Guided Flow Leads
A WordPress plugin for building guided lead capture flows with step-based logic, session tracking, and a floating chat-style UI.
by OpenAI for Winson Yang · github.com/coowinit/guided-flow-leads · website
Install
No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:
wp plugin install https://github.com/coowinit/guided-flow-leads/archive/refs/heads/main.zipA WordPress plugin for building guided lead capture flows with step-based logic, session tracking, and a floating chat-style UI.
Overview
Guided Flow Leads helps you create interactive, step-by-step flows that guide visitors through questions, choices, and input fields, then store lead and session data inside WordPress.
It is designed for businesses that want a lightweight guided selling, lead qualification, or conversational form experience without building a full custom application.
Core Features
- Step-based flow builder in WordPress admin
- Support for guided choice and input steps
- Option branching with Next Step ID
- Floating frontend chat-style launcher
- Lead data collection and storage
- Session tracking and resume support
- REST API endpoints for flow actions
- Admin-side usage guide
- GitHub Actions release packaging
Typical Use Cases
Guided Flow Leads can be used for:
- product recommendation flows
- quote pre-qualification
- sales lead capture
- conversational inquiry forms
- guided support funnels
- landing page conversion flows
How It Works
1. Build the flow
Create steps in the Flow Editor and define how users move from one step to the next.
2. Add options
For choice-based steps, define:
- Label — what the user sees
- Value — what gets stored
- Next Step ID — where the flow goes next
3. Launch the flow
Display the guided experience on the frontend through the plugin’s UI integration.
4. Store lead and session data
The plugin stores both lead information and session progress for follow-up and future expansion.
Admin Areas
The plugin currently includes:
- Flow Editor
- Settings
- Usage Guide
These areas help site admins configure flows, understand setup, and manage future workflow expansion.
Data Structure
The plugin uses dedicated database tables for:
- lead entries
- session progress
This makes it possible to support resumable guided flows and structured lead capture.
Installation
- Download the latest plugin package from Releases
- Go to WordPress Admin → Plugins → Add New → Upload Plugin
- Upload the zip file
- Activate the plugin
- Open Guided Flow Leads from the WordPress admin menu
Release Workflow
This repository uses GitHub Actions to automatically build installable plugin zip packages for tagged releases.
Recommended release process
- Update code locally
- Commit changes
- Push to GitHub
- Create a new tag such as
v1.1.0 - Push the tag
- GitHub Actions builds the plugin package and attaches it to the Release
Development Status
This project is actively being refined.
Recent work includes:
- improving flow editor behavior
- fixing option row rendering
- adding a professional admin usage guide
- stabilizing GitHub Actions packaging and release flow
Roadmap
Planned improvements may include:
- better lead management UI
- improved session inspection tools
- richer frontend rendering controls
- shortcode/embed documentation
- onboarding improvements
- FAQ and help documentation
Who This Plugin Is For
This plugin is a good fit for:
- WordPress developers
- B2B business websites
- lead-generation landing pages
- quote and inquiry systems
- guided product selection experiences
Contributing
This repository is being maintained as an active custom WordPress plugin project.
Structured suggestions, bug fixes, and UX improvements are welcome.
License
This project is licensed under the MIT License.