{"id":293525,"date":"2026-04-03T22:36:30","date_gmt":"2026-04-03T22:36:30","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/engage-agent\/"},"modified":"2026-04-03T22:37:00","modified_gmt":"2026-04-03T22:37:00","slug":"engage-agent","status":"publish","type":"plugin","link":"https:\/\/wordpress.org\/plugins\/engage-agent\/","author":23471075,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.3.0","stable_tag":"1.3.0","tested":"6.9.4","requires":"5.8","requires_php":"7.4","requires_plugins":null,"header_name":"Engage Agent","header_author":"EmpireVault","header_description":"Embeds an AI chat agent on your site, powered by the Engage service by EmpireVault. Sends visitor messages to the Engage API (engage.empirevault.com) for AI-powered responses. Requires an Engage account and API key. <a href=\"https:\/\/www.empirevault.com\/terms\/\">Terms of Service<\/a> | <a href=\"https:\/\/www.empirevault.com\/privacy-policy\/\">Privacy Policy<\/a>.","assets_banners_color":"","last_updated":"2026-04-03 22:37:00","external_support_url":"","external_repository_url":"","donate_link":"","header_plugin_uri":"https:\/\/engage.empirevault.com","header_author_uri":"https:\/\/empirevault.com","rating":0,"author_block_rating":0,"active_installs":0,"downloads":58,"num_ratings":0,"support_threads":0,"support_threads_resolved":0,"author_block_count":0,"sections":["description","installation","faq","changelog"],"tags":{"1.3.0":{"tag":"1.3.0","author":"dselby5","date":"2026-04-03 22:37:00"}},"upgrade_notice":[],"ratings":[],"assets_icons":[],"assets_banners":[],"assets_blueprints":{},"all_blocks":[],"tagged_versions":["1.3.0"],"block_files":[],"assets_screenshots":[],"screenshots":{"1":"The Engage Agent chat widget on a page.","2":"The contact form rendering mode.","3":"The Settings &gt; Engage Agent configuration screen."},"jetpack_post_was_ever_published":false},"plugin_section":[],"plugin_tags":[2353,5707,358,1150,11463],"plugin_category":[41,42,58],"plugin_contributors":[259400],"plugin_business_model":[],"class_list":["post-293525","plugin","type-plugin","status-publish","hentry","plugin_tags-ai","plugin_tags-chat","plugin_tags-contact-form","plugin_tags-crm","plugin_tags-lead-capture","plugin_category-communication","plugin_category-contact-forms","plugin_category-user-management","plugin_contributors-dselby5","plugin_committers-dselby5"],"banners":[],"icons":{"svg":false,"icon":"https:\/\/s.w.org\/plugins\/geopattern-icon\/engage-agent.svg","icon_2x":false,"generated":true},"screenshots":[],"raw_content":"<!--section=description-->\n<p>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 \u2014 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.<\/p>\n\n<p><strong>Four Rendering Modes:<\/strong><\/p>\n\n<ul>\n<li><strong>AI Live Chat<\/strong> (<code>[engage_agent]<\/code>) \u2014 Floating AI chat widget that qualifies visitors in real time, scores leads, and captures contact details mid-conversation.<\/li>\n<li><strong>Contact Form<\/strong> (<code>[engage_form]<\/code>) \u2014 Structured lead capture form with configurable fields. Submissions flow into the CRM automatically.<\/li>\n<li><strong>Waitlist Signup<\/strong> (<code>[engage_waitlist]<\/code>) \u2014 Pre-launch or limited-access signup with double opt-in email verification.<\/li>\n<li><strong>Newsletter Opt-In<\/strong> (<code>[engage_newsletter]<\/code>) \u2014 Email list growth with double opt-in compliance. Subscribers land in the same CRM where your sales and support teams work.