wpadroit

<p>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.</p>
<h4>Key Features</h4>
<ul>
<li><strong>AI-Powered Chat</strong> — Connect your own AI API key (Google Gemini, OpenAI, or Anthropic) to power the chat</li>
<li><strong>Website Context Awareness</strong> — Automatically analyzes your pages, posts, and products so the AI gives accurate answers</li>
<li><strong>Lead Capture</strong> — Collects visitor contact information during chat conversations</li>
<li><strong>Built-in Lead Management</strong> — View and manage all leads directly inside WordPress</li>
<li><strong>Chat History</strong> — Full conversation history stored and viewable in the admin panel</li>
<li><strong>Customizable Widget</strong> — Adjust colors, position, welcome message, and chat title</li>
<li><strong>WooCommerce Support</strong> — Automatically indexes product information including prices and attributes</li>
<li><strong>Mobile Responsive</strong> — Works on all screen sizes and devices</li>
<li><strong>Dark Mode Support</strong> — 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 <strong>InfoChat <span aria-hidden="true" class="wp-exclude-emoji">→</span> Settings</strong> and add your AI API key</li>
<li>Click <strong>“Analyze Website Now”</strong> 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 <strong>InfoChat <span aria-hidden="true" class="wp-exclude-emoji">→</span> Leads</strong></li>
</ol>
<h4>Optional: CRM Integration</h4>
<p>The free version includes a built-in lead management system. If you use an external CRM, you can optionally connect it:</p>
<ul>
<li><strong>InformSuite CRM</strong> (recommended) — <a href="https://erp.informsuite.com/" rel="nofollow ugc">erp.informsuite.com</a></li>
<li><strong>HubSpot</strong></li>
<li><strong>Salesforce</strong></li>
<li><strong>Zoho CRM</strong></li>
<li><strong>Pipedrive</strong></li>
<li><strong>Custom API / Webhook</strong></li>
</ul>
<p>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.</p>
<h4>Supported AI Providers</h4>
<p>You need an API key from <strong>one</strong> of these providers:</p>
<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>
<p>This plugin connects to external third-party services. By using these services, you agree to their respective terms and privacy policies.</p>
<h4>AI Providers (one required)</h4>
<p>The plugin sends your website content (as context) and visitor chat messages to your chosen AI provider to generate responses.</p>
<p><strong>Google Gemini (Google AI)</strong><br />
* Service URL: <a href="https://ai.google.dev/" rel="nofollow ugc">https://ai.google.dev/</a><br />
* API Endpoint: <code>https://generativelanguage.googleapis.com/v1beta/</code><br />
* Terms of Service: <a href="https://ai.google.dev/gemini-api/terms" rel="nofollow ugc">https://ai.google.dev/gemini-api/terms</a><br />
* Privacy Policy: <a href="https://policies.google.com/privacy" rel="nofollow ugc">https://policies.google.com/privacy</a><br />
* Data sent: website content summary, visitor chat messages, chat history</p>
<p><strong>OpenAI</strong><br />
* Service URL: <a href="https://openai.com/" rel="nofollow ugc">https://openai.com/</a><br />
* API Endpoint: <code>https://api.openai.com/v1/</code><br />
* Terms of Use: <a href="https://openai.com/policies/terms-of-use" rel="nofollow ugc">https://openai.com/policies/terms-of-use</a><br />
* Privacy Policy: <a href="https://openai.com/policies/privacy-policy" rel="nofollow ugc">https://openai.com/policies/privacy-policy</a><br />
* Data sent: website content summary, visitor chat messages, chat history</p>
<p><strong>Anthropic (Claude)</strong><br />
* Service URL: <a href="https://www.anthropic.com/" rel="nofollow ugc">https://www.anthropic.com/</a><br />
* API Endpoint: <code>https://api.anthropic.com/v1/</code><br />
* Terms of Service: <a href="https://www.anthropic.com/policies/terms" rel="nofollow ugc">https://www.anthropic.com/policies/terms</a><br />
* Privacy Policy: <a href="https://www.anthropic.com/policies/privacy" rel="nofollow ugc">https://www.anthropic.com/policies/privacy</a><br />
* Data sent: website content summary, visitor chat messages, chat history</p>
<h4>CRM Providers (optional)</h4>
<p>If you enable CRM integration, lead data (name, email, phone, company, chat transcript) is sent to your chosen CRM.</p>
<p><strong>HubSpot</strong><br />
* API Endpoint: <code>https://api.hubapi.com/</code><br />
* Privacy Policy: <a href="https://legal.hubspot.com/privacy-policy" rel="nofollow ugc">https://legal.hubspot.com/privacy-policy</a></p>
<p><strong>Salesforce</strong><br />
* API Endpoint: Your Salesforce instance URL<br />
* Privacy Policy: <a href="https://www.salesforce.com/company/privacy/" rel="nofollow ugc">https://www.salesforce.com/company/privacy/</a></p>
<p><strong>Zoho CRM</strong><br />
* API Endpoint: <code>https://www.zohoapis.com/</code><br />
* Privacy Policy: <a href="https://www.zoho.com/privacy.html" rel="nofollow ugc">https://www.zoho.com/privacy.html</a></p>
<p><strong>Pipedrive</strong><br />
* API Endpoint: <code>https://api.pipedrive.com/</code><br />
* Privacy Policy: <a href="https://www.pipedrive.com/en/privacy" rel="nofollow ugc">https://www.pipedrive.com/en/privacy</a></p>
<p><strong>InformSuite CRM (WPAdroit CRM)</strong><br />
* Service URL: <a href="https://erp.informsuite.com/" rel="nofollow ugc">https://erp.informsuite.com/</a><br />
* API Endpoint: Your InformSuite CRM instance URL<br />
* Privacy Policy: <a href="https://wpadroit.com/privacy-policy" rel="nofollow ugc">https://wpadroit.com/privacy-policy</a><br />
* Note: When InformSuite CRM live chat is enabled, a WebSocket connection is established to your InformSuite instance for real-time operator chat.</p>
<p><strong>Custom API / Webhook</strong><br />
* Sends lead data to a URL you configure in the settings.</p>
<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>
<p>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.</p>
<p>Site administrators are responsible for:<br />
* Informing visitors about the use of AI chat and data collection in their privacy policy<br />
* Ensuring compliance with GDPR, CCPA, or other applicable data protection regulations<br />
* Configuring appropriate data retention policies</p>


