HelpGent – Video Funnels and Conversational Forms for WordPress

Plugin Demo | Pro Version | Support | Documentation

HelpGent is a conversational form builder for WordPress. Create guided, multi-step forms—called Video Funnels in HelpGent—that let visitors answer with video, voice, text, or (with Pro) screen recordings. Review submissions and reply from your WordPress inbox; visitors can submit and continue the conversation without needing your team to be online at the same time.

Use a Video Funnel to ask for details a short contact form may not capture. For example, ask a prospect about project type and timeline, or let a customer record the steps that lead to a support issue. Choose the questions, answer formats, and follow-up path for each form.

What Is a Video Funnel?

A Video Funnel is HelpGent’s name for a multi-step conversational form. It presents questions one at a time and can collect video, voice, text, and—on Pro plans—screen recordings, alongside standard form responses.

For example, a support form can ask a visitor to record their screen while describing a bug. A project inquiry can ask for project type, budget, and timeline, with an optional video response. These details give your team more to review when preparing a reply.

Async Messaging: Visitors Submit Anytime, Your Team Replies Later

Visitors can submit a video message, voice recording, text reply, or (with Pro) screen recording at any time. Your team can review the response in the WordPress inbox and reply with video, voice, or text when ready. The visitor and your team do not need to be online at the same time.

This workflow can suit solo consultants who do not want to monitor live chat all day, or support teams that work across time zones. Coaches and consultants can also review application answers before deciding whether to schedule a call.

Messages and responses are managed from your WordPress inbox. Media is stored on your WordPress server by default. Pro users can optionally connect Google Drive or Bunny Storage to transfer media to cloud storage.

Multi-Step Conversational Forms That Guide Visitors Step by Step

HelpGent presents form questions one at a time. Visitors answer a question and continue to the next step, rather than seeing every field on one page.

Build forms for lead capture, client onboarding, job applications, product feedback, testimonials, support intake, or call applications. Add video, voice, and text prompts; screen recording is available with Pro. Conditional logic can show follow-up questions based on previous answers.

Conversational forms can appear as a full-page experience or as a form bubble — a floating widget that sits on any page and opens into the form when clicked. You can customize the bubble icon, color, introductory text, and layout to match your brand without touching code.

Voice Messages and Pro Screen Recording

Visitors can record voice messages in the browser without installing recording software. Screen recording with voice narration is available with Pro.

Visitors can use voice messages for feedback or support requests. Your team can play them from the WordPress inbox and reply with video, voice, or text.

Screen recording lets a visitor capture what is happening on their screen while narrating. This can help support teams see the steps and error messages a visitor is describing, which may reduce the need for follow-up questions.

Recordings are made in the browser without separate recording software. Media is stored on your WordPress server by default. Pro users can connect Google Drive or Bunny Storage to transfer media files.

Ten Ways to Use HelpGent on Your WordPress Site

Here are common ways to use HelpGent on a WordPress site:

Lead capture for service businesses. Ask prospects about project type, budget, and timeline, and let them explain their needs by video or text.

WooCommerce product questions. Add a form to product pages so customers can ask about size, fit, or bulk pricing by video, voice, or text.

Support intake. Let users describe a problem and, with Pro, record their screen to show the issue and the steps that lead to it.

Client onboarding. Ask clients about their business, goals, brand preferences, and deliverables through a guided form with video, voice, or text prompts.

Call applications. Coaches and consultants can ask applicants about their goals and needs before deciding whether to schedule a call.

Testimonial collection. Invite customers to respond to prompts with a video, voice recording, or text testimonial.

Hiring and candidate screening. Collect video introductions, answers to screening questions, or work samples before scheduling interviews.

Product feedback and user research. Ask users to explain an issue by video or, with Pro, show it in a screen recording.

Course and coaching applications. Ask applicants about their goals and experience before reviewing an application.

Bug reporting and website feedback. Add a feedback form to a site so users can describe a problem and, with Pro, record their screen while reproducing it.

Free Features

The free version includes tools to build forms, collect responses, and continue conversations. It includes:

Unlimited forms and unlimited responses. HelpGent places no limit on how many forms you create or how many submissions you receive — even in the free version.

Video recording. Visitors can record and send short video messages directly inside the form.

Voice recording. Audio messages work the same way — no external service or plugin required.

Text messaging. Two-way text conversation inside the same inbox thread.

Video upload. Visitors can upload pre-recorded video files in addition to recording live inside the form.

Guest user access. Any visitor can submit a form and continue the conversation without a WordPress account. A secure token is sent to their email after the first submission.

Frontend dashboard. Both you and your visitors can manage conversations from a frontend dashboard — no WordPress admin access required for visitors.

Advanced conditional logic. Show or hide steps based on previous answers, routing visitors through different paths in the same multi-step form.

20+ form elements. Multiple choice, short text, long text, date picker, time picker, file upload, user validation, GDPR consent, Google Maps, Google reCAPTCHA, and more.

Quiz builder. Create interactive quizzes inside your conversational forms — scored questions, configurable answer options, and results collected in WordPress. Free for all users.

Starter templates. Free pre-made conversational form templates — lead capture, contact, feedback, survey, and more — so you can launch without building from scratch.

Form bubble. Display your conversational form as a floating widget on any page. Customize the bubble icon, text, and color to match your brand.

Pro Features

HelpGent Pro adds screen recording, expanded media limits, additional form elements, and other tools for managing forms and responses.

Screen recording. Visitors can capture their screen, narrate the recording, and submit it as a form response. This can help with support requests, bug reports, and onboarding.

Unlimited video and voice recording. The free version caps video recording at two minutes. Pro removes all time limits on both video and voice recording.

Higher video resolution. Pro supports maximum quality recording beyond the free version’s default.

Higher file upload limits. Pro increases HelpGent’s file upload limit. The maximum upload size may also depend on your WordPress hosting configuration.

Pro form fields. Five additional elements are available exclusively in Pro: Multi Select (let visitors choose multiple answers from a list), Picture Select (visual option picker with images), Range Slider (numeric range input), Rating (star or icon-based rating), and Promoter Score / NPS (Net Promoter Score question for measuring loyalty and satisfaction).

Cloud storage integration. Connect Google Drive or Bunny Storage/CDN to transfer media files. Pro includes transfer queues and migration tools, plus options to manage rendering and deletion.

Lead management. View leads in a dedicated inbox tab, filter them by form, and export lead data for use in your sales workflow.

White label and branding removal. Remove HelpGent branding from forms and emails and use your own branding.

Quiz timer and grading. Add a time limit and automatic grading to quizzes. The quiz builder itself is available in the free version.

Save incomplete data. Access partial responses from forms visitors leave before completing.

Expanded template library. Pro unlocks additional Video Funnel templates for onboarding, support intake, testimonial collection, and more — on top of the free starter templates.

Conditional end screens. Route visitors to different thank-you screens based on their form answers.

Email template branding. Customize the visual style and branding of outgoing email notifications to match your identity, beyond the default template.

Directorist integration. Connect HelpGent with Directorist to add video messaging and conversational forms to directory listing pages. Learn more about HelpGent Pro →

Build Interactive Quizzes Inside WordPress

HelpGent includes a quiz builder in the free version. Create scored quizzes inside multi-step forms without a separate quiz plugin.

Add question screens, configure answer options, and assign point values. Visitors answer questions one at a time. You can also combine quiz questions with video responses or file uploads.

HelpGent Pro adds a quiz timer and automatic grading.

Use quizzes for course knowledge checks, coaching applications, hiring screenings, product recommendations, or lead qualification. Quiz results are stored in your WordPress database.