Not every customer buys from the cart
A furniture store selling online also receives requests that never reach checkout: a hotel fitting out forty rooms, an architect needing samples, a café that wants a trade price. A contact page loses many of them, and the ones that arrive often lack the details your sales team needs.
AI SmartTalk handles these conversations in the chat on your WooCommerce store. When it recognises a project, the agent runs a SmartForm — a conversational form that asks one question at a time, offers choices as buttons and checks each answer. The visitor confirms their email address with a one-time code, which creates a lead in the AI SmartTalk CRM, and your team is notified. A SmartFlow workflow decides what happens next: an email to sales, a note on the contact, or a call to your own tools through n8n.
What the agent does
Conversational forms that qualify
A SmartForm asks your questions in order — project type, quantities, budget, deadline — with choice buttons, and validates answers such as an email, a phone number, a postal code or a date. A field can also ask for a file, such as a floor plan.
A verified lead in the CRM
When a website visitor confirms their email with the one-time code, they are created as a lead in the AI SmartTalk CRM, with the conversation attached. Emails and phone numbers typed later in the chat help link the same person across channels.
Your team is told at once
A new lead and a completed form each raise a notification, delivered by browser, email or mobile push according to each team member's settings.
Follow-up in a workflow
Each captured lead fires a lead.captured event in SmartFlow, with the contact's email, name and source. A workflow can send the answers to sales, tag the contact or call an n8n workflow that writes to your own CRM.
Knows your existing customers
With the plugin's optional customer sync, WooCommerce customer accounts are sent to the AI SmartTalk CRM — all of them, or only those who opted in to marketing — so a returning buyer is not treated as a stranger.
Set it up
- 1
Install and connect the plugin
Download the plugin ZIP from your AI SmartTalk dashboard, upload and activate it in WordPress, click Connect with AI SmartTalk, then set Enable Chatbot to Enabled.
- 2
Build your form
In AI SmartTalk, create a SmartForm with the questions your sales team asks, the choices for each one and the checks to apply, and decide whether the visitor must verify their email before starting.
- 3
Launch it from a SmartFlow
Create a SmartFlow with a SmartForm trigger and describe when the agent should offer the form — for example “when a visitor asks for a trade price or a quantity above 20”. Add the steps that follow: email to sales, CRM update, n8n call.
- 4
Turn on customer sync and notifications
In the plugin's settings, switch on customer sync if you want existing WooCommerce buyers in the CRM. In AI SmartTalk, choose who is notified of new leads and how, then run the form yourself from the preview.
Honest limits
What it does not do
Form answers do not become a CRM contact on their own: the lead is created when the visitor verifies their email, and anything else — copying answers to the contact, emailing sales — is done by the SmartFlow you set up. A first message on the website does not create a lead by itself. The only built-in route to an outside CRM is a workflow, n8n or the public API; there is no CSV export of contacts. The agent does not set trade prices or send quotes on its own.
Frequently asked questions
Do I have to build the form in WordPress?
No. SmartForms are built in AI SmartTalk and run inside the chat widget that the plugin adds to your site, so there is nothing to embed in a WordPress page.
How do I get leads into my own CRM?
Through a SmartFlow: the lead.captured event can trigger a workflow that calls n8n or your own endpoint. AI SmartTalk also exposes CRM customers through its public API.
Are the leads real email addresses?
On the website, a lead is created when the visitor types the one-time code sent to their email, so the address has been confirmed.
Does it work alongside normal sales?
Yes. The same agent answers product questions and recommends products for everyday shoppers, and offers the form only in the situations your SmartFlow describes.
How much does it cost?
Plans start at €9.90 per month with a 30-day free trial. The plugin, SmartForm and the CRM are part of AI SmartTalk; the AI is included within your plan's monthly allowance of AI words.
Sources
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Lead generation on other platforms
- Lead generation
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Some visitors don't want to check out — they want a quote. The agent recognises them, collects what your team needs in the conversation and puts a qualified lead in front of you.
- Lead generation
Lead generation on PrestaShop
When a visitor needs a quote, a trade account or a bulk price, the agent collects the details in the conversation, verifies their email and puts a qualified lead in your CRM.
- Lead generation
Lead generation on WordPress
Instead of a contact form nobody fills in, an AI agent answers the visitor's question first, then collects a verified email and the details your sales team needs.
- Lead generation
Lead generation on Joomla
The agent answers technical questions from your articles, then collects what your sales team needs — company, need, quantity, deadline — and alerts them the moment a lead comes in.
- Lead generation
Lead generation on Webflow
Your landing pages bring the traffic; the AI agent turns the visitor's question into a conversation, a verified email and the answers your sales team needs.
- Lead generation
Lead generation on WhatsApp
The first message already gives you a working phone number. The AI agent answers, asks your qualifying questions and files the contact in your CRM.
- Lead generation
Lead generation on Messenger
Each new person who messages your Page is filed as a lead. The agent answers their questions, collects the details you need and alerts your team.
- Lead generation
Lead generation on Instagram
Each new person who messages your account is filed as a lead. The agent answers, qualifies and gathers the contact details your team needs to follow up.
- Lead generation
Lead generation on Telegram
Every new person who starts your bot is filed as a lead. The agent answers their questions, asks yours, and hands the warm ones to your team.
