Title: Engage Agent Author: David Selby Published: April 3, 2026 Last modified: April 3, 2026 --- Search plugins ![](https://s.w.org/plugins/geopattern-icon/engage-agent.svg) # Engage Agent By [David Selby](https://profiles.wordpress.org/dselby5/) [Download](https://downloads.wordpress.org/plugin/engage-agent.1.3.0.zip) * [Details](https://wordpress.org/plugins/engage-agent/#description) * [Reviews](https://wordpress.org/plugins/engage-agent/#reviews) * [Installation](https://wordpress.org/plugins/engage-agent/#installation) * [Development](https://wordpress.org/plugins/engage-agent/#developers) [Support](https://wordpress.org/support/plugin/engage-agent/) ## Description Engage Agent is a flexible WordPress plugin that can render as an AI chat widget, a contact form, a waitlist signup, or a newsletter opt-in — all from a single shortcode. Every interaction feeds directly into the EmpireVault CRM with full attribution, so your team never has to export CSVs or wire up integrations. **Four 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. **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 This plugin connects to the **Engage API** at `engage.empirevault.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](https://www.empirevault.com/terms/) * [Privacy Policy](https://www.empirevault.com/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. ## Installation 1. Upload the `engage-agent` folder to the `/wp-content/plugins/` directory, or install directly through the WordPress plugin screen. 2. Activate the plugin through the **Plugins** screen in WordPress. 3. Go to **Settings > Engage Agent** and enter your Customer ID, API Key, and Engage API Endpoint. You can find these in your [Engage dashboard](https://engage.empirevault.com/app/site_installations). 4. Add the appropriate shortcode to any page or post: 5. * `[engage_agent]` for the AI chat widget * `[engage_form]` for a contact form * `[engage_waitlist]` for a waitlist signup * `[engage_newsletter]` for a newsletter opt-in ## FAQ ### Where do I get my API credentials? Sign up for an account at [engage.empirevault.com](https://engage.empirevault.com), create a site installation, and copy the Customer ID and API Key from the Plugin Credentials section. ### What are the four rendering modes? The plugin can render as (1) an AI live chat widget, (2) a structured contact form,( 3) a waitlist signup form, or (4) a newsletter opt-in form. Each mode uses a different shortcode and feeds data into the EmpireVault CRM. ### Can I use multiple modes on the same site? Yes. You can place the chat widget site-wide, a contact form on your Contact page, a waitlist on a landing page, and a newsletter signup in a sidebar — all from the same plugin, all feeding the same CRM. ### Can I customize the chat widget appearance? Yes. You can set a custom title, greeting message, and suggested questions from ** Settings > Engage Agent**. You can also override the title per-page using the shortcode attribute: `[engage_agent title="Ask me anything"]`. ### Does this plugin send data to an external service? Yes. When a visitor interacts with the plugin, data is sent to the Engage API at` engage.empirevault.com` (or a custom endpoint you configure). See the **External Service** section for full details. ### Is the API key exposed to visitors? No. The API key is stored in your WordPress database and is only used server-side. The browser communicates with a local REST endpoint on your site, which proxies requests to the Engage API. ### What about cookie consent? The chat widget uses sessionStorage (not cookies) for session persistence. No cookie consent banners are needed for the chat functionality. ### What happens when I uninstall the plugin? All plugin settings and transient data are removed from your database automatically. ## Reviews There are no reviews for this plugin. ## Contributors & Developers “Engage Agent” is open source software. The following people have contributed to this plugin. Contributors * [ David Selby ](https://profiles.wordpress.org/dselby5/) [Translate “Engage Agent” into your language.](https://translate.wordpress.org/projects/wp-plugins/engage-agent) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/engage-agent/), check out the [SVN repository](https://plugins.svn.wordpress.org/engage-agent/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/engage-agent/) by [RSS](https://plugins.trac.wordpress.org/log/engage-agent/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 1.3.0 * Added waitlist signup shortcode (`[engage_waitlist]`) with double opt-in verification. * Added newsletter opt-in shortcode (`[engage_newsletter]`) with double opt-in verification. * Added resend verification email support for waitlist and newsletter modes. * Rendering mode now configurable per site installation. #### 1.2.0 * Added contact form shortcode (`[engage_form]`) for structured lead capture. * Added floating chat widget option alongside shortcode placement. * Added in-chat lead capture (name, email, phone). * Added 10 new admin settings for widget behavior and appearance. * Added page-URL attribution on all leads. #### 1.1.0 * Added AI lead scoring (weak, moderate, strong). * Improved session handling and error recovery. #### 1.0.0 * Initial release. * AI chat widget via `[engage_agent]` shortcode. * Admin settings for Customer ID, API Key, endpoint, greeting, and suggested questions. * Server-side REST proxy with rate limiting. * Session persistence and typing indicator. ## Meta * Version **1.3.0** * Last updated **1 week ago** * Active installations **Fewer than 10** * WordPress version ** 5.8 or higher ** * Tested up to **6.9.4** * PHP version ** 7.4 or higher ** * Tags * [AI](https://wordpress.org/plugins/tags/ai/)[chat](https://wordpress.org/plugins/tags/chat/) [contact form](https://wordpress.org/plugins/tags/contact-form/)[crm](https://wordpress.org/plugins/tags/crm/) [lead capture](https://wordpress.org/plugins/tags/lead-capture/) * [Advanced View](https://wordpress.org/plugins/engage-agent/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/engage-agent/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/engage-agent/reviews/) ## Contributors * [ David Selby ](https://profiles.wordpress.org/dselby5/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/engage-agent/)