Video Links – Creating And Managing Triggers

Triggers are used to create proactive chat engagement. A basic trigger will automatically open a chat window after a pre-determined amount of time and pose a question to the visitor, such as “Hello, how may I help you?”

To Setup and Use Triggers Follow These Steps:

1. Go to Admin at the sidebar of the Dashboard.
2. If you have multiple sites and pages, choose the Property you wish to Manage Triggers for in the hamburger section.

3. Click on Triggers to view, manage, or add new triggers.
4. To Add a New Trigger click the Green Add Trigger button in the top right corner of the Dashboard.

Set parameters depending on the trigger type:

Chat Rescuer
This trigger is used to auto-respond to messages if agents don’t respond in time.
Delay message 1 minute to 1 hour.

Page Notification
This trigger is used to send a notification to a visitor if they have been on a particular page for X amount of time.

Site Notification
This trigger is used to send a notification to a visitor if they have been on the website for X amount of time.

Advanced Notification
Choose from a variety of variables to define the trigger behavior.

Note: You may also upload a photo or select an avatar for the trigger message that would be visible to your customer.

Triggers are used to create proactive chat engagement. A basic trigger will automatically open a chat window after a pre-determined amount of time and pose a question to the visitor, such as “Hello, how may I help you?”

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