FormScout AI: Smart Lead Scoring
| 开发者 | umeshladumor |
|---|---|
| 更新时间 | 2026年6月25日 22:20 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.0 |
| 版权: | GPL-2.0-or-later |
| 版权网址: | 版权信息 |
详情介绍:
FormScout AI automatically analyzes your form submissions and classifies every lead as 🔥 HOT, 🟡 WARM, 🔵 COLD, or ⚠️ SPAM — so you know which leads to follow up first.
Works with Contact Form 7, Gravity Forms, and WPForms.
Three Scoring Modes
- Google Gemini (Free) — Uses the Gemini API free tier. No credit card required.
- OpenAI — Uses GPT-4o-mini or other OpenAI models (paid API key required).
- Without AI — Built-in rule-based keyword scoring. No API key needed. Works completely offline.
- Automatic lead classification — HOT, WARM, COLD, or SPAM on every submission.
- Smart field detection — Automatically finds name, email, phone, company, and budget fields regardless of how your form labels them, and folds any extra custom fields (e.g. "Service Interested In", "Timeline") into the analysis so no signal is lost.
- Email subject tagging — Prepends [🔥 HOT LEAD], [🟡 WARM LEAD], etc. to notification emails.
- Lead logs dashboard — View all scored leads with score, confidence, reason, signals, and message preview, with filters for score, form source, and date range.
- Integration toggles — Choose which form plugins to integrate with from the settings page.
- Fallback protection — If AI fails, automatically falls back to rule-based scoring. Never blocks form submissions.
- Privacy-first — No data sent to external APIs unless you explicitly configure and enable an AI provider.
- WordPress standards — OOP architecture, proper sanitization, escaping, nonces, capability checks, and prepared SQL queries.
- A visitor submits a form (CF7, Gravity Forms, or WPForms).
- The plugin intercepts the submission and pulls out name, email, phone, company, budget, and message — plus any other field the form collects.
- The scoring engine classifies the lead based on keywords, budget mentions, urgency signals, phone/company presence, email domain, and message quality.
- The email notification subject is tagged with the lead score.
- The scored lead is logged in a custom database table and visible in the admin dashboard, where you can filter by score, form source, or date.
- HOT — Strong buying intent: budget mentioned, timeline/deadline, urgency keywords, ready to proceed.
- WARM — Genuine interest: exploring options, asking about services/solutions, requesting more information.
- COLD — Vague or minimal: short messages, no intent signals, generic greetings.
- SPAM — Promotional or irrelevant: SEO offers, link building, casino/crypto spam, disposable emails.
- WordPress 5.8 or higher
- PHP 7.4 or higher
- At least one supported form plugin: Contact Form 7, Gravity Forms, or WPForms
安装:
- Upload the
formscout-ai-smart-lead-scoringfolder to the/wp-content/plugins/directory, or install directly from the WordPress plugin screen. - Activate the plugin through the Plugins menu in WordPress.
- Go to Lead Scorer → Settings to configure:
- Enable/disable the plugin
- Choose which form integrations to activate
- Select a scoring engine (Gemini, OpenAI, or Without AI)
- Enter your API key if using an AI provider
- Submit a test form to verify scoring is working.
- View scored leads under Lead Scorer → Lead Logs.
屏幕截图:
常见问题:
Does this plugin work without an AI API key?
Yes! Select "Without AI" as the scoring engine and the plugin uses built-in keyword analysis to classify leads. No API key required.
Is the Google Gemini API really free?
Yes. Google offers a free tier for the Gemini API. Get your key at Google AI Studio — no credit card required.
Will this plugin slow down my form submissions?
No. The AI API call has a short timeout (5-10 seconds), and if it fails, the plugin silently falls back to rule-based scoring. Form submissions are never blocked.
What data is sent to the AI API?
Only the form submission fields (name, email, company, budget, phone, message, and any extra fields the form includes) are sent to the configured API. No data is sent unless you explicitly configure and enable an AI provider.
Does this plugin store personal data?
Yes, the plugin stores lead data (name, email, phone, message, score) in a custom database table for the lead logs feature. This data is only accessible to administrators.
Can I delete the stored lead data?
Yes. Individual log entries can be deleted from the Lead Logs page. All data is also removed when you uninstall (delete) the plugin.
Which form plugins are supported?
Contact Form 7, Gravity Forms, and WPForms (including WPForms Lite).
更新日志:
1.1.0
- Added phone number capture and scoring across Contact Form 7, Gravity Forms, and WPForms.
- Custom/unmapped form fields (e.g. "Service Interested In", "Timeline") are now consistently folded into the message for all three form integrations, so no signal is lost regardless of field naming.
- Added Score, Form Source, and Date Range filters to the Lead Logs admin page.
- Rewrote the AI scoring prompt with a concrete rubric and examples for more consistent HOT/WARM/COLD/SPAM decisions.
- Improved rule-based confidence scoring to account for quality signals (phone, company, business email).
- Fixed provider-card and integration-toggle selection on the Settings page (JS function name mismatch).
- Renamed the main plugin file and text domain to match the plugin slug.
- Initial release.
- Contact Form 7, Gravity Forms, and WPForms integration.
- Google Gemini and OpenAI AI scoring support.
- Rule-based keyword scoring (Without AI mode).
- Admin settings page with provider selection and integration toggles.
- Lead logs dashboard with stats, signals, and message preview.
- Email subject line tagging with lead score labels.
- Custom database table for lead log storage.