<\/li>\n<\/ul>\n\n<p><strong>Core Features:<\/strong><\/p>\n\n<ul>\n<li>Configurable greeting message, chat title, and suggested questions<\/li>\n<li>In-chat lead capture \u2014 name, email, and optionally phone number<\/li>\n<li>AI lead scoring (weak\/moderate\/strong) based on conversation intent<\/li>\n<li>Session persistence across page reloads (sessionStorage, no cookies)<\/li>\n<li>Server-side API proxy \u2014 your API key is never exposed to the browser<\/li>\n<li>Built-in rate limiting (100 requests per IP per hour, processed locally)<\/li>\n<li>10+ admin settings for customizing behavior and appearance<\/li>\n<li>Full page-URL attribution on every lead and signup<\/li>\n<li>Double opt-in verification for waitlist and newsletter modes<\/li>\n<li>Resend verification email support<\/li>\n<li>Works with any WordPress theme<\/li>\n<\/ul>\n\n<p><strong>Part of the EmpireVault Platform:<\/strong><\/p>\n\n<p>Engage Agent is the front door to the EmpireVault platform. Behind the plugin, your team gets:<\/p>\n\n<ul>\n<li><strong>CRM<\/strong> \u2014 Lead management, AI-personalized email campaigns, unified inbox<\/li>\n<li><strong>Tickets<\/strong> \u2014 AI-powered help desk with auto-triage, SLA management, CSAT surveys<\/li>\n<li><strong>Knowledge Base<\/strong> \u2014 Searchable help articles to reduce support volume<\/li>\n<li><strong>Tasks<\/strong> \u2014 Lightweight task management tied to contacts, leads, and tickets<\/li>\n<\/ul>\n\n<p>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 \u2014 with full history visible to every team member.<\/p>\n\n<h3>External Service<\/h3>\n\n<p>This plugin connects to the <strong>Engage API<\/strong> at <code>engage.empirevault.com<\/code> (or a custom endpoint you configure) to provide AI chat responses and process form submissions.<\/p>\n\n<p>When a visitor interacts with the plugin, the following data may be transmitted to the Engage service:<\/p>\n\n<ul>\n<li>A customer ID (configured by the site administrator)<\/li>\n<li>A randomly generated session ID<\/li>\n<li>The visitor's chat message or form submission<\/li>\n<li>The URL of the current page<\/li>\n<\/ul>\n\n<p>If a visitor voluntarily provides contact information, the following may also be transmitted:<\/p>\n\n<ul>\n<li>Name (if provided)<\/li>\n<li>Email address (if provided)<\/li>\n<li>Phone number (if provided)<\/li>\n<\/ul>\n\n<p>No data is sent to the external service without active visitor interaction. No tracking, analytics, or telemetry data is collected or transmitted.<\/p>\n\n<p>By using this plugin you agree to the Engage service terms:<\/p>\n\n<ul>\n<li><a href=\"https:\/\/www.empirevault.com\/terms\/\">Terms of Service<\/a><\/li>\n<li><a href=\"https:\/\/www.empirevault.com\/privacy-policy\/\">Privacy Policy<\/a><\/li>\n<\/ul>\n\n<h3>Upgrade Notices<\/h3>\n\n<h4>1.3.0<\/h4>\n\n<p>Major update: the plugin now supports four rendering modes (chat, contact form, waitlist, newsletter). Update to offer your visitors more ways to engage.<\/p>\n\n<h4>1.0.0<\/h4>\n\n<p>Initial release.<\/p>\n\n<!--section=installation-->\n<ol>\n<li>Upload the <code>engage-agent<\/code> folder to the <code>\/wp-content\/plugins\/<\/code> directory, or install directly through the WordPress plugin screen.<\/li>\n<li>Activate the plugin through the <strong>Plugins<\/strong> screen in WordPress.<\/li>\n<li>Go to <strong>Settings &gt; Engage Agent<\/strong> and enter your Customer ID, API Key, and Engage API Endpoint. You can find these in your <a href=\"https:\/\/engage.empirevault.com\/app\/site_installations\">Engage dashboard<\/a>.<\/li>\n<li>Add the appropriate shortcode to any page or post:\n\n<ul>\n<li><code>[engage_agent]<\/code> for the AI chat widget<\/li>\n<li><code>[engage_form]<\/code> for a contact form<\/li>\n<li><code>[engage_waitlist]<\/code> for a waitlist signup<\/li>\n<li><code>[engage_newsletter]<\/code> for a newsletter opt-in<\/li>\n<\/ul><\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id=\"where%20do%20i%20get%20my%20api%20credentials%3F\"><h3>Where do I get my API credentials?