Engage Agent

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:

• AI Live Chat ( [engage_agent] ) — Floating AI chat widget that qualifies visitors in real time, scores leads, and captures contact details mid-conversation.

• Contact Form ( [engage_form] ) — Structured lead capture form with configurable fields. Submissions flow into the CRM automatically.

• Waitlist Signup ( [engage_waitlist] ) — Pre-launch or limited-access signup with double opt-in email verification.

• Newsletter Opt-In ( [engage_newsletter] ) — Email list growth with double opt-in compliance. Subscribers land in the same CRM where your sales and support teams work.

• Custom Form ( [engage_flexible_form slug="..."] ) — 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.

Core Features:

• Configurable greeting message, chat title, and suggested questions

• In-chat lead capture — name, email, and optionally phone number

• AI lead scoring (weak/moderate/strong) based on conversation intent

• Session persistence across page reloads (sessionStorage, no cookies)

• Server-side API proxy — your API key is never exposed to the browser

• Built-in rate limiting (100 requests per IP per hour, processed locally)

• 10+ admin settings for customizing behavior and appearance

• Full page-URL attribution on every lead and signup

• Double opt-in verification for waitlist and newsletter modes

• Resend verification email support

• Works with any WordPress theme

Part of the EmpireVault Platform:

Engage Agent is the front door to the EmpireVault platform. Behind the plugin, your team gets:

• CRM — Lead management, AI-personalized email campaigns, unified inbox

• Tickets — AI-powered help desk with auto-triage, SLA management, CSAT surveys

• Knowledge Base — Searchable help articles to reduce support volume

• Tasks — Lightweight task management tied to contacts, leads, and tickets

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.

External Service

com (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:

• A customer ID (configured by the site administrator)

• A randomly generated session ID

• The visitor’s chat message or form submission

• The URL of the current page

If a visitor voluntarily provides contact information, the following may also be transmitted:

• Name (if provided)

• Email address (if provided)

• Phone number (if provided)

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:

• Terms of Service

• Privacy Policy

Upgrade Notices

1.3.0

Major update: the plugin now supports four rendering modes (chat, contact form, waitlist, newsletter). Update to offer your visitors more ways to engage.

1.0.0

Initial release.