FormScout AI: Smart Lead Scoring

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

1. Google Gemini (Free) — Uses the Gemini API free tier. No credit card required.
2. OpenAI — Uses GPT-4o-mini or other OpenAI models (paid API key required).
3. Without AI — Built-in rule-based keyword scoring. No API key needed. Works completely offline.

Key Features

• 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.

How It Works

1. A visitor submits a form (CF7, Gravity Forms, or WPForms).
2. The plugin intercepts the submission and pulls out name, email, phone, company, budget, and message — plus any other field the form collects.
3. The scoring engine classifies the lead based on keywords, budget mentions, urgency signals, phone/company presence, email domain, and message quality.
4. The email notification subject is tagged with the lead score.
5. 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.

Scoring Criteria

• 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.

Requirements

• WordPress 5.8 or higher
• PHP 7.4 or higher
• At least one supported form plugin: Contact Form 7, Gravity Forms, or WPForms

External Services

This plugin can optionally connect to third-party AI services to classify form leads. No data is sent to any external service unless you explicitly configure and enable an AI provider in the plugin settings.

Google Gemini API

When the “Google Gemini” scoring engine is selected and an API key is configured, this plugin sends the following lead data to Google’s Generative Language API:

• Submitter’s name, email address, company name, budget, phone number, and message — including any extra form fields the plugin folded into the message (from the form submission).
• Data is sent each time a supported form is submitted while the plugin is active and the Gemini provider is enabled.

This service is provided by Google LLC.

• Service URL: https://generativelanguage.googleapis.com/
• Terms of Service: https://policies.google.com/terms
• Privacy Policy: https://policies.google.com/privacy

OpenAI API

When the “OpenAI” scoring engine is selected and an API key is configured, this plugin sends the following lead data to the OpenAI API:

• Submitter’s name, email address, company name, budget, phone number, and message — including any extra form fields the plugin folded into the message (from the form submission).
• Data is sent each time a supported form is submitted while the plugin is active and the OpenAI provider is enabled.

This service is provided by OpenAI, L.L.C.

• Service URL: https://api.openai.com/
• Terms of Service: https://openai.com/policies/terms-of-use
• Privacy Policy: https://openai.com/policies/privacy-policy