1. Install & Connect

Install the Engage plugin from your WordPress admin. Enter your API key and Customer ID from the EmpireVault Hub. Choose one of four rendering modes — live chat, contact form, waitlist signup, or newsletter opt-in — and configure over 10 admin settings to match your brand and workflow. Each site installation is independently configurable.

2. Crawl & Train Your AI Agent

Point the plugin at any URL on your site and it will crawl the page to automatically generate AI context files. Your chat agent learns your products, services, pricing, and FAQs directly from your existing content — no manual training scripts, no spreadsheets. Crawl a URL to build AI context in minutes, not days.

3. Embed & Go Live

Add a shortcode to any page or post:

for the AI chat widget, [engage_form] for a contact form, [engage_waitlist] for waitlist signups, or [engage_newsletter] for newsletter opt-ins. Every interaction captures name, email, optional phone, UTM parameters, referrer URL, and the page URL where the visitor engaged.

AI Chat Agent

Your AI agent answers visitor questions using context crawled directly from your website. It handles product inquiries, pricing questions, and support topics around the clock. When a visitor is ready to connect, the agent captures their name, email, and optionally their phone number — only when the visitor initiates, never by interrupting the conversation.

AI-Powered Lead Processing

Every conversation is automatically summarized by AI. Leads receive an AI-generated score — weak, moderate, or strong — based on conversation intent and engagement signals. Tags are auto-applied to categorize leads by topic, product interest, or urgency. Your sales team sees enriched, qualified leads instead of raw chat transcripts.

Four Rendering Modes

• Live Chat — Floating AI chat widget that engages visitors and captures leads mid-conversation
• Contact Form — Structured lead capture form with name, email, phone, and message fields
• Waitlist Signup — Pre-launch or limited-access signups with double opt-in verification
• Newsletter Opt-In — Email list growth with double opt-in, time-limited single-use verification tokens, and compliance-ready confirmation flow

Full Attribution on Every Lead

UTM parameters (source, medium, campaign, term, content), HTTP referrer, and the exact page URL are captured automatically on every lead. Know precisely which campaigns, channels, and pages drive your best conversions — no additional tracking scripts required.

Privacy-First Architecture

Engage uses sessionStorage instead of cookies — no cookie consent banners needed. All data is transmitted over TLS. A configurable 90-day data retention policy automatically purges expired records. Your visitors’ privacy is protected by design, not by afterthought.

Admin Configuration

Over 10 configurable settings per site installation give you full control: customize chat widget colors and placement, set welcome messages, configure form fields, toggle lead capture behavior, adjust AI agent personality, and manage verification email templates. Each WordPress site connected to your account is configured independently.

Auto-Generated AI Context

Most chat solutions require you to manually write training data or upload knowledge base documents. Engage crawls your existing website content and builds AI context files automatically. Point it at a URL and your agent is trained in minutes — not weeks of manual content curation.

One Plugin, Four Modes

Competitors sell separate tools for chat, forms, waitlists, and email capture. Engage is a single plugin with four rendering modes controlled by shortcodes. Switch from a chat widget to a waitlist form by changing one shortcode — no new plugins, no additional subscriptions, no compatibility headaches.

Built-In Lead Intelligence

AI summarization, lead scoring, and auto-tagging happen automatically on every captured lead. Combined with full UTM and referrer attribution, your team gets actionable intelligence without configuring third-party analytics or lead scoring tools. Every lead arrives qualified, categorized, and attributed.