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InfoChat – AI Chat with CRM

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InfoChat – AI Chat with CRM

by Wpadroit

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Description

InfoChat adds an intelligent AI-powered chat widget to your WordPress website. The AI automatically reads your published pages, posts, and products to answer visitor questions accurately — while capturing leads for follow-up.

Key Features

  • AI-Powered Chat — Connect your own AI API key (Google Gemini, OpenAI, or Anthropic) to power the chat
  • Website Context Awareness — Automatically analyzes your pages, posts, and products so the AI gives accurate answers
  • Lead Capture — Collects visitor contact information during chat conversations
  • Built-in Lead Management — View and manage all leads directly inside WordPress
  • Chat History — Full conversation history stored and viewable in the admin panel
  • Customizable Widget — Adjust colors, position, welcome message, and chat title
  • WooCommerce Support — Automatically indexes product information including prices and attributes
  • Mobile Responsive — Works on all screen sizes and devices
  • Dark Mode Support — Automatically adapts to the visitor’s system preference

How It Works

  1. Install & activate the plugin
  2. Go to InfoChat Settings and add your AI API key
  3. Click “Analyze Website Now” to index your content
  4. The chat widget appears on your website — visitors can ask questions and get instant answers
  5. Leads are captured and viewable in InfoChat Leads

Optional: CRM Integration

The free version includes a built-in lead management system. If you use an external CRM, you can optionally connect it:

  • InformSuite CRM (recommended) — erp.informsuite.com
  • HubSpot
  • Salesforce
  • Zoho CRM
  • Pipedrive
  • Custom API / Webhook

CRM integration requires an active account with the respective CRM provider. No plugin upgrade is needed — simply enter your CRM API credentials in the settings.

Supported AI Providers

You need an API key from one of these providers:

Third-Party Services

This plugin connects to external third-party services. By using these services, you agree to their respective terms and privacy policies.

AI Providers (one required)

The plugin sends your website content (as context) and visitor chat messages to your chosen AI provider to generate responses.

Google Gemini (Google AI)
* Service URL: https://ai.google.dev/
* API Endpoint: https://generativelanguage.googleapis.com/v1beta/
* Terms of Service: https://ai.google.dev/gemini-api/terms
* Privacy Policy: https://policies.google.com/privacy
* Data sent: website content summary, visitor chat messages, chat history

OpenAI
* Service URL: https://openai.com/
* API Endpoint: https://api.openai.com/v1/
* Terms of Use: https://openai.com/policies/terms-of-use
* Privacy Policy: https://openai.com/policies/privacy-policy
* Data sent: website content summary, visitor chat messages, chat history

Anthropic (Claude)
* Service URL: https://www.anthropic.com/
* API Endpoint: https://api.anthropic.com/v1/
* Terms of Service: https://www.anthropic.com/policies/terms
* Privacy Policy: https://www.anthropic.com/policies/privacy
* Data sent: website content summary, visitor chat messages, chat history

CRM Providers (optional)

If you enable CRM integration, lead data (name, email, phone, company, chat transcript) is sent to your chosen CRM.

HubSpot
* API Endpoint: https://api.hubapi.com/
* Privacy Policy: https://legal.hubspot.com/privacy-policy

Salesforce
* API Endpoint: Your Salesforce instance URL
* Privacy Policy: https://www.salesforce.com/company/privacy/

Zoho CRM
* API Endpoint: https://www.zohoapis.com/
* Privacy Policy: https://www.zoho.com/privacy.html

Pipedrive
* API Endpoint: https://api.pipedrive.com/
* Privacy Policy: https://www.pipedrive.com/en/privacy

InformSuite CRM (WPAdroit CRM)
* Service URL: https://erp.informsuite.com/
* API Endpoint: Your InformSuite CRM instance URL
* Privacy Policy: https://wpadroit.com/privacy-policy
* Note: When InformSuite CRM live chat is enabled, a WebSocket connection is established to your InformSuite instance for real-time operator chat.

Custom API / Webhook
* Sends lead data to a URL you configure in the settings.

Data Handling

  • All chat conversations and lead data are stored in your WordPress database
  • Data is only sent to external services you explicitly configure (AI provider and/or CRM)
  • No data is collected by the plugin author
  • No analytics or tracking is included in this plugin
  • The plugin sets one cookie (infochat_session) to maintain the chat session (expires in 24 hours)
  • IP addresses are collected solely for rate limiting purposes

Privacy Policy

InfoChat stores all data in your WordPress database. The plugin does not send any data to the plugin author or any third party except the AI provider and CRM you explicitly configure. See the “Third-Party Services” section above for details on what data is sent to each service.

Site administrators are responsible for:
* Informing visitors about the use of AI chat and data collection in their privacy policy
* Ensuring compliance with GDPR, CCPA, or other applicable data protection regulations
* Configuring appropriate data retention policies

  1. Upload the infochat folder to /wp-content/plugins/ or install via the WordPress plugin installer
  2. Activate the plugin through the Plugins screen
  3. Go to InfoChat Settings to configure your AI API key
  4. Click “Analyze Website Now” on the InfoChat Website Context page to index your content
  5. The chat widget will appear on your website automatically
Do I need an API key?

Yes. You need a free or paid API key from Google Gemini, OpenAI, or Anthropic to power the AI chat responses. Google Gemini offers a free tier that works well for most sites.

Is the plugin free?

Yes, InfoChat is 100% free. All features work without any paid upgrade. The only cost is your AI provider’s API usage (Google Gemini has a generous free tier).

How does website analysis work?

The plugin reads your published pages, posts, and WooCommerce products to build a knowledge base. This information is stored in your own WordPress database and sent to your chosen AI provider as context when answering questions.

Is chat conversation data stored?

Yes, all conversations are stored in your WordPress database. You can view them in InfoChat Chat History. No conversation data is sent to any third party other than your configured AI provider.

What data is collected from visitors?

The plugin collects: chat messages, session ID (stored as a cookie), IP address (for rate limiting), browser user agent, and optionally name/email/phone if the visitor submits the lead form. All data is stored in your WordPress database.

Can I connect my CRM?

Yes. The plugin supports InformSuite CRM (recommended), HubSpot, Salesforce, Zoho CRM, Pipedrive, and custom API webhooks. Just enter your CRM API credentials in the settings — no plugin upgrade required.

Does it work with WooCommerce?

Yes! InfoChat automatically indexes your WooCommerce products including names, prices, descriptions, stock status, and attributes.

Can I customize the chat widget?

Yes. You can customize the primary color, position (bottom-right or bottom-left), chat title, and welcome message in the settings.

1.0.0

  • Initial release
  • AI chat powered by Google Gemini, OpenAI, or Anthropic
  • Automatic website content analysis
  • Lead capture and built-in lead management
  • CRM integration (InformSuite CRM, HubSpot, Salesforce, Zoho, Pipedrive, Custom API)
  • Customizable chat widget with dark mode support
  • WooCommerce product indexing
  • Chat history with admin viewer
  • Rate limiting for API protection
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