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.

Freemius

Dan Cameron

BoldGrid

Joe Cartonia

Sprout Apps

Elana Davis

Jacob Dunn

<blockquote>
<p><strong>Sprout Apps Family</strong><br />
  Sprout Clients is a standalone Lead Management plugin and is complimentary to <a href="https://wordpress.org/plugins/sprout-invoices/" rel="ugc">Sprout Invoices</a>, another free business centric plugin from <a href="https://sproutinvoices.com/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org" rel="nofollow ugc">Sprout Apps</a>.</p>
</blockquote>
<h4>Sprout Clients – Premium WordPress CRM & Lead Management Plugin</h4>
<blockquote>
<p>The future of <a href="https://sproutinvoices.com/sprout-clients/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org" rel="nofollow ugc">Sprout Clients</a> relies on happy customers supporting Sprout Invoices by purchasing upgraded versions. If you like this free version of Sprout Clients please consider <a href="https://sproutinvoices.com/sprout-clients/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org" rel="nofollow ugc">purchasing an upgrade</a>.</p>
</blockquote>
<h4>Create Leads, Sprout Clients</h4>
<p>Properly leveraging your contact lists isn’t sending out a single email to the entire list asking for work — instead you need to build business relationships. Managing contacts and customers shouldn’t be a burden, and  Sprout Clients wants to make the that entire process easier and less time consuming.</p>
<h4>Scheduled Messaging</h4>
<p>Write to your leads/clients now and have them delivered later. Meet someone new and want to follow-up in a couple weeks, now there’s no forgetting. Version 2.0</p>
<h4>Engagements</h4>
<p>Sometimes you meet your clients or create specific engagements. Sprout Clients wants to tie those engagements to your clients for reference and automation. Version 2.0</p>
<h4>Relationship Building</h4>
<p>The premise of “managing” your contacts is to build relationships. Sprout Clients wants to make the process of building those relationships easier and less time consuming.</p>
<h4>Sprout App Integrations with Sprout Invoices</h4>
<p>Regardless of this being a standalone app the integration compliments Sprout Invoices very well. Future integrations with Help Scout Desk, and more are planned.</p>
<h4>Built the WordPress Way</h4>
<p>Plenty of filters and actions allow you to hook into Sprout Clients and alter whatever you’d like or build some awesome features beyond what we have planed for the future.</p>
<h4>Awesome Support</h4>
<p>The results of our happiness report show people love our support, check it out on the Sprout Invoices page — we strive for happy!</p>
<p>Make sure to review the <a href="https://sproutinvoices.com/sprout-clients/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org" rel="nofollow ugc">Sprout Clients</a> features page for more detailed information. As well as the full featured <a href="https://sproutinvoices.com/demo/playground" rel="nofollow ugc">demo</a>.</p>
<h3>Support</h3>
<p>Priority support is provided with an <a href="https://sproutinvoices.com/sprout-clients/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org" rel="nofollow ugc">upgraded version</a>. All free support will provided in the <a href="https://wordpress.org/support/plugin/sprout-clients" rel="ugc">forums</a>.</p>


Sprout Clients – CRM and Lead Management

Sprout Clients is something that I've personally spent a lot of time on building and I really hope it helps out those small businesses and freelancers keep in touch with their clients, leads, and conference friends. Organization is one thing but not forgetting to send out that follow-up email is the best.



A 5-Star Review from the Developer

Properly leveraging your contact lists isn’t sending out a single email to the entire list asking for work — instead you need to build business relati …

InfoChat – AI Chat with CRM vs Sprout Clients – CRM and Lead Management