets one cookie (<code>infochat_session</code>) to maintain the chat session (expires in 24 hours)</li>
<li>IP addresses are collected solely for rate limiting purposes</li>
</ul>
<h3>Privacy Policy</h3>
InfoChat stores all data in your WordPress database. The plugin does not send any data to the plugin author or any third party except the AI provider and CRM you explicitly configure. See the “Third-Party Services” section above for details on what data is sent to each service.
Site administrators are responsible for: 
* Informing visitors about the use of AI chat and data collection in their privacy policy 
* Ensuring compliance with GDPR, CCPA, or other applicable data protection regulations 
* Configuring appropriate data retention policies

InfoChat – AI Chat with CRM

AI-powered chat widget that analyzes your website content to answer visitor questions and captures leads with optional CRM integration.

vcita

CRM & Leads for WordPress is the ultimate way to manage leads and customer relationships. It’s a powerful CRM that lets you do a lot more than capturing and storing customers data.
CRM by vcita works for you, and brings more business your way. The CRM plugin will:
<ul>
<li>Generate new sales opportunities</li>
<li>Provide insights about new leads </li>
<li>Save time with automated client communications, notifications and reminders.</li>
<li>Help you search, tracks and manage leads and clients.</li>
</ul>
Together with vcita Client Portal, vcita CRM helps optimizing your WordPress websites and encourage visitors to take action on your site: send a message, schedule an appointment, upload documents and pay for services, any time, using any device.
<iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/wFGA823q-EY?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe>
Quickly view, manage and reply to customers on-the-go with the vcita Mobile CRM App for <a href="https://itunes.apple.com/app/vcita-mobile-crm/id1025423769?mt=8" rel="nofollow ugc">iPhone</a> or <a href="https://play.google.com/store/apps/details?id=com.vcita.mobileapp" rel="nofollow ugc">Android</a>
The vcita CRM & Lead Management plugin connects to your vcita account. You may create a vcita account directly from the plugin, with a 14-day FREE TRIAL.
<h4>vcita CRM & Lead Management main functionalities:</h4>
<ul>
<li>Lead Capturing & Management CRM – vcita CRM & Leads makes your website work for you. It encourages visitors to contact and can double the number of new sales opportunities you get through your site. Every contact submitted on your WordPress website is captured by the vcita CRM, and is automatically available in one simple dashboard to quickly qualify and follow-up. </li>
<li>Client Management – The CRM lets you easily organize, search and edit client information and social data, mark for follow-up, request payment or scheduler appointments.</li>
<li>Client Portal – A secure 24/7 client portal offering account updates, payment status, document requests and messages. Clients can communicate at their convenience and even set additional appointments, make payments and upload documents.</li>
<li>Online Calendar – Manage your business calendar, invite leads and clients for meetings and offer them to schedule appointments right on your site – based on your up to date availability.</li>
<li>Invoicing Templates and Online Payment Collect – vcita CRM lets you create professional invoices including your logo and details. Your clients can pay for your services online, using any credit card or PayPal.</li>
<li>Email ans SMS marketing – promote your services and events with targeted email and SMS campaigns to clients. Craft beautiful, mobile-friendly emails in minutes and track results and client actions in real time.</li>
</ul>
<h4>Translations</h4>
CRM & Lead Management Plugin for WordPress by vcita is fully translated to:
<ul>
<li>Spanish</li>
<li>French</li>
<li>Russian</li>
<li>Portuguese</li>
<li>German</li>
<li>Polish</li>
<li>Italian</li>
<li>Dutch</li>
</ul>
Don’t see your language here? You can manually change the contact form labels, buttons and other texts to show in your language! 

<h4>More of the CRM & Lead Management plugin key features:</h4>
<ul>
<li>Import all existing contacts from Google, Outlook or Excel to vcita CRM in seconds.</li>
<li>Export all leads and contact to CSV.</li>
<li>Generate more leads from your WordPress site.</li>
<li>Add unlimited number of custom fields on every client record on your CRM.</li>
<li>View complete client communication history on your CRM</li>
<li>Share and/or request documents right from your CRM.</li>
<li>Send customized invoices and get paid faster with <a href="https://www.vcita.com/software/invoicing?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">online payments</a></li>
<li>Offer Self-service <a href="https://www.vcita.com/software/online_scheduling?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">appointment scheduling</a> for your clients and get more appointments in less time.</li>
<li>vcita CRM will send email and mobile notifications of contact requests, or when a client needs attention or a follow-up. You can respond using any device, anywhere.</li>
<li>Share files as part of your conversation with existing clients, and track client files on your CRM.</li>
</ul>
<h4>What Our Clients Say:</h4>
“I have been trying vcita and experienced the benefit immediately. It is so user friendly, both for me and my clients. I tore my hair out with another CRM for months and had some frustrated clients. This time, scheduling was easy and so was payment — what a relief!! Yes, clients were almost happy to pay me because it was so easy!” Margie Gordillo, Get Real Professional Coaching
“The more I use vcita the more valuable I realize it is. I would recommend using this invaluable tool for all businesses whether just starting out as I was or going through growth and in need of client management system.” Winston C. Trumpet
“ShopKeep is growing fast and vcita is able to easily scales with our growth. vcita is easy to use, client-centric and it looks great on mobile—which makes ShopKeep look good. And, vcita goes the extra mile to ensure the software is easy, comfortable and right the first time. It’s been key to our success in sales.” Don Bernard, ShopKeep 
“vcita is a great solution for us as it is easy to use, saves time and most of all, it works. vcita customer support is always there if we have a question.” Al Nazarelli, CEO of Silicon Valley Research Group
Learn more about our <a href="https://www.vcita.com/software/crm_contact_management?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">Contact Management Software</a>
<h4>Building WordPress sites for others?</h4>
Use vcita LiveSite on any WordPress website you build and manage all vcita plugins from one dashboard. Visit <a href="https://www.vcita.com?invite=WP" rel="nofollow ugc">www.vcita.com</a> for additional information.

CRM and Lead Management by vcita

CRM for WordPress: a powerful, all-in-one client management tool that will help you keep your clients close and create long-lasting customer relations …

InfoChat – AI Chat with CRM vs CRM and Lead Management by vcita