InfoChat – AI Chat with CRM

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:

• Google Gemini (recommended — free tier available)
• OpenAI (GPT-4, GPT-3.5-turbo)
• Anthropic (Claude)

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