<\/h3><\/dt>\n<dd><p>Sign up for an account at <a href=\"https:\/\/engage.empirevault.com\">engage.empirevault.com<\/a>, create a site installation, and copy the Customer ID and API Key from the Plugin Credentials section.<\/p><\/dd>\n<dt id=\"what%20are%20the%20four%20rendering%20modes%3F\"><h3>What are the four rendering modes?<\/h3><\/dt>\n<dd><p>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.<\/p><\/dd>\n<dt id=\"can%20i%20use%20multiple%20modes%20on%20the%20same%20site%3F\"><h3>Can I use multiple modes on the same site?<\/h3><\/dt>\n<dd><p>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 \u2014 all from the same plugin, all feeding the same CRM.<\/p><\/dd>\n<dt id=\"can%20i%20customize%20the%20chat%20widget%20appearance%3F\"><h3>Can I customize the chat widget appearance?<\/h3><\/dt>\n<dd><p>Yes. You can set a custom title, greeting message, and suggested questions from <strong>Settings &gt; Engage Agent<\/strong>. You can also override the title per-page using the shortcode attribute: <code>[engage_agent title=\"Ask me anything\"]<\/code>.<\/p><\/dd>\n<dt id=\"does%20this%20plugin%20send%20data%20to%20an%20external%20service%3F\"><h3>Does this plugin send data to an external service?<\/h3><\/dt>\n<dd><p>Yes. When a visitor interacts with the plugin, data is sent to the Engage API at <code>engage.empirevault.com<\/code> (or a custom endpoint you configure). See the <strong>External Service<\/strong> section for full details.<\/p><\/dd>\n<dt id=\"is%20the%20api%20key%20exposed%20to%20visitors%3F\"><h3>Is the API key exposed to visitors?<\/h3><\/dt>\n<dd><p>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.<\/p><\/dd>\n<dt id=\"what%20about%20cookie%20consent%3F\"><h3>What about cookie consent?<\/h3><\/dt>\n<dd><p>The chat widget uses sessionStorage (not cookies) for session persistence. No cookie consent banners are needed for the chat functionality.<\/p><\/dd>\n<dt id=\"what%20happens%20when%20i%20uninstall%20the%20plugin%3F\"><h3>What happens when I uninstall the plugin?<\/h3><\/dt>\n<dd><p>All plugin settings and transient data are removed from your database automatically.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.3.0<\/h4>\n\n<ul>\n<li>Added waitlist signup shortcode (<code>[engage_waitlist]<\/code>) with double opt-in verification.<\/li>\n<li>Added newsletter opt-in shortcode (<code>[engage_newsletter]<\/code>) with double opt-in verification.<\/li>\n<li>Added resend verification email support for waitlist and newsletter modes.<\/li>\n<li>Rendering mode now configurable per site installation.<\/li>\n<\/ul>\n\n<h4>1.2.0<\/h4>\n\n<ul>\n<li>Added contact form shortcode (<code>[engage_form]<\/code>) for structured lead capture.<\/li>\n<li>Added floating chat widget option alongside shortcode placement.<\/li>\n<li>Added in-chat lead capture (name, email, phone).<\/li>\n<li>Added 10 new admin settings for widget behavior and appearance.<\/li>\n<li>Added page-URL attribution on all leads.<\/li>\n<\/ul>\n\n<h4>1.1.0<\/h4>\n\n<ul>\n<li>Added AI lead scoring (weak, moderate, strong).<\/li>\n<li>Improved session handling and error recovery.<\/li>\n<\/ul>\n\n<h4>1.0.0<\/h4>\n\n<ul>\n<li>Initial release.<\/li>\n<li>AI chat widget via <code>[engage_agent]<\/code> shortcode.<\/li>\n<li>Admin settings for Customer ID, API Key, endpoint, greeting, and suggested questions.<\/li>\n<li>Server-side REST proxy with rate limiting.<\/li>\n<li>Session persistence and typing indicator.<\/li>\n<\/ul>","raw_excerpt":"AI chat, contact form, waitlist, and newsletter in one plugin. 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