A conversation converts better than a form
Most visitors who leave a WordPress site without getting in touch had a question the page did not answer. AI SmartTalk answers it on the spot, from your own pages, and only then asks for what you need: an email address, confirmed with a one-time code so it is real, and the answers to your qualification questions.
Each verified contact becomes a lead in the AI SmartTalk CRM, with the conversation attached. Your team is notified, and a SmartFlow workflow can react to the new lead — send a welcome email, post in a team channel or call your own tools. If your site has user accounts, the plugin can also copy registered WordPress users into the CRM, with a consent filter, so a returning visitor is recognised instead of asked twice.
What the agent does
Verified emails, not typos
When the agent needs to identify a visitor, it asks for an email and sends a one-time code. Only a confirmed address creates the lead, so your CRM is not filled with fake or mistyped emails.
Qualification in the conversation
A SmartForm asks your questions one at a time inside the chat — budget, timing, company size, a file upload — with branching, so the next question depends on the previous answer. Answers can be scored and are stored per contact.
Leads in a CRM, with context
Each lead lands in the AI SmartTalk CRM with its status, contact details and conversation history, so whoever calls back knows what was already said.
Instant alerts and workflows
A new lead triggers a notification for your team and a lead.captured event in SmartFlow, where you can chain an email, a webhook or an n8n workflow.
Recognises signed-in users
With auto-login, a WordPress user who is already signed in is identified in the chat without typing an email, and an optional customer sync copies your registered users into the CRM — everyone or only those who opted in to marketing.
Set it up
- 1
Install and connect the plugin
Upload the plugin ZIP from your AI SmartTalk dashboard in Plugins → Add New → Upload Plugin, activate it and click Connect to link the site to your assistant.
- 2
Teach the agent your offer
Sync your pages and posts so the agent can answer questions about your services, prices and process before it asks for anything.
- 3
Build your qualification form
Create a SmartForm with the questions your sales team needs, attach it to a workflow so the agent can offer it, and decide whether it requires a verified email.
- 4
Choose who gets notified
Set your team's notification preferences, optionally switch on the WordPress customer sync in the plugin, and test the whole path in the preview.
Honest limits
What it does not do
On a website, the chat creates a lead only once the visitor confirms their email; anonymous chats stay in the inbox without a CRM record, and signed-in WordPress users reach the CRM through the optional customer sync rather than through the chat. A phone number typed in the chat is not verified and does not create a contact on its own. SmartForm answers are stored per contact, not as CRM fields, and AI SmartTalk does not replace a full sales pipeline tool — export or push leads onward with SmartFlow.
Frequently asked questions
Does it replace my contact form plugin?
It can sit next to it. The chat captures people who would not fill in a form, and the leads it creates go to the AI SmartTalk CRM rather than to your form plugin's entries.
Can I send leads to my own CRM?
Yes, through SmartFlow: the lead.captured event can call a webhook, an n8n workflow or another integration with the lead's details.
Is the WordPress user sync GDPR-friendly?
It is off by default. When you switch it on, you choose whether to sync all users or only those who accepted marketing, and deleting a WordPress user removes the matching contact.
What does it cost?
The plugin is free; the CRM, SmartForm and SmartFlow come with your AI SmartTalk plan, from €9.90 per month, with a 30-day free trial.
Sources
More solutions
Other use cases on this platform
- Customer support
Customer support on WordPress
The AI SmartTalk plugin teaches an agent your posts, pages and custom content, puts a chat on every page and passes the conversation to a person when it should.
- Appointment booking
Appointment booking on WordPress
Visitors ask for a time in their own words; the agent finds your next free slots, books the one they pick and sends the confirmation by email.
- FAQ automation
FAQ automation on WordPress
Your visitors ask in their own words, the agent answers from your FAQ and your pages, and the questions it could not answer come back to you to complete.
Lead generation on other platforms
- Lead generation
Lead generation on Shopify
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 WooCommerce
For the buyers who don't check out — trade accounts, large orders, custom projects — the agent runs a short conversational form, verifies the contact and alerts your team.
- 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 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.
