EmpireVault Documentation
EmpireVault’s documentation lives in our Knowledge Base — searchable, always current, and written against the product as it ships.
Quick Start
- Sign up for a free trial at app.empirevault.com/signup — no credit card required, 21-day free trial.
- Invite your team and assign roles — see Getting Started.
- Connect your first mailbox (Google, Microsoft 365, or IMAP) to start syncing conversations.
- Install the Engage plugin on your WordPress site to capture leads and engage visitors.
Browse by Topic
- Getting Started — What EmpireVault is, signing in, navigation, users and roles.
- Engage — Website chat, forms, submissions, and audience lists.
- CRM — Contacts, companies, leads, deals, campaigns, custom fields, and automations.
- Quotes & E-signatures — Quotes, the product catalog, approvals, contracts, and document signing.
- Support Tickets — Ticketing, SLAs, the customer portal, and the knowledge base itself.
- Email & Calendar — The email inbox, booking pages, event types, and the unified calendar.
- Jobs & Recruiting — Job postings, applicant tracking, and AI resume scoring.
- euro-office Documents — Documents, spreadsheets, and presentations in the browser.
- Workspace — Projects, tasks, comments, and the client portal.
- Platform & Billing — Subscription, seats, user management, and integrations.
For Developers
The REST API gives you programmatic access to contacts, companies, deals, tickets, notes, tasks, and custom fields with Bearer API keys, cursor pagination, and idempotent creates. Outbound webhooks push signed events to your systems, and automations can call a webhook conditionally.
The WordPress Plugin
The Engage plugin adds the chat widget, contact forms, waitlists, and newsletter signups to any WordPress site, with shortcodes for inline placement. Setup is covered in Sites and the Chat Widget, and the Engage product page has the full feature tour. A script-tag embed works on every other platform — Drupal, Squarespace, Webflow, Ghost, Wix, or static HTML.
Security
Encrypted data at rest, SSO via WorkOS, role-based access control, and immutable audit logging. Full details on the Security page.
Need help? Contact us at support@empirevault.com