Contact Intelligence (No robots!)

Is your current contact form a black hole? Messages come in, but you have no idea who is serious and who is just spamming your inbox. Contact Intelligence completely changes that.

Unlike generic chatbots designed to aggressively parse out visitors and deflect them down a self serve path, Contact Intelligence is built specifically for high value customers where every single interaction could be worth thousands of dollars. In a world increasingly frustrated by automated robots, this tool guarantees a premium human touch. Your sales team gets to provide world class, personalized service, while our LeadScore AI handles all the complex background preparation.

Why Contact Intelligence is the Ultimate High Touch Tool

• Verified Inbound Leads: Every single message is tied to a verified identity and a validated email address. Because the traffic is authenticated, no CAPTCHA is ever needed.
• Pristine CRM Syncing: Your inbound requests sync directly to your CRM just like a normal form, but only after we eliminate the spam and bad actors. Your database stays perfectly clean.
• Deep Profile Enrichment: Our LeadScore AI automatically researches their company, role, and professional background, appending this rich context to the CRM record before you even read their message.
• Total Journey Context: You get full visibility into their entire site journey, allowing you to understand exactly what product pages they were looking at before they reached out.
• Smart Drafted Replies: The LeadScore AI prepares a customized reply using the exact same intelligence we use for regular outreach, ensuring your response is hyper relevant and professional.
• Seamless Team Ownership: All messages land centrally in the Inbound tab of your Nurture Action Queue within your Opportunities view. Your sales reps can easily claim specific messages and completely own the follow up.
• Flexible Deployment: Let prospects start conversations from any page, not just a dedicated Contact page. You can easily configure the form to capture optional fields like phone numbers or company names.
• Frictionless Experience: It works perfectly in tandem with your Instant Lead Capture tool. If a prospect is already signed in to your site, the form is beautifully pre filled for them, removing all barriers to entry.

How Contact Intelligence Works

You can embed this tool directly on your page or dock it elegantly to the corner of any screen, allowing prospects to start a conversation from anywhere. When a user wants to reach out, they must verify their identity first. Our system authenticates their profile and strictly validates every single email address to guarantee there is a real, active mailbox on the other side.

Once they convert and submit their message, it feeds directly into the Inbound tab of your Nurture Action Queue. Just like a traditional contact form, this data syncs seamlessly in real time to your CRM. The massive difference is that we completely parse out the bad players first. Before the record ever hits your database, our LeadScore AI instantly builds a complete profile with their company information, role, and background. It then analyzes their specific request alongside their entire behavioral journey across your site to prepare a highly customized draft reply, giving your team a massive head start on the conversation with fully enriched context.

Customizing Your Contact Intelligence

Contact Intelligence allows you to add a beautifully gated contact section to one or more pages on your website. When visitors click to connect with a real person, they are prompted to authenticate first before they can submit their message. This guarantees you only receive legitimate requests from validated users, completely eliminating spam while you capture pristine lead data. All highly enriched submissions are automatically routed by email to the application owner and synced to your CRM.

Follow these simple steps to deploy Contact Intelligence across your site:

Step 1: Access the Settings In your left menu in the WordPress Admin, click on Bread and Butter.

Step 2: Select Your Pages In the left menu, expand More Tools and select Contact. Specify the exact web pages or post categories where you want the Contact Intelligence tool to appear. You can choose one or many pages.

Step 3: Design the Signed Out State Set the specific text that visitors see before they authenticate. You can also customize the Welcome icon URL to use your own custom graphic instead of the default envelope icon.

Step 4: Design the Signed In State Set the specific text that visitors see after they authenticate and are ready to type their message. You can also easily enable optional data fields like Phone Number and Company Name, which will appear seamlessly below the main message box.

Step 5: Position Your Tool Set the exact position and define the margins from the edge of the page to dictate exactly where you want the widget to dock on the screen.

Step 6: Advanced Routing (Optional) Enable Override Registration Destination URL if you have a global routing rule set in your main application settings, but you do not want it to apply to these specific contact pages. If you do not have a global destination URL set, you can safely ignore this setting.

Step 7: Define Conversion Methods (Optional) Choose exactly how you want visitors to authenticate. While your conversion methods are set globally in your web app, you can override them just for this specific tool. For example, you might require a strict Email plus Password plus PIN for your premium gated content, but decide to allow basic Email capture here to reduce friction when people want to reach out. You can also select a specific subset of the social logins you have already enabled.

Step 8: Save and Launch Click Save to apply your changes. Your Contact Intelligence widget is now live and actively protecting your team from spam!

Embedding Contact Intelligence via Shortcode

If you prefer to embed the Contact Intelligence form directly within the body of a specific page or post rather than docking it to the screen, you can easily do so using a simple WordPress shortcode. Here is how to set it up:

Step 1: Access Your Page Editor Find the specific page or post where you want the embedded form to appear and open it in Edit mode within WordPress.

Step 2: Position Your Cursor Place your cursor exactly where you want the contact form to live on the page.

Step 3: Add the Shortcode Block Click the Toggle block inserter button, search for Shortcode, and select that specific block.

Step 4: Enter the Standard Shortcode Inside the shortcode block, enter the following: [breadbutter-contactus-form]

Step 5: Add Advanced Parameters (Optional) You can completely customize the embedded form directly within the shortcode by adding specific parameters:

• Show Phone: Add show_phone=true  to display the phone number field.
• Show Company: Add show_company_name=true  to display the company name field.
• Custom Text: You can adjust the exact messaging by adding a locale parameter and defining your custom text for the header, sub-header, button, and success message directly in the code. Here is an example of what that looks like:

[breadbutter-contactus-form show_phone=true show_company_name=true locale='{"CONTACT_US":{"HEADER":"Connect with a real person","TEXT_1":"Lets get started with your contact information","TEXT_2":"We only receive what is needed to get in touch with you","SUB_HEADER":"%FIRST_NAME%, how can we help?","BUTTON":"Send your message","SUCCESS":"Thanks for reaching out %FIRST_NAME%. We will get back to you as soon as possible"}}']

Step 6: Save and Publish Click Update to save your changes. Your beautifully embedded Contact Intelligence form is now live and ready to capture highly qualified, verified leads!

Setting Custom Rules Per Page

Do you need a specific landing page to have a totally unique contact experience? All Contact Intelligence settings can be configured at the individual page level! Just follow these quick steps:

1. Open the WordPress page editor for the specific page or post.
2. Click the Bread and Butter logo at the top right, or click the Options button and select Bread and Butter under Plugins.
3. Expand the Contact Intelligence section in the right hand panel.
4. Click Enable, and then make your custom adjustments.