Configuring Proactive Chat Triggers

Overview

Proactive Chat Triggers are an essential feature for any business aiming to engage with website visitors at the right moment. By setting up these triggers, you can automatically open the chat widget based on specific visitor behaviors, enhancing user interaction and improving customer service efficiency.

Proactive Chat Triggers can be configured for various conditions such as time spent on a page, scroll depth, exit intent, URL matching, and return visitor detection. Each trigger type allows you to tailor the chat experience to the visitor's journey, increasing the likelihood of engagement and conversion.

Prerequisites

Before setting up Proactive Chat Triggers, ensure you have:

• Access to the Bot Configuration section in your AI Chat for Business account.
• An active bot that you want to configure triggers for.
• A clear understanding of the behaviors you want to target (e.g., time on page, scroll depth).
• The Growth or Professional subscription tier, as this feature requires advanced configuration options.

Step-by-Step Guide

1. Access Bot Configuration: Log into your AI Chat for Business account and navigate to Bot Configuration.
2. Select Widget Settings: Under the Widget menu, click on Triggers to access the trigger configuration page.
3. Add Trigger Rules: Click on Add Trigger to start setting up your conditions. Choose from the following options:

- Time on Page: Specify the number of seconds before the chat opens.
- Scroll Depth: Set the percentage of page scrolled down before triggering.
- Exit Intent: Enable detection for when the mouse moves towards the browser's close button.
- URL Matching: Select specific pages where the chat should engage.
- Return Visitor: Trigger the chat for users who have visited before.

1. Set Custom Greeting Messages: For each trigger, you can customize the greeting message that will appear to the visitor.
2. Preview and Test: Use the preview function to test how the triggers will behave on your site, and adjust settings as needed.

Best Practices

• Time it Right: For time-based triggers, consider the average time a user spends on your pages to avoid premature engagements.
• Strategic Placement: Use URL matching to focus on high-traffic or high-value pages for maximum impact.
• Balance Engagement: Avoid setting too many triggers that could overwhelm or annoy visitors.
• Monitor and Adjust: Regularly review the performance of your triggers and adjust settings based on visitor interactions and feedback.